Part 2: Preparing A Financial Plan

Supporting Documents

In addition to the business plan, provide whatever supporting documents that your loans or economic development officer requires. You may some of these or more, it will depend on whats required.

Note: Provide copies of the documents; keep the originals in your records.

  Required
 
Yes
No
Copy of the parternership agreement    
Copy of the shareholder's agreement    
Copy of the joint venture agreement    
Copy of the articles or certifical of incorporation    
Resumes of key employees    
Copy of management contract    
Detailed list of existing & proposed equipment    
Evidence the building meets codes    
Copy of the land lease    
Copy of the appraisal for land, building & equipment    
Copy of the accepted offer to purchase    
Firm price contracts & quotes for equipment & bulding    
Firm price contracts & quotes for leasehold improvements    
Firm price contracts & quotes for building renovations    
Copy of opinion of value for business acquisition    
Copy of estimate of value for the business acquisition    
Evidence your cash contribution is available    
Personal net worth statements of owner and shareholders    
Evidence that other sources of financing have been approved    
Copy of the franchise agreement    
Vendor's financial statements for the last 3 years    
Copy of maps of the area    
Copy of a diagram of the floor space    
Structure of the business and surrounding businesses    
Insurance quote    
     
     
     

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