What goes in the appendix of a business plan

Always include the appendix when applying for funding with lenders and investors. The table of contents provides a quick overview of the documents contained in the appendix. The appendix consists of an array of documentation that ranges from receipts and bank statements to contracts and inventories.

The appendix makes the rest of the plan easier to read, without taking a detour for credentials and corroboration.

As a result, provide the information only on a discretionary basis. These individuals and companies use the supporting information to determine whether they will approve your application.

Do not include original documents. You may want to consider having your readers sign a Non-Disclosure Agreement, or NDA, to help protect the confidentiality of your information.

Small Business Administration suggests that the appendix of a business plan should only be provided to creditors and other people who need to see the information to determine financial credentials. That way, you can update items as necessary.

A list of your current customers and the types of products and services you provide also fits in the appendix. Reserve the appendix for information that supports the business financials, including tax returns, inventory estimates and personal and business credit history information.

However, limit views when you are simply discussing your business with mentors or other individuals for business relationships and ventures. Additional illustrations of your products, samples of marketing materials, and any marketing studies also go in this section.

Also use it for any general supporting documents that are longer than two pages, along with formal contracts, supporting pictures and market research information. This will make it easier to refer to the items as you need to in the plan.

Share on Facebook A business plan that includes an appendix goes a long way in convincing the reader of your thoroughness in developing a business idea. The care and thoroughness you put into your backup documents will be a big clue to your readers about your general approach to business, and could help sway opinion one way or the other.

Articles and documents that provide detailed information about your competitors goes in this section. Uses The information within the appendix is highly confidential.

Much like an appendix in a carefully documented piece of non-fiction, where sources are critical for proving the points made in the writing, the appendix of a business plan is used at the end to support the facts presented in the previous pages.

Add a copy of any licenses as well as patent or trademark documentation. Add copies of building permits, facility information, and copies of all property and equipment leases. The Plan About the Author Writing professionally sinceCharmayne Smith focuses on corporate materials such as training manuals, business plans, grant applications and technical manuals.

Most business plans average 20 to 35 pages without an appendix. If the appendix contains a lot of material, you can also consider using tabs to break it up, which will make it even easier to locate things.

Each of these would require different documentation, and in many cases, you might not want to share some of the information with everyone. The page also helps readers quickly access the information they need most, especially if you number the documents and show the corresponding numbers in the table of contents.

Organization The appendix begins with a detailed table of contents that is organized according to each section of the business plan.

Organize and label the documents according to the reference order within the business plan. Include contact information for your advisors, including attorneys, accountants and creditors. It should be used on an as-needed basis and include only essential information.

Regardless of the format you choose, always place the appendix at the end of the plan. Never include the original documents.

Credit histories for both the business and its owners Business and personal tax returns Resumes of the owners and key management Photos of your products or their prototypes Samples of marketing materials, logos, and mockup ads Reference letters from business associates and community leaders Details of your market research studies Information about your competitors Press clippings about you and the business Any relevant news articles on your product or industry Legal documents such as your incorporation papers, shareholder certificates, etc.

If your plan discusses a franchise, include a copy of all contracts and supporting documents provided by the franchiser. Documents to Include Include detailed resumes of your executive team, along with any agreements and contracts you have with clients and vendors. Again, not everything might need to be shown to everyone who reads your plan, but here is a full list of items you might want to prepare for your appendix: Think of your business plan as the narrative that tells the story, while the appendix is where you put the factual information that supports it.

Always include clear, legible copies. Placement The appendix is always directly behind the last section in the business plan. Use The number of people who read your business plan may go far beyond the few individuals you hand it to, making it important that you keep confidential information that appears in an appendix out of the wrong hands.

The appendix fleshes things out with details that help corroborate and support the plan you have presented.Business Plan Appendix A1 Aegis Performance Apparel Business Plan David Dobkin Annemarie Dillard The University of Southern California This business plan is intended solely for informational purposes for a due-diligence investigation.

The appendix is always directly behind the last section in the business plan. In most cases, the financial information is the last section. However, the order of the business plan’s sections.

Jun 01,  · The appendix of a business plan is usually the last section to appear in the business plan.

Business Plan Section 9: Appendix

Although not required, a well-structured appendix can go a long way toward convincing your reader you’ve got a great business idea, or indeed that you have thoroughly thought through your idea/5(14). marketing plan. The plan focuses on the company’s growth strategy, suggesting ways in which it can build on existing customer relationships, and on the develop.

By now, we hope you’ve read through our series on How to Write a Business Plan, and have reached this final installment, which is what to include in the mint-body.com of your business plan as the narrative that tells the story, while the appendix is where you put the factual information that supports it.

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What Is an Appendix in a Business Plan?

With complete sample plans, easy financials, and access anywhere, LivePlan turns your great idea into a great plan for success/5(53).

What goes in the appendix of a business plan
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