I am in the market for a bank what kinds of information should be included in the business plan I present to the bankers? How should this be presented?

If you are preparing the business plan for a bank loan, it is better that you first consider which bank is you are looking to engage. Each bank has its own business plan template that you can use but you can always prepare your own unique business plan.

In your business plan, you’ll need to include:

  • Your company description (what your business does)
  • A marketing plan and analysis
  • Organisation and management structures
  • Products or services your intending to sell
  • Marketing and sales strategies and objectives
  • Financial statements
  • Any funding requests