EXECUTIVE OVERVIEW AND BUSINESS PLANS

Executive Overviews:

When presenting a description or summary of your business for the purpose securing a business loan, attracting a partner or offering the business for sale, the Executive Overview must be interesting, accurate and compelling. The facts must be clearly presented, but at the same time the Overview must encompass all the essential elements.

A Executive Overview must be brief; two pages should be enough, but supporting documentation needs to be readily available. The Executive Overview must have an impact like a billboard while encouraging the reader to keep reading until the whole story is presented. The information must be presented in a manner that the reader feels knowledgeable and has an understanding of the subject matter while not having study.

Lenders, investors and strategic buyers of businesses are inundated with offers and people wanting their attention. A well written Executive Overview can make the difference between being well received or ignored.


Business Plans:

Before lenders or investors will commit to funding they will want a complete Business Plan. Contrary to what might be traditionally expected, a business plan does not have to be a boring document that follows a standard format. A business plan can be and should be interesting and a pleasure to read. It should capture the interest of lenders and investors, give them a unique insight of the business and encourage their participation. A business plan should also be a guide for the owner and a way the owner can monitor the progress of the business and make necessary adjustments.