The summary is completed last. It should also be the easiest to complete because it summarizes the whole business plan onto one page. When complete, place it at the front and your business plan is ready for review. The SBDC staff will review your business plan and make sure everything is in order.

A. Business Description
1. Name
2. Location & description of facilities.
3. Products or services
4. Market & competition
5. Management expertise

B. Business Goals
What do you want to accomplish with your business? For example, Stan’s clean machine will achieve the highest ratings in customer satisfaction.

C. Summary of financial needs.

D. Earnings, projections, and potential return to investors.