Create Your Business Plan: Appendix | Tory Burch Foundation

The Appendix should be provided to readers on an as-needed basis and it should not be included within the main body of your business plan. The plan is your communication tool; as such, it will be seen by a lot of people. Your appendix will include information that you will not want everyone to see, but specific individuals (such as creditors) may want access to this information to make lending decisions. Therefore, it is important to have the appendix within easy reach.

YOUR APPENDIX WOULD INCLUDE THE FOLLOWING:

• Credit history (personal & business)
• Resumes of key managers
• Product pictures
• Letters of reference
• Details of market studies
• Relevant magazine articles or book references
• Licenses, permits or patents
• Legal documents
• Copies of leases
• Building permits
• Contracts
• List of business consultants, including attorney and accountant

Any copies of your business plan should be controlled; keep a distribution record. This will allow you to update and maintain your business plan on an as-needed basis.

Remember, too, that you should include a private placement disclaimer with your business plan if you plan to use it to raise capital.

About the author The United States Small Business Administration

The United States Small Business Administration (SBA) is a government agency that provides support to entrepreneurs and small businesses. The mission of the Small Business Administration is “to maintain and strengthen the nation’s economy by enabling the establishment and viability of small businesses and by assisting in the economic recovery of communities after disasters”. The agency’s activities are summarized as the “3 Cs” of capital, contracts and counseling.

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