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Business Proposal Checklist

1.         Executive Summary

 

 

Done

Comments

Contact

 

 

Company Name and Address

 

 

Nature of Business

 

 

Future Goals

 

 

Short-term

 

 

Long-term

 

 

Plans for Growth of Employees and Management

 

 

Financial Requirements

 

 

 

2.         Financial Information

 

 

 

Done

Comments

Audited Financial Statements for the Past [number of] Years

 

 

Balance Sheets

 

 

Cash Flow and Income Projections for the Next [number of] Years

 

 

Current Interim Financial Statement

 

 

Outstanding Liabilities

 

 

Loans with Terms, Balance Owing, Nature of Security, Restrictive Covenants

 

 

 

3.         Legal Considerations

 

 

 

Done

Comments

Incorporation

 

 

Articles of Incorporation

 

 

 

 

 

By-Laws

 

 

Contracts

 

 

Assignability of

 

 

Distributorships

 

 

Employment

 

 

Pensions

 

 

Profit Sharing Plans

 

 

Options

 

 

Intellectual Property Rights and Licenses

 

 

Franchises

 

 

Royalties

 

 

Company Affiliates including Partners, Predecessors, Subsidiaries and Other Non-armís Length Parties

 

 

Government and Legal Compliance Obligations

 

 

Pending Changes

 

 

Product Standards

 

 

Pending and Ongoing Litigation

 

 

 

4.         Marketing

 

 

 

Done

Comments

Competitive Edge of Products and Services

 

 

Distribution Plan

 

 


Marketing Plan

 

 

 

 

 

Customer Demographics

 

 

Actual

 

 

Potential

 

 

Market Share

 

 

Product Analysis

 

 

Market

 

 

Product

 

 

Territory

 

 

Media Choices for Advertising and Promotion

 

 

Promotional Material

 

 

 

5.         Manufacturing

 

 

 

Done

Comments

Physical Operations

 

 

Building Plans or Existing Plant Conditions

 

 

Production Capacity

 

 

Alternative Uses of Operations

 

 

Costing Options

 

 

Capital Outlay for Fixed Assets

 

 

Cost of Supplies

 

 

Location to Labour Force, Market, Suppliers, Transportation

 

 

Pricing History, Projections and Availability of Raw Materials

 

 

 

6.         Key Personnel

 

 

 

Done

Comments

Management Team

 

 

For each member of the management team, indicate:

 

 

Achievements

 

 

Age

 

 

Compensation

 

 

Education

 

 

Ease or Difficulty of Replacement Should this person leave

 

 

Experience

 

 

Length of Time with Company

 

 

References

 

 

Roles in Company

 

 

Stockholdings

 

 

 

7.         Employees

 

 

 

Done

Comments

Availability within the Job Market

 

 

Fringe Benefits

 

 

Stock Options

 

 

Comparison to Similar Employers

 

 


Size of Staff

 

 

 

 

 

Salary Levels

 

 

Skill Levels

 

 

Turnover

 

 

Union Contracts

 

 

 

8.         Research and Development

 

 

 

Done

Comments

Breakdown of Processes or Products in Development

 

 

Comparison to State of the Art Domestically and Globally

 

 

Competition

 

 

Independent Evaluations

 

 

Legal Protection

 

 

Marketability

 

 

Testing Methods

 

 

Time Line to Market

 

 

Time Line for Changes to State Competitive

 

 

 

9.         Charts

 

 

 

Done

Comments

Business Organization Flow Chart

 

 

Product Manufacturing and Distribution Flow Chart

 

 

    

 

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Keith Anderson, BCom, CPA, CA-IT, CITP Copyright September 9, 1999 Last Modified :09/10/15 10:21 AM