Get Business Plan Questionnaire - Anderson Advisors

Filling out the Business Plan Questionnaire is a crucial step in conveying your business's potential to investors. This guide will provide you with detailed instructions to complete the form effectively and comprehensively.

Follow the steps to complete the Business Plan Questionnaire successfully.

1. Click ‘Get Form’ button to obtain the Business Plan Questionnaire and access it in the editor.
2. Begin with the client information section. Fill in your name, address, phone number, and email. Make sure this information is accurate and current.
3. Move on to Section 1 – General Information. Provide your business name, address, number of locations, and describe the nature of your business and target market. Be concise but thorough in your descriptions.
4. Write your mission statement clearly, stating the purpose of your business and its guiding principles. This will help illustrate your business's goals.
5. Detail your organizational information. Describe your business entity structure, such as LLC or corporation, and outline your management structure.
6. In the personnel information section, list owners and their percentages, form of ownership, extent of involvement, and relevant qualifications. Repeat this for each owner.
7. List the officers and managers along with their positions, educational backgrounds, relevant experiences, responsibilities, authorities, compensations, and any awards or acknowledgments.
8. Provide information about your board of directors or advisors. Include their names, educational backgrounds, experiences, and extent of involvement.
9. Proceed to Section 2 – Service & Product Information. Identify the main industry your business is part of and list major products or services.
10. For each major product or service, describe them in detail, listing benefits for customers, any major suppliers, price points, and associated copyrights or trademarks.
11. In Section 3 – Market Analysis & Strategies, describe your current marketing efforts and identify your primary target market along with competitors. Provide insights on what makes your product or service stand out.
12. Discuss any future changes in the market, sales force details, and potential impacts on your marketing efforts.
13. Finally, in Section 4 – Financial & Funding Information, prepare to provide past tax returns, financial statements, and funding requests. Clearly state how much funding you need and your projected use of funds.
14. After completing the questionnaire, review all sections for accuracy and completeness. Once you are satisfied, options to save changes, download, print, or share the form will be available.

Complete the Business Plan Questionnaire online to pave the way for your business's success.