Appendix

The Appendix is Part 9 of your business plan. This section should be provided to readers on an as-needed basis. In other words, it should not be included with the main body of your business plan. Your plan is your communication tool; as such, it will be seen by a lot of people. Some of the information in the business section you will not want everyone to see, but, specific individuals (such as creditors) may want access to this information in order to make lending decisions. Therefore, it is important to have the appendix within easy reach.
The appendix would include:

  • 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.

Return to the Essential Elements of a Good Business Plan.


141 votes


SBA Direct

Find Information On:

Get Local Assistance:

Find counseling, mentoring, and training near you.

join the community

Donna Anderson, an African American woman business owner came to Dallas SBDC for counseling in February of 2010 after her application to gain office...
Picture of Maria Valeriano
Maria Valeriano first consulted with the UTPB Small Business Development Center with a vision of starting her own insurance agency. She had a great...
Darlene Miller, President and CEO of Permac Industries based in Burnsville, Minn., has been named the Minnesota Small Business Person of the Year...