Include a cover page with:
o Title (Financial Transition Proposal)
o Your name and contact information.
o Non-disclosure statement / confidentiality notice.
II. Company Background
1. Business Name and Location
2. Number of Partners/Owners and the legal structure of the company.
3. Business History - any key events that occurred over the span of operations such as sales growth, location changes, change in ownership, etc. Identify the products or services you currently offer. Discuss what has been your competitive advantage in the past.
4. Current Position - include business trends, opportunities and threats facing the business and/or key changes to the business model taking place. If you are requesting financing to implement some type of change, discuss those changes here. Examples include implementing a new marketing strategy, expansion of current facility, addition or replacement of equipment, acquisition of another company, introduction of a new product line or service or the restructuring of debt. Tell the reader how the above changes will benefit your business and it’s bottom line.
