BUSINESS PLAN CONTENTS


Section I. The Business

  1. Name and address, telephone numbers, facsimile number, contact person

Section II. Requested Financing

  1. Describe type of financing required. (loan, equity, credit line, other)
  2. How are the proceeds to be used? (machinery, equipment, remodeling, inventory)
  3. What is the total amount of the project for which the financing is requested?
  4. Primary source of repayment or exit strategy
  5. Describe benefits to your business if financing is approved.

Section III. History and Ownership

  1. History and nature of your business
  2. Ownership structure
  3. Key management description and competence (attach resumes)
  4. List of professional advisors (attorneys, accountants, etc.)

Section IV. Products and Market

  1. What are the company's products?
  2. Who are the competitors?
  3. What is the market area?
  4. Who are your major customers?
  5. Who are your primary suppliers?
  6. What is your Union relationship?
  7. Describe your current facilities and locations.

Section V. Personal Financial Information

  1. Provide personal financial, statements of stockholders with 10% or more ownership.
  2. List of all collateral to be pledged and recommended lien position.

Section VI. Business Financial Information

  1. Financial statements for the last three years. (balance sheets, profit and loss statements).
  2. Three years of financial projections following the proposed financing
  3. List any bank commitment obtained, if applicable.
  4. Attach letters of rejection from any lender

Ibero American Investors Corporation
A Frederal Licensee Under The Small Business Investment Act of 1958
104 Scio Street, Rochester, NY 14604
Phone: (716)262-3440 Fax: (716)262-3441
Email: iberoinv@rochester.rr.com