Effect Template

Sample Business Plan

Market Trends

• Summary Page

• Borrower name and the entity that will hold title to the facility

• Property legal description

• Purpose of the loan

• Loan amount and terms requested

• Loan Ratio, or Loan To Value (LTV) requested

• Collateral and source(s) of repayment

• Financial Summary

• Market Summary and Analysis

• Area map including facility, and Of the facility

• Demographics: population, growth, employment, & income

• Market Trends

• Neighborhood Analysis

• Location Description in relation to customer base

• Market position

• Competition

• Property Description

• Site plan and analysis

• Aerial and or Satellite Photo

• Property photos

• Improvement plans

• Management Summary

• Marketing Plan

• Financial Data

• 3-year historical financial performance (if possde)

• 3-year projection of operations

• Basis of these assumptions