Your Business Plan
| Incorporation Worksheet Click Here for PDF Format |
Business Plan Questionnaire Please print this page and answer each question as
complete as possible.
Feel free to attach additional pages, if needed.
Bring the completed questionnaire to your next appointment.
Type of business:
· ____________________________________________________________________
· ____________________________________________________________________
· ____________________________________________________________________
· ____________________________________________________________________
· ____________________________________________________________________
Why are you starting this type of business?
· ____________________________________________________________________
· ____________________________________________________________________
· ____________________________________________________________________
What type of products or services would you provide?
· ____________________________________________________________________
· ____________________________________________________________________
· ____________________________________________________________________
What experience, if any, do you have in management?
· ____________________________________________________________________
· ____________________________________________________________________
· ____________________________________________________________________
What experience, if any, do you have in management?
What experience, if any, do you have in management?
· ____________________________________________________________________
· ____________________________________________________________________
· ____________________________________________________________________
· ____________________________________________________________________
· ____________________________________________________________________
Location of the business?
Are there other businesses in the area that provide the same services?
If not, how close is the nearest business that provides the same type of services?
Is there a need for this type of business in this area and why?
Have you established goals for the next two years? If so, please list:
· ____________________________________________________________________
· ____________________________________________________________________
· ____________________________________________________________________
· ____________________________________________________________________
· ____________________________________________________________________
· ____________________________________________________________________
What types of licenses are needed for this type of business?
· ____________________________________________________________________
· ____________________________________________________________________
· ____________________________________________________________________
· ____________________________________________________________________
· ____________________________________________________________________
· ____________________________________________________________________
What type of customers (target market) do you hope to attract to your business? Age range, businesses in the
area, students, etc.
What type of promotion plans do you have for opening and continuing your business?
The following financial and professional advisors will be providing services to the business:
Accountant: _________________________
Firm: _________________________
Address: _________________________
_________________________, ___ __________
Phone: ______________ Ext._____
Lawyer: _________________________
Firm: _________________________
Address: _________________________
_________________________, ___ __________
Phone: ______________ Ext._____
Business
Advisor: Marsha Still
Firm: The Brandon Group, Inc.
Address: Midway, GA 31320
Insurance
Agent: _________________________
Agency: _________________________
Address: _________________________
_________________________, ___ __________
Phone: ______________ Ext: _____
Banker: _________________________
Bank: _________________________
Address: _________________________
_________________________, ___ __________
Phone: ______________ Ext: _____
complete as possible.
Feel free to attach additional pages, if needed.
Bring the completed questionnaire to your next appointment.
Type of business:
- ____________________________________________________________________
· ____________________________________________________________________
· ____________________________________________________________________
· ____________________________________________________________________
· ____________________________________________________________________
· ____________________________________________________________________
Why are you starting this type of business?
- ____________________________________________________________________
· ____________________________________________________________________
· ____________________________________________________________________
· ____________________________________________________________________
What type of products or services would you provide?
- ____________________________________________________________________
· ____________________________________________________________________
· ____________________________________________________________________
· ____________________________________________________________________
What experience, if any, do you have in management?
- ____________________________________________________________________
· ____________________________________________________________________
· ____________________________________________________________________
· ____________________________________________________________________
What experience, if any, do you have in management?
- __________________________
What experience, if any, do you have in management?
- ____________________________________________________________________
· ____________________________________________________________________
· ____________________________________________________________________
· ____________________________________________________________________
· ____________________________________________________________________
· ____________________________________________________________________
Location of the business?
- ____________________________________________________________________
- ____________________________________________________________________
- ____________________________________________________________________
Are there other businesses in the area that provide the same services?
If not, how close is the nearest business that provides the same type of services?
- ________________________________________________________________________________
________________________________________________________________________________
________________________________________________________________________________
________________________________________________________________________________
________________________________________________________________________________
_______________________________________________________________________________
Is there a need for this type of business in this area and why?
- __________________________________________________________
- __________________________________________________________
- __________________________________________________________
Have you established goals for the next two years? If so, please list:
· ____________________________________________________________________
· ____________________________________________________________________
· ____________________________________________________________________
· ____________________________________________________________________
· ____________________________________________________________________
· ____________________________________________________________________
What types of licenses are needed for this type of business?
· ____________________________________________________________________
· ____________________________________________________________________
· ____________________________________________________________________
· ____________________________________________________________________
· ____________________________________________________________________
· ____________________________________________________________________
What type of customers (target market) do you hope to attract to your business? Age range, businesses in the
area, students, etc.
What type of promotion plans do you have for opening and continuing your business?
The following financial and professional advisors will be providing services to the business:
Accountant: _________________________
Firm: _________________________
Address: _________________________
_________________________, ___ __________
Phone: ______________ Ext._____
Lawyer: _________________________
Firm: _________________________
Address: _________________________
_________________________, ___ __________
Phone: ______________ Ext._____
Business
Advisor: Marsha Still
Firm: The Brandon Group, Inc.
Address: Midway, GA 31320
Insurance
Agent: _________________________
Agency: _________________________
Address: _________________________
_________________________, ___ __________
Phone: ______________ Ext: _____
Banker: _________________________
Bank: _________________________
Address: _________________________
_________________________, ___ __________
Phone: ______________ Ext: _____
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