Loan-planning document checklist
Organize the plan, projections, owner records and site evidence. Find out which materials must come from you or a third party.
Business planning guides
Build a plan whose narrative, financials and supporting evidence agree.
Prepare financial projections
Connect demand, payroll, opening costs, debt and working capital to a monthly cash forecast and annual statements.
A practical preparation sequence
- Write a project brief. Define the operating format, location status, owner role, opening target and funding purpose.
- Create an evidence register. List the source, date and scope behind each important assumption, including facts still missing.
- Build the forecast. Calculate what the project needs and whether it can fund operations and debt as it opens.
- Write the plan from that case. Explain how the operation produces the forecast rather than attaching unrelated numbers at the end.
- Check the recipient’s requirements. Ask the lender which forms, records and signatures it needs for your circumstances.
Use a worked case alongside the guide
The two business-plan examples show the connections and unresolved evidence in a readable form. The methodology supplies precise definitions for their financial measures. These resources are preparation tools; they do not replace a lender’s instructions.