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April 9, 2015

Drafting Worksheet for Clients’ Business Plans

by agutterman

Business counselors often get asked to assist their clients with drafting their business plans and the attorney should be prepared for this request by having a business plan drafting worksheet available that includes an extensive list of questions and information that should be answered and provided in a good business plan.   The worksheet can be sent to the client and then used as a basis for ongoing discussions regarding the content of the plan and as a reminder to the client to include important ancillary materials such as financial information, both historical and project; resumes of founders, other senior executives and key employees; credit reports; organizational documents of the applicable business entity; copies of material contracts and other legal documents; personal and professional references; reports relating to company’s industry and other relevant environmental factors; and other background documents referred to in the body of the plan.  For further discussion, see § 22:51 in Strategic Planning (Ch. 22) in Business Transactions Solutions on Westlaw Next or contact me at to receive a complimentary copy of the worksheet.

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