Executive Summary Worksheet
This worksheet will prompt you for the information that should be included in your executive summary. Pull the information asked for below from the other sections of your plan and keep each answer to three sentences or less.
Business concept — the product, the market it will serve, and its competitive advantage.
____________________________________________________________________
____________________________________________________________________
____________________________________________________________________
____________________________________________________________________
Financial features — information from financial statements and forms that document the viability of your business and its soundness as an investment.
____________________________________________________________________
____________________________________________________________________
____________________________________________________________________
____________________________________________________________________
Financial requirements — will you make equity available in return for an investment, what other sources of collateral does your business have. 
____________________________________________________________________
____________________________________________________________________
____________________________________________________________________
____________________________________________________________________
Current state of the business. Is your business an S corp, a C corp, a partnership or some other form of business. When was it formed?
____________________________________________________________________
____________________________________________________________________
____________________________________________________________________
____________________________________________________________________
Owners, principals and key personnel.
____________________________________________________________________
____________________________________________________________________
____________________________________________________________________
____________________________________________________________________
Major achievements including patents, prototypes, contracts, and market research indicating that the business is viable.
____________________________________________________________________
____________________________________________________________________
____________________________________________________________________
____________________________________________________________________