Sunday, 12 April 2020

The 5 Most Important Aspects of Your SBA Business Plan According to Business Plan Writers























At the heart of it, an SBA Business Plan is a business plan for a bank.  Yes, the SBA is involved in the process and guarantee part or all of the loan but, at the end of the day you are still applying for a loan.   Applying for an SBA loan is different than applying for other types of funding.  Business Plan Writers know that among all the paperwork required for an SBA loan, the SBA Business Plan is one of the most important.  Which, means it is paramount to get it right and highlight the correct information including:

1.       Financials

Your Financial Projections should be thorough, clearly laid out, and realistic.   Keep in mind you are presenting this to a bank.  They understand numbers and financials better than nearly anything else.  They also see enough business plans and projections to gauge how realistic they are and how likely they are to succeed.  It is important to remember that although your financial projections are presented in totality at the end of the plan, they should be discussed and tied in throughout.  The rest of your plan is really just laying the foundation and providing support for your financials.

2.       Cash Flow

Business plan writers emphasize that among all the financials, showing strong cash flow management is key.  This should be a well-considered and supported part of your SBA business plan.  At the end of the day, the SBA and lender want to know you’re going to be able to pay your loan.  It’s not enough to show your expected sales and expenses.   You need to have a clear plan for how you will manage these things, control timing, and make sure you always have enough cash on hand to pay your loan as agreed.

3.       Ensure Repayment

Further to demonstrating a sound cash flow plan, if necessary, offer collateral or present cosigners.  More than other types of proposals, your personal credit and business credit will come into question.  If it’s a new business, you have low personal credit, or bad business credit, you will drastically increase your chance of approval if you have collateral or a cosigner.  Unlike other types of funding options, you are typically personally on the hook for business loans regardless what happens to the business.  If it is likely the bank or SBA will require additional measure to ensure you can repay the loan, offering them proactively can go a long way to building a good relationship and being approved.   

4.       Management Experience

As the world, workforce, and traditional employment continue to evolve, it seems like more and more people want to be entrepreneurs or work for start-ups.  This is exciting and it is what the Small Business Association is there to encourage.   However, within your SBA Business Plan you must prove that your management can run the business successfully and achieve the goals and projections laid out in your plan.   Maybe your only “experience” has been running a family, and that’s okay!   Make sure to tie multiple aspects of that experience into running a business.   If you feel you don’t have the skills or experience on paper that will make a lender or the SBA feel secure in lending you funds, find other people to act as partners or managers that do.  After all, part of being a strong, successful business owner is often knowing what you don’t know.

5.       Market Analysis & Marketing

Especially if your company is new, you need to prove that there is a market for your business.   Regardless the age of your business, the SBA business plan should also very clearly, realistically, articulate how you are going to meet your sales projections.  This is one area where business plan writers can spend a great deal of their time.  Proper market analysis leads to good marketing decisions which lead to sound financial projections.   Every section of the SBA business plan is intimately connected but, these two supports your sales and when done right, are key to successfully securing funding.

It’s easy to get caught up in your own business and believe everything is important and impressive.   However, when submitting an SBA business plan, or business plan for any other type of bank loan, Business Plan Writers will almost always produce a better end product.  However, if you are unable to hire one, following their advice can give you the greatest chance of success.

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