Description Instructions First, complete a brief succession plan. What are your long-term intentions for the business? How will investors get their money back? Second, prepare your executive summary. The executive summary should be a one- to two-page overview of your entire plan. The executive summary should include an overview of your company information, the market opportunity that you’ve identified, and financial data such as financial forecasts, equity investment desired, and any long-term loans that will be needed.
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