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Executive Summary Template Worksheet

This executive summary worksheet prompts for key information about a business in 3 sentences or less in each section. It requests details on the business concept, product, market and competitive advantage. It also asks for a summary of the business's financial viability, requirements for investment, current legal structure and founding date, as well as information on owners, principals, key personnel and achievements indicating viability.

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natty45
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3 views2 pages

Executive Summary Template Worksheet

This executive summary worksheet prompts for key information about a business in 3 sentences or less in each section. It requests details on the business concept, product, market and competitive advantage. It also asks for a summary of the business's financial viability, requirements for investment, current legal structure and founding date, as well as information on owners, principals, key personnel and achievements indicating viability.

Uploaded by

natty45
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

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, market research indicating
that the business is viable.
____________________________________________________________________
____________________________________________________________________
____________________________________________________________________
____________________________________________________________________

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