Financial Statements

Preparing Financial Statements for Loan Applications, Business Plans and Other Business Needs

At ECJ, our firm can help you or your organization create financial statements used in business plans for SBA Loans, bank or investor loans.

A typical Business Plan will include the following items:

  • An Executive Summary
  • A company/business description
  • A description of the company’s products and/or services
  • A market and industry analysis
  • A competitive analysis
  • A marketing and sales plan
  • A management and organization section
  • A financial discussion that includes a 3-5 year financial forecast
  • If value added, presenting the business plan on a one page executive summary using the Business Model Canvas – See attached link for example

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