Business Proposal Template


Preparing an effective, well-documented commercial loan/investment proposal is the first step toward getting the money your business needs from a bank or an investor.

Your business proposal will often be the first contact a banker/investor has with your company. So you need to craft a document that presents your business in the best possible light.


  • Product description

    Business Proposal is an essential part of your business start-up.


    A proposal should be written like anything else in business: clear, concise, and using simple language. Be wary of using lingo that you are not familiar with. You do not want to take the chance of being misunderstood. The winning proposal will be the one that best communicates a core message to its audience.

    • Executive summary—This section provide a concise overview of your business. It briefly describes your company, its industry and its competitive advantage. It should also describe the business need or project that requires financing, as well as the amount of money needed.
    • Description of the company—In the main part of your business plan, you should more fully describe the history, current operations and strategy of your business.
    • Management team experience—Show the skills, experience and qualifications of each member of the management team. Your banker needs to know they have what it takes to make your project work.
    • Key financial data—This section shows the financial strength of your business. Provide financial statements as well as forecasts for the next 2 to 3 years. Your banker will examine this information closely in an effort understand your track record and capacity to repay the loan. As in every part of your small business loan proposal, make sure you are completely honest and transparent.
    • Marketing plan—Provide a marketing plan to answer these key questions: Is there a proven market for your product or service? Who are your competitors and what are their strengths and weaknesses? What is your client profile? What is your key competitive advantage?
    • Production plan—Your banker will want to know if you have the operational capacity to handle your projected sales.
    • Human resources management—Demonstrate that your business has the ability to recruit, develop and retain the right people to move your business project further.

    We are experts at writing business plans and have prepared business plans for many different types and sizes of business, including online advertising businesses. As professional accountants, we make sure that the financial statements show a good picture of the business and that all of the numbers tie together and make financial sense.

    We offer professional and customised Business Plan template with step-by-step instruction and consultation. You also can contact us to make an order for an individual business plan or a industry research.