Financial and market highlights


Assignment:

The executive summary, or one pager, is a company marketing document intended to excite potential investors, customers, advisers, and employees. Its purpose is to get the call back and start the serious discussions-the process that will result in action.
The SBA, discusses typical thinks found in such a summary as follows (From www.sba.gov)

  • The Mission Statement - This explains what your business is all about. It should be between several sentences and a paragraph.
  • Company information - Include a short statement that covers when your business was formed, the names of the founders and their roles, your number of employees, and your business location(s).
  • Growth highlights - Include examples of company growth, such as financial or market highlights (for example, "XYZ Firm increased profit margins and market share year-over-year since its foundation). Graphs and charts can be helpful in this section.
  • Your Products/Services -- Briefly describe the products or services you provide.
  • Financial information - If you are seeking financing, include any information about your current bank and investors.
  • Summarize future plans - Explain where you would like to take your business.

 

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Business Management: Financial and market highlights
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