In a few sentences describe what your company does and your core values and business philosophy. To get bankers to read on, the executive summary has to cover the six main points suggested in the beginning of this article, plus a few selected other points that highlight stability, assets on the balance sheet, and financial history, showing that the loan is not risky.
For additional help, look to resources such as the ' The One-Page Business Plan ' or entrepreneurial coach Verne Harnish's book, Mastering The Rockefeller Habits, that espouse summarizing your business with a single page of text. How will the number of people needed change with the growth of the business?
Others will read the summary first to decide whether or not they read the rest of the plan. It should describe your business, the problem that it solves, your target market, and financial highlights.
What are the specific steps in your process? Your executive summary is the key to having your business plan reviewed.
Start by following the list above and writing one to two sentences about each topic depending on whether your business is a startup or an established business.