Mergers and Acquisitions/Business Plan/Session 2

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What to Include in Your Executive Summary

Below are several key points that your executive summary should include based on the stage of your business.

If You Are an Established Business If you are an established business, be sure to include the following information:

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.