The City

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Business Planner

Please be very detailed in your answers and understand that Financial Projections are a guesstimation at this time.

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Part 1
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Part 2
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Part 3
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Part 4

List all owners / shareholders of your company and any licenses, permits, or unique qualifications

What is the specific purpose of the loan?

Purpose

Amount

Acquisition (purchasing an existing business)

Building

Land

Equipment

Supplies

Inventory

Vehicles

Payroll

Remolding / Construction

Insurance

Licenses / Permits

Advertising / Marketing

Legal (Accounting / Lawyer)

Other / Working Capital

Financial Projections

First Year

Second Year

Third Year

Gross Revenue

Net Revenue

Historical Sales (If you were in the start-up business the years listed below, please include your revenue numbers)

FY 2016

FY 2017

FY 2018

Gross Revenue

Net Revenue

Expenses per month

Advertising/Marketing

Payroll

Inventory

Insurance

Licenses/Fees/Permits

Rent/Lease

Vehicles

Fuel

Professional fees (accounting/legal)

Travel

Utilities

Phone/internet

Misc

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Logo Planner

To assist us in creating your brand identity logo, we need to find out about your business. The more information you provide, the easier (and faster!) it is for us to create a visual identity that will work for you and your customers.

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Your Business
2
Logo Style
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Design Ideas
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Website Planner

These questions uncover the goal behind your website while the colors, the message’s tone and imagery enhance the website’s purpose. Be sure to consider your brand and what resonates with your customers over personal preferences.

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Your Business
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Your Customers
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Your Website
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Website Style