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Your business plan is the road-map for your company, but its primary job is to impress lenders, so you can gain the capital needed to start up your business.

The key to making the right first impression with your plan is the cover page. It is the first thing will be seen and read, so the more impressive you can make it appear, the better your chances will be to get what you need.

It’s easy to overdo a cover page or worse, not include all the necessary information.

The key is to plan it out with all the basic elements and keep it as straightforward as possible.

Here are a few tips to creating a cover page that will improve the chances of your business plan to make the strongest impression.


Do the Basic Right


In other words, you need to nail the essential elements of what a cover page is supposed to do in augmenting your business plan. The basics that need to be highlighted include the following;

  • Company Name: At the top center using a large font to stand out
  • Time, Date, & Description: When was it written and stating that it is a business plan
  • Company Logo: Simple, straightforward, and conveys the sense of your business
  • Color Scheme: The colors need to pop without being garish
  • Contact Information: Includes information about CEO and how to get into contact with your company

These are the basics to any successful cover page. You will need to start with them to create the right impression that leads to the executive summary inside.

Your company name should be large, easily seen, and yet not over-baked. The time, date, description, and logo are self-explanatory, but the color scheme should be experimented with until you find the right combination.

One of the most overlooked parts of the cover page is the contact information. You want it to be easily found, so putting it on the cover page is essential.


Keep It Simple


Remember, you are not producing a Broadway show, you are simply introducing your business plan. Since the executive summary inside will offer up the details, you just need to create a cover page that is direct, interesting, and pulls in the reader.

This is why less is more when creating a solid business plan cover page.


Your Confidentiality Statement


Depending on the nature of your business plan, you may or may not want to include a Confidentiality Statement.

If you do, then it should include the following;

  • Document includes proprietary and confidential information about (Company Name)
  • Document is for informational purposes only
  • No Reproduction of the document in part or whole
  • No Divulging of document’s contents without permission or prior written consent
  • All who accept this document should agree to the restrictions and limitations

Remember to review the cover page with your staff first for correcting any mistakes and then to add, subtract, or replace any information present.

You want to keep the cover page as lean as possible, so that it introduces your business plan properly.

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