Company Overview

Legal Business Description

Company Name

The legal name of [Company] is [list full name of company as listed on your registration with your local government].

[]          Include d.b.a (doing business as) in the legal name of the company.

Legal Form of Business

The legal form of [Company] is [Sole Proprietorship/General or Limited Partnership/Corporation/Subchapter S-Corporation, Limited Liability Company].

[]          Explain choice of form.

Business Location

The business location of [Company] is [list primary business address as well as satellite locations].

[]            Corporate Headquarters

[]            Business office

[]          Other business locations

Management Team

Our management team consists of [x] men and women. Their backgrounds consist of [x] years of marketing with [x] years of corporate development with [x], [x] people with [x] years of engineering and design with [x], a chief financial officer with [x] years of accounting, administrative, merger and acquisition and banking experience with [x].

[]          Fortune 1000 company backgrounds mentioned here add credibility to your management team.

[]          Good company backgrounds pertinent to your management team's functions are good references. This demonstrates a solid management background and assures a probability of future success.

[]          See Stock Allocation later in this section for details.

Officers and Key Employees                        Age                        Stock

[x], President                        [x]                        [x]

[x], Vice President of Marketing                        [x]                        [x]

[x], Vice President of Sales                        [x]                        [x]

[x], Vice President of Finance                        [x]                        [x]

[x], Vice President of R&D                        [x]                        [x]

[x], Vice President of Operations                        [x]                        [x]

[x], Controller                        [x]                        [x]

[x], Corporate Attorney                        [x]                        [x]

Of the [x] people who make up the corporate staff, there are [x] founders who hold the following positions:

            [x]

            [x]

            [x]

Each founder has been provided with [x]% of the original stock issue.

(Resumes of officers and key employees should be provided in the Supporting Documents.)

Board of Directors

An outside Board of Directors, including highly qualified business and industry professionals/experts, will assist our management team in making appropriate decisions and taking the most effective action; however, they will not be responsible for management decisions. Their names and background highlights include [x].

[]          Use this page to highlight the backgrounds of your Board of Directors.

[]          Put each person's actual resume in the Supporting Documents.

Staffing

[]          Discuss additional staffing requirements based on needed talents.

[Company’s] development team recognizes that additional staff is required to properly support marketing, sales, research, and support functions.

Currently, [Company] is composed of [x] people; [x] will be required to meet the demands of the projected market over the next five years: [x].

[]          List projected staff needed (for example, management [number], marketing [number], sales [number], engineering [number], customer relations [number], administration [number], manufacturing [number], assembly [number], repair [number], field service technicians [number], maintenance [number]).

Strategic Alliances

[]          There are many ways to reach the top of an oak tree; (a) start climbing, (b) sit on an acorn, (c) make friends with a big bird... The Strategic Alliances section is where you list your company’s BIG birds.

[Company] has formed some very important relationships with major companies in the [x] industry.