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How to prepare your management
If the company has multiple members of the management team, create an organizational chart explaining the responsibility of each person.



You can also list supporting individuals, which can include:
Board of directors, Advisory board, Accountant, Legal team, Insurance agent, Banker, Mentors, Consultants. 


Financial plan
 

The financial plan should include the following:

• 12 month profit and loss projection 
 
















• Five year profit and loss projection
• Break even calculation

You can also estimate your Startup Expenses according to the template below.




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