Presenting a Business Plan

Two men shake hands after a business presentation.

2 min. read

Typically, you will prepare a preliminary plan with general financial data and present this to several lenders. When you demonstrate a well-thought out plan, show you have identified an office location for your practice and know specific costs of assets and expenses, lenders will be more interested in working with you.

When you apply for a loan you will probably initially communicate with the lender over the phone or by email. Next, you will email or deliver your business plan to the lender so they can read it prior to a scheduled meeting. Here are some tips to prepare for your meeting.‚Äč

  • Have a friend or family member read your business plan and ask questions about the different sections before the meeting.

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