ECICOG RLF Business Plan & Financials Checklist

1
Name* This field is required.
First Name
Last Name
2
Email* This field is required.
example@example.com
3
Have you completed an EXECUTIVE SUMMARY?Your executive summary is a snapshot of your business plan as a whole and touches on your company profile and goals.
YESNO
4
Have you completed a COMPANY DESCRIPTION?Your company description provides information on what you do, what differentiates your business from others, and the markets your business serves.
YESNO
5
Have you done a MARKET ANALYSIS?Before launching your business, it is essential for you to research your business industry, market and competitors.
YESNO
6
Have you determined the best structure for ORGANIZATION AND MANAGEMENT?Every business is structured differently. Find out the best organization and management structure for your business.
YESNO
7
Can you explain your SERVICE OR PRODUCT LINE?What do you sell? How does it benefit your customers? What is the product life cycle?
YESNO
8
Have you thought through MARKETING AND SALES?How do you plan to market your business? What is your sales strategy?
YESNO
9
Have you done any background research for FUNDING REQUESTS?If you are seeking funding for your business, find out about the necessary information you should include in your plan. By answering no to this question, you'll be directed to a list of resources to help you with this component.
YESNO
10
Have you prepared FINANCIAL PROJECTIONS?If you need funding, providing financial projections to back up your request is critical. If you are not sure what information you need to include in your financial projections for your small business, answer no to find the resources you need for assistance.
YESNO
11
Do you need an APPENDIX?An appendix is optional, but a useful place to include information such as resumes, permits and leases.
No, I don't need one.
Yes, I need one and it has been completed.
Yes, I need one but I need assistance in putting it together.
12
Have you included bank statements?
YESNO
13
Have you included business tax returns?
YESNO
14
Have you included business licenses and permits?
YESNO
15
Have you included your employer identification number?
YESNO
16
Have you included a profit and loss statement as part of your financials?
YESNO
17
Have you included a balance statement as part of your financials?
YESNO
18
Have you included a cash flow statement as part of your financials?
YESNO
19
Have you included details from other loans you may have received?
YESNO
20
Have you included proof of collateral?
YESNO
21
In accordance with federal law and U.S. Department of Agriculture policy, ECICOG is prohibited from discriminating on the basis of race, color, national origin, sex, religion, age, disability, sexual orientation, or marital or family status. (Not all prohibited bases apply to all programs.) To file a complaint of discrimination, write USDA, Director Office of Civil Rights, Roo, 326-w, Whitten Building, 1400 Independence Ave. SW, Washington, DC 20250-9410 or call (202) 720-5964 (voice and TDD). USDA is an equal opportunity provider and employer. ECICOG is an Equal Opportunity Provider
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If you need assistance as you prepare your business plan and financials or before you submit an application for a revolving loan, we recommend that you utilize the services provided by one of these organizations. Use the links below and find the options that best fit your needs, then please return to finish out the checklist or continue to the end of this checklist and be directed to the loan application.

IA SOURCELINK

IOWA SMALL BUSINESS DEVELOPMENT CENTER (SBDC)

EDC, Inc.

SCORE EAST CENTRAL IOWA

SMALL BUSINESS ADMINISTRATION (SBA)

U.S. ECONOMIC DEVELOPMENT ADMINISTRATION (EDA)
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YOU ARE READY TO TAKE THE NEXT STEP!

Now that all the recommended documents are prepared you are ready to move
on to the ECICOG Loan Application Portal.

Once you submit this form, you'll be redirected to the portal to begin the application.

If you have questions before moving on, please reach out to Robyn Jacobson by

email at robyn.jacobson@ecicog.org or by phone at (319) 289-0069.
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