Capital Partners Business Profile
Business Profile Objective:
* To help members think more formally about their business; and
* To begin describing their businesses to others.

Instructions:

This form is the first step in preparing a business plan. It will provide an opportunity to analyze your business and share your business idea with your group. Fill out as much as you can. Make a note of the sections that are too difficult to fill out or which require further research, and any terms that you don't understand.
Name of Loan Applicant (Business Owner) *
Your answer
Social Security #:
Your answer
Home Address *
Your answer
Number of Years Living in Area?
Home Telephone: *
Your answer
Email: *
Your answer
List Names of Other Business Owners (if applicable)
Your answer
I. Business Identification
Business Name: *
Your answer
Business Tax I.D. No.
Your answer
Business Address:
Your answer
Business Phone:
Your answer
Business Fax:
Your answer
Business Website:
Your answer
Business Instagram:
Your answer
Business Twitter:
Your answer
Business Facebook:
Your answer
Business Email:
Your answer
Date Business started or when it will it start?:
MM
/
DD
/
YYYY
Form of Business:
Type of Business (may be more than one):
II. Describe Your Business
Please describe your business: *
Your answer
Is this your first business?:
Type of other businesses owned:
Your answer
Owner's relation to this business:
How long have you owned this business?
Your answer
How many years of experience in this kind of business? *
Please describe your type of business experience:
Your answer
Reasons for being in business (check all that apply): *
Required
How many hours per week will you participate in this business?
Your answer
III. Business Goals
I will consider myself successful if (check all that apply):
Describe the owner's long-term goals (next three years) for the Business: *
Your answer
Describe the owner's specific short-term goals (next six months) for the Business: *
Your answer
List any obstacles that may stand in the way of achieving these short-term goals: *
Your answer
Describe types of assistance the business needs to address current problems and achieve its goals: *
Your answer
IV. Business Resources
No. Full-time employees *
Your answer
No. Part-time employees *
Your answer
Jobs created *
Your answer
Jobs retained *
Your answer
Is this a Home-Based Business?
Describe your workplace. Is it your home? Describe your office or location (a store, warehouse, etc.) *
Your answer
List major equipment or vehicles that will be used for your business, if applicable: *
Your answer
V. Products/Services Description
Describe in detail the type of products or services offered by your Business: *
Your answer
Specific Product or Service Description #1 (list name, features, benefits): *
Your answer
Specific Product or Service Description #2 (list name, features, benefits):
Your answer
Specific Product or Service Description #3 (list name, features, benefits):
Your answer
VI. Markets (Customers)
Who is your primary customer? (Who buys what you sell? Provide name or names. If it is a business, name the company. "Everybody" is not an acceptable answer.) *
Your answer
What products/services are sold to this primary customer? *
Your answer
Where is your primary market located? *
Your answer
What type of customer(s) do you have?
What is the age range of your customers?
Your answer
What percentage of your customers are male and female? *
Your answer
What ethnicity are your customers?
Your answer
What languages do your customers primarily speak? *
Your answer
What are the economic levels of your customers? *
Required
How many potential customers do you have? What is the size of the target market?
Your answer
What other customers will you target with your marketing?
Your answer
What other products or services will you sell in the future and to whom?
Your answer
VII. Distribution
Where do customers buy your products? *
Required
My Business distributes its products: *
Required
VIII. Promotion
Methods of advertising used: *
Required
Publicity & Sales promotion methods used: *
Required
IX. Selling
Methods of selling used: *
Required
X. Competition
List three major competitors for your business and their locations: *
Your answer
Compared to your competitors, describe your business' strengths: *
Your answer
Compared to your competitors, describe your business' weaknesses: *
Your answer
XI. Pricing and Packaging
What is your pricing plan for your products and/or services? *
Your answer
What kind of packaging do you/will you use for your product?
Your answer
Any additional detail you would like to share about your business?
Your answer
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