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Business plan checklist

Make it Legal™ Checklist

Here are a few important steps to take to finish your document

Read the document to make sure it meets your needs. Remember that if you have any questions you can easily Ask a lawyer.

Make sure the Business Plan accurately reflects what you’re going to do and is realistic. This is particularly important with regard to the financial information section.

Take steps to put yourself in a position to be able to execute the Business Plan including identifying industry experts in your area and learning best practices from them.

It’s a good idea to get a second opinion, by asking someone you trust to read your Business Plan.

Do your homework on your prospects and seek out investor groups that specialise in your industry.

Before you go into a meeting or presentation, make sure you know your Business Plan inside out and can talk about every aspect of it, including the financial information.

Print out your Business Plan and provide keep it in a safe place. You should provide a copy of your Business Plan to potential investors when (or before) meeting with them.

Your Business Plan will also be stored automatically in your Rocket Lawyer account ‘Dashboard’.

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