Overview
The executive summary is the most important section. It must be a concise, factual overview—balancing opportunity and evidence—so a reader understands what the business is, why it matters, and how it succeeds.
Learn essential elements: business name, offer, market snapshot, competitive advantage, management background, and key financial figures—written in clear, professional language.
Adapt tone and emphasis for different audiences—repayment for lenders, growth for investors, sustainability for immigration—while maintaining consistency.
Checklist & Outcomes
- Open with a direct, precise description of the business and opportunity
- Highlight numbers to show meaning, not just data
- Keep it under two pages; avoid vague claims
- Ensure every statement is supported later in the plan