Business Overview

Organize your top level business details

Consider the following business descriptors when writing your Business Overview:

  • Legal Name of Business and Trade Name Business (if different from legal name)
  • Business Address
  • Mailing Address (if different from above)
  • Phone number
  • Fax number
  • Email address

At a Glance

Your Business Overview is a snapshot of your business and expertise.

Crucial Company Details:

  • Your Name(s) and Title(s) (if applicable), or if the business is a Partnership structure:
    Owners and % Ownership (such as, Joe Someone 50%, Jane Someone-Else 50%)
  • Structure of the Business (choose from Sole Proprietorship, General Partnership, Limited Partnership or Incorporated Company)
  • Nature of Business (such as Retail, Wholesale, Fishing, Manufacturing, Agriculture, Professional Practice, Trucking, Restaurant, Service)
  • Date your business was established
  • Business background or history
  • Bank and branch location used for business matters
  • Bank and branch location used for personal matters

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Your Roadmap to Success
Our interactive business planning tool will set your business on the road to success.