Please take some time to fill out our Jump Start Business Plan form prior to your initial meeting. This form will allow us to become familiar with your business model and help move the process along more quickly.
Name:
Phone Number:
Business Name:
The Business Is:
If existing business, how many employees do you have? Part Time: Full Time:
Please answer the following questions for your existing or prospective business.
1. Business Start Date:
2. Business Phone: 3. Business E-mail:
4. Business Location:
Address:
City:
 State:
Zip:
5. Business Category:
6. Business Structure:
7. Briefly describe your business:
8. List the three most important groups of customers most relevant to your product or service:
(Define them by age, demographics, industry, etc.)
1.
2.
3.
8. Name your primary competitor for each of the three groups:
1.
2.
3.
Thank you for completing this short business plan form. You are on your way to starting, strengthening, or expanding your business!

Our META team looks forward to helping you fulfill your dreams.
We will be there to meet your financial, training, and consulting needs!