Keep Your Business Plan Up To Date

Your Business Plan should be update as changes happen in your business:

• Additions or changes to Partnerships
• Additions or changes to Major Suppliers
• Changes of Products or Services Offered
• Changes in Financial Status, Banks, or Investors
• Changes in Market Segmentation
• Changes in Business Organization (LLC, corporation)
• Changes to Legal Status

Authenticity

• Date and Version Control
• Expiration
• Retention and Destruction
• Statuatory Endorsements
• Witnessed and Notarized Signatures

Security and Protection

Your Business Plan should be secured and protected. It may contain personal or financial information.

• Electronic protection, like a password for a digital copy of your Business Plan, deters casual intrusions.
• Secure Digital Storage – like encryption, Cloud Storage
  Safe or Safe Deposit Box – for physical copies

Review

Schedule periodic review of your Business Plan and associated business documents, licenses, policies, procedures, etc.

I schedule business plan reviews quarterly, coincident with quarterly tax filings.

After quarterly financial close, I attach my Profit & Loss report and Balance Sheet to my Business Plan.

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Your sponsor is:
Richard Moyer
richard.moyer.1953
(484) 902-8819