Business Plan Executive Summary

Hook your reader and leave them wanting more.

Executive Summary

How to Get their Attention FAST!

The business plan executive summary stands alone in its own section of your business plan. This is arguably the most important section of your business plan. It is meant to be a fast-read that hooks the reader and leaves them wanting more.

The overall length of business plans has gotten shorter over the past ten years. All of us expect to be able to find what we’re looking for quickly. When you’re writing your plan, this trend makes your job easier, but also means you’ll have to be strategic and precise. As you’ll see, your business plan executive summary can be as short as a few pages. That’s not a problem, as long as those pages include the right information that your readers will be expecting to see. Also, it’s important that you choose your words carefully and make this section as compelling as possible. We’ll show you how to create a small business plan executive summary.

Follow the easy business plan template provided to accomplish this goal. When you click the link for each section below, you’ll find step by step instructions, a template for your introduction or elevator pitch and examples of both good and bad executive summaries. Follow the guidelines provided and your plan will address your business in the manner bankers and investors expect to see when they consider making an investment or a small business loan.

As you go through each section of the business plan executive summary below you’ll find business plan templates, guidelines and examples that will show you how to write a business plan that gets praise and attention.


Business plan executive summaryThree Key Parts of Your Executive Summary

Click any of the section headings in the left column for a detailed description and complete overview of what should be included, mistakes to avoid, and important considerations.

  1. Elevator Pitch
  2. Business Structure
  3. Your Objective


Think About It from The Perspective of a Banker or Investor

Bankers and investors are given numerous plans to read on a daily basis. An experienced investor “has seen it all.” A well written summary that quickly gives the reader an overview of what your business is all about–and why they should care–is a great way to form a solid first impression.

If you attend panel discussions with speakers who are venture capitalists or others who review plans, you’ll often hear them say they can tell within the first minute whether the rest of the document is worth reading. Is this because they are geniuses? Or are they just being arrogant? Probably neither. What they are saying in effect is that they can tell within the first minute if the entrepreneur has taken the time to learn how to present their business in a format that conveys it’s merits within the first few pages. Or, as is too often the case, does the document start off with a history lesson or autobiography of the founders.

Take the time to craft those first few pages of your plan–the business plan executive summary–with purpose and direction. When your banker or potential investor opens the cover and starts reading, they’ll say, “This person gets it!” They want to work with people who ‘get it.’ Yours will be one of those plans they can tell in the first minute is going to be a winner!

Use the business plan executive summary template outlined on this page and you’ll be following a winning formula.  In addition to taking advantage of our business plan templates, learn more about assessing your readiness to start your own business, by viewing the video series Prepare to Take the Plunge, a six part series on starting your own business.

Want a small business plan template you can complete in one day?

Click “Get it Now” to the right to access our great fill in the blank business plan. Our template is in-depth and covers all the details you need to develop a foundation for many businesses of various industries. We are so confident you will like this plan that we even offer a full money back guarantee.