Apply Now

BGF-Canada Business Plan Questionnaire

Please complete all sections below. Your answers will be used to prepare a professional business plan for your loan application. Provide as much detail as possible.

1. General Business Information

Legal Name of Business

Business Number (BN)

Year Established

Business Structure (Corporation, Partnership, Sole Proprietor)

Industry Sector

Website and Social Media Links

Business Address

Phone number

2. Owner(s) Profile

Full Name(s) of Owner(s)

Date of Birth

Status in Canada

Address

Residential Status

Role in the Business

Highest Education Level Achieved

Relevant Professional Background and Experience (brief resume)

Certifications or Licenses (if applicable)

Languages Spoken

Equifax Credit Score

3. Additional Owners ( If Applicable )

Full Name(s) of Owner(s)

Date of Birth

Status in Canada

Address

Residential Status

Role in the Business

Highest Education Level Achieved

Relevant Professional Background and Experience (brief resume)

Certifications or Licenses (if applicable)

Languages Spoken

Equifax Credit Score

4. Business Overview

Describe your business and what it does

What products/services do you offer?

Who are your customers?

Who are your main competitors?

What is your competitive advantage? (Why are you better than your competitors?)

5. Operations & Team

Number of Employees

Roles and Titles of Employees

Approximate Monthly Payroll

List any subcontractors or consultants regularly used

6. Sales & Marketing

Current Monthly Revenue (approximate)

How do you attract/find clients or customers?

Do you have a marketing strategy? If yes, describe briefly

Do you have recurring clients/contracts?

7. Financial Projections Next 2 Years- You can leave that blank if you don’t have it

Projected Monthly Revenue – Year 1

Projected Monthly Expenses – Year 1

Projected Monthly Revenue – Year 2

Projected Monthly Expenses – Year 2

Any planned major purchases? (equipment, renovations, etc)

8. Use of Funds

Total loan amount requested

How will the funds be used? (Break down by category: equipment, marketing, hiring, working capital, etc.)

9. Additional Information

Is there anything else we should know about your business or goals?

Do you currently have any outstanding business loans or debts? If yes, list details: Lines of credit, credit cards – what is the balance etc.

Have you applied for a business loan before? If yes, with whom and what was the outcome?

By submitting this form you are agreeing to the BGF privacy policy and terms and conditions

Apply Now

BGF-Canada Business Plan Questionnaire

Ready to Grow Your Business?

Inactive

Contact us