Business Plan in support of Offering Memo for Tax Shelter | Canada

Prepare a Business Plan to accompany an offering memorandum with this template form for Canada.

• The offering is intended to raise capital through a private placement of shares, in accordance with Canadian securities legislation, and constitutes a tax shelter for income tax purposes.
• This Business Plan can be used by either a start-up or an existing business.
• Investors can acquire an equity interest in the company or an undivided interest in a limited partnership. Limited partnership investors can claim a deduction for any partnership loss against their taxable income.
• The Business Plan includes a financial model and a Confidentiality Agreement to protect against disclosure of your proprietary information.
• Each section of the template contains instructions to help you complete the document.
• This template is available in Microsoft Word format and is totally editable to fit your specific circumstances.
• Intended to be used only in Canada.