editable business plan cover page

How to Write Your Business Plan Cover Page + Template

6 min. read

Updated March 4, 2024

The cover page is likely the last thing you’ll consider when writing a business plan . 

While it’s not the most vital part of your business plan, a well-formatted cover page can be a nice touch when pitching to investors , banks , or business partners. 

In this article, we’ll cover what to include and how to format your cover page so you can assemble an impressive page in just a few minutes.

• What is a business plan cover page?

The business plan cover page – or title page – is the introduction to your business plan document. It should be simple and straightforward—only providing logistical information about your business for stakeholders to reference.

Unlike your executive summary , a summarized version of your business plan, the cover page is strictly meant to provide contact information and set the tone for what they are about to read. The quality, formatting, and readability can all impact a stakeholder’s expectations for your plan and business.

Why do you need a cover page for a business plan?

To be clear, the cover page is not a required section of your business plan. 

It’s a largely decorative addition meant to grab the attention of a stakeholder. It should introduce you, your business, and the planning document and make it easy for the reader to find your contact information.

If you’re writing a business plan purely for internal purposes , you probably don’t need to spend time on a cover page.

But if you pitch to investors , apply for a loan , or approach a potential partner—a cover page can be a nice touch that makes you (and your business) look more professional.

What to include in your business plan cover page

It’s best to keep your cover page simple. The page should only include:

• Company logo
• Business name
• Value proposition (optional)
• Business plan title
• Completion and/or update date
• Address and contact information
• Confidentiality statement

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How to create your business plan cover page

Creating a cover page shouldn’t take too long. Gather all the information listed above, and then fine-tune the formatting. Here’s how we recommend you organize the information:

1. Start with your logo

Including your logo should help your business be more memorable. Just be sure it’s memorable for the right reasons.

That means adding a reasonably sized, high-resolution image at the top of your cover page. Just don’t make it so large that it takes attention away from other information on the page.

2. Add your business name 

You want readers to connect your business name to your logo. So, add some space (2-3 lines) and drop your name front and center. Consider using a large and bold font option to ensure it’s easy to read and immediately noticeable.

3. Include your value proposition (optional)

While optional, including your value proposition can be useful if it effectively describes your business purpose. 

4. Craft a title

Now you need to describe the document’s purpose. Don’t overthink it – start by adding “Business Plan” to the center of the page. Keep the bold font, but apply a slightly smaller font size than with your business name. 

From there, you can apply a title that frames the type of business plan you’re creating: “ One-page ,” “ 5-year ,” “Merger,” “ Growth plan ,” etc. 

Expanding the title is optional and should only be done if you believe it will benefit the reader.

5. Add the completion date

Including the completion date shows how fresh and up-to-date your plan is. Ideally, you’re revisiting your plan regularly (especially the financial projections in your plan). So the date should be relatively recent.

This information alone can show how focused and dedicated you are to running a successful business. 

As far as formatting is concerned, keep it simple. Include the month, day, and year – either numerically (9/15/2023) or spelled out (September 15, 2023).

6. List your contact information

This is the true purpose of your cover page. The last thing you want is for an investor or lender to love your pitch only to have to scrounge around for your email or phone number.

Add a header that states “Contact Information” centered near the bottom of the page. Then, on separate lines, add your name (or other points of contact for your business), email address, phone number, business website, and physical address. 

Tip: If you’re sending your plan digitally, add links to your email address and website so they can reach you quickly.

7. Include a confidentiality statement

The confidentiality statement is meant to help legally protect your information and ensure that no one shares or copies portions of your business plan. 

You can include a simple “Confidential” watermark near the top of the page or write a more thorough statement to sit at the bottom.

Here’s an example:

“This document contains confidential and proprietary information created by [your business]. It is exclusively designed for informational purposes and should not be disclosed, shared, or copied without the consent of [your business].”

Don’t worry too much about emphasizing this information. It can sit as smaller text in the footer of your cover page. 

• Tips to make your cover page memorable

Adding the information should be quick. Now, spend some time on these best practices to get your business plan title page ready to share.

Apply consistent formatting

Inconsistent formatting looks unprofessional and can make a document more difficult to read. So check that your character and line spacing, font choices, and text alignment are consistent to ensure they are identical. 

You should also print out the document (as a Word Document and PDF) to check if the format changes.

Use your brand color scheme

Adding your brand colors to text, borders, and other design elements can strengthen the presence of your brand identity in your business plan. It also better connects non-visual elements to your logo. 

Just don’t force adding color to your plan. If it takes away from the text or takes too much time to get right, it’s best to avoid it.

Check your cover page from top to bottom for spelling errors and mistakes (you should do this for your entire business plan). If possible, have someone else proofread it to ensure you didn’t miss anything.

Business plan cover page examples

To help you visualize your cover page design, here is an example from our free business plan template :

We recommend you avoid creating an overly designed business plan. However, if you believe a more visual cover page will grab your reader’s attention—check out these other examples.

Spend more time on the rest of your business plan

We’ve already emphasized that you shouldn’t spend too much time creating a business plan cover page. While it can be a nice addition, it’s often quickly skipped over and only referenced again if the reader needs your contact information. 

And it’s unnecessary altogether if you’re not planning to share your plan with anyone. If that’s the case, focus your time and effort on writing the rest of your business plan. 

Check out our full plan writing guide for step-by-step walkthroughs for every section. 

You can also download a free business plan template (that includes a cover page) to ensure you cover everything about your business.

See why 1.2 million entrepreneurs have written their business plans with LivePlan

Kody Wirth is a content writer and SEO specialist for Palo Alto Software—the creator's of Bplans and LivePlan. He has 3+ years experience covering small business topics and runs a part-time content writing service in his spare time.

Table of Contents

• Why do you need a cover page?
• What to include
• How to create a cover page
• Cover page examples
• Focus on the rest of your business plan

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How to write your business plan cover page

When you think of putting together your business plan , the business plan cover page may not be the first thing that comes to mind. While it’s traditionally one of the last sections you create in a business plan, it’s one of the most important.

Definition: What is a business plan cover page?

The cover page of a business plan is used to give an overview of all the key information of your business. This includes your company name, logo, address, and any other information that may define your business. It's the first page of your plan, so it should look professional, visually pleasing, and informative.

When potential investors or banks read a business plan, their first impression is the cover page—but don’t overthink it. A business plan cover page is meant to be simple and straightforward, with some important contact information and, more importantly, your logo.

Use this breakdown to find out what the purpose of your cover page is, which elements you need to include, and how to structure it to maximize your impact:

What is the purpose of a cover page?

Your cover page exists to communicate what the enclosed document is and to provide the necessary information for a reader to contact you about your business.

The appearance and quality of a business plan cover page will set the tone for your business plan’s content, so make sure it’s visually appealing, free of errors, and concise.“ Simple, clean and powerful are the three goals of a strong business plan cover,” suggest the experts at Growthink . Don’t clutter your cover page with details about how your business will operate—save those important details for the executive summary .

What should you include on a business plan cover page?

To keep it simple, your business plan cover page should include:

Company logo

• Document title
• Business name
• Business address and contact information
• Business plan completion date
• Confidentiality statement

How should you format a business plan cover page?

Once you know what information belongs in this section, all that remains now is to organize it. If you need some further guidance, these downloadable templates can streamline the process of drafting a cover page—and the rest of your business plan, too.

1. Company logo

Add a high-resolution thumbnail of your logo at the top of the cover page. This will help establish a brand identity and allow readers to connect visually to the business right from the start.

Hot tip: people are 89% more likely to remember your logo if you put it in the top left corner.

Give the logo some space and then include the words “Business Plan” in a large, bold font. You can also frame the title as “Three–” or “Five–Year Business Plan,” if you intend to make those kinds of financial projections in the document.

3. Business name

Beneath the title, write your company name in a bold font. This should be the most noticeable and prominent feature on the page, so choose a large typeface.

4. Tagline (optional)

This part is optional, but you can also include a catchy slogan or motto that describes your company and what you do.

5. Address and contact information

Under the company name, include your business’s physical address and website if you have one. Provide the details necessary for interested parties to contact you, such as a phone number and email address.

It’s also helpful to include your name as the business owner and the names of any partners or executive officers so that potential investors know where to direct their inquiries.

6. Date of completion

Below the contact information, write the year (or year and month) in which this business plan was finalized and issued. If you’re including the month, it’s a good idea to update it throughout the year as you send out your business plan so readers don’t assume it’s outdated.

7. Confidentiality Statement

At the bottom of the page, include a sentence to the effect of:

“This document contains confidential and proprietary information created by [business name]. This document is issued exclusively for informational purposes and should not be reproduced without the consent of [business name].”

Adding this confidentiality statement offers a protective measure against the disclosure of your business idea , according to this cover page guide .

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Cover page design

Now it’s time for the finishing touches: the actual design of your cover page. Your business plan’s cover page gives the first impression of your business, so your company logo, fonts, and brand colors should all work together to make people want to read more.

Brand colors

90% of a customer’s impression of your business comes from the brand colors you choose, so it’s important to choose colors that represent your business’s personality and elicit the right emotions from your readers.

Don’t know where to start? Grab a pen and paperand write down three emotions you want your customers to feel when they think of your brand. Now you can brainstorm some colors that represent those emotions. For example, you might choose blue if your product is associated with reliability, or yellow if your product is supposed to make your clients feel happy. It’s safer to only choose 2-3 colors , including black, for your color scheme.

You can also analyze the competition and choose colors that help you stand out. Canva has more detailed instructions on how to create your brand color palette .

When it comes to fonts, it’s best practice to stick to one type of typeface, such as serif or sans serif . It’s also important to choose fonts that are simple, easy to read, and represent your brand.

Serif fonts give off the impression that your brand is trustworthy and dependable, and work great for more traditional businesses, like law practices. “Serif fonts have been widely used in books, newspapers, and magazines, which is why they remind us of more classical, formal and sophisticated themes—think of Old English and Roman scripture,” Robyn Young, founder of branding agency robyn young & co, told Canva .

But if you’re going for a more contemporary and youthful feel, then sans serif is the way to go. “Brands that want a modern aesthetic that scales well at different sizes and is easy to read on screens are going to choose sans serif for their main branding elements,” said Young .

When it comes to choosing a logo, simplicity is key. Try to create something that represents your brand and speaks to your audience without being too busy (in other words: white space is your friend).

It’s also important to remember to be practical: your logo should look good in any medium, size, color, and even time period. Beyond your business plan cover page, you’ll need it for your social media, marketing material, or labels.

Business plan cover page examples

To further illustrate the structure and format of a business plan cover page, we’ve compiled a few cover page template examples. The first example from officetemplatesonline is simple but attractive and effectively emphasizes pertinent information. The next cover page example is from a fictional clothing store . They usea pop of color to instantly tell you about their brand personality.

Keep your business plan cover page simple

As you prepare to write your business plan , remember to keep your cover page simple and concise. With your logo, business name, and contact information, you’ll introduce the reader into your business plan quickly and easily—and set yourself up for success as a result.

Just don’t forget to proofread and keep an eye out for typos!

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Everything you need to know about business plan cover pages

You have only one chance to make a good first impression with the readers of your business plan.

People do judge books—and business plans—by their covers. A quick glance at the cover can easily be enough to make up one’s mind.

So set yourself up for success with a powerful cover page that stands out and entices the reader to find out more about your business.

Here’s everything you need to know:

Definition: What is a Business Plan Cover Page?

Cover page (also known as title page or cover sheet) is the first page of a business plan that communicates what the enclosed document is about and highlights the key company information like name, logo and contact details, making a good impression with professional and attractive appearance.

Purpose: Why is Business Plan Cover Page Important?

Many businesses spend hours preparing their business plans but then do not pay enough attention to the title page. This is a huge mistake .

5 ways a strong cover page can help you make a positive first impression:

• Clearly indicate what the presented document is about
• Provide the necessary information for a reader to contact you
• Create a powerful first impact that sets the stage for how readers will engage with your document
• Avoid falling victim to negative preconceived notions as a result or unprofessional or unattractive cover
• Maximize the chance of the plan being read by making the document stand out from the crowd and immediately drawing your reader’s attention

Keep reading to find out which elements you need to include in the cover page, how to structure it to maximize the impact of your business plan, and to take a look at some successful examples .

Contents: What Should You Include in a Business Plan Cover Page?

Surprisingly, there are no strict rules about what to show on your business plan cover sheet, but there certainly are best practices that you should follow.

Here are 9 elements that are typically included on business plan covers, 3 of which are essential and you should not miss to include them. The remaining 6 are optional for your consideration.

1. Must-haves: 3 mandatory cover page elements

1.1. Business name: The name of the company that is the subject of the plan.

1.2. Document title: The words “ Business Plan ” in a prominent spot so that it is clear what kind of document this is.

1.3. Contact information: Name, title and contact details (e.g., phone, email, social media, website, address) of the primary contact persons presenting the plan (e.g., CEO, Founder, Owner, President) so that any interested parties know exactly to whom to direct their inquiries and can reach them quickly and easily.

2. Nice-to-haves: 6 optional cover page elements:

2.1. Company logo: The logo of the company if available and desired.

2.2. Tagline: Short, memorable summary of the business described in the plan.

2.3. Date: In order to make sure your plan does not look outdated, include only the year of the business plan completion date. If you are including both the month also, it is advisable to create a new cover sheet each time you send out the plan.

2.4. Version control: Numbering each copy of the plan enables you to more easily keep track of who you sent what version of the document to.

2.5. Disclaimer: Disclaimer can help protect you and your company from confidentiality and other legal issues resulting from the distribution of the business plan by indicating that the plan is for information only, not an offering of stock in the company, and not to be shared with third parties without your prior consent.

2.6. Visuals: Graphic elements or images to enhance the professional look and visual appeal of the document.

Let’s have a more detailed look at these cover page elements so you know what exactly to include into each of them:

Business Name

The most prominent feature on your business plan cover is the name of your company.

Instantly, the reader should notice the name of your business. In fact, if readers take away nothing else from the cover page, they should remember your company’s name.

As this is the most noticeable feature on the page, use a large font that stands out, but is easy to read, looks professional and corresponds to the typeface that you used for the rest of the document.

Company Logo

Placing a high-quality company logo on the cover page helps to make the business plan look more professional and establish a brand identity by allowing readers to connect visually to the business right from the beginning.

If your logo includes the full name of the company, you do not have to display both the company name and logo on the cover page, it is sufficient to choose one of the two.

Document Title

The readers need to know what the presented document is about – immediately and clearly.

The cover page should clearly state whether it is a Business Plan, Executive Summary, Financial Forecast, Marketing Plan, Recovery Plan, or any other kind of plan.

For example, write the words “ Business Plan ” in a prominent spot on the cover sheet to make it crystal clear what type of document this is. You may include any additional words that are part of the title, such as “Three/Five-Year Business Plan” if needed or relevant.

As a focal point on the cover page, the document title should be in a large font size .

There is no rule though about whether the Document Title or Company Name and Logo should be of the largest font size, as all are of key importance. So it is entirely your decision what feature you prefer to highlight on the cover page of the document.

Contact Information

Contact details should always be on the business plan cover page, letting the reader know who is presenting the document and how to contact them if they need more information.

It is helpful to indicate the names and titles of the company’s primary contact persons for investors and other business plan readers, such as:

• External distribution: company founder, owner, president, partner, CEO
• In-house corporate plans: head of division, departmental manager, executive officer

Next, provide the contact details that will allow the interested parties to reach these primary contact persons quickly and easily, including:

• Name and title of primary contact(s)
• Phone number
• Email address
• Social media handles
• Website address
• Postal address

The contact information is typically displayed in the smallest font on the cover page.

Company tagline, or a motto , is a catchy memorable marketing slogan that captures the essence of a business in a few short and simple words: >> What you do >> How you do it >> Why are you different from the competition

For example, you will undoubtedly recognize the following company mottos:

As such, the tagline is a useful part of the cover page as it helps the business plan readers better understand what you do straight away, and even excite them to read the business plan and study it with more interest.

When was this business plan finalized and issued ? The readers will be interested to know. Hence, it is advisable to state the document completion date on the cover page.

Strictly speaking, you do not need to denote anything more specific that the year in which you completed the business plan. (“Business Plan: 2021”) This will ensure that the plan does not appear outdated for an entire year.

Imagine that you are a potential investor who in December 2021 receives a business plan dated January 2021. It would be natural to assume that the document has been rejected many times by other investors over the last 12 months.

Alternatively, you can include both the current month and year on the cover sheet. (“Business Plan: January 2021”) Each time you update the document and send it out or present it, you will need to check if this date of completion needs updating .

The date is featured on the cover sheet less prominently and in a smaller font size than the document title and company name, and is often displayed below the plan title.

Version Control

As your business develops, you may revise your business plan any number of times and send it to multiple recipients . To keep track of the different versions of the plan that you produce and which version you sent to whom, you may decide to use a version control system.

However, it does not make the best impression when someone receives a “Version 25” of your plan.

Instead, consider devising a simple coding system . For example: “Copy D.5” would indicate it is the fifth copy of a fourth version of the document or “Version 4.5” could mean a fifth copy of a document version completed in April.

Numbering each copy of your business plan before distribution, and keeping a list of which individual has received which copy, would enable you to keep track of how many copies are in circulation, and, if needed, ask to have a copy returned, or trace the responsible party in case a copy is circulated without your permission.

Confidentiality Statement & Disclaimer

Why should your plan include a disclaimer.

Legal issues may arise as a result of circulating your business plan. 

For example, anyone who is in the possession of the document could potentially divulge the confidential information. 

Also, in some countries, offering ownership in your company in return for an investment is considered as selling of stock, which is a regulated activity. The best way to protect yourself is to consult a lawyer.

Nevertheless, including a disclaimer in the business plan helps to protect your company by indicating the plan itself is not an offering of stock for sale but rather a document for information purposes only.

The same disclaimer can also be used to help protect the confidentiality of the information disclosed in your business plan by informing the reader that the plan is confidential and not to be shared with other parties without the owner’s consent, especially when you are not adding a non-disclosure agreement.

What Should the Disclaimer Say?

These are the two most common ways how to show the disclaimer in the business plan:

1. Display a brief disclaimer , just one or two sentences, directly on the front cover , probably at the bottom of the page. Consult a lawyer for the most appropriate wording, but a standard disclaimer might look something to the effect this:

2. Write “ Confidential ” on the cover sheet and include a longer disclaimer and confidentiality statement in the main body of the business plan, perhaps on the first page after the cover sheet.

In addition, you can also include the text “Confidential” into the header or footer of the document.

Design: How Should You Format a Business Plan Cover Page?

The cover page is the first thing the readers will see when they open your business plan. Thus, your business plan cover should be neat , clean , attractive , and professional enough to draw your readers’ attention , make a good first impression and set the tone for your business plan’s content.

Cover page that is messy, dated, unattractive or in any way unprofessional can create negative preconceptions in the recipients’ minds before they even start reading the business plan.

Your design should be clean and professional, which can be accomplished by observing the following best practices:

Visual Identity

Most successful businesses have a strong association with their brand identity , including a company logo, typeface and color scheme. Visual identity helps to establish recognition, familiarity, trust and confidence in customers by evoking the right emotions and sending the right message.

As a result, companies take care to develop a brand identity and keep consistent across all marketing collateral and business materials.

Likewise, your brand identity should be integrated into all parts of your business plan, including the cover page. The best practice is to make the plan consistent with the logo, font type and color scheme as they appear across your other company’s documents.

If you do not have a brand identity created yet, keep the color scheme of the plan cover simple.

The easiest is to have a logo designed, which is inexpensive and easy to do nowadays, and then use your logo colors across the business plan. Alternatively, consider using an online color scheme generator to select colors that go well together.

To stay on the safe side, use maximum of two to three colors, one of which should be black. You can use different shades of the same color (e.g., light blue and dark blue).

First and foremost, the fonts you use in the business plan, including its cover, need to be readable .

The most important information should be displayed in a way that it stands out from the rest of the elements on the business plan cover page, for example, differentiated by font size , weight or color .

Ideally, the typefaces and their color(s) should be consistent with the brand identity used in all of the other company’s marketing materials.

Do not combine more than two typefaces. It is ok to combine a sans-serif (e.g., Times New Roman) with a sans-serif (e.g., Arial) typeface.

Again, less is definitely more here. Refrain from cluttering the business plan cover sheet with photos and graphics.

If you do use a visual element, make sure to leave enough white space around it so the page does not look too busy.

The resolution of any images, including the company logo, should be of high enough quality to not look pixelated.

There is no need for a fancy over-designed cover page, unless you are a large corporation or perhaps a design agency. Equally, beware of any templates with outdated designs that will make your cover look like it was created back in 1999.

Professional designers often combine different alignments (left / right / center) of elements on a page (text, images) to achieve a desired design effect. However, a design novice should play it safe and keep the alignment simple and consistent , especially when it comes to professional documents, such as a business plan.

You should be able to comfortably fit all of the recommended elements on the cover sheet (e.g., company name and logo, document title, contact details, date, disclaimer), and still leave enough white space on the page.

Making a great first impression does not equal to creating a cover that is graphically busy and cluttered with unimportant details. Instead, set yourself up for success by keeping the business plan cover sheet neat , clean , simple and concise .

Proofreading

Carefully proofread the cover page to avoid, at all costs, any mistakes and typos , which would do you a great disservice in the eyes of the reader. Even better, have someone else to look it over.

Finally, make sure that the cover page looks good in every format you will be distributing the business plan in, probably including a PDF electronic file and a printed hard copy.

Some common issues include:

• Photos look pixelated due to low image resolution
• Colors do not print well (e.g., dark font color on a dark background)
• White space left at the edges of a printout because and image does not stretch (i.e., “bleed” in designer terms) enough into the edges of the page

Most importantly, the cover page should look professional and stand out from the crowd so that your business plan has a better chance of being read.

Finally, remember that these aren’t rigid rules. The overall goal for a cover page is to look neat and professional so that it stands out from the crowd and your business plan has a better chance of being read. In the end, that’s the most important outcome.

The cover sheet is the first thing the readers of your business plan will see. Make a good first impression.

Examples: Sample Images

Here are some examples to further illustrate the structure and format of a business plan cover page:

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Download, personalize & print, business book cover pages.

Posted By: admin 30/08/2022

What is a Business Book?

A business book is a compilation of ideas about corporate or non-corporate development of business including all the financial stakes and setbacks, breaking through the idea of industrial standards, making more money, winning more success by performing better, and understanding the produced dynamics. Such a book tells you how to make more money out of your business and make it a success by following simple steps framed out by the writer.

Such books are written by successful entrepreneurs, freelancers, big business holders, influencers, leaders, or financial experts.

What to Expect from a Business Book? 

The most important thing that one must expect from a business book is, ‘to inspire. A business book that fails to inspire its readers, fails overall. The foremost target of a business book should be to inspire its readers. Inspire them to follow the tips and tricks jotted down in the book and give a road map to success. If it does not provide such inspiration, it fails.

Another important thing to expect from a business book is the ‘concept of investment’. If the book does not inform you about certain methods, dynamics, and fact checks on money. The use of money and investing in the right direction should also be informed by such a book.

Unbreakable Link between Book Covers and Reader’s Expectations:

While designing a cover page for such a book, you cannot separate the expectations of the readers from the cover print. What readers are expecting from a business book must be explicitly printed on the cover page. The cover page is the indication of what is inside.

It is often quoted that, ‘don’t judge a book by its cover ‘, although, it is quoted in deeper connotations, on a superficial level, a book is always judged by its cover. One cannot separate the cover page and the inside content of the book.

For instance, you stop by a bookstore in New York while shopping. You see a book with a photo of Steve Jobs on its cover and some graphics showing market trends and statistics. You buy the book by paying a few dollars. Now when you get home, you see the book filled with romances similar to the one you read in  The Fault in Our Stars . How would you feel about that?

So the purpose behind supposing all this was to clarify the vital and unbreakable psychological link between your thoughts and the cover page.

Let’s look at how to design a cover page for a business book.

What to Put in the Cover Page of a Business Book?

Your business book should have:

• Graphic imagery of growth
• Images of money
• Implicit printing of success
• Graphics showing ideas in the content

Following are the must-haves of the cover page

• Title of the book
• Name of the author
• Name another book of the author (if the author is more recognizable with that book)
• A subtitle of the book showing the theme of the book briefly

The back side of the book cover can have a summary of the book, a picture of the author along with a brief introduction of the author. You can also add the barcode of the book and the year of its publication along with the name of the publishing house in a smaller font.

A lot of samples for cover pages of business books are available online. You can use them to have an idea if you are struggling with selecting a professional yet catchy cover for your business book. It is suggested to get professional services from an expert who is adroit both in communication and designing great graphics.

Sample Templates

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