Sample 1 EXECUTIVE SUMMARY 3   Executive Overview 4   Products and Services 5   Future Product and Service Offerings 5   Financial Services Industry Overview 6   Competitive Analysis and Differentiation 7   Target Market 8   Marketing and Sales Plan 9   Management Team 10  Summary Financial 11  Investment Requirements 11  Exit Strategy FINANCIAL OVERVIEW 12  Accountant's Compilation Report 13  Comparative Historical and Forecasted Financial Statements 16  Summary of Significant Forecast Assumptions and Accounting Policies EXHIBITS A - Samples of M & M Financial Marketing Materials B - Monthly Historical and Forecasted Financial Statements C - Annual Forecasted Financial Statements