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Illustration of Proposal Pack Lawn #3

We include this Assets chapter template in every Proposal Pack, along with thousands more. You assemble this chapter with others in various combinations to create custom-tailored business proposals, plans, reports, and other documents. Proposal Packs apply custom visual designs to the templates, giving the final documents a consistent professional finish.


Overview of the Assets Chapter

When creating a business proposal, particularly when seeking funding or grants, presenting a clear picture of your company's assets is essential. The Assets chapter in the Proposal Kit library is specifically designed to help businesses communicate the value of their tangible and intangible assets to potential investors or grant agencies. This chapter is crucial for painting a comprehensive picture of the company's resources, which can significantly impact the decision-making process of the funding parties.

How is the Assets Chapter Used?

The Assets chapter is typically used in proposals that require a detailed explanation of a company's assets. These assets can be major equipment, intellectual property, investments, and other substantial resources that contribute positively to the company's value and operational capabilities. This chapter ensures that the potential investors or grant agencies understand the solid foundation on which the business operates or plans to expand. It also supports the proposal's credibility by showcasing the tangible backings of the business.

What is Included in the Assets Chapter?

Within the Assets chapter, you will find sections designed to detail various types of company assets:

  • Physical Assets: This includes real estate, machinery, technology systems, and vehicles.
  • Intellectual Property: Details on patents, trademarks, brand names, proprietary technology, and copyrights.
  • Financial Assets: Information on investments, stocks, and other financial instruments.


Each section encourages a detailed description and possibly the current and future value of these assets, providing a clear view of the company's material and intellectual wealth.

Use Case Examples for the Assets Chapter

The Assets chapter can be adapted for various types of proposals, including:

  • Real Estate: Detailing the properties owned by the company and their uses.
  • Business Plans: Outlining all company assets that will support new ventures or expansions.
  • Business Opportunities: Demonstrating existing assets that will enable the company to seize new business opportunities.
  • Franchise: Showing the assets that will support the operation of a new franchise.
  • Vending: Listing the equipment and machines owned for vending operations.
  • About Your Company: Providing a general but comprehensive asset overview in company introductions.


Key Takeaways

  • The Assets chapter is crucial for proposals seeking funding, grants, or investment.
  • It details physical, intellectual, and financial assets, enhancing proposal credibility.
  • This chapter supports the business's operational and plans with tangible data.
  • It is and can be used in various proposal types including real estate, business plans, and franchises.
  • Proper use of the Assets chapter helps potential investors understand the company's resource base and potential for growth.


The editable Assets template - complete with the actual formatting, layout and graphics is available in the retail Proposal Packs.
Business proposal example What Our Clients Say

TCGLLC has found your proposal packages to be one of the best ways to present our ideas to our Clients and allow TCG to keep thinking about providing "value added" services to our Clients rather than spend our time developing what your proposal kits provide. The more we use the "kits" the better we feel about the end results and the "kits" we feel are responsible for our increasing successes. Thanks for the templates and we look forward to a long life with their "assistance"."

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Managing Partner
The Cross Group LLC
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Alternate chapters are those which may be used instead of this chapter depending on your situation. Alternate chapters may be better suited for different size projects, more specialized projects, or variations on rights.

Alternate Chapters

Related chapters may be used in conjunction with this chapter depending on your situation. Many related chapters are intended to be used together to form a more complex and integrated proposal.

Related Chapters

Samples Using the Assets Chapter

The Assets template is illustrated in actual use in the following Sample Proposals. Samples are also included in each Proposal Pack and illustate many of the industries and situations this template can be used for:

Document Layouts Using the Assets Chapter

This template is used in the following template layouts.
Illustration of Proposal Pack Spiritual #4

The Assets chapter and other chapters are integrated into a Word document as illustrated here in the Proposal Pack Spiritual #4 design theme. There are hundreds of design themes available, and every design theme includes the Assets chapter template.

A proper business proposal will include multiple chapters. This chapter is just one of many you can build into your proposal. We include the complete fill-in-the-blank template in our Proposal Pack template collections. We also include a library of sample proposals illustrating how companies in different industries, both large and small, have written proposals using our Proposal Packs. This template will show you how to write the Assets.

We include a chapter library for you to build from based on your needs. All proposals are different and have different needs and goals. Pick the chapters from our collection and organize them as needed for your proposal.

Using the Proposal Pack template library, you can create any business proposal, report, study, plan, or document.

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Use the Assets template to describe your company's major assets. This is typically required only for grants or business plans when you are seeking funding. Assets include major equipment, intellectual property, investments, etc.
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