Financial Planning Practice

Financial Planning Practice

Strategic Business and Marketing Plan

The information in this document is confidential and is to be only read by authorized parties. Please refer to the confidentiality agreement for further details. This business plan is not an offering for securities.
Confidentiality Agreement

Table of Contents
1.0 Executive Summary 4
1.1 The Services 4
1.2 Financing 4
1.3 Mission Statement 4
1.4 Management Team 4
1.5 Sales Forecasts 5
1.6 Expansion Plan 5
2.0 Company and Financing Summary 6
2.1 Registered Name and Corporate Structure 6
2.2 Required Funds 6
2.3 Investor Equity 6
2.4 Management Equity 7
2.5 Exit Strategy 7
3.0 Products and Services 8
3.1 Financial Services 8
3.2 Sales of Insurance Products and Annuities 8
4.0 Strategic and Market Analysis 9
4.1 Economic Outlook 9
4.2 Industry Analysis 9
4.3 Customer Profile 9
4.4 Competition 10
5.0 Marketing Plan 11
5.1 Marketing Objectives 11
5.2 Marketing Strategies 11
5.3 Pricing 11
6.0 Organizational Plan and Personnel Summary 12
6.1 Corporate Organization 12
6.2 Organizational Budget 12
6.3 Management Biographies 13
7.0 Financial Plan 14
7.1 Underlying Assumptions 14
7.2 Sensitivity Analysis 14
7.3 Source of Funds 14
7.4 General Assumptions 14
7.5 Profit and Loss Statements 15
7.6 Cash Flow Analysis 16
7.8 Breakeven Analysis 18
Three Year Profit and Loss Statement 19
Three Year Cash Flow Analysis 23

1.0 Executive Summary

The purpose of this business plan is to raise $100,000 for the development of a financial planning practice while showcasing the expected financials and operations over the next three years. The Financial Planning Practice, Inc. (“the Company”) is a New York based corporation that will provide financial advice, asset management, and sales of insurance/annuities to customers in its targeted market. The Company was founded in 2009 by John Doe.

1.1 The Services

The primary revenue stream for the Company will come from the...