Financial services business plan example

Clients with strong references receive an application; careful track is kept of who receives them. If, upon review of the application by the Credit Committee, the customer is deemed to be an acceptable credit risk, preliminary approval is granted. A site visit is made to interview the customer, verify application details, and review collateral. Clients provide all necessary paperwork—including signatures and guarantees.

Financial services business plan example

Financial Services Business Plan This is a free, printable financial and strategy business plan to guide the new and growing enterprises such as accounting or business tax firms that provide financial services within the public and private sector.

Sample text from Financial Services Business Plan: The firm offers tax preparation and planning, accounting, payroll, unemployment consulting, personal household budgeting, loan analysis, product management and marketing, as well as QuickBooks training and support.

The business will expand its services to include three new offices in [COUNTY] County and financial education classes, on how to budget and manage debt. Additionally, the company will add an equipment leasing website database, to assist local companies in procuring expensive manufacturing related equipment on a part-time basis from one another.

To do this involves hiring additional accountants, tax preparers staff accountants and accounting managers.

Financial Services Company Business Plan - Executive summary, Target market

It will also need to keep fixed costs as low as possible and continuing to define the expertise of the company through its financial education courses and leasing website resources. The effects will allow sales to grow substantially over the three years; as 18 staff accountants are deployed to clients, as needed, while two officer managers and a regional officer manager supervise the [COUNTY] County operations.

The principal and an additional salesperson will operate the leasing equipment database division, while the financial education courses will utilize a dedicated instructor. They include financial education classes and a manufacturing leasing service, which will be offered to the same ongoing clients and to its new client base in neighboring [COUNTY] County as it adds three new offices there.

It will also offer budgeting and debt consulting courses to the public, allowing students to make valuable financial management decisions from their numbers.

By the end of it plans to have an additional 3 offices and add 17 employees; eventually seeking to expand its operations to 10 offices and 50 employees. The focus on community proliferation will intensify to include a new website database to allow businesses save while lease manufacturing related equipment on a part-time basis from each other.How to Write the Financial Section of a Business Plan: The Components of a Financial Section More than free sample business plans, plus articles, tips, and tools for developing your plan.

The resulting document can serve as the blueprint for your business and be supplied to financial institutions or investors if debt or equity financing is needed to get your business off the ground..

Pros of using a business plan template. Creating a Business Plan for Financial Advisors: The Step-by-Step Guide Once you've downloaded and printed out your own template, you can scroll through the rest of this guide to help fill in the blanks.

In fact, for many advisory firms, a simple “one-page” financial advisor business plan may be the best output of the business planning process – a single-page document with concrete goals to which the advisor can hold himself/herself accountable.

To provide our customers superior financial services, fostering opportunities for wealth and employment creation, while maximizing social and economic returns for our investors.

The Company Prisma MicroFinance, Inc.

financial services business plan example

(Prisma) is a United States corporation registered in the state of Massachusetts. Financial Services Business Plan This is a free, printable financial and strategy business plan to guide the new and growing enterprises such as accounting or business tax firms that provide financial services within the public and private sector.

Financial Services Company Business Plan - Executive summary, Target market