This is a simple Financial Services business plan. It is written for a specific market but can and should be changed to reflect your own market. However, all of the financials as well as much of the language can be kept in order to streamline the business plan writing and research process.
Financial Services Company Business Plan www.customwrittenbusinessplans.com www.prewrittenbusinessplans.com www.universityessayexperts.com www.researchandwriting.org 1 1. Executive Overview [1.0] Executive Summary E-Transactions is an online securities trading company modeled after companies such as Scottrade. E-Transactions will be located in an overseas internationally relevant location that meets all criteria for startup: 1) foreign enterprise friendly, 2) large host country potential market, and 3) limited governmental interference in the financial services and products industry. Currently Mainland China and one of its Free Trade Zone Municipalities is the target startup zone. E-Transactions is intended to be an online force in the online securities and financial products and services industry. Its product line is internationally oriented providing access to numerous international stock exchanges, investment services, online research products, and online customer service centers. e- Transactions’ customers will be able to, from a remote location anywhere in the world, trade in the United States, Hong Kong, Singapore, Canadian, and United Kingdom stock markets. E- Transactions intend to offer market access to the B-Shares listed on the Shanghai and Shenzhen Markets in China. In addition to these markets e-Transactions intends to offer access to various financial products such as: fixed income financial devices, mutual funds, unit trusts, and initial public offerings (IPO’s) as well as online banking services. 2 [1.1] Objectives The initial objectives of e-Transactions are as follows: To obtain initial project funding in the amount of $5 million To source and locate Key Personnel To define, design, and finalize production planning of core products and services To source and establish preliminary contact with 25 potential high revenue customers To design and implement a true online trading web-portal supported by market research tools and data To source and locate Host Country Management To reach 1st year revenue goals of $298,500k To have production planning and scheduling in place to offer intelligence products in its core industries: Stock Markets & Financial Services [1.2] Mission e-Transactions is intent on becoming the benchmark in the securities and financial services industry. e-Transactions will design and produce quality securities and financial services products through implementation of pragmatic methodologies based on standard industry practices. e-Transactions’ price structure will reflect the quality and practicality of its products and services. 3 [1.3] Keys to Success Attaining the appropriate Key Personnel; i.e. familiar with the core industries, familiar with the core products, and either familiar with the online trading market or willing to acquire the requisite familiarity (Mikdashi, 2001). Attaining quality local management in the host country. Acquiring a quality, highly educated indigenous work force. Producing a quality menu of products presented by an aggressive Sales & Marketing program. Management flexibility in adjusting to the exigencies of the marketplace in relation to a strict Project Management schedule. Attaining all 1st year sales goals. Maintaining strict research cycles and faithful delivery online trades and services. 2. Company Overview [2.0] Company Summary
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