Financial Planning Business Plan

Grizzly Bear Financial Managers

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Company Summary

Grizzly Bear Financial Managers is a comprehensive financial planning service for the upper end of the Portland market.  Grizzly is a sole proprietorship owned by Meghan Malpraktus.  Grizzly will offer comprehensive financial planning and estate planning for the upper-middle class in the Portland Metropolitan area.

2.1 Company Ownership

Grizzly Bear Financial Managers is a sole proprietorship owned by Meghan Malpraktus.

2.2 Start-up Summary

Grizzly Bear Financial Managers will incur the following start-up costs:

  • Desk, chair and file cabinet.
  • Couch and table.
  • Fax machine, copier.
  • Computer with printer, CD-RW, and Internet connection.
  • Legal fees for business formation.

Please note that the items which are considered assets to be used for more than a year will labeled long-term assets and will be depreciated using G.A.A.P. approved straight-line depreciation method.

Start-up
Requirements
Start-up Expenses
Legal $500
Stationery etc. $200
Brochures $200
Consultants $0
Insurance $0
Rent $0
Research and Development $0
Expensed Equipment $0
Other $0
Total Start-up Expenses $900
Start-up Assets
Cash Required $18,800
Other Current Assets $0
Long-term Assets $2,300
Total Assets $21,100
Total Requirements $22,000
Start-up Funding
Start-up Expenses to Fund $900
Start-up Assets to Fund $21,100
Total Funding Required $22,000
Assets
Non-cash Assets from Start-up $2,300
Cash Requirements from Start-up $18,800
Additional Cash Raised $0
Cash Balance on Starting Date $18,800
Total Assets $21,100
Liabilities and Capital
Liabilities
Current Borrowing $0
Long-term Liabilities $0
Accounts Payable (Outstanding Bills) $0
Other Current Liabilities (interest-free) $0
Total Liabilities $0
Capital
Planned Investment
Meghan $22,000
Investor 2 $0
Other $0
Additional Investment Requirement $0
Total Planned Investment $22,000
Loss at Start-up (Start-up Expenses) ($900)
Total Capital $21,100
Total Capital and Liabilities $21,100
Total Funding $22,000
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Start-up
Requirements
Start-up Expenses
Legal $500
Stationery etc. $200
Brochures $200
Consultants $0
Insurance $0
Rent $0
Research and Development $0
Expensed Equipment $0
Other $0
Total Start-up Expenses $900
Start-up Assets
Cash Required $18,800
Other Current Assets $0
Long-term Assets $2,300
Total Assets $21,100
Total Requirements $22,000
Start-up Funding
Start-up Expenses to Fund $900
Start-up Assets to Fund $21,100
Total Funding Required $22,000
Assets
Non-cash Assets from Start-up $2,300
Cash Requirements from Start-up $18,800
Additional Cash Raised $0
Cash Balance on Starting Date $18,800
Total Assets $21,100
Liabilities and Capital
Liabilities
Current Borrowing $0
Long-term Liabilities $0
Accounts Payable (Outstanding Bills) $0
Other Current Liabilities (interest-free) $0
Total Liabilities $0
Capital
Planned Investment
Meghan $22,000
Investor 2 $0
Other $0
Additional Investment Requirement $0
Total Planned Investment $22,000
Loss at Start-up (Start-up Expenses) ($900)
Total Capital $21,100
Total Capital and Liabilities $21,100
Total Funding $22,000