Plan Outline
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SIC 6289 Security & Commodity Brokers, Dealers, Exchanges & Services - Security and commodity service
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Financial Services Business Plan
Green Investments
Company Summary
Green Investments is a Washington-based financial service company that is concentrating on the niche of environmentally responsible companies. The company is owned by Steve Burke and Sarah Lewis. It has been formed as a L.L.C.
2.1 Start-up Summary
The following equipment will be needed for start up:
- Phone system (5 line).
- Workstation computers (4), back end server, DSL Internet connection, and laser printer.
- Office furniture, meeting room and waiting room furniture.
- Monthly service charge for Bears Stearns software.
- Fax machine, copier, lighting, and assorted office supplies.
| Start-up | |
| Requirements | |
| Start-up Expenses | |
| Legal | $5,000 |
| Stationery etc. | $500 |
| Brochures | $500 |
| Licenses | $2,000 |
| Insurance | $500 |
| Research and Development | $9,000 |
| Other | $2,500 |
| Total Start-up Expenses | $20,000 |
| Start-up Assets | |
| Cash Required | $79,000 |
| Other Current Assets | $7,000 |
| Long-term Assets | $19,000 |
| Total Assets | $105,000 |
| Total Requirements | $125,000 |
| Start-up Funding | |
| Start-up Expenses to Fund | $20,000 |
| Start-up Assets to Fund | $105,000 |
| Total Funding Required | $125,000 |
| Assets | |
| Non-cash Assets from Start-up | $26,000 |
| Cash Requirements from Start-up | $79,000 |
| Additional Cash Raised | $0 |
| Cash Balance on Starting Date | $79,000 |
| Total Assets | $105,000 |
| 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 | |
| Investor 1 | $75,000 |
| Investor 2 | $50,000 |
| Additional Investment Requirement | $0 |
| Total Planned Investment | $125,000 |
| Loss at Start-up (Start-up Expenses) | ($20,000) |
| Total Capital | $105,000 |
| Total Capital and Liabilities | $105,000 |
| Total Funding | $125,000 |
2.2 Company Ownership
Steve Burke and Sarah Lewis equally own Green Investments. While they initially were going to create a S Corporation as the business formation, they decided to form as a L.L.C. as a means to avoid double taxation found with a corporation yet realizing the benefits of personal liability avoidance.
