Investment Company

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Investment Company Business Plan

Management Summary

Content has been omitted from this sample plan topic, and following sub-topics.  This sample plan has an abbreviated plan outline.  With the exception of the Executive Summary, only those topics linked to key tables have been used.

The focus of this sample plan is to show the financials for this type of company.  Brief descriptions can be found in the topics associated with key tables.

7.1 Personnel Plan

This hypothetical company pays salaries to its partners and other employees, and office expenses, from the management fee of two percent (2%).

Personnel Plan
Year 1 Year 2 Year 3 Year 4 Year 5
Partners $240,000 $252,000 $265,000 $278,000 $292,000
Other $60,000 $63,000 $66,000 $69,000 $72,000
Total People 4 4 4 4 4
Total Payroll $300,000 $315,000 $331,000 $347,000 $364,000