Investment Consulting Business Plan

Vista Investors

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Company Summary

VISTA INVESTORS will be structured as a partnership designed to capitalize on industry research performed by one of the founding entrepreneurs, Michael Douglas.

This company is unique because it differs substantially from the way most existing investment management firms originated. Most of the firms created in the last 25 years were started by the departure of portfolio managers from the nation's largest banks, insurance companies, and brokerage firms. Generally, these individuals were deep in investment research talent but novice as it concerns the business and operating side of running an organization. The business plan for VISTA INVESTORS is different. VISTA INVESTORS is to be created by someone deep in knowledge of all aspects concerning investment management organizations. Investment talent will be acquired and retained by offering key individuals competitive compensation to include equity stakes. Biographies for individuals selected for the management team are enclosed.

2.1 Start-up Summary

The following tables and chart show our Start-up requirements and planned funding.

Start-up Funding
Start-up Expenses to Fund $5,000
Start-up Assets to Fund $20,000
Total Funding Required $25,000
Assets
Non-cash Assets from Start-up $0
Cash Requirements from Start-up $20,000
Additional Cash Raised $0
Cash Balance on Starting Date $20,000
Total Assets $20,000
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
Michael Douglas $8,334
Mark Haynes $8,333
Other $8,333
Additional Investment Requirement $0
Total Planned Investment $25,000
Loss at Start-up (Start-up Expenses) ($5,000)
Total Capital $20,000
Total Capital and Liabilities $20,000
Total Funding $25,000
Start-up
Requirements
Start-up Expenses
Legal $1,000
Stationery etc. $200
Brochures $300
SEC filings $1,200
Insurance $300
Research and development $1,500
Other $500
Total Start-up Expenses $5,000
Start-up Assets
Cash Required $20,000
Other Current Assets $0
Long-term Assets $0
Total Assets $20,000
Total Requirements $25,000
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Start-up Funding
Start-up Expenses to Fund $5,000
Start-up Assets to Fund $20,000
Total Funding Required $25,000
Assets
Non-cash Assets from Start-up $0
Cash Requirements from Start-up $20,000
Additional Cash Raised $0
Cash Balance on Starting Date $20,000
Total Assets $20,000
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
Michael Douglas $8,334
Mark Haynes $8,333
Other $8,333
Additional Investment Requirement $0
Total Planned Investment $25,000
Loss at Start-up (Start-up Expenses) ($5,000)
Total Capital $20,000
Total Capital and Liabilities $20,000
Total Funding $25,000
Start-up
Requirements
Start-up Expenses
Legal $1,000
Stationery etc. $200
Brochures $300
SEC filings $1,200
Insurance $300
Research and development $1,500
Other $500
Total Start-up Expenses $5,000
Start-up Assets
Cash Required $20,000
Other Current Assets $0
Long-term Assets $0
Total Assets $20,000
Total Requirements $25,000