Financial Services Business Plans

Did you know each of these plans was created in LivePlan? Learn More

Auditing and Consulting Business Plan

Artemide Auditing & Consulting AG, an established Swiss company, provides specialized auditing, consulting, and investigative business services to individuals, investors, and small and medium business

Benefits Administration Business Plan

Employee Benefits Administration is an outsource provider of Human Resource (HR) benefits administration.

Financial Holding Company Business Plan

Domino Comptech Holdings purchases profitable existing businesses with a history of strong revenue production. DCH provides the management, marketing, and financial expertise to assist in continuing to maintain a strong and steady growth pattern.

Financial Planning Business Plan

Grizzly Bear Financial Managers is a comprehensive financial planning and estate planning consultancy.

Financial Services Business Plan

Green Investments is a financial service company that focuses on stocks of environmentally responsible companies.

Medical Billing Business Plan

Physicians 1st Billing and Claims is a start-up company that provides billing and insurance processing services for medical offices.

Are you a money management expert ready to branch out with your own financial services firm? You’re going to need a business plan to do it. Get everything in order to plan, manage and pitch your business using our library of financial services sample plans.

If you’re looking to develop a more modern business plan, we recommend you try LivePlan. It contains the same templates and information you see here, but with additional guidance to help you develop the perfect plan.