Investment Business Plans

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

Financial Services Business Plan

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

Investment Company Business Plan

Investment Company is a start-up which buys and sells other businesses.

Investment Consulting Business Plan

Vista Investors is a start-up investment management firm, whose hallmark investment product will be the Vista Total Market Equity strategy, which will initially be offered through a mutual fund.

Investment Website Business Plan

Staryoo.com is a start-up Internet company providing a Web-based trading platform for Chinese equities and securities investors and institutions.

Start-Up Real Estate Business Plan

Golden Valley Real Estate will provide real estate services in the newly established Golden Valley Retirement Community, located to the Northwest of scenic Tucson, Arizona.

Are you in the business of investing in other businesses? While it may not necessarily operate exactly the same as a customer-facing organization, you’ll still need a business plan prepared in order to succeed and attract potential acquisitions. Check out our financial investment, consulting, and various other investment sample plans for guidance as you develop your own business plan.

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.