Financial Services Business Plan

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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.

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