Financial Services Business Plan

Start your plan
Start my business plan

Start your own financial services business plan

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 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
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
Current Borrowing $0
Long-term Liabilities $0
Accounts Payable (Outstanding Bills) $0
Other Current Liabilities (interest-free) $0
Total Liabilities $0
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.

Download link edge graphic Download this plan

Start your own financial services business plan

Start your own business plan

LivePlan logo Start planning

Your business plan can look as polished and professional as this sample plan. It's fast and easy, with LivePlan.

Get the Bplans newsletter:

Expert business tips and advice delivered weekly.