Investment Company Business Plan

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Investment Company

Sales Forecast

The company invests $5 million each in four companies.  A two percent (2%) management fee is paid quarterly.  One of the $5 million investments is sold for $50 million in the last year.  That sale enters the accounting as a sale of $5 million worth of stock plus a gain of $45 million.  The sales forecast shows the gain of $45 million.

Investment company business plan, sales forecast chart image

Investment company business plan, sales forecast chart image

Sales Forecast
Year 1 Year 2 Year 3 Year 4 Year 5
Sales
Management Fees $400,000 $400,000 $400,000 $400,000 $400,000
Equity appreciation $0 $0 $0 $0 $45,000,000
Total Sales $400,000 $400,000 $400,000 $400,000 $45,400,000
Direct Cost of Sales Year 1 Year 2 Year 3 Year 4 Year 5
Management Fees $0 $0 $0 $0 $0
Equity appreciation $0 $0 $0 $0 $0
Subtotal Direct Cost of Sales $0 $0 $0 $0 $0

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