Holding Company Business Plan Template [Updated 2024]

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IV. Customer Analysis


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Demographic Profile of Target Market

[Company Name] will primarily serve small to midsize companies across the United States. There are numerous startup businesses or organizations that have been in business for at least 2 years that have already achieved profits exceeding at least $2 million. These companies are in industries such as pharmaceuticals, technology, real estate, or retail.

Customer Segmentation

The Company will primarily target the following three customer segments:

  1. Pharmaceutical companies: pharmaceutical companies usually have healthy balance sheets and if managed correctly, are very profitable and sustainable.
  2. Real estate ventures: one of the most stable industries is real estate and there are numerous ventures that are acquiring and/or building land, multi-family housing, and industrial buildings.
  3. Technology companies: Tech companies are riskier companies to invest in, but with the proper oversight, can be very profitable.
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