Holding Company Business Plan Template [Updated 2024]

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VI. Marketing Plan

[Company Name] seeks to position itself as a premier holding company in the United States. Subsidiaries can expect to place its interests in the companies’ hands so it can focus on providing the specific products and services that it intends to specialize in.


You can download our Business Plan Template (including a full, customizable financial model) to your computer here.

The [Company Name] Brand

The [Company Name] brand will focus on the Company’s unique value proposition:

  • Proven leadership
  • Complete asset protection
  • Beneficial tax scenarios
  • Oversight and accountability
  • Knowledgeable team of experts

Promotions Strategy

[Company Name] expects its target market to be companies operating in certain industries. [The Company’s] promotion strategy to reach these companies includes:

Industry Publications

[Company Name] will invest in strategically placing ads in industry publications such as finance newsletters, magazines, and journals. The target audience for these publications are usually the decision makers in their companies.

Social Media

[Company Name] will invest heavily in a social media advertising campaign. The brand manager will create the company’s social media accounts and invest in ads on social media accounts having to do with finance. It will use targeted marketing to appeal to the target demographics. It will focus mainly on LinkedIn social media accounts, rather than other social media channels like Facebook and Instagram.

Major Publications

The company will also invest in advertising in selected larger publications until we have achieved significant brand awareness. These major publications will include the Wall Street Journal, Bloomberg, New York Times, the New Yorker, Harvard Business Review, etc.

Website/SEO

[Company Name] will invest heavily in developing a professional website that displays all of the benefits the holding company has to offer. It will also invest heavily in SEO so that the brand’s website will appear at the top of search engine results.

Industry Conferences

[Company Name] will participate in all of the industry conferences and tradeshows to network with decision makers of certain companies. This will be done to increase brand awareness and recognition.

Corporate Sponsorships

[Company Name] will invest heavily in sponsoring certain industry and large events, such as galas, golf tournaments, luncheons, and various large charities.

Consulting

[Company Name] will also advertise consulting services as a precursor to eventually sell its holding company as a benefit. If a subsidiary company receives informative consulting from a trusted advisor, they are more likely to engage [Company Name] as its holding company.

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