Holding Company Business Plan Template [Updated 2024]

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VIII. Management Team

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Management Team Members

[Company Name] is owned and led by [Founder’s Name]. [Founder] has made a career in finance, investments, and hedge fund management. His career spans more than 40 years and over that time he has accumulated a great deal of wealth for himself and the entities he manages. His skills include asset management, corporate takeovers, mergers and acquisitions, and successfully handling stock market volatility.

Throughout his career, [Founder] has networked with hundreds of hedge fund managers and corporate CEO’s. They have all approached him to form a holding company for its newer entities that require that top level in the organization for its board of directors and shareholders. By spreading his interests out across various industries, [Founder’s Name] will be the holding company for multiple assets.

Hiring Plan

[Founder] will serve as the Owner and Manager of [Company Name]. In order to launch, he needs to hire the following personnel:

  • Administrative Assistant: 1 full-time employee to manage the day-to-day operations and assist [Founder] with managerial duties.
  • Legal staff: 3-4 full-time attorneys who will focus on ensuring that all acquisitions made by the holding company is free of lawsuits and any legal implications
  • Accounting staff: 3-4 CPA’s who will focus on ensuring that all appropriate and beneficial tax and account measures are being taken
  • Due diligence staff: 3-4 full-time employees who are tasked with researching all prospective subsidiaries to ensure that it will be a beneficial acquisition
  • Brand manager: 1 full-time employee who will be responsible for developing and launching the brand; manage the website, and LinkedIn account.
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