VII. Operations Plan
You can download our Business Plan Template (including a full, customizable financial model) to your computer here.
[Company name] will carry out its day-to-day operations primarily on an appointment basis. Clients will make regularly scheduled appointments to review the contents and progress of their investment portfolio. These will primarily occur in-office or or over the phone. Walk-ins looking for financial advice will also be welcome. Walk-in clients will be billed on an hourly basis.
[Founder’s name] will work on an as-needed basis, but can be expected to be present in the office during normal business hours. [Company Name] will hire multiple investment managers as needed to accommodate a growing client-base. The company will also employ an administrative assistant who will support marketing and client relationship development efforts.
- General and administrative functions including legal/compliance, marketing, bookkeeping, etc.
- Client communication and scheduling
- Brand management and social media
The following are a series of steps that lead to the Company’s vision of long-term success. [Company Name] expects to achieve the following milestones in the following [xyz] months:
|[Date 1]||Finalize lease agreement|
|[Date 2]||Design and build out [Company Name]|
|[Date 3]||Hire and train initial staff|
|[Date 4]||Kickoff of promotional campaign|
|[Date 5]||Launch [Company Name]|
|[Date 6]||Reach break-even|