Investment Consulting Business Plan

This is an investment consulting sample business plan from Vista Investors, a start-up investment management firm whose mission statement is to create value for owners, employees, and investors. One of the founders of the company, Michael Douglas, has already carried out substantial industry research, which will be utilized to ensure the success of Vista Investors. The objective of this investment consulting business plan is to set out a strategy for marketing a new product, the Vista Total Market Equity strategy. The first step is to obtain financial support from outside investors in order to maintain cash flow throughout the first three years of operation. Profitability is expected to be achieved towards the end of the third year. Thereafter profit margins will be significant and sustainable.

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Investment Consulting Business Plan

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