Financial Advisor Business Plan Template | Free Business Plan Software

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Here's the Business Plan Template's Table of Contents:

1.0 Executive Summary
1.1 Objectives
1.2 Mission
1.3 Keys to Success
2.0 Company Summary
2.1 Company Ownership
2.2 Start-up Summary
Table: Start-up
3.0 Products and Services
4.0 Market Analysis Summary
4.1 Market Segmentation
Table: Market Analysis
4.2 Target Market Segment Strategy
4.3 Service Business Analysis
4.3.1 Competition and Buying Patterns
5.0 Strategy and Implementation Summary
5.1 Competitive Edge
5.2 Marketing Strategy
5.3 Sales Strategy
5.3.1 Sales Forecast
Table: Sales Forecast
5.4 Milestones
Table: Milestones
6.0 Management Summary
6.1 Personnel Plan
Table: Personnel
7.0 Financial Plan
7.0 Financial Plan
7.1 Start-up Funding
Table: Start-up Funding
7.2 Important Assumptions
7.3 Break-even Analysis
Table: Break-even Analysis
7.4 Projected Profit and Loss
Table: Profit and Loss
7.5 Projected Cash Flow
Table: Cash Flow
7.6 Projected Balance Sheet
Table: Balance Sheet
7.7 Business Ratios
7.7 Business Ratios
Table: Ratios

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Agriculture Assisted living Auto repair Bakery Bar Beauty salon Bed and breakfast Bookkeeping Boutique Bowling alley Carpet cleaning Car wash Catering Cattle farming Charity Cleaning Coffee shop Computer repair Construction Consulting Convenience-store Cupcake Daycare Dental Dog daycare Ecommerce Electrical Embroidery Engineering Farm Fashion Fast food Film Financial advisor Fitness center Flower-shop Food Food truck Franchise Frozen yogurt Furniture store Gas station Goat farming Grocery store Gym Hairdressing Hair salon Ice cream Insurance agency Interior design Internet Internet cafe IT Jewelry Landscaping Laundromat Laundry Law firm Magazine Manufacturing Microbrewery Motel-hotel Music Nightclub Nonprofit Nursery Online-retail Photography Pizza Plumbing Poultry farming Preschool Printing Private investigator Pub Real-estate Resort Restaurant Retail School Security company Service Software Spa Sports-bar Startup Supermarket Travel agency Trucking Vegetable-farming Website

Financial Advisor Business Plan Market Analysis Summary Sample

4.0 Market Analysis Summary

The small business accounting market consists of virtually every small business in the United States. As businesses grow larger than one-person, sole proprietorships, they generally require expert help with at least their tax preparation, and often with additional bookkeeping and accounting services. Even many non-employer sole proprietorships will use accounting help at some point. While some small businesses hire bookkeepers or CFOs directly, many successfully out source these types of services.  
The accounting service market as a whole includes the following:

• Corporate accounting and auditing firms: The "Big Four" (PricewaterhouseCoopers, Ernst & Young, Deloitte Touché Tohmatsu, and KPMG) and their competitors
• Small business accounting
• Personal accounting (by H & R Block and the like)

The National Society of Accountants states that it represents more than 30,000 independent practitioners who provide services to 19 million individuals and businesses. The continuing evolution of U.S. tax laws guarantees work for tax accountants on an ongoing basis. The market is somewhat recession-proof, as businesses, which are contracting the use of accountants to help cut spending and limit tax liability; just as growing businesses will use accountants to launch and prepare financials for expansion, mergers and acquisitions.

4.1 Market Segmentation

Across Lagrange and Elkhart Counties there are 77,379 households (2000 U.S. Census Bureau), 15,364 non-employer firms (2007 U.S. Census Bureau) and 18,298 total firms (2002 U.S. Census Bureau). This represents the market of individual and small businesses in Lagrange and Elkhart Counties for [COMPANY NAME]. It has been divided into three groups:
Non-employer firms (Individuals): Without employees, these firms do not have many of the concerns of larger businesses. However, the owners must be vigilant to protect their own tax liability and sort out how their personal and business tax returns intersect. These firms are generally buyers of QuickBooks services and tax preparation services. As they grow, this group becomes ripe for outsourced bookkeeping services before they can hire a full-time in-house bookkeeper.
Very small businesses: Made up of businesses that are designed to stay small and those that are growing through a phase, these businesses require payroll services, bookkeeping, and tax preparation. They are concerned about losing control, but can generally be convinced of using outsourced accounting and bookkeeping with cost analysis. With the stakes higher, these businesses can make greater use of management accounting services, especially as most cannot afford a dedicated CFO. Many do not need a full-time bookkeeper, but can make do with part-time help, which limits their hiring options.
Other small businesses: Many of these businesses will have some in-house financial management and bookkeeping help. However, they may be able to save money by outsourcing these services, as they are not generally core to what the business seeks to do. These businesses may be comfortable with their situation as a cash producer for their owners or intent on growing or positioning themselves for sale.

Table: Market Analysis

Market Analysis
		2010	2011	2012	2013	2014
Potential Customers	Growth						CAGR
Non-employer Firms (Individuals)	4%	15,364	15,979	16,618	17,283	17,974	4.00%
Very Small Businesses (2 to 10 employees)	4%	2,000	2,080	2,163	2,250	2,340	4.00%
Small Businesses (11 to 99 employees)	4%	934	971	1,010	1,050	1,092	3.98%
Total	4.00%	18,298	19,030	19,791	20,583	21,406	4.00%

4.2 Target Market Segment Strategy

[COMPANY NAME] will focus on all three segments as a target group for its services as this group can make the most consistent use of part-time bookkeepers. However, these businesses often do not have the resources to provide proper oversight or training to their in-house bookkeepers, and will suffer from not having the advantage to hire the cream of the crop. [COMPANY NAME] can provide the solution to these problems.

4.3 Service Business Analysis

The small business accounting industry consists of numerous independent accountants and bookkeepers as well as many small firms. Larger firms tend to pursue medium and large business clients.  
Owners and top managers of small businesses purchase accounting and bookkeeping services. They will contact businesses by phone and generally meet in person to interview and discuss the prospect of working together.

4.3.1 Competition and Buying Patterns

Major competitors in the Lagrange and Elkhart Counties market include:

• Corporate Tax and Accounting Services (H&R Block): Provides tax and bookkeeping services and seeks medium to large business clients. Their major weakness is the reliance on their own proprietary pricing methods and software packages rather than tailoring pricing based on actual need and using QuickBooks, the industry standard for small businesses. [COMPANY NAME] will exploit this cookie-cutter approach through a valued added approach to providing tax and accounting consultation.
• For accounting services, the business also must compete indirectly against the prospect of businesses hiring their own part-time bookkeepers. This gives businesses the advantage of greater control and perhaps development of a future full-time employee. If the hire works out, the cost can be lower for a business than an outside service. However, this can lead to employees who are not as well-educated or experienced as bookkeepers through an accounting firm who have worked with a range of businesses. Generally, the cost is lower in the long run with a bookkeeping service, as training is done more systematically and supervisors are more regimented and experienced.  
• To choose between competitors, factors considered by clients include:
• Positive references (especially from known sources or other businesses in the same industry)
• Price (often low on the list of considerations, as long as price is not exorbitantly high)

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