972.814.3612
|  jennifer@jenniferherriage.com

Jennifer Raney Herriage

Your Rockwall REALTOR®

Investment Consulting Business Plan

By Leave a Comment


Investment Consulting Business Plan


Vista Total Market Equity is our company’s flagship investment product. This strategy will initially be offered via a mutual fund registered by the U.S. Securities Exchange Commission. Technological developments also make it economically feasible to offer large accounts separately managed portfolios. In another section, you will find details about the investment products we offer. It is worth noting that the Journal of Portfolio Management will publish a research article that supports our primary product offering. Ennis Knupp was a prominent institutional investment consulting agency that published a study, “Failure at the Multiple-Specialist Strategy. The Case of Whole Stock Portfolios.” It stated that the problem with specialization in equity portfolio management is leading to sub-optimal portfolios.

VISTA INVESTORS was created as a partnership in order to capitalize on the industry research carried out by Michael Douglas, one founder of VISTA INVESTORS. This partnership will allow for investors to take advantage of his investment management research experience. Douglas made over 30 research visits to investment offices in the last year. Douglas met hundreds of key investment professionals, either via phone or face-toface, with people all over the world. Douglas’s team presents the business plan as a “start from scratch” outline of what an investment management company should look like in light of changes in technology, political, and social factors.

VISTAINVESTORS will give high net worth and angel#8221′ investors the chance to acquire minority ownership positions in exchange to VISTAINVESTORS&#8217’s operating capital, as well as seed assets to fund the investment products. This document by itself does not constitute an offer or guarantee of any kind. These risks are not only those that are described in this document.

1.1 Objectives

VISTA INVESTORS exists to create value in the lives of owners, employees, investors and others by setting up an investment management organisation for the Third Generation. The Third Generation is defined in a cutting-edge research effort by Merrill Lynch & Co., Inc. and Barra Strategic Consulting Group as a phase in the investment industry requiring a special set of capabilities for success. To create a strategy for the success and growth of VISTA INVESTORS, our team consulted this study, several other studies, and most importantly, personal experience.

1.2 Mission

All portfolios can be executed quickly and efficiently with buy and sell decisions. A trading rotation is used when possible to prevent any kind of systematic advantage or disadvantage that an account might experience. In virtually all circumstances, we would not deviate form our discipline.

1.3 Keys to Success

Performance is perhaps the most important factor that determines success in the investment management industry. Morningstar is widely recognized by institutional investors and individuals alike for its marks in accreditation in mutual fund management. Morningstar is therefore one of our primary goals. To be rated by Morningstar, funds must have a minimum performance history of three years.


Technology Investment Business Plan

By Leave a Comment


Technology Investment Business Plan


The Center for Technology and Investment (“CTI”) is a company dedicated towards bringing technology investment to small rural businesses. It was established on the basis of the evidence that many rural small business owners are in desperate need of technical consulting and experience. However they do not have the financial resources to hire large multinational corporations to do the work.

Through innovative funding sources, including grants and charitable contributions made by the owner’s company and by individuals who are interested in helping rural Oregon develop economically, CTI will become an innovative new force in rural Oregon.

CTI’s management team includes Bill Franklin. Bill Franklin, who has worked in Silicon Valley for more than 35 years, is an Electrical Engineer and the founder of Stanford Research Institute. Franklin is a world-renowned expert in technological advancement. He has been the owner of several businesses throughout his life, including two that were sold for profit.

CTI&#8217’s services can be found in many places outside of Oregon. It is possible that the business will expand further into rural West if it grows. There are over 45,000 rural “mom and pop” businesses operating in the Western United States, and of these, a high percentage have little or no experience with high technology and know very little about seeking alternative funding sources.

This investment business plan serves two purposes: to formalize the business strategy and to show that CTI is a worthwhile investment for a $10,000 line of credit from X bank. This open line of credit is designed to begin with a loan of $10,000, and to help manage cash flow after the first month CTI is a going concern.

1.1 Objectives

The Center for Technology and Investment will serve the needs of approximately 500 clients by Month 4 of Year 1. At least 50% of these clients will have purchased products or services from the Center for Technology and Investment by Month 4.

These are the financial goals.

  • You will receive a 25% contribution margin within the first year on books, software and other products.
  • Keep the revenue cost for services below 20%
  • 350% increase in net revenue between Month 1 and Month 12.
  • A 30% net revenue margin in Year 1 and 35% for Year 2

1.2 Mission

The Center for Technology and Investment is an organization that helps rural small business owners to use technology more effectively. It was founded on the belief that many small-business owners in rural areas don’t have the connections or resources to effectively use technology. Our goal is to close that gap by training and educating small business owners on how to leverage technology and make the most of the resources available to them.

When all of its clients reach growth rates exceeding 20%, the organization will have fulfilled their mission.

1.3 Keys To Success

Here are a few important keys to success:

  • Focus on the target market: Drill down into several layers of demographics.
  • High detail planning and execution: Quarterly seminars must be thoroughly researched, costs accurately understood, and content kept both fresh and consistent.
  • Retainer consulting should be affordable to rural business owners and must not exceed a small portion of any SBA funding. CTI should not be seen as a broker of SBA funding, or other funding. Instead, it must serve as a consultant with the expertise to help clients obtain high-level funding in technology.
  • Financials must be kept above the highest standards due to nonprofit status in a largely for-profit industry.


Investment Website Business Plan

By Leave a Comment


Investment Website Business Plan


Staryoo.com will be a revolutionary platform that provides a Web-based trading system for Chinese securities investors and institutions. Staryoo.com could change the way many Chinese invest in China. Staryoo.com offers investment features previously unavailable to Chinese investors. These include real-time stock price quotations, technical analysis and market commentary, expert comment on market action and recommendations as well investment forums and chatrooms. Online bank transfers, remote pager notification and educational material, such as books and tapes. The platform’s intelligent interface can be customized to fit your level of investment experience and profile.

Internet use and investing will continue to grow rapidly due to China’s development of the Chinese super highway project and China’s forthcoming membership in the World Trade Organization. A recent report from the China Internet Information Center states that there were approximately 4.5 million Internet users within China in June 1999. This number is double the 1998 estimate and is expected to increase to 20 million by the end of 2000. 40 million individual investors make up the 45million Chinese investors. It is expected that the trading volume of foreign equities markets, mainly the U.S. market, will grow tremendously when they are made available to individual investors. Mr. Mr. Pen Reng, Vice President of Shanghai Securities Co. LTD., China’s second largest brokerage, estimates that China’s total number of investors will rise to 250 million in 2005. Staryoo.com is the first to support international trade and has already anticipated this trend.

The U.S. market in equity securities has increased dramatically over the past few years. A combination of historical market highs, and the increasing number of issuers that are listed on NASDAQ have led to a significant increase in daily trading volume on NASDAQ. The technology has improved to the point that investors can trade online. This has led to a new breed of value-oriented and self-reliant investors who are comfortable trading online. We believe that these same trends will develop in China and that we will be well positioned to take advantage of the significant market opportunity that will exist for faster, easier, more reliable, and less expensive trading systems.

Staryoo.com, a website based in Shanghai China, has an office in Sunnyvale CA. Starmile Systems Engineering Co. LTD. (Starmile), has provided technical support and initial seed capital. It is located in Shuzhou. China. Staryoo.com has been established as a U.S. business. The company’s goal is to allow for the smooth transition from a Chinese equity market to one that permits access to U.S. equities. Staryoo.com can also go public in the U.S. by obtaining heavy funding in its second and first rounds. Additional rounds of financing may be required by fourth quarter (Q4), Year 3 to achieve the objectives listed below.

1.1 Objectives

  1. Alpha and Beta testing Web-based Platforms, January 15, 2015, Year 1, and May 15, 2015. Year 1, respectively, together with strategic partners China.
  2. Reach out to two large brokerage firms in order for the platform’s initial deployment by June 1, Year 1
  3. First round funding secured by June 1st, Year 1.
  4. Staryoo.com for individual investors available beginning June 1, Year 1, (without online trade).
  5. Staryoo.com available for online trading beginning September 15, Year 1.
  6. Staryoo.com, Q2 Year 2, China: U.S. Equities Markets
  7. By Year 1, you will have revenues of $300,000.
  8. By Q4 Year 1, sign up 18,000 members and 14 brokerages
  9. Deploy Staryoo.com as a trading platform in the U.S. by Q3 Year 3.
  10. Staryoo.com U.S. company public by Q4 year 3.

* * * WTO Membership in Q4 Year 1.

1.2 Mission

Staryoo.com is committed to providing investors with the most complete Web-based trading platform. We will continue to improve this trading platform through listening to our customers and adapting our product range to meet their needs. Staryoo.com aims to provide exceptional customer service, which will increase investor confidence and trust.

As we strive for first class image, quality, service and fair profit, both investors and employees will see first-class results. Staryoo.com is aware that our employees represent our greatest resource. Staryoo.com rewards and nurtures its employees when milestones are reached, technology advances are made, and the company thrives.

1.3 Keys for Success

This is how you can succeed in your business.

  • Staryoo.com’s Web-based trading platform is unique among all others. It offers investors more functionality and features that are required for advanced Internet trading.
  • Staryoo.com orders and customer service ensure customer satisfaction.
  • Staryoo.com online trade implementation and cost effectiveness guarantee 100% brokerage satisfaction
  • Starmile’s technical expertise, client base and technical knowledge will be leveraged to make sure that Staryoo.com’s equities trading platform is well-known and understood by a broad range of customers.

1.4 Strategic Advantage

Staryoo.com will be able to compete with other Web-based trading platforms providers because of the following strategic reasons.

  • Starmile has extensive knowledge in the technology areas of bank processing, transaction processing, and settlements.
  • Starmile has developed a payment-cryptography system that is ISO9002 and National Cryptography Administration Committee certified.
  • Starmile has developed an online non-Web-based security trading system for China JiangQian Tide. This system includes most of the functionality being proposed for the Staryoo.com trading platform, including: transactions and trading of Shanghai A shares, statement of account transactions/balance, Windows NT based, online retrieval of market reviews and exchange information, downloading of historical data, input of stock symbol and lookup, network security/firewall implementation, and built-in analysis systems.
  • An experienced and diverse management team and Board of Directors. A mix of backgrounds in technology, banking, and the securities industry.
  • Starmile has established a solid relationship with the U.S., which lowers the barriers to market penetration in China. American companies will not be able to achieve market share due cultural preferences.

Investment Company Business Plan

By Leave a Comment


Investment Company Business Plan


This is a sample plan that was designed for an investment company which buys other businesses as investments. The sample below shows a hypothetical Venture Capital business that starts with $20,000,000 as its initial investment fund. In its initial months, it invests $5 Million in four companies. It pays a two percent (2%) management fee quarterly. It pays salaries to its partners and other employees, and office expenses, from the management fee.

The Cash Flow table shows investments as long-term asset purchases. This also places them in the balance sheet. In the sample plan, you can see them within the first few month.

One of the target companies fails the third time, and $5 million is written off. As you can see, there is a $5 million sale in cash flow of long-term assets and a balancing entry in sales costs of $5 million. This results in a loss and write off that year. The tax loss is $15 million and the balance of investments is $15 million.

One of these target companies will transact $50 million for the fifth consecutive year. As you can see, there is a $45m equity appreciation in sales forecasts and a $5m sale of long-term assets. At that point there’s been a $45 million profit, and the balance of long-term assets goes down to $10 million.

This is just one example. This business model holds assets that are long-term and waits to see if they appreciate. It doesn’t show appreciation of assets until they are finally sold, and it doesn’t show write-down of assets until they fail. The appreciation and writedown of assets plus management fees are what make up sales and cost of sale.

This explanation has been broken down into key topics that have been copied and linked to the corresponding tables. These topics are:

  • 2.2 Start-up Summary
  • 5.5.1 Sales Forecast
  • 6.4 personnel
  • 7.4 Projectioned Profit and Loss
  • 7.5 Projected Cash Flow
  • 7.6 Projected Balance sheet


DISCLOSURES

Texas Real Estate Commission Information About Brokerage Service

Texas Real Estate Commission Consumer Notice

About Jennifer

Unlike many who get into the field, real estate has been the only career for Jennifer Raney Herriage, who has excelled in serving clients for over 20 years.  Having grown up in a real estate family, Jennifer was first inspired by her mother, a broker … Read more...