Business Plan For An Online Brokerage Firm
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Master of Business Administration
Financial Management
Group Assignment
Students for Students Online Brokerage
(SFS AG Brokers)
Executive Summary
The following material is a business plan for a start-up of an online brokerage business. It is not based on real company data. The name of the company, the co-owners, the contact information data are invented by the authors.
There is a lot of information in the literature about what one needs to do when starting an online brokering business. One can also find information about what a business plan is and how to prepare it. This project is an attempt for a model of a business plan of a start-up company in the online brokering business, based on the literature and the experience of the authors.
The authors found the most difficult the financial part of the plan. It is a problem to project the sales when the business is in the initial stage. Because of its nature the business plan is under continual development. This project focuses only on the first year of the business with some projections for a further-years period.
Particularly useful for the project was the book: “Der Businessplan: GeschÐftsplÐne profesionell erstellen / Mit Checklisten und Fallbeispielen” by Anna Nagl (2005) and the Information for business opening published by Bundesregierung Deutschland.
Table of Figures
Figure 1: Students in Germany (academic year 2004/2005)
Figure 2: Team Structure after expanding
Figure 3: Expenditure list
Figure 4: Other Costs
Figure 5: Depreciation of Staff
Figure 6: Balance Sheet
Figure 7: Bases of the Calculation
Figure 8: List of Fixed Costs
Figure 9: Break-even Point
Figure 10: Monthly Operation Expense Budget Sheet
Figure 11: Operation Expense Budget Sheet Yearly
Figure 12: First Quarter
Figure 13: Second Quarter
Figure 14: Third Quarter
Figure 15: Fourth Quarter
Figure 16: Cash Budget Quarterly
Figure 17: Cash Budget
Figure 18: Potential Income statement (At end of the first quarter)
Table of Contents
BUSINESS MODEL
OBJECTIVES
MISSION
KEY TO SUCCESS
COMPANY OWNERSHIP
START-UP SUMMARY AND COMPANY LOCATIONS AND FACILITIES
SERVICES
SERVICES DESCRIPTION
TECHNOLOGY
COMPETITORS, TARGETS AND STRATEGIES
MAIN COMPETITORS
COMPETITIVE STRATEGIES
MARKET FIELD STRATEGY AND TARGET GROUPS STRATEGY (ALTERNATIVE GROWTH POSSIBILITIES)
SWOT- ANALYZE
3.4.1
Strengths
3.4.2
Weaknesses
3.4.3
Opportunities
3.4.4
Threats
PORTFOLIO
PORTFOLIO
SERVICE ACHIEVEMENTS
SALES AND MARKETING
MARKETING STRATEGIES AND MARKET POSITIONING
5.1.1
The companys goal: market leader in the brokerage market sub-segment of young and heeled students.
5.1.2
Positioning
5.1.3
Internal marketing targets
5.1.4
External marketing targets
5.1.5
Operative short-term marketing steps
MARKET SEGMENTATION AND POSITIONING
POLICY OF PRODUCTS AND SERVICES
PRICING POLICY
SALES POLICY
PROMOTIONAL POLICY
CUSTOMER RETENTION
MANAGEMENT & HUMAN RECOURSES
OUR PRINCIPLES
MANAGERIAL STAFF
ORGANISATIONAL STRUCTURE
CONTROLLING
CHANCES AND RISKS
BEST CASE SCENARIO
WORST CASE SCENARIO
FINANCIAL BUDGETING
FINANCIAL PLAN
8.1.1
Introduction
8.1.2
The capitals resources
FINANCIAL ACTIVITIES
8.2.1
Legal Form
8.2.2
Expenditure list of Start-up Company
8.2.3
Other Costs List of Operation
8.2.4
Depreciation of Staff
8.2.5
To make the start-up balance sheet
8.2.6
The Cost-Volume-Profit Analysis
8.2.7
The list of the Fixed Costs
8.2.8
The Variable Cost
8.2.9
Break-even Point Analysis
BUDGET