Financial Holding Company Business Plan


Financial Holding Company Business Plan


Domino Comptech Holdings (DCH), was founded as a diversified holding company. The company was created to assist in the acquisition of existing businesses and to provide additional capital to sustain and increase the volume and profitability of those acquired companies.

This holding company creates a business model that allows for unlimited marketing opportunities. This platform leverages certain natural relationships and allows companies to work together to offer complete technology solutions that are cost-effective to their clients.


Acquire an Internet Service Provider.

Domino Comptech received 100% of ZumoNet (an Internet Service Provider) company from LynxCaracal in exchange of 1,500,000 shares of DCH common stock. The company intends to enter into a marketing plan to expand ZumoNet’s customer base and drive additional recurring revenue. ZumoNet currently has a revenue stream of about $20,000 per annum and incurs a recordkeeping and billing expense totaling approximately $3,600 annually. As the company’s revenue stream grows, so will the profits. However, the expense factor can be kept at a minimum level by consolidating the record keeping and merging it into the overall operations of ZumoNet.


Acquire a Technology company which is a White Box computer manufacturer and also provides networking services and support:

Domino Comptech has reached an agreement with Lynx Caracal to acquire 100% of the Kettle-Moraine Computers, Incorporated’s common stock (KMCI). This was in return for 20,000,000 shares DCH common stock and a loan of $5,000,000 bearing interest of the federal rate for the first 12 months and adjusted to the prime rates plus 1%, with a minimum 9% thereafter. The prime rate will be published in USA Today. Domino Comptech is now able to immediately acquire all shares of KMCI. This includes the revenue stream from day-today operations. Mr. Caracal can expect to receive at least $16,000 monthly in guaranteed payments. The rest of the interest payments will be due by December 31 each year. The stock loan must be fully paid using the proceeds from the $16,000,000 first stock sale. To allow DCH five more years to realize its goals of capitalization as well as repayment of the loan loan, Mr. Caracal arranged to extend the loan duration to five additional years from the date of the agreement’s signature. All the stock of KMCI will be held as collateral on this loan in the event of default.

KMCI provides technology hardware as well as service to its customer base, primarily in Plainsstate and Gulfstate. KMCI’s business model aims to be a Midwestern (and later national) full service technology provider. The company has developed remarkable marketing inroads into state government procurement contracts and is presently moving into the Federal Government arena to facilitate expanded marketing opportunities of its manufactured computer products and servicing capabilities. The company recently implemented a marketing strategy using its S.E.A.T. management program. Clients will be able purchase all of their technology requirements hardware, software, and required service protection all under one monthly payment. Clients will be able to access the most recent equivalent while still saving money by purchasing software packages specifically tailored to their data system requirements.

Buy a Software business that has a premier management software program.

DCH has identified a company that develops and markets strategic software programs to assist businesses in better managing their finances and increasing profitability. Initial discussions with the management indicated that the company is available for purchase at $87,000,000. The software company generates an EBITD approximately $1,000,000 annually and has total assets approximately $8,000,000 with equity approximately $4,300,000.

Combining ZumoNet, KMCI and the software company ZumoNet will create a marketing synergy that allows them to cross-market hardware and software products to their existing client base and offer a complete solution for technology and management issues. It is expected that there will be savings of around $500,000 annually due to the elimination or reduction of duplication.

Purchase a Technology Services firm that specializes on data storage, telephony, and security:

KMCI provides a range services and solutions, including wiring and networking. The technology industry is changing rapidly and there is a growing need to expand into data storage as well as telephony and security. This is a service that banks, insurance companies, and government agencies need to offer. They worry about security and storage of large amounts data. There is a need to develop a tailored secure system to protect each of their data systems from fraud, terrorism and/or natural disaster on a client-by-client basis.

Lynx Caracal of Domino Comptech Holdings, has identified service companies that offer these additional services and started discussions about acquiring one such company. This acquisition would enhance the existing total solutions that ZumoNet, KMCI, and software company Lynx Caracal provide. This would create a marketing force that could offer any entity a complete technology, management and security solution. This synergy does not generally exist in the marketplace today. The capability of large corporate clients to afford and purchase these packages provides stability of income desired for DCH and insures the company of income diversification which will carry the company through uncontrollable downturn in the economy.

DCH has successfully completed the first round funding for this strategy of 1,000,000 dollars ($1,000,000). The board of Directors is currently considering the extension of Phase II funding via a Regulation 506 D private place offering in the amount 22 million.

1.1 Objectives

  1. Purchase a Technology business that is a White Box computer manufacturer and provides support and networking services.
  2. Aquire a Software company with an outstanding management software program.
  3. Acquire a Technology Services company which specializes in data storage, telephony, and security.

1.2 Mission

Domino Comptech Holdings Ltd is a holding corporation. The company’s purpose is to facilitate the acquisition and provide capital to increase the profitability and volume of the acquired businesses. This holding company creates an untapped business solution platform with unlimited marketing potential. This platform brings together certain marketing synergies. It allows the combined companies offer a broad range of complete technology solutions at lower costs to clients.

1.3 About This Plan

Function Follows

This is Domino Comptech Holdings, the business plan. We’ll show some key points. Specifically:

  • The Sales Forecast Table shows DCH’s expectations for the KMCI section in terms of actual and projected sales.
  • The Personnel Plan table shows only the principals in the holding company. The projected Profit and Loss does not include any other personnel costs for the divisions.
  • The Profit and Lost table does not include sales and costs for sales, but only summarized projections.
  • The Cash Flow table presents a summarized and consolidated general cash flow that includes the assumed cash flow of the divisions, in aggregate and summary form.
  • Many discussions concentrate on the operations of the holding companies only. For example, the personnel plan discussion text presents the holding company only. This plan does NOT include details about the personnel of separate divisions.

Success keys 1.4

The keys to success in the business are:

  • Maintain and increase product quality by keeping the total product failure rate of Kettle-Moraine Computers, Inc., at or below the current level of five percent.
  • Market successfully the S.E.A.T. management program.
  • Acquire a software company that has positive cash flow, assets (buildings, land, equipment) and a top-notch management team.

Financial Services Business Plan


Financial Services Business Plan


Green Investments, a financial service firm that focuses primarily on stocks of environmentally responsible corporations, is Green Investments. The Washington-based L.L.C. Sarah Lewis is the leader and Steve Burke is the co-director. GI uses financial research purchased from Bear Stearns and in-house environmental responsibility analysis to make recommendations to clients.

Services

GI created a criteria-based system to evaluate a wide variety of companies for their environmental impact. Only financially prudent/performing companies are evaluated, ensuring that its recommendations make both financial and environmental sense.

Competitive

GI will leverage the proprietory evaluation system to quickly gain market share. The system is simple and based on extensive research. It provides a quick overview of the environmental performance.

Market

GI will be focusing on the niche of environmental investing in the financial services industry. GI faces indirect competition from environmentally responsible mutual funds, which do a similar job in assessing a company’s environmental performance but do not allow for investing in individual equity.

Management Team

GI is supervised by Sarah Lewis and Steve Burke who are both experienced managers. Sarah is a graduate in environmental studies. She worked for the Environmental Protection Agency as a researcher and was responsible for environmental impact statements. Steve has an MBA. He worked for Salomon Smith Barney. There he built a large network of contacts.

GI addresses a previously untapped niche in the financial service market. In year two and 3, GI will have sales of $230,000, $261,000 and $261,000, respectively.

1.1 Objectives

  • To become the premier environmental investment firm.
  • Attract more people to make investments based in the environmental actions and policies of potential companies. This will result in raising awareness and supporting investments in companies who act on environmental issues.
  • Continue to reduce the cost of investment research that relates to environmental criteria.

1.2 Mission

Green Investments’ mission is to become the premier financial service organization that makes investment in companies with outstanding environmental records and practices. Green Investments is able to identify environmentally sound investments through extensive research and well-designed and verified marker criteria. Green Investments will thrive as a company while also having a positive impact on the environment.

Success Keys 1.3

  • To address the wide range of environmental effects that companies face, you need to develop an accurate and practical set of environmental indicators.
  • Green Investments can only provide high-quality research into financial performance.
  • Price the service so that there is a good profit margin while remaining competitive.


Financial Planning Business Plan


Financial Planning Business Plan


Opportunity

Problem

Portland Oregon has many people who need investment advice and estate planning assistance.

Solution

Grizzly Bear Financial Managers offers comprehensive financial planning and estate planning services. Grizzly&#8217’s services are extensive in terms of available products (mutual fund, equities and estate planning) as well as depth of research. Although it can be expensive for Grizzly for in-depth research to determine potential investments and options for clients, this will likely be offset by a long-lasting relationship built from earned respect.

Market

Grizzly Bear Financial Advisors will market their services in two ways. One, to those who require investment advice. Two, to those who need assistance with estate planning. These two groups will both be targeted by public seminars and networking activities. Prospective customers will be converted by Grizzly’s competitive edge of deep-rooted research and thoroughness when they use its services.

Competition

Most consumers base their buying habits on the people they know. It is difficult to decide on a financial planner because there is so much information. It is easy to obtain a referral for a financial planner, as most people over the age of 65 have visited one.

Why Us?

Grizzly Bear Financial Managers’#8217′ mission is to provide financial planning services that are comprehensive for all our customers. Our mission is to retain and attract customers. When we adhere to this maxim, everything else will fall into place. We will exceed your expectations with our services.

Expectations

Forecast

Grizzly will be profitable by month eight, and modest profits by year three.

Financial Highlights for the Year

You will need financing

Meghan will put in $23,000 to help start this business.