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Finance Business Plan

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In the current economic climate, a finance business has many remarkable opportunities to help commercial and residential borrowers meet financial goals. However, it is also a volatile domestic and global market with intense competitive pressures, especially from the largest financial institutions. The finance business plan must be precise and realistic before venture capitalists, equity partners, or financial institution lenders will consider funding any business enterprise facing various medium to high risks factors. There are also numerous laws governing the finance industry, and entrepreneurs must be able to demonstrate in-depth knowledge of required regulations and reporting. The finance business plan will describe the specific customers targeted and the type of financing services offered. Often, benchmarking is used to present how the business will measure performance against the industry to maintain alignment.


The finance business plan will present information like the following:

  • What business structure will be established to minimize risk should the business experience difficulties associated with economic conditions or the primary targeted market?

  • What financial products and services will be offered? Are there size limits? What types of loan packages are offered?

  • What will be the sources of business funds for lending?

  • Did business owners demonstrate strong financial experience directly related to starting and operating a finance business?

  • Will there be finance business partnerships formed? What qualifications do the partners have?

  • Do the operational and strategic strategies clearly demonstrate how they will drive business performance?

  • How will the finance business be positioned in the industry?

  • Are all state and federal insurance, bonding and fee requirements met?

  • What legal resources are secured to advise the business?

  • How will loan underwriting be managed?

  • Will the company offer business consulting services?

The finance business plan will communicate the market opportunities, the profitability model, and industry positioning. It is important to definitively explain management expertise in finance, lending, and/or banking. A finance company has to convey a sense of trustworthiness in order to attract customers, meaning the business plan should address strategies for doing so. Investors will closely analyze the thoroughness of the market analysis and the financial plan.

OGS Capital has worked with numerous entrepreneurs establishing new finance businesses. Their expertise in preparing a finance business plan that addresses the typical and specific information potential investors look for will produce a plan that has a high likelihood of attracting funding. OGS Capital can also help companies locate funding for business startups. Initiating the process is as simple as completing the information form.
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