Business Capstone
A. Executive Summary 4
A1. Business Identification: 4
A2. Mission, Goals and Objectives: 4
A3. Keys to Success: 4
B. Company Summary 6
B1. Industry History: 6
B2. Legal Form of Ownership: 7
B3. Location and Facilities: 7
B4: Management Structure: 8
B5. Products and Service: 9
C. Market Analysis 11
C1: Target Market 11
C2: Industry Analysis 11
C3: Competitive Analysis 12
D. Market Strategy 12
D1: 4Ps. 12
D2: Price List- 14
D3: Selling Strategy- 15
D4: Sales Forecast- 17
E. Implementation Strategy 17
E1. Overall Strategy- 17
E2. Implementation- 18
E3. Control Plan- 18
F. Financial Statements and Projections 19
F1. Revenue and Cost Estimate- 19
F2. Forecasted Profit and Loss Statement 19
F3. Forecasted Balance Sheet- 19
G1. Financial Projections 20
G1a- Breakeven Point- 20
G1b-Financial Position: 21
G1c-Capital/Investment Needs: 21
References 22
A. Executive Summary
A1. Business Identification:
The business name is TLK Employee Benefits and will be located in the Financial Buildings at Fig Garden Village. The physical address is 5260 N. Palm, Suite 318, Fresno, CA 93704. TLK Employee Benefits will be an employee benefit consulting firm and will provide employee benefit consulting and marketing services to employers.
A2. Mission, Goals and Objectives:
The business’ plan is to show that we are an expert in the area of employee benefits. Our customer service and knowledge base will be the best in the industry, allowing us to become trusted advisors to our clients. We will become strategic partners with our clients as we help them meet their financial goals all while remaining in compliance and staying competitive in their market place. Our goals for the first year are to obtain 5 clients, generating at least $150,000 in revenue and be able to hire one more employee. A3. Keys to Success:
Industry Knowledge
With the continuing rollout of Health Care Reform and the multitudes of laws,
A1. Business Identification: 4
A2. Mission, Goals and Objectives: 4
A3. Keys to Success: 4
B. Company Summary 6
B1. Industry History: 6
B2. Legal Form of Ownership: 7
B3. Location and Facilities: 7
B4: Management Structure: 8
B5. Products and Service: 9
C. Market Analysis 11
C1: Target Market 11
C2: Industry Analysis 11
C3: Competitive Analysis 12
D. Market Strategy 12
D1: 4Ps. 12
D2: Price List- 14
D3: Selling Strategy- 15
D4: Sales Forecast- 17
E. Implementation Strategy 17
E1. Overall Strategy- 17
E2. Implementation- 18
E3. Control Plan- 18
F. Financial Statements and Projections 19
F1. Revenue and Cost Estimate- 19
F2. Forecasted Profit and Loss Statement 19
F3. Forecasted Balance Sheet- 19
G1. Financial Projections 20
G1a- Breakeven Point- 20
G1b-Financial Position: 21
G1c-Capital/Investment Needs: 21
References 22
A. Executive Summary
A1. Business Identification:
The business name is TLK Employee Benefits and will be located in the Financial Buildings at Fig Garden Village. The physical address is 5260 N. Palm, Suite 318, Fresno, CA 93704. TLK Employee Benefits will be an employee benefit consulting firm and will provide employee benefit consulting and marketing services to employers.
A2. Mission, Goals and Objectives:
The business’ plan is to show that we are an expert in the area of employee benefits. Our customer service and knowledge base will be the best in the industry, allowing us to become trusted advisors to our clients. We will become strategic partners with our clients as we help them meet their financial goals all while remaining in compliance and staying competitive in their market place. Our goals for the first year are to obtain 5 clients, generating at least $150,000 in revenue and be able to hire one more employee. A3. Keys to Success:
Industry Knowledge
With the continuing rollout of Health Care Reform and the multitudes of laws,
References: Bureau of Labor Statistics, U.S. Department of Labor, Occupational Outlook Handbook, 2012-13 Edition, Insurance Sales Agents, on the Internet at http://www.bls.gov/ooh/sales/insurance-sales-agents.htm (visited August 11, 2012).