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MasterPlans is a 10-year-old business plan writing company located in Portland, Oregon. To contact us, call 1-877-453-2011 or email info@masterplans.com.
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MasterPlans: The business plan experts. Custom business plans by professional business plan writers. Business plan consulting by professional business plan consultants.

Stock Service Business Plans

Looking for the ideal stock service business plans that can help your company find legs in the industry of helping consumers get active in the stock market? There are many variations online of services that allow consumers to purchase stocks on their own. The most popular portals like E*TRADE, TD Ameritrade, and Scottrade have built up enormous user bases by competitively setting their fees, marketing aggressively, and keeping consumers abreast of the latest information on industry trends and company filings. If you plan to offer a user-directed web-based stock service, you'll have some hefty web development costs in front of you. If your business is more traditional (i.e., mainly offline), you should cover:

• How you plan to acquire prospects
• What your average consultation will look like
• Your intended fee structure
• The sort of portfolios you will arrange/advocate
• The staff you'll need, if any

The business plan for a stock service will need a comprehensive market analysis that talks at least in brief about the stock market's fluctuations, the trend of consumers directing their own investments online, and the forward-looking prospects for a service business like yours. You will need industry statistics and market data showing the scope of your target market and identifying the marketing techniques that should perform best for your business. Use this information to develop an assumptions table and roll that into a financial pro forma showing 3 to 5 years of projected revenues and expenses. MasterPlans can do all this for you if you like—call a consultant today to learn about our business plan writing service: 877-453-2011.

Contact your personal expert.

If you are ready to go, or not sure what kind of plan you need, fill out the form below and we'll call you.

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Or call us toll-free: 1-877-453-2011

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