Business plan to set up a financial consulting company in the U.S.A. specialized in investments and financial statements analysis

Abstract

[EN] Maemar Finances is a business idea for the short term future and the present project is a guide on how to set up a financial advisory firm thatspecializes in investment advice and financial statement analysis services. This idea came about because one of the founders, Oscar Martinez, thinks that there are uncovered market needs. The last financial crisis keeps causing problems and has revealed a weak situation for the occidental economies. With this environment, I believe that there is a possibility for making a business that benefits society. One of the services will be to offer honest advice about investment. The other service will be to provide assistance to small and middle companies about their financial statement and try to help them to implement modifications that will make them feasible. This business plan has been done from a cautious point of view in order to be realistic and guarantee the companys feasibility, especially in a delicate moment like the present one. The business plan will be a guide for the companys activity and it will provide information for the starting point. The following chapters contain all the information needed for the business plan to accomplish the following objectives: It helps to create an image about the company and its objectives. It contributes to explain how the company to potential customers is. It helps to get external financing, presenting the company structure, the business idea and its strengths and opportunities. To sum up, the following pages explain how Maemar Finances will operate and strategize to help prove its feasibility and demonstrate that it is an interesting business and investment idea