HR Consultancy Business Plan Example
HR Consultancy Business Plan Example
Business
Plan
John Doe
Executive Summary 4
Business Overview 5
Mission 5
Objectives 5
Success Factors 5
Financial Highlights 6
3 Year profit forecast 6
Chart 6
Business Summary 8
Ownership 9
Startup Summary 9
Startup cost 10
Chart 10
Funding Required 10
Products and Services 12
Products and services 13
Market Analysis 15
Market Segmentation 16
Marketing share 17
Chart 17
Target Market Segment Strategy 17
Strategy 18
Sales Strategy 19
Sales Forecast 19
Sales Yearly 20
Chart 20
Detailed Sales Forecast 20
Competitive Edge 20
Milestones 21
Web Plan Summary 22
Website Marketing Strategy 23
Development Requirements 23
Management Plan 24
Personnel Plan 25
1 / 34
Financial Plan 26
Important Assumptions 27
Brake-even Analysis 27
Projected Profit and Loss 28
Profit Yearly 29
Chart 29
Gross Margin Yearly 29
Chart 29
Projected Cash Flow 30
Projected Balance Sheet 31
Business Ratios 32
2 / 34
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Executive Summary
Business Overview
Mission
Objectives
Success Factors
Financial Highlights
Business Overview
Mission
Objectives
Success Factors
Financial Highlights
Julius Anderson, the founder, and the owner will be leveraging his past and
current personal/professional relationships to generate business for Anderson
Consultancy. Major will be the sole employee until month six when he will be
hiring a human resource specialist/manager to help out with the consulting.
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Anderson Consultancy will show increasing profitabilityToover the next three
10.00k
5.00k
0
Year1 Year2 Year3
Number of locations 1 1 1 1 1
Average clients/day 20 22 23 25 27
Business Summary
Ownership
Startup Summary
Funding Required
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recruitment
consultancy firm that provides broad-based experience at an affordable fee that
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Ownership
Startup Summary
Amount
3.00k
2.00k
1.00k
0
Expenses Assets Investment
Expenses 1550
Assets 1800
Investment 2050
Funding Required
The detailed startup requirements and expenses are given in the table below.
Assets
Liabilities
Current Borrowing $0
Long-term Liabilities $0
TOTAL LIABILITIES $0
Capital
Planned Investment
Major $16,000
Investor 2 $0
Other $0
Professional development. Employee relations
Labor relations. Benefits and compensation
HR policy and procedure. Executive search
Sexual harassment Position classification
Personnel management Performance evaluations
systems
The pricing structure will either be an hourly rate or a per-project fee. These
options will be settled on in negotiation with the client.
Market Analysis
Market Segmentation
Target Market Segment Strategy
Market Segmentation
Other: 10.0 %
Emerging non-technology
companies: 50.0 %
Other 10
Emerging technology
10% 345 380 418 460 506 10.05%
companies
Emerging non-technology
9% 225 245 267 291 317 8.95%
companies
Other 0% 0 0 0 0 0 0.00%
Strategy
Sales Strategy
Competitive Edge
Milestones
Sales Strategy
The first month will be used to set up the office. Additionally, during the first
month, Major will be working hard on developing contracts. The second month
will see some activity, but it will not be until month six when the business will
be picking up at a higher rate. Sales will continue to grow through year three.
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Sales Forecast
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1.50M
1.00M
500.00k
0
Year1 Year2 Year3
Competitive Edge
Milestones
Anderson Consultancy will have several milestones early on:
Business plan completion. This will be done as a road-map for the organization. This will be an
indispensable tool for the ongoing performance and improvement of the company.
Set up an office.
Anderson Consultancy's first five customers.
Profitability.
Totals $0
Development Requirements
Management Plan
Personnel Plan
Julius Anderson, the founder, and the owner received his undergraduate
degree in marketing from the University of California – Berkeley. After
completing college Major recognized that he would eventually need to go to
graduate school but was not ready to yet.
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Major worked in a large bicycle store for four years after college. Major started
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Major will work full time for Anderson Consultancy. By month six Major will
have developed more work than he will be able to manage himself and he will
hire an additional HR consultant to help him out. The employee will receive a
straight salary and will have no future equity options in the client's companies.
This employee will be given HR projects and will do theToresearch
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and
Personnel Plan
TOTAL PEOPLE 2 2 2
Financial Plan
Important Assumptions
Brake-even Analysis
Projected Profit and Loss
Projected Cash Flow
Projected Balance Sheet
Business Ratios
The following sections will outline important financial information. Please note
that the stock options granted in lieu of compensation are not entered into the
financial plan as they are not yet of value. Upon exercising the options there
will be tax consequences (because one of the realizing events has occurred)
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as well as assets to be accounted for.
Important Assumptions
The financial projections of the company are forecast on the basis of the following assumptions. These
assumptions are quite conservative and are expected to show deviation but to a limited level such that
the company’s major financial strategy will not be affected.
Plan Month 1 2 3
Other 0 0 0
Brake-even Analysis
Assumptions:
Other $0 $0 $0
Expenses
Leased Equipment $0 $0 $0
Other $0 $0 $0
Profit Before Interest and Taxes $105 205 $146 040 $186 875
Interest Expense $0 $0 $0
Profit
15.00k
10.00k
5.00k
0
Year1 Year2 Year3
Year1 10000
Year2 12000
Year3 14000
Gross Margin
15.00k
10.00k
5.00k
0
Year1 Year2 Year3
Year1 10000
Year2 12000
Year3 14000
SUBTOTAL CASH FROM OPERATIONS $47 143 $53 651 $59 359
Dividends $0 $0 $0
Current Assets
Long-term Assets
Current Liabilities
Current Borrowing $0 $0 $0
Long-term Liabilities $0 $0 $0
TOTAL LIABILITIES AND CAPITAL $198 839 $232 978 $267 117
Percent of Sales
Main Ratios
Additional Ratios
Activity Ratios
Debt Ratios
Liquidity Ratios
Net Working Capital $120 943 $140 664 $160 385 N.A.
Additional Ratios
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