Bureau De Change Business Plan Sample PDF & # 8211; Formato do modelo
BUREAU DE CHANGE BUSINESS PLAN SAMPLE E FORMATO DE RELATÓRIO DE ESTUDOS DE VIABILIDADE.
Você quer escrever um plano de negócios de troca de divisas e está procurando por um plano de negócios da amostra do Bureau de Change para ajudá-lo a escrever um? As possibilidades são, você é como a maioria das pessoas e você precisa escrever um plano de negócios porque você precisa desse empréstimo do banco.
Ou talvez, você está entre os poucos empresários que demoram para escrever um bom plano de negócios, não só porque eles precisam de um empréstimo do banco, mas porque eles percebem o quão importante é um plano de negócios para o sucesso de seus negócios.
Agora, você deve ter feito uma preparação enorme para esse negócio, e você está bem ciente dos requisitos necessários para iniciar o negócio. Tirei o tempo para redigir um plano de negócios da amostra da mesa de mudança que o ajudará a escrever por escrito um plano de negócios de mudança de divisão.
Então, sem ado, aqui está um plano de negócios da amostra do bureau de change.
NOME DO NEGÓCIO: Johnny Jones & amp; Sons Bureau De Change, LLC.
Modelo de Modelo de Negócio de Mudanças do Modelo de Amostra e Relatório de Viabilidade.
Johnny Jones & amp; O Sons Bureau De Change, LLC é uma empresa de mudança de gabinete totalmente registrada e licenciada que estará situada em Nova York. Somos uma empresa bem estruturada e certificada de mudança de divisão que se concentrará em comprar e vender moedas de países mais importantes em todo o mundo.
Ofereceremos sofisticados serviços de câmbio para nossos clientes a uma taxa muito razoável que eles não irão a outro lado. Porque estamos interessados na satisfação dos nossos clientes, é por isso que faremos bem em contratar profissionais com especial experiência nos serviços de troca de câmbio.
Johnny Jones & amp; Sons Bureau De Change, LLC será uma empresa de propriedade única que será de propriedade de Johnny Jones e os membros de sua família. O capital inicial será parcialmente contribuído pela família e por parentes, e os empréstimos macios serão garantidos do banco para cobrir o restante.
Integridade, segurança, excelência, compromisso e trabalho em equipe: estes são os nossos valores fundamentais que procuraremos respeitar. Nossa visão em Johnny Jones & amp; Sons Bureau De Change, LLC retratará de forma transparente todos os nossos valores fundamentais.
Nossa visão é tornar-se a principal empresa de mudança de câmbio em toda Nova York, onde indivíduos, pequenas empresas e clientes corporativos virão para nós para serviços de troca de câmbio pendentes que não podem receber em nenhum outro lugar.
Nós alcançaremos essa visão por:
& # 8211; Fornecer excelentes serviços de troca de câmbio para todos os nossos clientes, sejam indivíduos, pequenas empresas ou grandes clientes corporativos.
& # 8211; Aplicando a estratégia correta do mercado para expandir nossa empresa para a marca número 1 da divisão de mudança em Nova York.
Nossa missão é oferecer serviços de troca de câmbio excelentes, confiáveis e seguros para nossos clientes. Nós providenciaremos serviços que permitirão a nossos clientes - sejam eles indivíduos, empresas de arranque, empresas corporativas e organizações - para lidar com suas necessidades de câmbio, bem como com outras necessidades financeiras que possuem.
Conseguiremos atingir esse objetivo firmemente nos nossos valores fundamentais que nos diferenciam de outras empresas de câmbio.
Esperamos começar Johnny Jones & amp; Sons Bureau De Change, LLC como um negócio de câmbio de pequena escala, mas ao longo dos anos, o expandiremos para um dos mais fortes e líderes negócios da mudança em Nova York.
Para que possamos nos tornar a grande empresa de câmbio que nossa visão afirma, estaremos prontos para contratar nada fechado para os melhores funcionários. Contrataremos profissionais que compartilhem nossa visão e estão dedicados e comprometidos em expandir nossa empresa para o nível desejado. Contrataremos profissionais para preencher as seguintes posições:
& # 8211; O diretor executivo.
& # 8211; Gerente de Relações Humanas (RH).
& # 8211; Executivo de vendas e marketing.
& # 8211; Customer Care Service Executive.
Vamos colocar esforços consideráveis para garantir que todas as posições acima sejam preenchidas pelos profissionais certos que nos ajudarão a alcançar nossa visão e nossa missão.
Johnny Jones & amp; A Sons Bureau De Change, LLC se concentrará em oferecer todos os tipos de serviços dentro da gama do setor de serviços da Bureau De Change tanto nos Estados Unidos quanto no internacional.
Basicamente, vamos nos concentrar nas seguintes áreas:
& # 8211; Negociação de divisas em nome de nossos clientes individuais, pequenas empresas e clientes corporativos.
& # 8211; Compra e venda de moedas dos principais países do mundo.
& # 8211; Entregando outros serviços de câmbio e consultoria financeira aos nossos estimados clientes.
A indústria de câmaras de mudança é muito grande como se pode observar. Esta indústria oferece serviços para outras empresas em quase todas as indústrias, bem como para indivíduos.
Hoje, muitas empresas se tornaram muito mais ativas nos negócios internacionais do que costumavam ser alguns anos atrás. Além disso, estudantes de todo o mundo também estão viajando para outros países em todo o mundo para a educação. Pode-se facilmente ver a demanda pelos serviços do setor de mudança de mercado, pois essas empresas não podem operar, e esses alunos não podem se misturar em um país estrangeiro, sem ter acesso à moeda do país estrangeiro.
Uma tendência que é muito óbvia na indústria de mudança de mercado é que, nos últimos anos, o setor experimentou um crescimento enorme devido à queda no desemprego. Além disso, a indústria ainda crescerá ao longo dos anos à medida que a penetração do produto aumentar e a base de clientes se expandir.
As pessoas que precisam dos serviços de troca de câmbio variam; do indivíduo, das pequenas empresas às grandes corporações empresariais. Johnny Jones & amp; Sons Bureau De Change, LLC se concentrará em oferecer uma ampla gama de serviços aos clientes. Ofereceremos nossos serviços para indivíduos, bem como empresas de vários tamanhos, que incluem, entre outros:
& # 8211; Organizações não governamentais (ONGs)
ESTRATÉGIA DE VENDAS E MARKETING.
Para que possamos atingir nosso objetivo como uma das principais empresas de câmbio de câmbio em Nova York, garantiremos que nossa estratégia de vendas e marketing nos direcione claramente na direção desse objetivo.
Nós garantiremos, antes de mais, que contratamos profissionais de primeira linha com anos de experiência no setor de mudança de divisas para preencher os cargos de nossos negócios.
Nós iremos conhecer nossa empresa enviando nossa brochura de negócios e cartas introdutórias para empresas e organizações, importadores e exportadores, empresários internacionais, escolas que tenham estudantes internacionais e uma série de outros que se enquadram na categoria daqueles que precisam de nossos serviços.
Também anunciaremos nossos negócios em revistas de negócios, jornais, rádio e estações de televisão respeitáveis em Nova York. Não hesitaremos em criar um site para o nosso negócio, bem como para conectar-se em plataformas de redes sociais.
As projeções de vendas de Johnny Jones & amp; Sons Bureau De Change, LLC são mostrados abaixo. Esperamos esperar essas projeções de vendas nos próximos 3 anos. Essas projeções de vendas são baseadas em vários fatores que foram analisados.
Johnny Jones & amp; Sons Bureau De Change, LLC dirige-se para a porta de saída; nós colocamos um bom caminho de saída para que ele vá. Vamos vender a empresa aos concorrentes e investir o dinheiro de compra em outro canal.
Compartilhe este plano de negócios de troca de moeda com outros.
Forex Brokerage Business Plan Exemplo de PDF e # 8211; Formato do modelo.
FORMULÁRIO DE RELATÓRIO DE ESTUDO DE EXEMPLO DO PLANO DE NEGÓCIOS DO EXERCÍCIO DE FOREX E FOREX BROKERAGE.
Você está procurando um modelo de plano de negócios de corretagem Forex? Aqui está um exemplo de plano de negócios para uma corretora Forex e um relatório de viabilidade gratuito. Começar uma empresa de corretagem forex não é walkover. Precisa de preparações adequadas e planejamento para que o sucesso seja realizado. No entanto, um dos ingredientes mais vitais para o sucesso das empresas e, em particular, uma corretora forex, é a disponibilidade de um plano de negócios sólido.
É com isso em vista que esta amostra do plano da empresa forex broker foi desenvolvida com a precisão mais detalhada para orientar uma nova corretora até a maturidade, rentabilidade e estabilidade.
Por ser uma corretora, isso significa que teria vários clientes em suas operações e, portanto, a necessidade de oferecer serviços premium aos seus clientes é capturada dentro dessa amostra do plano de negócios.
Para o propósito deste trabalho, iremos fazer uso da empresa de corretora Finance Dynamics LLC como o nome da empresa e os detalhes desta corretora serão ancorados sob o seguinte;
Índice & # 8211; Esboço do plano de negócios Forex Brokerage.
Finanças Dynamics Brokerage empresa é um corretor licenciado e registrado forex. Com a intenção de atuar como uma empresa de negócios de câmbio que atende tanto a particulares como a empresas. Esta empresa também pretende negociar moedas pela internet com profissionais de forex bem treinados e certificados que lidam com este aspecto das operações da empresa.
A corretora de Forex da Finance Dynamics é uma empresa orientada por clientes e focada no cliente que pretende atender os clientes ao menor custo possível. Entre os serviços que serão fornecidos pela Finance Dynamics estão a negociar em nome dos clientes. O objetivo desta empresa de corretagem é fornecer serviços profissionais e orientados por resultados para estimados clientes corporativos e individuais.
Para estabelecer uma corretora de Forex de classe mundial que estará ao mesmo nível do melhor do mundo em termos de base de clientes, excelente prestação de serviços, satisfação do cliente e também a prestação de serviços financeiros.
Oferecer alto profissionalismo na condução de nossas transações comerciais com nossos valiosos clientes. Com o alto serviço profissional entregue, pretendemos ganhar a confiança absoluta de nossos estimados clientes.
A Finance Dynamics LLC está empenhada em contratar apenas as melhores e competentes mãos e está preparada para pagar esses serviços. Isso está em uma tentativa de arrumar as coisas desde o início. Entre os requisitos para o emprego dessas mãos estão o alinhamento dos interesses e metas dos funcionários com as metas e objetivos da empresa.
Uma fórmula de compartilhamento de lucros com base no desempenho será implementada para recompensar os membros da equipe por lealdade. Isto é para provocar motivação entre os membros da equipe.
PAPÉIS E RESPONSABILIDADES.
Os papéis, responsabilidades e funções dos vários escritórios da Finance Dynamics LLC incluem o seguinte;
O Chefe do Executivo.
Entre as funções e responsabilidades deste oficial estão as responsabilidades de gerenciar, liderar e garantir que o negócio esteja funcionando com lucro. Além disso, este escritório monitora e supervisiona os outros escritórios dentro da corretora. Também é responsável pela fixação de preços e pela assinatura de negócios.
Eles serão responsáveis pela negociação do mercado forex para a empresa e para os clientes que utilizam os programas de software proprietários da empresa. Eles também estarão envolvidos no tratamento de transações comerciais (financeiras), como a compra e venda de moedas das principais economias, e também a prestação de serviços de consultoria a clientes, corporativos e individuais.
Gerente de Recursos Humanos.
Este escritório irá reabastecer material de escritório, avaliação de estoque e também a revisão de políticas de RH. Também definirá possíveis cargos para contratação e também o gerenciamento do processo e procedimento de contratação. Também proporcionará formação e avaliação para os funcionários.
Executivo de Marketing e Vendas.
Este escritório irá lidar com pesquisa de negócios, pesquisas de marcadores e estudos de viabilidade para clientes. Ele tratará da documentação da informação do cliente e contatará e também ajudará a aumentar as vendas e o crescimento da empresa.
Este escritório irá lidar com todas as transações financeiras em nome da empresa. De acordo com suas funções, ele também realizará o processo de auditoria interna da empresa.
Os produtos e serviços oferecidos pela Finance Dynamics LLC incluem uma ampla variedade de serviços financeiros no âmbito da indústria de serviços de corretagem forex na arena global.
Entre os serviços a serem prestados pela Finance Dynamics LLC estão: compra e venda de divisas (especialmente as principais moedas) dos principais centros financeiros de todo o mundo; disponibilizando consultoria e assessoria em assuntos relacionados e também; trading forex em nome de nossos estimados clientes, constituídos por empresas e indivíduos.
Sendo um novo participante no setor de serviços de corretagem Forex, a análise de mercado é muito importante se esse negócio resistir à prova do tempo. Por conseguinte, observou-se que houve um aumento constante no número de empresas de corretagem e de comércio de divisas que vêm para a América nos últimos 5 anos, mas apenas um punhado aceita os depósitos do cliente na moeda local.
Esta é uma lacuna que a Finance Dynamics LLC pretende preencher ao receber depósitos na moeda local e convertê-la na moeda de escolha para negociação.
Houve um enorme crescimento de receita na indústria engendrado por um aumento nos depósitos dos clientes e também levando a uma queda no desemprego, especialmente entre os jovens que constituem uma grande parte do nosso negócio.
Assim, para aumentar isso, foi analisado que, ao disponibilizar as habilidades necessárias para a negociação dos mercados, criará uma situação de ganha-ganha, onde os clientes estão armados com o conhecimento certo e também nossa corretora se beneficia de um aumento no cliente patrocínio.
ESTRATÉGIA DE VENDAS E MARKETING.
Com a forte concorrência testemunhada na indústria global forex, apenas as melhores mãos podem sustentar um negócio de corretores / negociação forex. É em vista disso que contratamos desenvolvedores de negócios de primeira linha para lidar com vendas e marketing.
As estratégias de vendas e marketing foram implementadas para atrair clientes. Algumas dessas estratégias incluem;
& # 8211; Criando diferentes planos de investimento para diferentes categorias de clientes.
& # 8211; Engajando a abordagem de marketing direto.
& # 8211; Aproveitando o poder da internet.
& # 8211; A dependência do marketing boca-a-boca de clientes satisfeitos.
& # 8211; Publicando nossos negócios em revistas financeiras e de negócios relevantes etc.
Para a decolagem efetiva de uma empresa de corretagem / negociação, certas coisas precisam ser implantadas. Tais coisas incluem; a taxa de custo necessária para incorporar o negócio; o capital necessário para a compra ou a contratação de um complexo de escritório adequado; o custo de compra do software necessário; o custo de construir e lançar um site adequado, etc.
Sendo bem posicionado para assumir o mercado disponível, a Finance Dynamics LLC está preparada para atender metas estabelecidas e gerar enormes lucros nos primeiros 6 meses de suas operações. Isso é possível através de uma previsão de vendas com base nas informações coletadas no campo.
Esta projeção é feita com a suposição de que não haveria crise econômica importante. Começa desde o primeiro ano de operações até seu terceiro ano nessa ordem;
& # 8211; Segundo Ano $ 500,000.
& # 8211; Terceiro ano $ 950,000.
Observe que essas projeções podem ser maiores ou menores e também depende do fato de que outros concorrentes não estarão oferecendo tantos serviços de valor agregado como nós.
Isto é o que uma amostra do plano de negócios da corretora forex deve ser semelhante, levando em consideração todos os detalhes necessários para sua decolagem suave.
Um exemplo de modelo de plano de negócios do Bureau De Change.
Você está começando uma mudança de departamento? Se SIM, aqui está um modelo completo de business plan de mudança da amostra e amp; relatório de viabilidade que você pode usar gratuitamente.
Ok, então consideramos todos os requisitos para iniciar um negócio de troca de balcão. Nós também o seguimos, analisando e elaborando um exemplo de modelo de plano de marketing de mudança de banco de dados apoiado por idéias de marketing de guerrilha acionáveis para negócios de câmbio de câmbio. Então, vá para a seção de planejamento de negócios.
Por que começar um Bureau De Change Business?
O mundo é uma aldeia global e há alavancagens disponíveis para cidadãos de um país que podem decidir viajar e fazer negócios, estudos ou lazer em outro país. Além de entender como a comunidade com as pessoas no seu país anfitrião, você precisaria mudar seu dinheiro em sua moeda para que você possa gastar livremente enquanto estiver lá.
Então também, se você quiser se envolver no comércio internacional de negócios cum, você precisaria de certas moedas do mundo e o dólar dos Estados Unidos, a libra esterlina e os euros rapidamente vem à mente.
Isso mostra que existem grandes oportunidades de negócios para tantos aspirantes a empresários que buscam iniciar um negócio. A verdade é que se você optar por abrir uma loja de câmbio / troca de câmbio em uma cidade comercial em seu país, você definitivamente ganhará grandes lucros com o negócio, porque, de fato, é um negócio próspero e viável em todo o mundo.
Parte do que você precisaria para lançar esse tipo de negócio é uma boa habilidade comercial; Excelentes habilidades em serviços ao cliente, boa compreensão das moedas mundiais, capital inicial e a licença de negócios exigida e outros. Por fim, você precisaria de um plano de negócios bom e viável para poder construir um negócio desde o início até o sucesso e o modelo de plano de negócios da bolsa de câmbio / câmbio de divisas irá guiá-lo para elaborar o seu;
Um modelo de plano de negócios da Foreign Foreign Exchange / Bureau De Change Firm Business.
Visão geral da indústria.
Se você está interessado em iniciar um negócio no setor financeiro em qualquer parte do mundo, uma das empresas que você pode começar com sucesso com pouco estresse é iniciar uma empresa de troca / câmbio de câmbio; um negócio onde as pessoas podem trocar uma moeda por outra.
Uma empresa de câmbio estrangeira não bancária também conhecida como bureau de mudança é uma empresa em concorrência com outros negócios financeiros relacionados que fazem lucro com a moeda de venda a uma taxa de câmbio mais elevada do que a taxa na qual ela compra a mesma moeda, bem como qualquer comissão ou taxa pode cobrar.
Ao estabelecer suas taxas de câmbio, eles garantem que observem as taxas citadas pelos concorrentes e podem estar sujeitos aos controles de câmbio do governo e outros regulamentos em relação à instituição financeira em seu país.
Geralmente, uma empresa de troca de moeda estrangeira / troca de câmbio é freqüentemente localizada em locais como banco, agências de viagens, aeroportos, centros de hotéis, estações de trem principais e centros de comércio internacional ou qualquer local onde possivelmente haja um mercado para as pessoas que precisam converter moeda.
Esta é a razão pela qual o departamento de mudança é particularmente proeminente nos centros de viagens, embora a moeda possa ser trocada de muitas outras formas, tanto legal como ilegalmente, em outros locais. Alguns dos principais jogadores cum líderes de mercado nesta indústria incluem HSBC, Travelex, JPMorgan Chase & amp; Co., Wells Fargo e Bank of America.
A indústria de Câmbio / Bureau De Change Services é de fato uma grande indústria e bastante ativa em países como Estados Unidos da América, Reino Unido, França, Itália, Nigéria, Suíça, Japão, China, Alemanha e Canadá e outros.
Além disso, o início de uma troca de moeda estrangeira / troca de negócios de mudança exige profissionalismo e boa compreensão de como o câmbio funciona em uma plataforma global. Além disso, você precisará obter as certificações e licenças necessárias e também atender a capitalização padrão para esse negócio antes que você possa ter permissão para abrir uma empresa de câmbio / câmbio de moeda nos Estados Unidos; A indústria está fortemente regulamentada para orientar o fraude e a criminalidade.
Bureau De Change Business Plan & # 8211; Sumário executivo.
Alex Santiago & amp; Sons Bureau De Change, LLC é uma empresa de câmbio / troca de câmbio registrada e licenciada que estará localizada no coração de Las Vegas & # 8211; Nevada. A empresa estará envolvida no comércio de moedas de países líderes do mundo, cujas moedas são negociadas nos Estados Unidos da América.
Serviremos como uma mesa de mudança para empresas e indivíduos que desejam comprar ou vender moedas estrangeiras. Estamos conscientes de que executar uma empresa de câmbio / troca de câmbio padrão pode ser exigente e é por isso que estamos bem treinados, certificados e equipados para funcionar excelentemente bem.
Alex Santiago & amp; Sons Bureau De Change, LLC é um cliente & # 8211; focada e gerada por resultados, que irá comprar e vender moedas estrangeiras de países líderes e também fornecer serviços de Forex de base ampla a uma taxa acessível que de forma alguma fará um buraco no bolso de nossos clientes.
Ofereceremos serviços de forex padrão e profissional a todos para nossos clientes individuais e clientes corporativos também. Nós garantiremos que trabalhamos arduamente para atender e superar as expectativas dos nossos clientes quando patrocinam nossos serviços.
Em Alex Santiago & amp; Sons Bureau De Change, LLC, o melhor interesse do nosso cliente sempre virá primeiro e tudo o que fazemos é orientado por nossos valores e ética profissional. Nós garantiremos que contratemos profissionais que tenham uma boa experiência na indústria de divisas / câmbio de serviços de mudança com forte viés na negociação forex on-line.
Alex Santiago & amp; A Sons Bureau De Change, LLC, em todos os momentos, demonstrará seu compromisso com a sustentabilidade, tanto individualmente quanto como empresa, participando ativamente de nossas comunidades e integrando práticas comerciais sustentáveis sempre que possível.
Vamos garantir que nos responsabilizemos pelos mais altos padrões atendendo às necessidades de nossos clientes de forma precisa e completa. Vamos cultivar um ambiente de trabalho que ofereça uma abordagem humana e sustentável para ganhar a vida e viver em nosso mundo, para nossos parceiros, funcionários e para nossos clientes.
Nosso plano é posicionar o negócio para se tornar uma das principais marcas na linha de negócios de câmbio / câmbio de serviços em todo o Nevada, e também estar entre as 20 principais empresas de câmbio de negócios nos Estados Unidos da América dentro dos primeiros 10 anos de lançamento completo do negócio.
Isso pode parecer um sonho muito alto, mas estamos otimistas de que isso certamente será realizado porque fizemos nossos estudos de pesquisa e viabilidade e estamos entusiasmados e confiantes de que Las Vegas é o lugar certo para lançar nossa empresa de câmbio / câmbio de mudança antes de abastecer clientes de outras cidades dos Estados Unidos da América.
Alex Santiago & amp; Sons Bureau De Change, LLC é um negócio registrado privado que é de propriedade do Sr. Alex Santiago e seus familiares imediatos. Alex Santiago é comerciante forex por excelência com resultados adequados para mostrar por ele. Ele tem mais de 15 anos de experiência trabalhando em várias capacidades dentro da indústria de consultoria financeira com forte viés para forex nos Estados Unidos da América. O Sr. Alex Santiago formou-se na Universidade da Califórnia - Berkley com Licenciatura em Contabilidade e Universidade de Harvard (MSc. Finance) e é uma conta fretada.
Alex Santiago & amp; A Sons Bureau De Change, LLC vai oferecer variedades de serviços no âmbito da indústria de câmbio / departamento de mudança nos Estados Unidos da América e, claro, no cenário global. Nossa intenção de iniciar nossa empresa de câmbio / câmbio de câmbio em Las Vegas - Nevada é aproveitar as oportunidades disponíveis na cidade.
Estamos bem preparados para fazer lucros da indústria e faremos tudo o que é permitido pela lei nos Estados Unidos para alcançar nossos objetivos comerciais, objetivo e ambição. Nossa oferta de negócios está listada abaixo;
Troque forex em nome de nossos clientes (clientes corporativos e clientes individuais) Compre e venda divisas (divisas) de países líderes do mundo Fornecer outros serviços relacionados de consultoria e consultoria de forex e consultoria financeira.
Nossa visão é construir uma marca de serviços de câmbio / câmbio de câmbio que se tornará a escolha número um para indivíduos, pequenas empresas e clientes corporativos em todo Las Vegas - Nevada. Nossa visão reflete nossos valores: integridade, segurança, serviço, excelência e trabalho em equipe.
Nossa missão é fornecer serviços de câmbio / troca de câmbio profissionais, confiáveis e confiáveis que atendam indivíduos, comece & # 8211; ups, organização corporativa, empresas de manufatura e organizações sem fins lucrativos na classificação de suas questões cambiais e financeiras relacionadas.
Vamos posicionar o negócio para se tornar uma das marcas líderes na linha de negócios de câmbio / câmbio de serviços em todo o Nevada, e também estar entre as 20 principais empresas de câmbio / câmbio de câmbio nos Estados Unidos da América nos primeiros 10 anos de operações.
Alex Santiago & amp; Sons Bureau De Change, LLC, é uma empresa de câmbio / escritório de mudança que pretende começar pequeno em Las Vegas & # 8211; Nevada, mas espero crescer para competir favoravelmente com as principais empresas de corretagem forex e forex na indústria tanto nos Estados Unidos quanto em um cenário global.
Estamos conscientes da importância de construir uma sólida estrutura de negócios que possa suportar a imagem do tipo de negócio de classe mundial que queremos possuir. É por isso que nos comprometemos a contratar as melhores mãos dentro da nossa área de operações.
Normalmente, teríamos estabelecido dois ou três membros da equipe, mas como parte do nosso plano de construção de uma empresa de serviços padrão de câmbio de câmbio em Las Vegas - Nevada, por isso, aperfeiçoamos os planos para obtê-lo desde o início.
A imagem do tipo de negócio de serviços de mudança de escritório que pretendemos construir e os objetivos de negócios que queremos alcançar é o que informou o valor que estamos prontos para pagar pelas melhores mãos disponíveis em Las Vegas e nas redondezas, Nevada enquanto estiverem dispostos e preparados para trabalhar conosco para alcançar nossos objetivos e objetivos de negócios.
Em Alex Santiago & amp; Sons Bureau De Change, LLC, garantiremos que contratemos pessoas qualificadas, trabalhadoras e criativas, orientadas por resultados, centradas no cliente e prontas para trabalhar para nos ajudar a construir um negócio próspero que beneficiará todas as partes interessadas (os proprietários , força de trabalho e clientes).
De fato, o acordo de participação nos lucros será disponibilizado a todos os funcionários da alta administração e será baseado em seu desempenho por um período de cinco anos ou mais conforme acordado pelo conselho de curadores da empresa. Em vista do acima exposto, decidimos contratar as mãos qualificadas e competentes para ocupar as seguintes posições;
Diretor Executivo Forex Traders / Consultores Gerente de Recursos Humanos e Gerente de Recursos Humanos e Diretor Executivo de Marketing e Vendas.
Papéis e responsabilidades.
Aumenta a eficácia da gestão por meio do recrutamento, seleção, orientação, treinamento, coaching, aconselhamento e disciplina de gerentes; comunicar valores, estratégias e objetivos; atribuindo responsabilidades; planejamento, monitoramento e avaliação de resultados de trabalho; desenvolvimento de incentivos; desenvolvendo um clima para oferecer informações e opiniões; fornecendo oportunidades educacionais. Cria, comunica e implementa a visão, a missão e a direção geral da organização # 8211; ou seja, liderar o desenvolvimento e a implementação da estratégia global da organização. Responsável pela fixação de preços e pela assinatura de negócios. Responsável por fornecer orientação para o negócio. Cria, comunica e implementa a visão, missão e direção geral da organização # 8217; ou seja, liderar o desenvolvimento e a implementação da estratégia global da organização. Responsável pela assinatura de cheques e documentos em nome da empresa Avalia o sucesso da organização.
Forex Traders / Forex Consultants.
Responsável pela negociação de forex para a organização e para os nossos clientes sob a plataforma da empresa. Gerencie as atividades comerciais, como a compra e venda de forex de países líderes do mundo de forma altamente profissional. Responsável por assegurar que todas as transações forex sejam transações em dinheiro ou crédito on-line as transações são registradas no livro correto do dia do dia, do fornecedor, do livro de contas do cliente e do livro de contas geral. Fornece outros serviços relacionados de consultoria e consultoria de forex e financeira.
Responsável por supervisionar o bom funcionamento das funções de RH e administrativas para a organização. Projete descrições de cargos com o KPI para gerir o gerenciamento de desempenho para os clientes. Manter regularmente reuniões com as principais partes interessadas para avaliar a eficácia das Políticas, Procedimentos e Processos de RH; Manter suprimentos de escritório, verificando ações; colocando e agilizando ordens; avaliando novos produtos. Assegura a operação do equipamento, completando os requisitos de manutenção preventiva; pedindo reparos. Define posições de trabalho para recrutamento e gerenciamento de processo de entrevista Executa a indução de pessoal para novos membros da equipe Responsável pelo treinamento, avaliação e avaliação de funcionários Responsável por organizar viagens, reuniões e compromissos Atualiza o conhecimento do trabalho ao participar de oportunidades educacionais; lendo publicações profissionais; mantendo redes pessoais; participando de organizações profissionais. Supervisiona o bom funcionamento das atividades diárias do escritório.
Executivo de Marketing e Vendas.
Identifica, prioriza e alcança novos parceiros e oportunidades de negócios e al. Identifica oportunidades de desenvolvimento; acompanha os leads de desenvolvimento e os contatos; participa na estruturação e financiamento de projetos; assegura a conclusão de projetos relevantes. Escreve documentos de propostas vencedoras, negocia taxas e taxas de acordo com a política da empresa Responsável pelo gerenciamento de pesquisas de negócios, pesquisas de marcadores e estudos de viabilidade para clientes Responsável pela supervisão de implementação, defensor das necessidades do cliente e comunicação com clientes Desenvolve, executa e avalia novos planos para expandindo o aumento de vendas Documentos todos os contatos e informações do cliente Representa a empresa em reuniões estratégicas Ajuda a aumentar as vendas e o crescimento da empresa.
O responsável pela elaboração de relatórios financeiros, orçamentos e demonstrações financeiras da organização cria relatórios das informações relativas às transações financeiras registradas pelo contador. Prepara a demonstração do resultado e o balanço usando o saldo de avaliação e os livros editados pelo contador. Fornece gerenciamento de análises financeiras, orçamentos de desenvolvimento e relatórios contábeis; analisa a viabilidade financeira para os projetos mais complexos propostos; realiza pesquisas de mercado para prever tendências e condições de negócios. Responsável pela previsão financeira e análise de riscos. Executa gerenciamento de caixa, contabilidade de razão geral e relatórios financeiros para uma ou mais propriedades. Responsável pelo desenvolvimento e gestão de sistemas e políticas financeiras Responsável pela administração de folha de pagamento Garante o cumprimento da legislação fiscal Controla todas as transações financeiras para a empresa Serve como auditor interno para a empresa.
Diretor de Serviço ao Cliente / Diretor de Recepção.
Congratula-se com os hóspedes e os clientes, saudando-os pessoalmente ou por telefone; respondendo ou dirigindo consultas. Ensures that all contacts with clients (e-mail, walk-In center, SMS or phone) provides the client with a personalized customer service experience of the highest level Through interaction with clients on the phone, uses every opportunity to build client’s interest in the company’s products and services Manages administrative duties assigned by the manager in an effective and timely manner Consistently stays abreast of any new information on the company’s products, promotional campaigns etc. to ensure accurate and helpful information is supplied to clients Receives parcels / documents for the company Distribute mails in the organization Handles any other duties as assigned my the line manager.
Bureau De Change Business Plan – Análise SWOT.
Alex Santiago & Sons Bureau De Change, LLC engaged the services of a core professional in the area of business consulting and structuring to assist our organization in building a well – structured foreign exchange / bureau de change firm that can favorably compete in the highly competitive bureau de change services industry in the United States and the world at large.
Part of what the team of business consultant did was to work with the management of our organization in conducting a SWOT analysis for Alex Santiago & Sons Bureau De Change, LLC. Here is a summary from the result of the SWOT analysis that was conducted on behalf of Alex Santiago & Sons Bureau De Change, LLC;
Our core strength lies in the power of our team; our workforce. We have a team that can go all the way to give our clients value for their money; a team that are trained and equipped to pay attention to details and to deliver excellent returns whenever our clients engage our services to trade forex for them.
We are well positioned and we know we will attract loads of clients from the first day we open our doors for business because we are set to buy and sell currencies from different countries of the world.
As a new foreign exchange / bureau de change firm in Las Vegas – Nevada, it might take some time for our organization to break into the market and gain acceptance especially from corporate clients in the already saturated foreign exchange / bureau de change services industry; that is perhaps our major weakness.
So also, we may not have the required cash to leverage on the opportunities of buying huge forex as permitted by the law of the United States when such opportunity present itself to us. So also, we may not have enough budgets to give our business the kind of publicity we would have loved to.
Aside from the fact that our business is positioned in a city that welcome loads of visitors year in year out, the opportunities in the bureau de change services industry is massive considering the number of individuals especially students, players in the manufacturing sector, importers and exporters, start – ups and of course corporate organizations who can’t afford to do without the services of bureau de change / forex trading companies.
As a standard and well – positioned bureau de change / forex trading firm, we are well – equipped and ready to take advantage of any opportunity that comes our way.
Some of the threats that we are likely going to face as a bureau de change / forex trading firm operating in the United States are unfavorable government policies, the arrival of a competitor within our location of operations and global economic downturn which usually affects purchasing / spending power. There is hardly anything we can do as regards these threats other than to be optimistic that things will continue to work for our good.
Bureau De Change Business Plan – MARKET ANALYSIS.
Tendências de mercado.
The bureau de change / forex trading services industry are indeed a very large industry and of course it is one industry that works for individual and businesses across different industries. If you are conversant with the trend in the bureau de change / forex trading industry, you will agree that loads of businesses in the United States and in other part of the world are becoming active in international trades and international students are travelling to other countries to study hence the increase demand for forex.
The truth is that, a company in the manufacturing sector that depend on raw materials from the international market, or a company actively involved in importing and exporting and of course international tourist and international students et al cannot effectively operate their business or fit into a new country without having the currency of the host nation.
Another notable trend in the bureau de change / forex trading services industry is that in the last five years, the industry has performed impressively as a large reduction in unemployment boosted the revenue generated in the industry. Going forward, increasing product penetration and of course an expanding customer base is expected to drive growth in the industry.
The demographic and psychographics composition of those who need the services of bureau de change / forex trading firms cuts across individuals, small businesses and large corporations.
Alex Santiago & Sons Bureau De Change, LLC will initially serve small to medium sized business, from new ventures to well established businesses and individual clients, but that does not in any way stop us from growing to be able to compete with other leading bureau de change service firms in the United States.
As a standard and licensed bureau de change / forex trading service firm, Alex Santiago & Sons Bureau De Change, LLC offers a wide range of forex related services hence we are well trained and equipped to services a wide range of clientele base.
Our target market cuts across businesses of different sizes and industries. We are coming into the industry with a business concept that will enable us work with individuals, small businesses and bigger corporations in and around Las Vegas – Nevada and other cities in the United States of America. Below is a list of the businesses and organizations that we have specifically design our products and services for;
Manufacturing Companies NGOs Blue Chips Companies Corporate Organizations International businessmen and businesswomen International Students Importers and exporters International Tourists and visitors Individuals Entrepreneurs and Start – Ups.
Our Competitive Advantage.
The level of competitions in the foreign exchange / bureau de change services industry depends on the location of the business. The truth is that players in this industry usually locate their office in business hub that attracts international business men and women, tourists and international students.
We are quite aware that to be highly competitive in the foreign exchange / bureau de change services industry means that we should be able to make available forex from leading countries of the world and also to produce results and give good returns on investments when our clients, both individual clients and corporate clients give us forex to trade on their behalf.
Alex Santiago & Sons Bureau De Change, LLC might be a new entrant into the foreign exchange / bureau de change services industry in the United States of America, but the management staffs and owners of the business are considered gurus. They are people who are core professionals and licensed and highly qualified forex traders in the United States. These are part of what will count as a competitive advantage for us.
Lastly, our employees will be well taken care of, and their welfare package will be among the best within our category (start – ups bureau de change / forex trading firms) in the industry meaning that they will be more than willing to build the business with us and help deliver our set goals and achieve all our aims and objectives.
Bureau De Change Business Plan – SALES AND MARKETING STRATEGY.
We are mindful of the fact that there are stiffer competitions amongst bureau de change / forex trading firms in the United States of America; hence we have been able to hire some of the best business developer to handle our sales and marketing.
Our sales and marketing team will be recruited base on their vast experience in the industry and they will be trained on a regular basis so as to be well equipped to meet their targets and the overall goal of the organization. We will also ensure that our integrity and excellent service deliveries speaks for us in the market place; we want to build a standard foreign exchange / bureau de change service business that will leverage on word of mouth advertisement from satisfied clients (both individuals and corporate organizations).
Our goal is to grow our bureau de change services firm to become one of the top 20 bureau de change firms in the United States of America which is why we have mapped out strategy that will help us take advantage of the available market and grow to become a major force to reckon with not only in the Las Vegas but also in other cities in the United States of America.
Alex Santiago & Sons Bureau De Change, LLC is set to make use of the following marketing and sales strategies to attract clients;
Introduce our business by sending introductory letters alongside our brochure to corporate organizations, schools with international students, players in the manufacturing sector, importers and exporters, international tourists and other key stake holders in Las Vegas and other cities in Nevada. Advertise our business in relevant financial and business related magazines, newspapers, TV stations, and radio station. List our business on yellow pages ads (local directories) Attend relevant international and local forex, finance and business expos, seminars, and business fairs et al Create different packages for different category of clients (start – ups and established corporate organizations) in order to work with their budgets and still deliver profits to them they hire our services to trade forex on their behalf Leverage on the internet to promote our business Engage direct marketing approach Encourage word of mouth marketing from loyal and satisfied clients Join local chambers of commerce and industries with the aim of marketing our services.
Bureau De Change Business Plan – Publicity and Advertising Strategy.
We have been able to work with our brand and publicity consultants to help us map out publicity and advertising strategies that will help us walk our way into the heart of our target market. We are set to take the foreign exchange / bureau de change services industry by storm which is why we have made provisions for effective publicity and advertisement of our bureau de change / forex trading firm.
Below are the platforms we intend to leverage on to promote and advertise Alex Santiago & Sons Bureau De Change, LLC;
Place adverts on both print (community based newspapers and magazines) Sponsor relevant community based events / programs We will leverage various online platforms to promote the business. It makes it easier for people to enter our website with just a click of the mouse. We will take advantage of the internet and social media platforms such as; Instagram, Facebook , twitter, YouTube, Google + et al to promote our brand Install our Bill Boards on strategic locations all around Las Vegas – Nevada. Engage in road show from time to time all around Las Vegas – Nevada to promote our brand Distribute our fliers and handbills in target areas all around Las Vegas – Nevada Ensure that all our workers wear our branded shirts and all our vehicles are well branded with our company’s logo et al.
Alex Santiago & Sons Bureau De Change, LLC is established with the aim of maximizing profits in the foreign exchange / bureau de change services industry and we are going to go all the way to ensure that we do all it takes to attract both corporate and individual clients on a regular basis.
Alex Santiago & Sons Bureau De Change, LLC will generate income by offering the following services for individuals, manufacturing companies, NGOs and for corporate organizations;
Trade forex on behalf of our clients (both corporate clients and individual clients) Buy and sell forex from leading countries of the world Provide other related forex and financial consulting and advisory services.
The truth is that, a company in the manufacturing sector that depend on raw materials from the international market, or a company actively involved in importing and exporting and of course international tourist and international students et al cannot effectively operate their business or fit into a new country without having the currency of the host nation.
We are well positioned to take on the available market in Las Vegas – Nevada and on our online platforms and we are quite optimistic that we will meet our set target of generating enough income / profits from the first six month of operations and grow the business and our clientele base beyond Las Vegas to other cities in Nevada and other states in the U. S.
We have been able to critically examine the bureau de change / forex trading market and we have analyzed our chances in the industry and we have been able to come up with the following sales forecast. The sales projections are based on information gathered on the field and some assumptions that are peculiar to startups in Las Vegas – Nevada.
Below are the sales projections for Freeman Alex Santiago & Sons Bureau De Change, LLC, it is based on the location of our business and the wide range of forex related services that we will be offering;
N. B : This projection is done based on what is obtainable in the industry and with the assumption that there won’t be any major economic meltdown and natural disasters within the period stated above. There won’t be any major competitor offering same additional services as we do within same location. Please note that the above projection might be lower and at the same time it might be higher.
It is a fact that forex trading both online and offline is driven by the demand of a certain currency which is why the prices cannot be fixed; prices for forex fluctuates on a regular basis.
At Freeman Alex Santiago & Sons Bureau De Change, LLC we will keep the prices of our services a little bit below the average market rate (amongst bureau de change operators) for all of our customers by keeping our overhead low and by collecting payment in advance from corporate organizations who would need our services. In addition, we will also offer special discounted rates to all our customers at regular intervals.
The payment policy adopted by Alex Santiago & Sons Bureau De Change, LLC is all inclusive because we are quite aware that different customers prefer different payment options as it suits them but at the same time, we will ensure that we abide by the financial rules and regulation of the United States of America.
Here are the payment options that Alex Santiago & Sons Bureau De Change, LLC will make available to her clients;
Payment via bank transfer Payment with cash Payment via POS Payment via mobile money platform Payment via online bank transfer Payment via check Payment via bank draft.
In view of the above, we have chosen banking platforms that will enable our client make payment for farm produces purchase without any stress on their part. Our bank account numbers will be made available on our website and promotional materials to clients who may want to deposit cash or make online transfer for purchase of our currency.
Bureau De Change Business Plan – Financial Projections and Costing.
Starting a bureau de change / forex trading firm can be cost effective; this is so because on the average, you are not expected to acquire expensive machines and equipment. Aside from the working capital or capitalization as is required by the regulating body, basically what you should be concerned about is the amount needed to secure a standard office facility in a good and busy business district, the amount needed to furniture and equip the office, the amount to purchase the required software applications, the amount needed to pay bills, promote the business and obtain the appropriate business license and certifications.
This is the financial projection and costing for starting Alex Santiago & Sons Bureau De Change, LLC.
The Total Fee for incorporating the Business in the United States of America – $750. The budget for basic insurance policy covers, permits and business license – $2,500 The Amount needed to acquire a suitable Office facility in a business district 6 months (Re – Construction of the facility inclusive) – $40,000. The amount required for capitalization (working capital in different currencies of the world) – $50,000 The Cost for equipping the office (computers, software applications, printers, fax machines, furniture, telephones, filing cabins, safety gadgets and electronics et al) – $5,000 The cost for purchase of the required software applications (CRM software, Accounting and Bookkeeping software and Payroll software et al) – $10,500 The Cost of Launching your official Website – $600 Budget for paying at least three employees for 3 months plus utility bills – $10,000 Additional Expenditure (Business cards, Signage, Adverts and Promotions et al) – $2,500 Miscellaneous: $1,000.
Going by the report from the market research and feasibility studies conducted, we will need over one hundred and fifty thousand (200,000) U. S. dollars to successfully set – up a medium scale but standard bureau de change forex trading services firm in the United States of America.
It is important to state that the testing and evaluating expenses would be high because of the large amount needed as working capital.
Generating Funds / Startup Capital for Alex Santiago & Sons Bureau De Change, LLC.
Alex Santiago & Sons Bureau De Change, LLC is a business that will be owned and managed by Alex Santiago and his immediate family members. They are the sole financial of the firm, but may likely welcome partners later which is why they decided to restrict the sourcing of the start – up capital for the business to just three major sources.
These are the areas we intend generating our start – up capital;
Generate part of the start – up capital from personal savings Source for soft loans from family members and friends Apply for loan from my Bank.
N. B: We have been able to generate about $50,000 (Personal savings $40,000 and soft loan from family members $10,000) and we are at the final stages of obtaining a loan facility of $150,000 from our bank. All the papers and document has been duly signed and submitted, the loan has been approved and any moment from now our account will be credited.
BUREAU DE CHANGE BUSINESS GROWTH: Sustainability and Expansion Strategy.
The future of a business lies in the numbers of loyal customers that they have the capacity and competence of the employees, their investment strategy and the business structure. If all of these factors are missing from a business (company), then it won’t be too long before the business close shop.
One of our major goals of starting Alex Santiago & Sons Bureau De Change, LLC is to build a business that will survive off its own cash flow without the need for injecting finance from external sources once the business is officially running.
We know that one of the ways of gaining approval and winning customers over is to buy and sell forex services a little bit cheaper than what is obtainable in the open market and we are well prepared to survive on lower profit margin for a while.
Alex Santiago & Sons Bureau De Change, LLC will make sure that the right foundation, structures and processes are put in place to ensure that our staff welfare are well taken of. Our company’s corporate culture is designed to drive our business to greater heights and training and re – training of our workforce is at the top burner of our business strategy.
As a matter of fact, profit-sharing arrangement will be made available to all our management staff and it will be based on their performance for a period of three years or more as determined by the board of the organization. We know that if that is put in place, we will be able to successfully hire and retain the best hands we can get in the industry; they will be more committed to help us build the business of our dreams.
Business Name Availability Check: Completed Business Incorporation: Completed Opening of Corporate Bank Accounts various banks in the United States: Completed Opening Online Payment Platforms: Completed Application and Obtaining Tax Payer’s ID: In Progress Application for business license and permit: Completed Purchase of All form of Insurance for the Business: Completed Conducting Feasibility Studies: Completed Generating part of the start – up capital from the founder: Completed Securing a standard office facility in a commercial district: Completed Applications for Loan from our Bankers: In Progress Writing of Business Plan: Completed Drafting of Employee’s Handbook: Completed Drafting of Contract Documents: In Progress Design of The Company’s Logo: Completed Graphic Designs and Printing of Packaging Marketing / Promotional Materials: Completed Recruitment of employees: In Progress Purchase of the Needed software applications, furniture, office equipment, electronic appliances and facility facelift: In progress Creating Official Website for the Company: In Progress Creating Awareness for the business (Business PR): In Progress Health and Safety and Fire Safety Arrangement: In Progress Establishing business relationship with vendors and key players in the industry: In Progress.
A Sample Forex Brokerage Firm Business Plan Template.
Are you about starting a Forex brokerage firm? If YES, here’s a complete sample Forex brokerage business plan template & feasibility report you can use for FREE to raise money .
Okay, so we have considered all the requirements for starting a Forex brokerage firm. We also took it further by analyzing and drafting a sample Forex brokerage services marketing plan template backed up by actionable guerrilla marketing ideas for Forex brokerage firms. So let’s proceed to the business planning section.
If you enjoy being your own boss and also working from home, then one of the businesses you should consider starting is an internet based business. The truth is that the advent of the internet has indeed created loads of business opportunities for people all over the world. With a computer and an internet connection, you can make millions from the comfort of your home if you know how to leverage on the internet.
Why Start a Forex Brokerage Firm?
If you are interested in Forex (foreign exchange), one of the viable and profitable businesses that you can start along that line is a fore brokerage company. Forex brokerage firm just like any other brokerage firm is an intermediary between retail Forex traders (those who trade on foreign exchange market and the Forex market. Forex brokerage companies provide the platform for retail Forex traders to trade Forex on the internet.
Starting a Forex Brokerage Company can be rewarding but you would have to compete with other well established Forex brokerage companies on the World Wide Web. The truth is that, there are loads of standard and substandard Forex brokerage firms out there, all you need to do to make good profits is to make yours standout.
The fact that you will be competing with people from all over the globe is enough reason for you to be creative with your Forex brokerage firm. In order to attract Forex traders you should ensure that your Forex trading platform is user friendly and the payment portal is secured. It is also very important that you make the withdrawal process seamless for your clients (retail Forex traders).
A Sample Forex Brokerage Firm Business Plan Template.
Business Overview.
The financial services industry is indeed a broad industry and one of the active line of businesses in the industry that any entrepreneur who have solid understanding on how foreign exchange works is to either start a Forex brokerage firm or to launch an online Forex trading business.
A non-bank foreign exchange company also known as foreign exchange broker or simply Forex broker is a company that offers currency exchange and international payments to private individuals and companies. The term is typically used for currency exchange companies that offer physical delivery rather than speculative trading. i. e., there is a physical delivery of currency to a bank account.
As a Forex brokerage company, your responsibility is to provide Forex trading platform for retail Forex traders. So what you need to do is to hire experts to help you develop a user friendly Forex trading platform. Your trading platform must be secured and easy to navigate. It is also important to make use of secured payment portal and also Forex traders should be able to withdraw their earnings without stress.
The truth is that the numbers of people that register and trade on your Forex trading platform is what will determine the money you will make. In order to attract people to your trading platform, you should develop Forex trading demo; a learning tool for Forex trading.
The Forex Brokerage Services industry is indeed in a mature stage of its growth. The industry is characterized by growth in line with the overall outlook of the economy, consolidation from the largest players in the industry and wholehearted market acceptance of industry products (currencies from different nations) and services.
The Forex Brokerage services line of business will continue to be in high demand by business establishment in the United States, most especially as the number of businesses and international trade increases. Manufacturing industries and other corporate organizations are also expected to continue to source for Forex especially when they are involved in intentional trade or have international business partners.
The Forex Brokerage Services industry is indeed a large industry and pretty much active in countries such as United States of America, United Kingdom, France, Italy, Nigeria, South Africa Japan, China, Germany, and Canada et al.
Over and above, starting a Forex brokerage firm requires professionalism and good grasp of our foreign exchange works on a global platform. Besides, you would need to get the required certifications and license and also meet the standard capitalization for such business before you can be allowed to start a Forex brokerage firm in the United States; the industry is heavily regulated to guide against fraud and criminality.
Forex Brokerage Firm Business Plan – Executive Summary.
Freeman Jones Forex Brokerage Firm, LLC is a registered and licensed Forex brokerage company that will be located in the heart of Las Vegas – Nevada. The company will be involved in dealing in currencies from leading countries of the world whose currencies are traded in the United States of America.
Aside from the fact that we will serve as a bureau de change for business and individuals who want to buy or sell foreign currencies, we will also engage in Forex trading on the internet. We are aware that to run an all – round and standard Forex brokerage firm can be demanding which is why we are well trained, certified and equipped to perform excellently well.
Freeman Jones Forex Brokerage Firm, LLC is a client – focused and result driven Forex brokerage firm that will buy and sale Forex from leading nations, trade Forex online for clients and also provide broad - based Forex services at an affordable fee that won’t in any way put a hole in the pocket of our clients.
We will offer a standard and professional Forex services to all to our individual clients, and corporate clients. We will ensure that we work hard to meet and surpass our clients’ expectations whenever they patronize our services.
At Freeman Jones Forex Brokerage Firm, LLC, our client’s best interest would always come first, and everything we do is guided by our values and professional ethics. We will ensure that we hire professionals who are well experienced in the Forex bureau firms industry with strong bias in online Forex trading.
Freeman Jones Forex Brokerage Firm, LLC will at all times demonstrate her commitment to sustainability, both individually and as a firm, by actively participating in our communities and integrating sustainable business practices wherever possible.
We will ensure that we hold ourselves accountable to the highest standards by meeting our client’s needs precisely and completely. We will cultivate a working environment that provides a human, sustainable approach to earning a living, and living in our world, for our partners, employees and for our clients.
Our plan is to position the business to become the leading brand in the Forex brokerage services line of business in the whole of Nevada, and also to be amongst the top 20 Forex brokerage firms in the United States of America within the first 10 years of fully launching the business.
This might look too tall a dream but we are optimistic that this will surely be realized because we have done our research and feasibility studies and we are enthusiastic and confident that Las Vegas is the right place to launch our Forex brokerage cum Forex trading company before sourcing for clients from other cities in The United States of America.
Freeman Jones Forex Brokerage Firm, LLC is founded by, Mr. Freeman Jones and his family. Freeman Jones is Forex trader per excellence with adequate results to show for it. He has well over 15 years of experience working at various capacity within the financial consulting industry with strong bias for Forex in the United States of America. Mr. Freeman Jones graduated from both University of California – Berkley with a Degree in Accounting, and University of Harvard (MSc. Finance) and he is a chartered account.
Freeman Jones Forex Brokerage Firm, LLC is going to offer varieties of services within the scope of the Forex brokerage services industry in the United States of America and of course on the global stage. Our intention of starting our Forex brokerage firm in Las Vegas – Nevada is to leverage on the opportunities available in the city.
We are well prepared to make profits from the industry and we will do all that is permitted by the law in the United States to achieve our business goals, aim and ambition. Our business offering are listed below;
Trade Forex on behalf of our clients ( both corporate clients and individual clients ) Buy and sell Forex from leading countries of the world Provide other related Forex and financial consulting and advisory services.
Our vision is to build a Forex brokerage services brand that will become the number one choice for individuals, smaller businesses and corporate clients in the whole of Las Vegas – Nevada. Our vision reflects our values: integrity, security, service, excellence and teamwork.
Our mission is to provide professional, reliable and trusted Forex trading and Forex brokerage services that assist start – ups, corporate organization, manufacturing companies and non-profit organizations in sorting out their foreign exchange and financial related concerns.
We will position the business to become the leading brand in the bookkeeping and payroll services line of business in the whole of Nevada, and also to be amongst the top 20 bookkeeping and payroll services firms in the United States of America within the first 10 years of operations.
Freeman Jones Forex Brokerage Firm, LLC, is a Forex brokerage cum Forex trading firm that intend starting small in Las Vegas – Nevada, but hope to grow big in order to compete favorably with leading Forex brokerage cum Forex trading firms in the industry both in the United States and on a global stage.
We are aware of the importance of building a solid business structure that can support the picture of the kind of world class business we want to own. This is why we are committed to only hire the best hands within our area of operations.
Ordinarily we would have settled for two or three staff members and settle for just online Forex trading services, but as part of our plan to build a standard Forex brokerage services firm in Las Vegas – Nevada that will also be involved in buying and selling of Forex, hence we have perfected plans to get it right from the beginning.
The picture of the kind of Forex brokerage services business we intend building and the business goals we want to achieve is what informed the amount we are ready to pay for the best hands available in and around Las Vegas – Nevada as long as they are willing and ready to work with us to achieve our business goals and objectives.
At Freeman Jones Forex Brokerage Firm, LLC, we will ensure that we hire people that are qualified, hardworking, and creative, result driven, customer centric and are ready to work to help us build a prosperous business that will benefit all the stake holders (the owners, workforce, and customers).
As a matter of fact, profit-sharing arrangement will be made available to all our senior management staff and it will be based on their performance for a period of five years or more as agreed by the board of trustees of the company. In view of the above, we have decided to hire qualified and competent hands to occupy the following positions;
Chief Executive Officer Forex Traders / Consultants Admin and HR Manager Marketing and Sales Executive Accountant Customer Care Executive / Front Desk Officer.
Roles and Responsibilities.
Increases management’s effectiveness by recruiting, selecting, orienting, training, coaching, counseling, and disciplining managers; communicating values, strategies, and objectives; assigning accountabilities; planning, monitoring, and appraising job results; developing incentives; developing a climate for offering information and opinions; providing educational opportunities. Creates, communicates, and implements the organization’s vision, mission, and overall direction – i. e. leading the development and implementation of the overall organization’s strategy. Responsible for fixing prices and signing business deals Responsible for providing direction for the business Creates, communicates, and implements the organization’s vision, mission, and overall direction – i. e. leading the development and implementation of the overall organization’s strategy. Responsible for signing checks and documents on behalf of the company Evaluates the success of the organization.
Forex Traders / Forex Consultants.
Responsible for trading Forex for the organization and for our clients under the firm’s platform Handle business activities such as buying and selling Forex from leading countries of the world in a highly professional manner Responsible for ensuring that all Forex transactions whether it is cash transaction or online credit transaction are recorded in the correct daybook, supplier’s ledger, customer ledger, and general ledger Provides other related Forex and financial consulting and advisory services.
Responsible for overseeing the smooth running of HR and administrative tasks for the organization Designs job descriptions with KPI to drive performance management for clients Regularly hold meetings with key stakeholders to review the effectiveness of HR Policies, Procedures and Processes Maintains office supplies by checking stocks; placing and expediting orders; evaluating new products. Ensures operation of equipment by completing preventive maintenance requirements; calling for repairs. Defines job positions for recruitment and managing interviewing process Carries out staff induction for new team members Responsible for training, evaluation and assessment of employees Responsible for arranging travel, meetings and appointments Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations. Oversee the smooth running of the daily office activities.
Marketing and Sales Executive.
Identifies, prioritizes, and reaches out to new partners, and business opportunities et al Identifies development opportunities; follows up on development leads and contacts; participates in the structuring and financing of projects; assures the completion of relevant projects. Writes winning proposal documents, negotiate fees and rates in line with company policy Responsible for handling business research, marker surveys and feasibility studies for clients Responsible for supervising implementation, advocate for the customer’s needs, and communicate with clients Develops, executes and evaluates new plans for expanding increase sales Documents all customer contact and information Represents the company in strategic meetings Helps increase sales and growth for the company.
Responsible for preparing financial reports, budgets, and financial statements for the organization creates reports from the information concerning the financial transactions recorded by the bookkeeper Prepares the income statement and balance sheet using the trial balance and ledgers prepared by the bookkeeper. Provides managements with financial analyses, development budgets, and accounting reports; analyzes financial feasibility for the most complex proposed projects; conducts market research to forecast trends and business conditions. Responsible for financial forecasting and risks analysis. Performs cash management, general ledger accounting, and financial reporting for one or more properties. Responsible for developing and managing financial systems and policies Responsible for administering payrolls Ensures compliance with taxation legislation Handles all financial transactions for the company Serves as internal auditor for the company.
Client Service Executive / Front Desk Officer.
Welcomes guests and clients by greeting them in person or on the telephone; answering or directing inquiries. Ensures that all contacts with clients (e-mail, walk-In center, SMS or phone) provides the client with a personalized customer service experience of the highest level Through interaction with clients on the phone, uses every opportunity to build client’s interest in the company’s products and services Manages administrative duties assigned by the manager in an effective and timely manner Consistently stays abreast of any new information on the company’s products, promotional campaigns etc. to ensure accurate and helpful information is supplied to clients Receives parcels / documents for the company Distribute mails in the organization Handles any other duties as assigned my the line manager.
Forex Brokerage Firm Business Plan – Análise SWOT.
Freeman Jones Forex Brokerage Firm, LLC engaged the services of a core professional in the area of business consulting and structuring to assist our organization in building a well – structured Forex brokerage cum Forex trading firm that can favorably compete in the highly competitive Forex market in the United States and the world at large.
Part of what the team of business consultant did was to work with the management of our organization in conducting a SWOT analysis for Freeman Jones Forex Brokerage Firm, LLC. Here is a summary from the result of the SWOT analysis that was conducted on behalf of Freeman Jones Forex Brokerage Firm, LLC;
Our core strength lies in the power of our team; our workforce. We have a team that can go all the way to give our clients value for their money; a team that are trained and equipped to pay attention to details and to deliver excellent returns whenever our clients engage our services to trade Forex for them. We are well positioned and we know we will attract loads of clients from the first day we open our doors for business.
As a new Forex brokerage cum Forex trading firm in Las Vegas – Nevada, it might take some time for our organization to break into the market and gain acceptance especially from corporate clients in the already saturated Forex brokerage services industry; that is perhaps our major weakness.
So also, we may not have the required cash to leverage on the opportunities of buying huge Forex as permitted by the law of the United States when such opportunity present itself to us. So also, we may not have enough budget to give our business the kind of publicity we would have loved to.
The opportunities in the Forex brokerage services industry is massive considering the number of individuals especially students, players in the manufacturing sector, importers and exporters, start – ups and of course corporate organizations who can’t afford to do without the services of Forex brokerage cum Forex trading companies.
As a standard and well – positioned Forex brokerage cum Forex trading firm, we are well – equipped and ready to take advantage of any opportunity that comes our way.
Some of the threats that we are likely going to face as a Forex brokerage cum Forex trading firm operating in the United States are unfavorable government policies, the arrival of a competitor within our location of operations and global economic downturn which usually affects purchasing / spending power. There is hardly anything we can do as regards these threats other than to be optimistic that things will continue to work for our good.
Forex Brokerage Firm Business Plan – MARKET ANALYSIS.
Tendências de mercado.
The Forex brokerage cum Forex trading services industry is indeed a very large industry and of course it is one industry that works for businesses across different industries. If you are conversant with the trend in the Forex brokerage cum Forex trading industry, you will agree that loads of businesses but in the United States and in other part of the world are becoming active in international trades hence the increase demand for Forex.
The truth is that, a company in the manufacturing sector that depend on raw materials from the international market, or a company actively involved in importing and exporting and of course international tourist and international students et al cannot effectively operate their business or fit into a new country without having the currency of the host nation.
Another notable trend in the Forex brokerage services industry is that in the last five years, the industry has performed impressively as a large reduction in unemployment boosted the revenue generated in the industry.
So also, the Forex brokerage services cum Forex trading industry has benefited from the advancement of online Forex trading software and platforms, with new cloud-based offerings providing a new revenue stream for operators, and attracting new customers. Going forward, increasing product penetration and of course an expanding customer base is expected to drive growth in the industry.
The demographic and psychographics composition of those who need the services of Forex brokerage cum Forex trading firms cuts across individuals, small businesses and large corporations.
Freeman Jones Forex Brokerage Firm, LLC will initially serve small to medium sized business, from new ventures to well established businesses and individual clients, but that does not in any way stop us from growing to be able to compete with the leading Forex brokerage service firms in the United States.
As a standard and licensed Forex brokerage cum Forex trading service firm, Freeman Jones Forex Brokerage Firm, LLC offers a wide range of Forex related services hence we are well trained and equipped to services a wide range of clientele base.
Our target market cuts across businesses of different sizes and industries. We are coming into the industry with a business concept that will enable us work with individuals, small businesses and bigger corporations in and around Las Vegas – Nevada and other cities in the United States of America.
Below is a list of the businesses and organizations that we have specifically design our products and services for;
Manufacturing Companies NGOs Blue Chips Companies Corporate Organizations International businessmen and businesswomen International Students Importers and exporters International Tourists and visitors Individuals Entrepreneurs and Start – Ups.
Our Competitive Advantage.
The level of competitions in the Forex brokerage services industry does not in any way depend on the location of the business since most people on that trade Forex can operate from any part of the world and still effectively compete in the Forex trading platforms.
We are quite aware that to be highly competitive in the Forex brokerage services industry means that we should be able to make available Forex from leading countries of the world and also to produce results and give good returns on investments when our clients, both individual clients and corporate clients give us Forex to trade on their behalf.
Freeman Jones Forex Brokerage Firm, LLC might be a new entrant into the Forex brokerage services industry in the United States of America, but the management staffs and owners of the business are considered gurus. They are people who are core professionals and licensed and highly qualified Forex traders in the United States. These are part of what will count as a competitive advantage for us.
Lastly, our employees will be well taken care of, and their welfare package will be among the best within our category (start – ups Forex brokerage cum Forex trading firms) in the industry meaning that they will be more than willing to build the business with us and help deliver our set goals and achieve all our aims and objectives.
Forex Brokerage Firm Business Plan – SALES AND MARKETING STRATEGY.
We are mindful of the fact that there is stiffer competition amongst Forex brokerage firms cum Forex trading firms in the United States of America; hence we have been able to hire some of the best business developer to handle our sales and marketing.
Our sales and marketing team will be recruited base on their vast experience in the industry and they will be trained on a regular basis so as to be well equipped to meet their targets and the overall goal of the organization. We will also ensure that our excellent service deliveries speaks for us in the market place; we want to build a standard bookkeeping and payroll service business that will leverage on word of mouth advertisement from satisfied clients (both individuals and corporate organizations).
Our goal is to grow our Forex brokerage services firm to become one of the top 20 Forex brokerage firms in the United States of America which is why we have mapped out strategy that will help us take advantage of the available market and grow to become a major force to reckon with not only in the Las Vegas but also in other cities in the United States of America.
Freeman Jones Forex Brokerage Firm, LLC is set to make use of the following marketing and sales strategies to attract clients;
Introduce our business by sending introductory letters alongside our brochure to corporate organizations, schools with international students, players in the manufacturing sector, importers and exporters, international tourists and other key stake holders in Las Vegas and other cities in Nevada. Advertise our business in relevant financial and business related magazines, newspapers, TV stations, and radio station. List our business on yellow pages ads (local directories) Attend relevant international and local Forex, finance and business expos, seminars, and business fairs et al Create different packages for different category of clients (start – ups and established corporate organizations) in order to work with their budgets and still deliver profits to them they hire our services to trade Forex on their behalf Leverage on the internet to promote our business Engage direct marketing approach Encourage word of mouth marketing from loyal and satisfied clients.
Forex Brokerage Firm Business Plan – Publicity and Advertising Strategy.
We have been able to work with our brand and publicity consultants to help us map out publicity and advertising strategies that will help us walk our way into the heart of our target market. We are set to take the financial consulting services industry by storm which is why we have made provisions for effective publicity and advertisement of our Forex brokerage cum Forex trading firm.
Below are the platforms we intend to leverage on to promote and advertise Freeman Jones Forex Brokerage Firm, LLC;
Place adverts on both print (community based newspapers and magazines) and electronic media platforms; we will also advertise our Forex brokerage company on financial magazines and other relevant financial programs on radio and TV Sponsor relevant community based events / programs We will leverage various online platforms to promote the business. It makes it easier for people to enter our website (Forex trading platform) with just a click of the mouse. We will take advantage of the internet and social media platforms such as; Instagram, Facebook , twitter, YouTube, Google + et al to promote our brand Install our Bill Boards on strategic locations all around Las Vegas – Nevada. Engage in road show from time to time all around Las Vegas – Nevada to promote our brand Distribute our fliers and handbills in target areas all around Las Vegas – Nevada Ensure that all our workers wear our branded shirts and all our vehicles are well branded with our company’s logo et al.
Freeman Jones Forex Brokerage Firm, LLC is established with the aim of maximizing profits in the Forex brokerage services industry and we are going to go all the way to ensure that we do all it takes to attract both corporate and individual clients on a regular basis.
Freeman Jones Forex Brokerage Firm, LLC will generate income by offering the following Forex trading cum Forex brokerage services for individuals, manufacturing companies, NGOs and for corporate organizations;
Trade Forex on behalf of our clients (both corporate clients and individual clients) Buy and sell Forex from leading countries of the world Provide other related Forex and financial consulting and advisory services.
The truth is that, a company in the manufacturing sector that depend on raw materials from the international market, or a company actively involved in importing and exporting and of course international tourist and international students et al cannot effectively operate their business or fit into a new country without having the currency of the host nation.
We are well positioned to take on the available market in Las Vegas – Nevada and on our online platforms and we are quite optimistic that we will meet our set target of generating enough income / profits from the first six month of operations and grow the business and our clientele base beyond Las Vegas to other cities in Nevada and other states in the U. S.
We have been able to critically examine the Forex brokerage cum Forex trading market and we have analyzed our chances in the industry and we have been able to come up with the following sales forecast. The sales projection is based on information gathered on the field and some assumptions that are peculiar to startups in Las Vegas – Nevada.
Below is the sales projection for Freeman Jones Forex Brokerage Firm, LLC, it is based on the location of our business and the wide range of financial consulting services that we will be offering;
N. B: This projection is done based on what is obtainable in the industry and with the assumption that there won’t be any major economic meltdown and natural disasters within the period stated above. There won’t be any major competitor offering same additional services as we do within same location. Please note that the above projection might be lower and at the same time it might be higher.
It is a fact that Forex trading both online and offline is driven by the demand of a certain currency which is why the prices cannot be fixed; prices for Forex fluctuates on a regular basis.
At Freeman Jones Forex Brokerage Firm, LLC we will keep the prices of our services below the average market rate for all of our customers by keeping our overhead low and by collecting payment in advance from corporate organizations who would hire our services. In addition, we will also offer special discounted rates to all our customers at regular intervals.
At Freeman Jones Forex Brokerage Firm, LLC our payment policy will be all inclusive because we are quite aware that different people prefer different payment options as it suits them. Here are the payment options that we will make available to our clients;
Payment by via bank transfer Payment via online bank transfer Payment via check Payment via bank draft Payment with cash.
In view of the above, we have chosen banking platforms that will help us achieve our plans with little or no itches.
Forex Brokerage Firm Business Plan – Financial Projections and Costing.
Starting a Forex brokerage cum Forex trading firm can be cost effective; this is so because on the average, you are not expected to acquire expensive machines and equipment.
Aside from the working capital or capitalization as is required by the regulating body, basically what you should be concerned about is the amount needed to secure a standard office facility in a good and busy business district, the amount needed to furniture and equip the office, the amount to purchase the required software applications, the amount needed to pay bills, promote the business and obtain the appropriate business license and certifications.
This is the financial projection and costing for starting Freeman Jones Forex Brokerage Firm, LLC;
The Total Fee for incorporating the Business in the United States of America – $750. The budget for basic insurance policy covers, permits and business license – $2,500 The Amount needed to acquire a suitable Office facility in a business district 6 months (Re – Construction of the facility inclusive) – $40,000. The amount required for capitalization (working capital) – $50,000 The Cost for equipping the office (computers, software applications, printers, fax machines, furniture, telephones, filing cabins, safety gadgets and electronics et al) – $5,000 The cost for purchase of the required software applications (CRM software, Accounting and Bookkeeping software and Payroll software et al) – $10,500 The Cost of Launching your official Website – $600 Budget for paying at least three employees for 3 months plus utility bills – $10,000 Additional Expenditure (Business cards, Signage, Adverts and Promotions et al) – $2,500 Miscellaneous: $1,000.
Going by the report from the market research and feasibility studies conducted, we will need over one hundred and fifty thousand (200,000) U. S. dollars to successfully set – up a medium scale but standard Forex brokerage cum Forex trading services firm in the United States of America.
It is important to state that the testing and evaluating expenses would be high because of the large amount needed as working capital.
Generating Funding / Startup Capital for Freeman Jones Forex Brokerage Firm, LLC.
Freeman Jones Forex Brokerage Firm, LLC is a business that will be owned and managed by Freeman Jones and his immediate family members. They are the sole financial of the firm, but may likely welcome partners later which is why they decided to restrict the sourcing of the start – up capital for the business to just three major sources.
These are the areas we intend generating our start – up capital;
Generate part of the start – up capital from personal savings Source for soft loans from family members and friends Apply for loan from my Bank.
N. B: We have been able to generate about $50,000 (Personal savings $40,000 and soft loan from family members $10,000) and we are at the final stages of obtaining a loan facility of $150,000 from our bank. All the papers and document has been duly signed and submitted, the loan has been approved and any moment from now our account will be credited.
FOREX BROKERAGE BUSINESS GROWTH: Sustainability and Expansion Strategy.
The future of a business lies in the numbers of loyal customers that they have the capacity and competence of the employees, their investment strategy and the business structure. If all of these factors are missing from a business (company), then it won’t be too long before the business close shop.
One of our major goals of starting Freeman Jones Forex Brokerage Firm, LLC is to build a business that will survive off its own cash flow without the need for injecting finance from external sources once the business is officially running.
We know that one of the ways of gaining approval and winning customers over is to offer our Forex brokerage cum Forex trading services a little bit cheaper than what is obtainable in the market and we are well prepared to survive on lower profit margin for a while.
Freeman Jones Forex Brokerage Firm, LLC will make sure that the right foundation, structures and processes are put in place to ensure that our staff welfare are well taken of. Our company’s corporate culture is designed to drive our business to greater heights and training and re – training of our workforce is at the top burner of our business strategy.
As a matter of fact, profit-sharing arrangement will be made available to all our management staff and it will be based on their performance for a period of three years or more as determined by the board of the organization. We know that if that is put in place, we will be able to successfully hire and retain the best hands we can get in the industry; they will be more committed to help us build the business of our dreams.
Business Name Availability Check: Completed Business Incorporation: Completed Opening of Corporate Bank Accounts various banks in the United States: Completed Opening Online Payment Platforms: Completed Application and Obtaining Tax Payer’s ID: In Progress Application for business license and permit: Completed Purchase of All form of Insurance for the Business: Completed Conducting Feasibility Studies: Completed Generating part of the start – up capital from the founder: Completed Applications for Loan from our Bankers: In Progress Writing of Business Plan: Completed Drafting of Employee’s Handbook: Completed Drafting of Contract Documents: In Progress Design of The Company’s Logo: Completed Graphic Designs and Printing of Packaging Marketing / Promotional Materials: Completed Recruitment of employees: In Progress Purchase of the Needed software applications, furniture, office equipment, electronic appliances and facility facelift: In Progress Creating Official Website for the Company: In Progress Creating Awareness for the business (Business PR): In Progress Health and Safety and Fire Safety Arrangement: In Progress Establishing business relationship with vendors and key players in the industry: In Progress.
Comments
Post a Comment