- Who does your business serve? Who are your target customers? Who are the critical business relationships? (carriers, vendors, advisers, centers of influence, etc.)
- What products and services does your business sell? What will your firm sell in the future?
- What is your value proposition? What is your competitive advantage? What strategies will you employ to grow your practice, improve profitability?
- What role will technology play?
- Where will a prospect be likely to hear about your business? Where will your future clients come from?
- Where will your future management talent come from? How will you recruit the talent that you need?
- ·How will you know when success is achieved?
- Executive summary
- Client value proposition
- Target markets
- Products and services to be offered
- Capabilities required
- Marketing strategy and positioning
- Growth strategies
- Competitive advantages
- Sales and distribution
- Client and customer interaction
- Enabling technologies
- Operational support
- Organization structure
- Human capital recruitment and development
- Summary of key business relationships (carriers, vendors, service providers, etc.)
- Corporate structure
- Capital structure
- Succession planning
- Financial goals and projections
