Executive summary

This is a proposal of a business entity that aims to work as a consulting firm. It intends to offer financial knowledge and advice to various firms that need to invest and get funding across national borders. The main part will be advising various companies on securities and securitization. The company will help different companies in identifying financial risks and advising them accordingly.

This entity has developed a networking plan to ensure that the service reaches customers through the best channel minimizing all costs and making it affordable to the users. The company will also work on satisfying its clients and build up customer loyalty. Below are strategies to be employed in ensuring there is efficient marketing.

The consulting services shall be based on four important areas: relationships, engagement with customers, making improvements on current business structures, and marketing the company.

The entity has got its Financial goals which are very realistic and put down on a business plan making both long-term and short-term goals. The business will primarily get financing from its owners and work with financial institutions to give long-term financing on assets and short-term to finance the entity’s liquidity.

It important for the organization to work with these international security markets to access better information and trends to provide more useful and relevant information to its clients. Then, it would be best if you discussed the recommendations for how you plan to grow your business, including any relevant ethical considerations.

Table of contents

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Executive summary 1

1 Introduction 3

2 Contextual background and value proposition 3

3 Consulting plan and analysis 4

3.1 Consulting services and target clients 4

3.2 Marketing strategies 5

3.3 Consulting model and frameworks 5

3.4 Relationship management strategies 5

3.5 Operation processes and systems 6

3.6 Financial and legal considerations 6

4 Conclusion and recommendations for business growth 6

References 8

Introduction

It is a company that intends to bring changes in the way of offering consulting services is to other business entities. The organization intends to put up various marketing strategies, and it will consider providing good services that will motivate them as they will experience breakthroughs following our advice. We shall also offer the best prices in the market, and this is a milestone in beating up the other competitors in the market and ensure that we lead.

the service industry is exposed to some challenges like

Intangibility, perishability, repeatability, and Heterogeneity (Muksin and Avianto 2021).Adequate promotion and proper marketing: digital media, having discounts, and making loyalty programs can help the entity mitigate these challenges.

Contextual background and value proposition

This entity will offer financial consultation on safe trading across international boundaries. The company will advise individuals and firms on securitization and ensure they earn maximum returns on their investment spending leess_ cost of investment. The advice will also include the use of derivatives, among other insurance contracts, in ensuring the investors don’t suffer much loss in case of a financial or economic crisis.

Considering the financial preparedness, the entity; owners of the entity will be the biggest contributors in delivering assets and resources to aid in the company’s operations. It will make arrangements with financial institutions to offer long-term and short term financing to ensure it meets the shorter and long-term goals.

Consulting plan and analysis

Consulting services and target clients

The company plans to offer security and securitization advice to companies who intend to invest in international security exchange markets. According to Biba (2016), a security is a financing instrument that can trade; on the other hand, securitization is the procedure where an issuer decides a marketable instrument by managing or pooling various financial assets in one place. This entity will aid in giving the best advice to its clients in trading in debt securities, equity securities, and derivative contracts. It will aid persons who need new capital, repackaging their securities, investments, and collateral growth.

Considering fundamentals of starting a consulting reviewed by Biech (2019), the entity should consider considering important aspects like financial, legal, and other business activities necessary. It doesn’t have much difference with the other business entities. Features that output a consultation firm include: the key financial considerations and legalities. The business has to consider the operating structures in conjunction with other legal requirements for the business to start.

Marketing strategies

This entity has developed a networking plan to ensure that the service reaches customers through the best channel, minimizing all costs and making it affordable to the users. The company will also work on satisfying its clients and build up customer loyalty. Below are strategies to be employed in ensuring there is efficient marketing.

Having a proper strategy will make a significance of digital marketing. It will build on a structure and system that encourage modification and use of digital marketing. We shall also encourage staff and develop ICT and marketing to meet the organization’s goals.

Consulting model and frameworks

For this entity, the consulting services shall base on four important areas: relationships, engagement with customers, making improvements on current business structures, and marketing the company (Pearson, 2020)

 It shall apply various models, including the process consulting model, to make it easy to understand issues in the company. There shall also be the use of Situational Leadership Framework as it can change. The Change Curve and Leading Change model

Involve leading in change from top management (Macqueen and Bolin, 2018).

Relationship management strategies

The business will depend on both equity and debt financing. Equity financing is indeed mere expensive than debt financing. It explains why the entity will prefer to collaborate with a financial institution to provide short-term and long-term debts for capital investment and liquidity.

Operation processes and systems

Zipursky (2018) suggested that a consulting entity’s primary areas need templates from the first meeting with the client and following conversations. It involves meeting with clients, communicating with them, making proposals that include fixed and other elements according to their needs. The other crucial part is the contract agreement, and it includes the pay, among other terms Pearson, G. (2020). the entity has the liability of reporting to the client giving the finding and necessary information. Then, provide working documents and process maps to organize a framework and billing for the project. A description of the project is then made; what task_ project management.

Financial and legal considerations

financial a considerations

The entity has got its Financial goals which are very realistic and put down on a business plan making both long-term and short-term goals. The business will primarily get financing from its owners and work with financial institutions to give long-term financing on assets and short-term to finance the entity’s liquidity.

The entity will also consider financial protection and cover risks that may lead the entity to lose. It will provide efficient payment methods and discourage offering services on credit to avoid bad debt and writing bad dept, which are losses to an entity..

legal consideration

Under legal consideration, the entity is formed and registered its name that the company will use for marketing and selling itself. The corporation should have their names introduced into the market; the entity owners must make decisions and organize the entity according to the market situation, with these then it is ready to operate (Verbos, 2017).

The entity will then seek a government-issued identification number to be used in tax payment, among others. It should obtain all the necessary permits and licenses without forgetting to protect the business with necessary insurance covers. Other steps include opening a bank account to receive deposits and allow withdrawals.

Conclusion and recommendations for business growth .

In conclusion, this business entity will shine in the market and become one of the best consultation firms in the currently more so in aiding investors. Business entities make the best decision .it will lay up different strategies to ensure that it effectively reaches the market to thrive and build loyal customers. This entity will remain intents to work with clients who wish to invest or get financing on international markets. It important for the organization to work with these international security markets to access better information and trends to provide more useful and relevant information to its clients. Then, it would be best if you discussed the recommendations for how you plan to grow your business, including any relevant ethical considerations.

References

Pearson, G. (2020). Organisational systems and their coordination. In Remaking the Real Economy: Escaping Destruction by Organised Money (pp. 91-106). Bristol: Bristol University.

Madaan, A. (2017). Advising Clients About Choice Of Entity. GPSolo, 34(5), 10-13. Retrieved April 9, 2021, from https://www.jstor.org/stable/26586479

Macqueen, D., & Bolin, A. (Eds.). (2018). Forest business incubation: Towards sustainable forest and farm producer organisation (FFPO) businesses that ensure climate resilient landscapes (pp. 1-24, Rep.). International Institute for Environment and Development.

Verbos, A. (2017). Legal Forms Of Organization. In Kennedy D., Harrington C., Verbos A., Stewart D., Gladstone J., & Clarkson G. (Eds.), American Indian Business: Principles and Practices (pp. 72-82). Seattle; London: University of Washington Press.

Zipursky M 2018, Consulting Success: the proven guide to start, run and grow a successful consulting business, Consulting success and digital services, US

Muksin, A., & Avianto, B. (2021). Governance Innovation: One-Stop Integrated Service To Enhance Quality Service And Public Satisfaction. Theoretical and Empirical Researches in Urban Management.

Biech, E (2019), The new consultant’s quick start guide : An action plan for your first year in business, John Wiley & Sons, Incorporated, Newark

Biba, S. (2016). From securitization moves to positive outcomes: The case of the spring 2010 Mekong crisis. Security Dialogue, 47(5), 420-439.