Starting a Successful Equity Consultancy Business: A Comprehensive Guide

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Added on  2023/06/11

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This presentation provides a comprehensive guide on starting a successful equity consultancy business. It covers topics such as entrepreneurship, business models, and feasibility analysis. The presentation also includes information on identifying market gaps, target markets, and product differentiation strategies. Additionally, it discusses the proposed business model, critical success factors, and feasibility of the business idea. The presentation concludes with information on marketing mix, group work, cash flow, and the economy growth and return on investments.

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THINK BIG

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Introduction
Entrepreneurship
Competitive business environment
Business models
Business feasibility
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The Need Analysis
Identifying the market gap
Personality Analysis
Consultation services
Startup business
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Company name and Overview
The name of the company to begin this business is
Braithwaite Finance Limited.
This company has been launched in the year 2016
and they are planning to provide the customers with
the proper guidance for the equity trading portfolios.
They will need to make a proper customer target
market based on the desires of the customers.
They have planned to stay very active on the social
media to connect with the customers.

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Target market
Equity Consultancy
Current portfolio
Potential portfolio
Lower income segments
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Product Differentiation Strategy
Competitive advantage
Low investment
High return on investment
High business risks
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Proposed Business Model
Nine building blocks
Key activities
Key resources
Key partners
Customer relationships
Value proposition

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Critical success factors
Making long term relationships with the
clients by retaining almost 80% of them
Break even within 2.5 years of being set up
(Amit & Zott, 2012).
The growth rate of the organizations should be
tracked. The advice rate should be around 75%
accurate.
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Feasibility of the Business Idea
Particulars
Approximate expenses
Recruitment costs and salaries of employees
AUD 5000
IT expenses – Bloomberg Terminal and live screen
AUD 10000
Rent and office infrastructure
AUD 5000
Sales, marketing and PR costs
AUD 5500
Office overheads
AUD 2000
Total
AUD 27500
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Marketing Mix
Product
Price
Place
Promotion

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Group Work
Transparency in teamwork
Collaboration
Open communication
Resolving disputes
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Cash Flow
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Conclusion
Economy growth
Return on investments
Unique selling point

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References
Amit, R., & Zott, C. (2012). Creating value through business model innovation. MIT Sloan Management Review, 53(3),
41.
Area, M. C. (2014). Return on Investment.
Armstrong, G., Kotler, P., Harker, M., & Brennan, R. (2015). Marketing: an introduction. Pearson Education.
Burns, P. (2016). Entrepreneurship and small business. Palgrave Macmillan Limited.
Chandra, P. (2017). Investment analysis and portfolio management. McGraw-Hill Education.
De Mooij, M. (2013). Global marketing and advertising: Understanding cultural paradoxes. Sage Publications.
Drucker, P. (2014). Innovation and entrepreneurship. Routledge.
Gordon, R. (2012). Re-thinking and re-tooling the social marketing mix. Australasian Marketing Journal (AMJ), 20(2),
122-126.
Kirzner, I. M. (2015). Competition and entrepreneurship. University of Chicago press.
Malhotra, N. K., & Peterson, M. (2014). Basic marketing research. Pearson.
Michalski, G. (2013). Portfolio management approach in trade credit decision making. arXiv preprint arXiv:1301.3823.
Rackley, J. (2015). Return on Investment. In Marketing Analytics Roadmap (pp. 71-85). Apress, Berkeley, CA.
Ray Gehani, R. (2013). Innovative strategic leader transforming from a low-cost strategy to product differentiation
strategy. Journal of technology management & innovation, 8(2), 144-155.
Schaper, M. T., Volery, T., Weber, P. C., & Gibson, B. (2014). Entrepreneurship and small business.
Tuten, T. L., & Solomon, M. R. (2017). Social media marketing. Sage.
Vismara, S. (2016). Equity retention and social network theory in equity crowdfunding. Small Business
Economics, 46(4), 579-590.
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