Detailed Business Plan: Johnson Immigration Consulting Services

This business plan outlines the establishment of Johnson Immigration Consulting, a firm based in Ecuador, offering comprehensive immigration services to individuals and businesses. The plan details the firm's mission to assist immigrants, protect their rights, and provide expert advice on various immigration matters. It includes an overview of the practice, its location, and adherence to RCIC regulations. The plan covers financial projections, including a three-year forecast based on zero-based costing, and outlines financing strategies involving equity and debt. A detailed management plan highlights the use of SWOT analysis, human resource strategies, and the roles and responsibilities of key personnel. The marketing plan incorporates SWOT analysis and a marketing mix to gain market entry. The plan also addresses operational procedures, including office systems, equipment, and customer service strategies. The plan emphasizes the firm's commitment to providing high-quality, ethical, and professional immigration services.

Running head: FINANCE 1
Business Plan
Name
Affiliation
Date

FINANCE 2
Table of Contents
Executive summary...............................................................................................................................3
Mission statement..................................................................................................................................3
Description of the Practice (overview).................................................................................................3
Financial overview.................................................................................................................................6
In-depth Financial Plan:.......................................................................................................................6
In-depth management plan...................................................................................................................6
In-depth marketing plan.....................................................................................................................12
Conclusion............................................................................................................................................16
References............................................................................................................................................17
Appendix...................................................................................................................................................19

FINANCE 3
Executive summary
Johnson immigration consulting is a licensed and registered firm located in Ecuador. The
firm will aim to handle all services of immigration such as defending the migrants' rights, handle
issues concerning illegal immigration, help businesses to know about the issue related to
immigration and many others. The consulting firm will be offering professional and standard
immigration consulting practices to its corporate and individual clients at an international and
national level. The firm will aim at working harder so as to attain its clients' expectations.
Mission statement
The mission of Johnson immigration consulting firm is to assist the immigrants. The
firm will also aim at making sure that it becomes a leading and prominent brand in the industry
in the nation. Also, the firm wishes to be among the best twenty immigration consulting
organizations in the state offering good immigration services to the clients (Adizes et al, 2017).
Description of the Practice (overview)
The business plan of the immigration firm will cover the structure as provided by the
student. The company will be an immigration company that will be specifically located In
Ecuador. It will offer a wide range of immigration services such as protecting the rights of the
immigrants, providing immigrants with some important advice, provision of visa- related
services, advice on the illegal and legal methods of immigration, offering citizenship among
other refuge related services. The firms, the office will be located in Ecuador and it will follow
the nation's legal form. In addition, the firm will follow the terms and conditions of the RCIC as
a regulatory body in Ecuador that monitors the Canadian immigration firms or professionals. The
body is designed by "the federal Minister of Immigration, Refugees, and Citizenship." The
reason for entering private practice is that it would like to help the help all sorts of people from

FINANCE 4
Spanish speaking countries. By entering into private practice, I will be in the position to
effectively carry out my services without intervention from the state. I think people will seek my
services because I will provide the best services as compared to other firms. In addition, I will
provide clients with affordable but good services. The business goal to be obtained is "building
an immigration consulting brand" (Bernier, & Roger, 2012).
The marketing strategy that the business will undertake will include the SWOT analysis,
as well as the marketing mix. This will be for the purpose of market entry. The procedures of
operation will include physical and online methods. An online web page will be created for the
business so as to ensure the smooth running of business operations (Chan & Mills, 2015).
In order to gain the market competition in the consulting industry, I will provide good
services that are required by the client. I believe the firm will grow at a fast rate because of its
strategic plans and operations as compared to its competitors. Compared to the existing legal
service providers, my firm will work hard to overcome or avoid various weaknesses such as
detailed service delivery, limited funds, insecurity of the client's information and many others. In
order to exploit these weaknesses, I will employ professional workers, focus on the privacy of
the clients and ensure legal processes. Also, sufficient customer services in the form of the
parking lot, security are some of the customer care strategies to be employed. These will be used
so as to obtain customer loyalty Currently, my competitors market are declining as a result of the
reducing per capita that is causing the firms to find different industrial alternatives (Edmund &
Mike 2017).
The firm will operate as required by the regulatory body of the nation (RCIC). In
addition, all office activities will be done according to the administration structure. Because the
firm is a home business computer desk will be used so as to effectively keep track of the clients'

FINANCE 5
and organization’s data properly. In addition, various computer systems will be incorporated
such as accounting software to track the financial data of the firm, Oracle databases will also be
used to store the firm's data and many other systems. Because the firm focuses on Spanish
speaking nations such as Spain, Argentina, Columbia, Cuba, Mexico, Panama and abroad, the
database to be used should be reliable so as to effectively store and retrieve the client’s data
according to their states. As a home business, the firm will not have very many buildings as it
will just have a few rooms. Different types of equipment will be used such as computers, files,
published articles, and many others. In addition, various services that are required by the clients
will also be provided such as public transport, parking, security and many others (Mark, &
Lemley, 2015).
In order to ensure the proper running of office practices, skilled labor will be required. In
this case, the firm will only hire professionals in various filed so as to ensure effective delivery
of work. In order to test the skills of an individual, the firm will carry out interviews to asses
some one's ability to perform a given task. While looking for qualified workers, the firm will
draft the description of the jobs with the required skills (Edmund, & Mike 2017).
As a home business that focuses on immigrants from the Spanish speaking countries,
Johnson immigrant consulting firm will make sure that it ensures its office, employees,
malpractice, vehicles and many others. In order to procure this insurance, the firm will work
together with various insurance companies in the nation. The insurance companies will provide
the required insurance needs of the firm. More so, insurance will be made on the major firm's
processes and property (Edmund & Mike 2017).

FINANCE 6
Financial overview
In-depth Financial Plan:
For financial projections, the business plan will cover statements such as the balance
sheet and the profit and loss statements. It will be based on the zero-based costing method since
it is a new start-up business. The plan will cover projections for three years. The costs will
include fixed costs and variable costs. Financing of the business will be based on equity and debt
financing, the equity will be generated from the individual partners and the debt will be obtained
from an investor. Other costs apart from the operating expense will include the legal cost,
consultation fees, market survey costs and many more (Adizes et al, 2017).
For the purposes of operating at break-even point, the costs will have to be reduced so as
to create an added advantage for the company to gain access to revenues. These revenues will be
directed towards meeting other requirements so as to ensure sustainability a continued existence
of the company in the long run. The debt to be obtained will be on a long term basis, and the
business will enter into a forward contract with the investor so as to secure against exchange
market risks. The financial year of the business will start on the 1st of July and end on the 30th of
June. The payment of salaries will be made on a monthly basis and partners will share profits
depending on a ratio basis of capital contributed. Debts and obligations will be recorded at their
fair value and consequently be written off over there maturity period. The fixed costs will be
recognized at historical cost and depreciation will be charged on a straight-line basis (Mark, &
Lemley, 2015).
In-depth management plan
In every business plan, the management plan is always a major aspect that needs to be
considered. Considerably, then management plan is another important aspect apart from the

FINANCE 7
financial plan and the marketing plan that help to boost the operations of the firm. In order to
ensure that I have laid down a good foundation for my firm's practices, I will follow the terms
and conditions of the regulatory body (RCIC). This will help me to grasp all the immigration
laws in the country. By incorporating these laws, bankers and other institutions will notice it that
I know and operation according to the immigration laws (Mark, & Lemley, 2015).
Also, this management plan illustrates how the company will use a human resource like
rent staff to achieve the business objectives. Despite the expenses of the various human resources
that I tend to use, I will make sure that I utilize them to my best advantage. In order to achieve
this, I will make sure that I employ a few experienced workers who need high salaries and more
fresh graduates who are not expensive to employ. Because my firm is a home business, I will not
rent houses because it will be based on my own buildings. Considering all these strategies, I
believe that I will be in the position to effectively use human resources to my best (Mark &
Lemley, 2015).
Further, the management plan will involve a SWOT analysis of the firm that will
illustrate the required traits in the firm that could help in managing employees. In most cases, the
firm is trained so as to obtain the necessary skills required so as to effectively provide
immigration services. Identification of the firm’s traits, strength and weaknesses is the first step
that helps firms to hire their staff (Miriam, 2012). In order to fill the gap of staff in their abilities
and needs, various activities will be done such as annual training, seminars, in-service courses,
and many others. This will help the staff to improve their abilities in the field of immigration. In
addition, this will help some staff members to gain experience in the field resulting in improved
service delivery. The firm will only hire full-time workers so as to avoid extra spending on
external workers. This implies that part-time employees will not be allowed at Johnson

FINANCE 8
immigrant consulting firm. Considering the various traits that will adapt, it will be in the position
to manage and lead its employees (Adizes et al, 2017).
Because of my experience and background in business, I will be in a position to manage
and run my practices for the immigrant consulting firm. I will use my experience to monitor all
the activities that are performed by the firm's staff. Aloes, my experience in the field of business
will help me to effectively register the firm in the immigration regulatory body (RCIC). I will
also be in the position to effectively distribute funds in different departments of the company.
Therefore, my experience in the business will play an important role in the operation of my
practices (GloBus & Messner, 2013).
In case of missing or necessary skills, my staff members will be given time to go for
further studies such as certifications. These in-service courses will help the staff members to gain
more skills in their profession resulting in improved business activities. However, the selected
staff members will be given that chance of in-service training (Mark, & Lemley, 2015).
Duties and responsibilities of staff members
Chief Executive officer
 Creates implements and communicates the firm's mission, vision and the
overall direction that is to say implementing and developing all the strategies of the firm.
 The CEO will also be responsible for signing deals of a firm and fix
prices.
 Increasing the effectiveness of management by recruiting, interviewing,
coaching, training, disciplining, and outselling managers. In addition, the CEO will
communicate the objectives, strategies, and values of the firm to the staff members.

FINANCE 9
 Evaluate an organization’s success
 Provides direction to the business operation
Immigrant Lawyers/Attorneys and consultants
 They will be responsible for defending the client's case so as to prevent an
individual from facing charges or being deported.
 Represent the firm's clients in different cases in courts.
 Provide the clients will legal advice on how to reside in the state.
Admin and Human resource manager
 Responsible for ensuring that the activities of the firm are run smoothly
 Design the descriptions of jobs so as to manage the performance of other
employees
 Recruits new staff members in the firm
Sales and marketing executive
 Identifies reaches and prioritizes out new business opportunities and
partners
 Develops, evaluates and executes the new plans of the firm.
 Help in increasing growth and sales for the firm
 Writing a firm's winning proposals, negotiate rates and fees that are in line
with the firm's policy
 Develop, evaluate and execute the firm's new plans that could increase
sales.
 Document the information and contact of the customers

FINANCE 10
 Representing the firm in various strategic meetings
Accountant
 Responsible for making financial reports, financial statements, and
budgets for the firm
 Responsible for preparing a balance sheet and income statement of the
firm
 Serves as the firm's internal auditor
 Responsible for monitoring a firm's payrolls
 Performs general accounting ledger, financial reporting and cash
management for various properties.
Front Desk executive or client service officer
 Welcomes clients and guest by who will come to the firm
 Registers all the client's details such as their names, phone numbers,
emails, addresses, and many others
 Interacts with clients face to face or using phones so as to understand the
interest of the clients to the company.
For people outside my organization, they will need to have skills in research so as to
carry out analysis concerning the immigrants in the area. In addition, these people will be
required to provide adequate information like name, age, citizenship, and biological data of
people from Spanish speaking nations such as Argentina, Mexico and many others (Leonard et
al, 2017).
Employees’ salaries

FINANCE 11
The salaries of the employees will depend on their position and post in the firm. In this
case, the firm will adopt weekly payment system so as to ensure that employees perform their
duties effectively. The salary rate will range between $24 -$ 30 per hour depending on the role of
an individual. The employees will be provided with insurance and housing benefits (Chan and
Mills, 2015).
Vacation and absenteeism of staff
For effective organization service delivery, the employees will be given a vacation at
least once a month. In case of absences and vacations, the company will make sure that it
increases the payments for the present staff so as to ensure effective service delivery. This will
help in motivating the staff to work harder. I will always be absent in the thrice in a week.
During my absence, the assistant manager will be responsible for performing assuming the
management duties (Chan and Mills, 2015).
Personal needs
In this case, my personal needs are likely to change as a result of the heavy workload in
the immigrant consulting firm. My personal programs will be affected by other practices.
However, I will handle this by ensuring that I perform my duties on time so as to avoid
contradictions between personal needs and work (Chan and Mills, 2015).
Management structure
In order to ensure effective firm's operation, hardworking, honestandqualified managers
are recruited. In this case, the authority in the organization will always move from the top to the
bottom of the firm’s structure. For this case, the management structure of the firm is as follow

FINANCE 12
1. Chief Executive officer
2. Immigration Attorneys/Lawyers and Consultants
3. Administrating and Human Resource manager
4. Sales and Marketing Executive
5. Accountant
6. Front Desk Executive /Customers Care officer
In-depth marketing plan
The target market of this firm will be the psychographic and demographic composition of
the people who need immigration assistance. The firm will focus on all people from Spanish
speaking nations such as Argentina, Mexico, Columbia, and many others. In order to reach the
target market, I will make sure that I use the best marketing strategies for a home business such
as the use of magazines. Social media, website, newsletters, personal contacts, and many others.
These strategies will help me to reach out to all Spanish speaking immigrants in Ecuador. The
market structure of the firms will comprise of the internal and external marketing programs that
will be responsible for monitoring the market structure (Adizes et al, 2017).
Johnson immigration business intends to generate the required funds from a variety of
sources. These will basically involve using capital from owner’s equity and debt and this debt
will be repaid back at an interest of 10%. The owners’ equity will involve contribution that will
be collected by the two major partners in the business. The two partners of the business will
include Mr. John and Mr. Paul. The profit and loss sharing ratios will be 2:1 respectively. This
therefore means that the business will operate as a legal partnership of majorly two partners.
These partners will also share profits and losses a ratio basis. These ratios will be predetermined
depending on the capital contribution towards the totals capital required. The debt on the other