business plan for holding company

Holding Company Business Plan Template

Written by Dave Lavinsky

Holding Company Business Plan

Over the past 20+ years, we have helped over 1,000 entrepreneurs and business owners create business plans to start and grow their holding companies. On this page, we will first give you some background information with regards to the importance of business planning. We will then go through a holding company business plan template step-by-step so you can create your plan today.

Download our Ultimate Business Plan Template here >

What Is a Business Plan?

A business plan provides a snapshot of your holding company as it stands today, and lays out your growth plan for the next five years. It explains your business goals and your strategy for reaching them. It also includes market research to support your plans.

Why You Need a Business Plan

If you’re looking to start a holding company, or grow your existing holding company, you need a business plan. A business plan will help you raise funding, if needed, and plan out the growth of your holding company in order to improve your chances of success. Your holding company business plan is a living document that should be updated annually as your company grows and changes.

Sources of Funding for Holding Companies

With regards to funding, the main sources of funding for a holding company are personal savings, credit cards, bank loans and angel investors. With regards to bank loans, banks will want to review your business plan and gain confidence that you will be able to repay your loan and interest. To acquire this confidence, the loan officer will not only want to confirm that your financials are reasonable, but they will also want to see a professional plan. Such a plan will give them the confidence that you can successfully and professionally operate a business.

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How to write a business plan for a holding company.

If you want to start a holding company or expand your current one, you need a business plan. Below are links to each section of your holding company business plan template:

Executive Summary

Your executive summary provides an introduction to your business plan, but it is normally the last section you write because it provides a summary of each key section of your plan.

The goal of your Executive Summary is to quickly engage the reader. Explain to them the type of holding company you are operating and the status. For example, does your holding company include multiple startups or does it include established companies?

Next, provide an overview of each of the subsequent sections of your plan. For example, give a brief overview of the industry in which you’re competing. Discuss the businesses you are operating. Detail your direct competitors. Give an overview of your target customers. Provide a snapshot of your marketing plan. Identify the key members of your team. And offer an overview of your financial plan.  

Company Analysis

In your company analysis, you will detail the type of holding company you are operating.

For example, you might operate one of the following types of holding companies:

  • Pure Holding Company : this type of holding company owns a controlling interest in one or more other companies but does not itself produce goods or services, or participate in any additional business operations.
  • Mixed Holding Company: this type of holding company owns a controlling interest in one or more other companies and also operates its own business, providing goods or services.
  • Immediate Holding Company: this type of business owns controlling interest in one or more other companies, and is itself controlled by another holding company.
  • Intermediate Holding Company: this type of business owns controlling interest in one or more other companies, and is a subsidiary of a larger corporation.

In addition to explaining the type of holding company you will operate, the Company Analysis section of your business plan needs to provide background on the business.

Include answers to question such as:

  • When and why did you start the business?
  • What milestones have you achieved to date? Milestones could include the number of customers served, amount of monthly revenue, etc.
  • Your legal structure. Are you incorporated as an S-Corp? An LLC? A sole proprietorship? Explain your legal structure here.

Industry Analysis

In your industry analysis, you need to provide an overview of the holding company industry.

industry growth outlook

While this may seem unnecessary, it serves multiple purposes.

First, researching the holding company industry educates you. It helps you understand the market in which you are operating.

Secondly, market research can improve your strategy, particularly if your research identifies market trends.

The third reason for market research is to prove to readers that you are an expert in your industry. By conducting the research and presenting it in your plan, you achieve just that.

The following questions should be answered in the industry analysis section of your holding company business plan:

  • How big are the industry(ies) in which you’re competing (in dollars)?
  • Is the market declining or increasing?
  • Who are the key competitors in the market?
  • Who are the key suppliers in the market?
  • What trends are affecting the industry?
  • What is the industry’s growth forecast over the next 5 – 10 years?
  • What is the relevant market size? That is, how big is the potential market for your holding company? You can extrapolate such a figure by assessing the size of the market in the entire country and then applying that figure to your local population.

Customer Analysis

The customer analysis section of your holding company business plan must detail the customers you serve and/or expect to serve.

The following are examples of customer segments: individual businesses such as banks and restaurants, other holding companies and larger corporations.

Try to break out your target customers in terms of their demographic and psychographic profiles. With regards to demographics, include a discussion of the ages, genders, locations and income levels of the customers you seek to serve.

Psychographic profiles explain the wants and needs of your target customers. The more you can understand and define these needs, the better you will do in attracting and retaining your customers.

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Competitive Analysis

Your competitive analysis should identify the indirect and direct competitors your business faces and then focus on the latter.

Direct competitors are other businesses that provide the same products and services as your company.

Indirect competitors are other options that customers have to purchase from that aren’t direct competitors.

With regards to direct competition, you want to describe the other businesses with which you compete.


For each such competitor, provide an overview of their businesses and document their strengths and weaknesses. Unless you once worked at your competitors’ businesses, it will be impossible to know everything about them. But you should be able to find out key things about them such as:

  • What types of customers do they serve?
  • What types of businesses do they control?
  • What are they good at?
  • What are their weaknesses?

With regards to the last two questions, think about your answers from the customers’ perspective. And don’t be afraid to ask your competitors’ customers what they like most and least about them.

The final part of your competitive analysis section is to document your areas of competitive advantage. For example:

  • Will you provide better services?
  • Will you provide services that your competitors don’t offer?
  • Will you provide better customer service?
  • Will you offer better pricing?

Think about ways you will outperform your competition and document them in this section of your plan.  

Marketing Plan

For a holding company business plan, your marketing plan should include the following:

Product : In the product section, you should reiterate the type of holding company that you documented in your Company Analysis. Then, detail the specific products and services you will be offering.

Price : Document the prices you will offer and how they compare to your competitors. Essentially in the product and price sub-sections of your marketing plan, you are presenting the products and services you offer and their prices.

Promotions : The final part of your holding company marketing plan is the promotions section. Here you will document how you will drive customers to your location(s). The following are some promotional methods you might consider:

  • Advertising
  • Partnering with applicable websites
  • Social media marketing

Operations Plan

While the earlier sections of your business plan explained your goals, your operations plan describes how you will meet them. Your operations plan should have two distinct sections as follows.

Everyday short-term processes include all of the tasks involved in running your businesses, including running individual businesses, scouting companies to buy interest in, meeting with potential clients, and managing any legal and financial responsibilities for the companies you currently control.

Long-term goals are the milestones you hope to achieve. These could include the dates when you expect to acquire your first and second controlling interests, or when you hope to reach $X in revenue. It could also be when you expect to expand your holding company to form multiple subsidiary companies or parent groups.  

Management Team

To demonstrate your holding company business’ ability to succeed, a strong management team is essential. Highlight your key players’ backgrounds, emphasizing those skills and experiences that prove their ability to grow a company.

Ideally you and/or your team members have direct experience in managing holding or investment companies and individual operating companies. If so, highlight this experience and expertise. But also highlight any experience that you think will help your business succeed.

If your team is lacking, consider assembling an advisory board. An advisory board would include 2 to 8 individuals who would act like mentors to your business. They would help answer questions and provide strategic guidance. If needed, look for advisory board members with experience in managing holding and/or investment companies or successfully running legal or financial businesses.  

Financial Plan

Your financial plan should include your 5-year financial statement broken out both monthly or quarterly for the first year and then annually. Your financial statements include your income statement, balance sheet and cash flow statements.

Income Statement

An income statement is more commonly called a Profit and Loss statement or P&L. It shows your revenues and then subtracts your costs to show whether you turned a profit or not.

sales growth

In developing your income statement, you need to devise assumptions. For example, will you purchase controlling interest in one new company per quarter or per year? And will sales grow by 2% or 10% per year? As you can imagine, your choice of assumptions will greatly impact the financial forecasts for your business. As much as possible, conduct research to try to root your assumptions in reality.

Balance Sheets

Balance sheets show your assets and liabilities. While balance sheets can include much information, try to simplify them to the key items you need to know about. For instance, if you spend $150,000 on acquiring a business, this will not give you immediate profits. Rather it is an asset that will hopefully help you generate profits for years to come. Likewise, if a bank writes you a check for $150,000, you don’t need to pay it back immediately. Rather, that is a liability you will pay back over time.

Cash Flow Statement

Your cash flow statement will help determine how much money you need to start or grow your business, and make sure you never run out of money. What most entrepreneurs and business owners don’t realize is that you can turn a profit but run out of money and go bankrupt.

In developing your Income Statement and Balance Sheets be sure to include several of the key costs needed in starting or growing a holding company business:

  • Location build-out including design fees, construction, etc.
  • Cost of equipment and supplies
  • Payroll or salaries paid to staff
  • Business insurance
  • Taxes and permits
  • Legal expenses

business costs

Attach your full financial projections in the appendix of your plan along with any supporting documents that make your plan more compelling. For example, you might include your office location lease or plans you are working on for controlling another business.  

Putting together a business plan for your own holding company is a worthwhile endeavor. If you follow the template above, by the time you are done, you will truly be an expert. You will really understand the industry, your competition, and your customers. You will have developed a marketing plan and will really understand what it takes to launch and grow a successful holding company business.  

Holding Company Business Plan FAQs

What is the easiest way to complete my holding company business plan.

Growthink's Ultimate Business Plan Template allows you to quickly and easily complete your Holding Company Business Plan.

What is the Goal of a Business Plan's Executive Summary?

The goal of your Executive Summary is to quickly engage the reader. Explain to them the type of holding company you are operating and the status; for example, are you a startup, do you have a holding company that you would like to grow, or are you operating a chain of holding companies?

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Holding Company Business Plan

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A holding company owns and manages a collection of subsidiary businesses. By pooling resources and streamlining operations – a holding company’s main goal is to help its subsidiaries financially and strategically.

Are you looking to start writing a business plan for your holding company? Creating a business plan is essential to starting, growing, and securing funding for your business. We have prepared a holding company business plan template for you to help in start writing yours.

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How to Write a Holding Company Business Plan?

Writing a holding company business plan is a crucial step toward the success of your business. Here are the key steps to consider when writing a business plan:

1. Executive Summary

An executive summary is the first section of the business plan intended to provide an overview of the whole business plan. Generally, it is written after the entire business plan is ready. Here are some components to add to your summary:

Start with a brief introduction:

Management team:, financial highlights:, conclusion:.

Ensure you keep your executive summary concise and clear, use simple language, and avoid jargon.

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business plan for holding company

2. Business Overview

Depending on what details of your business are important, you’ll need different elements in your business overview. Still, there are some foundational elements like business name, legal structure, location, history, and mission statement that every business overview should include:

Company description:

Business model:, mission statement:, business history:, future goals:, subsidiaries:.

This section should provide an in-depth understanding of your holding company business. Also, the business overview section should be engaging and precise.

3. Market Analysis

Market analysis provides a clear understanding of the market in which your holding company will run along with the target market, competitors, and growth opportunities. Your market analysis should contain the following essential components:

Define the market:

Market size and growth potential:, competitive analysis:, market trends:, regulatory environment:, 4. products and services.

The product and services section of a holding company business plan should concentrate on the various goods and services that each subsidiary or affiliate company inside the holding company provides.

Describe each services and product:

Mention any synergy:.

Overall, a business plan’s product and services section should be detailed, informative, and customer-focused. By providing a clear and compelling description of your offerings, you can help potential investors and readers understand the value of your business.

5. Sales And Marketing Strategies

Writing the sales and marketing strategies section means a list of strategies you will use to attract and retain your clients. Here are some key elements to include in your sales & marketing plan:

Marketing mix:

Sales strategy:, monitor and adjust:.

Overall, the sales and marketing strategies section of your business plan should outline your plans to attract and retain customers and generate revenue. Be specific, realistic, and data-driven in your approach, and be prepared to adjust your strategies based on feedback and results.

6. Operations Plan

When writing the operations plan section, it’s important to consider the various aspects of your business processes and procedures involved in operating a business. Here are the components to include in an operations plan:

Management structure:

Operational process:, performance metrics:.

By including these key elements in your operations plan section, you can create a comprehensive plan that outlines how you will run your holding company business.

7. Management Team

The management team section provides an overview of the individuals responsible for running the holding company. This section should provide a detailed description of the experience and qualifications of each manager, as well as their responsibilities and roles.

Key managers:

Organizational structure:, compensation plan:, board of advisors:.

Describe the key personnel of your company and highlight why your business has the fittest team.

8. Financial Plan

When writing the financial plan section of a business plan, it’s important to provide a comprehensive overview of your financial plan and projections for the first few years of your business.

Outline revenue streams:

Profit & loss statement:, cash flow statement:, balance sheet:, break-even point:, financing needs:.

Remember to be realistic with your financial projections, and to provide supporting evidence for all of your estimates.

9. Appendix

When writing the appendix section, you should include any additional information that supports the main content of your plan. This may include financial statements, market research data, legal documents, and other relevant information.

  • Include a table of contents for the appendix section to make it easy for readers to find specific information.
  • Include financial statements such as income statements, balance sheets, and cash flow statements. These should be up-to-date and show your financial projections for at least the first three years of your business.
  • Provide market research data, such as statistics on the size of the industry, consumer demographics, and trends in the industry.
  • Include any legal documents such as permits, licenses, and contracts.
  • Provide any additional documentation related to your business plans, such as marketing materials, product brochures, and operational procedures.
  • Use clear headings and labels for each section of the appendix so that readers can easily find the information they need.

Remember, the appendix section of your holding company should only include relevant and important information that supports the main content of your plan.

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This holding company business plan sample will provide an idea for writing a successful plan, including all the essential components of your business.

After this, if you are still confused about how to write an investment-ready business plan to impress your audience, then download our holding company business plan pdf .

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Frequently asked questions, why do you need a holding company business plan.

A business plan is an essential tool for anyone looking to start or run a successful company. It helps to get clarity in your business, secures funding, and identifies potential challenges while starting and growing your holding company.

Overall, a well-written plan can help you make informed decisions, which can contribute to the long-term success of your business.

How to get funding for your holding company?

There are several ways to get funding for your holding company, but one of the most efficient and speedy funding options is self-funding. Other options for funding are:

Small Business Administration (SBA) loan

Crowdfunding, angel investors, venture capital.

Apart from all these options, there are small business grants available, check for the same in your location and you can apply for it.

Where to find business plan writers for your holding company?

There are many business plan writers available, but no one knows your business and idea better than you, so we recommend you write your holding company business plan and outline your vision as you have in your mind.

What is the easiest way to write your holding company business plan?

A lot of research is necessary for writing a business plan, but you can write your plan most efficiently with the help of any holding company business plan example and edit it as per your need. You can also quickly finish your plan in just a few hours or less with the help of our business plan software.

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Holding Company Business Plan Template

Holding company business plan.

You’ve come to the right place to create your Holding Company business plan.

We have helped over 10,000 entrepreneurs and business owners create business plans and many have used them to start or grow their Holding Companies.

Below is a template to help you create each section of your Holding Company business plan.

Executive Summary

Business overview.

Caldwell Corporation, located in Los Angeles, California, is a newly established holding company that was formed to be the controlling stockholder in other companies it has invested in. It will initially control the Caldwell Group (Caldwell Products, Caldwell Entertainment, and Caldwell Technology) but will invest in other companies in the future. Caldwell Corporation will own assets in both public and private companies, ranging from real estate and manufacturing to entertainment and technology. The company solely performs oversight and is not involved in managing or day-to-day operations.

Caldwell Corporation is run by Timothy Caldwell. He has founded and run all the companies in the Caldwell Group with tremendous success. He is starting the Caldwell Corporation to create a more central point of control over his businesses and make it easier to invest in companies that will support the overall Caldwell Corporation mission.

Caldwell Corporation will provide a number of benefits and services to its subsidiaries. Those benefits include risk mitigation, asset protection, tax minimization, central control, flexibility for growth and development, and succession planning.

The primary benefit for Caldwell Corporation is to minimize the risk for its subsidiaries that forming and operating a company entails. If the subsidiary were to be sued, the liability would not exist, as the holding company would assume the risk as it is a controlling shareholder. Risk management is enhanced by dividing its assets across multiple companies.

Customer Focus

The initial focus will be to control the companies in the Caldwell Group. After that, Caldwell Corporation will primarily serve small to midsize companies across the United States. The demographics of these companies are as follows:

  • Must have profits of at least $3 million per year
  • Must be in business for at least two years
  • Must have a board of directors in place
  • Must be in a growing industry
  • Has not been audited by the IRS or SEC

Caldwell Corporation will target new and growing businesses that show a growing profit margin for its shareholders.

Management Team

Caldwell Corporation is led by Timothy Caldwell. Over the past ten years, Timothy has started and successfully led the Caldwell Group of companies: Caldwell Products, Caldwell Entertainment, and Caldwell Technology. Now, he wishes to create a holding company to develop a more central point of control over his businesses as well as any companies that he will invest in in the future. Since he has run these three companies himself for the past ten years, he has an in-depth knowledge of their operations and financials.

Timothy is assisted by his executive team that runs the Caldwell Group of companies: Taylor Fisher (CFO), Andy Carrell (COO), Shelby Smith (CMO), and Dave Reddings (CTO).

Success Factors

Caldwell Corporation will be able to achieve success by offering the following competitive advantages:

  • Senior Leadership: Timothy Caldwell is an active player in the stock market and is adept at studying companies and assessing their financial volatility.
  • Oversight: While Caldwell Corporation will not act as an official oversight of leadership of the companies it acquires, the company will be available and able to provide knowledge and expertise when requested.
  • Tax Minimization: Caldwell Corporation is skilled at providing tax scenarios for its companies that are more beneficial to the shareholders. It involves moving corporate locations to tax-friendly states, finding loopholes, and maximizing available tax credits.
  • Asset Protection: Caldwell Corporation will employ the best legal, tax, and accounting teams to ensure that all entities involved are not burdened with heavy tax fines, lawsuits, or bankruptcies.

Financial Highlights

Caldwell Corporation is seeking a total funding of $300,000 of debt capital to launch. The capital will be used for funding office buildout, legal fees, overhead expenses, and working capital.

  • Office design/build-out: $50,000
  • Legal fees and retainer: $50,000
  • Three months of overhead expenses (payroll, rent, utilities): $150,000
  • Working capital: $50,000

business plan for holding company

Company Overview

Who is caldwell corporation, caldwell corporation history.

Timothy Caldwell incorporated Caldwell Corporation as an S-Corporation on 1/10/2023. Soon after, he found an office location that will serve as the headquarters of the company.

Since its incorporation, Caldwell Corporation has achieved the following milestones:

  • Found an office location and signed a Letter of Intent to lease it
  • Developed the company’s name, logo, and website
  • Engaged a legal and accounting team

Caldwell Corporation Services

Industry analysis.

Holding companies have fared well for decades and are expected to continue to perform well for the foreseeable future. Success will be driven by strong company leadership, robust and efficient operational models, and talent management.

Holding companies offer numerous benefits to their subsidiaries. These include risk mitigation, asset protection, tax minimization, central control, flexibility for growth and development, and succession planning. With so many benefits, numerous companies join or create holding companies every year.

Some of the most high-profile companies benefit from a holding company. Some examples include Google, which is controlled by Alphabet, and the high-profile companies (like Dairy Queen and Duracell) that are controlled by Berkshire Hathaway. With so many profitable companies benefiting from the arrangement, holding companies are bound to continue to succeed in the future.

Customer Analysis

Demographic profile of target market.

Caldwell Corporation will primarily serve small to midsize companies across the United States. There are numerous startup businesses or organizations that have been in business for at least two years that have already achieved profits exceeding at least $2 million. These companies are in industries such as entertainment, technology, and real estate.

Customer Segmentation

Caldwell Corporation will primarily target the following three customer segments:

  • Technology companies
  • Entertainment companies
  • Real estate ventures

Competitive Analysis

Direct and indirect competitors.

The following businesses have the same business profile as Caldwell Corporation, thus providing either direct or indirect competition for customer clients:

Lithium Holdings

Lithium Holdings buys and grows mid-sized technology companies. Upon acquiring technology companies, Lithium Holdings delivers high-quality equipment along with janitorial and technology supplies. As a veteran-owned company, they are able to tap into the veteran and military-owned community. Lithium offers a much-needed layer of oversight for mid-sized technology companies that do not have the operational expertise or bank account for operational expenses. Lithium Holdings has the financial backing and creditworthiness to apply for small business loans for the technology companies it acquires. The company is able to provide a strategic growth plan for a technology company that it otherwise does not have. At this time, the company focuses on companies in the southwestern United States but may grow to other regions as their geographic footprint allows.

Deer Holdings

In business for over 50 years, Deer Holdings has acquired, invested in, grown, and sold companies across various industries. Today, Deer Holdings invests in businesses that operate within the real estate, infrastructure, and financial services space. Deer’s real estate companies are specifically focused on infrastructure assets, single-family rentals, federal and state low-income housing, tax credits, large living communities, mixed-use communities, development, and military communities.

Deer’s financial services companies focus on providing debt capital to owners of multifamily, senior housing, office, retail, technology, and self-storage properties through proprietary loan products as well as products offered through Fannie Mae, Freddie Mac, and FHA. They also focus on companies that deliver high-quality investment ideas and investment banking services to institutional investors and corporate clients. In addition to real estate and banking, Deer has invested in a multitude of companies that are within the energy and utility industries. One of their most successful companies is an electrical contractor and owner of utility systems that specializes in the provision of services to the military under privatization contracts.

Greenfield Companies

Greenfield Companies is a multinational conglomerate that operates in the United States. Headquartered in Los Angeles, Greenfield prefers to invest in companies in long-term investments in publicly traded companies and has recently begun to invest in wholly-owned subsidiaries. Their diverse range of businesses includes confectionery, retail, railroads, home furnishings, home products, jewelry, retail clothing, and several regional electric and gas utilities.

Greenfield was established over a hundred years ago when it got its start investing in textile manufacturers and railroads. The company was one of the few large shareholder companies that were able to survive the Great Depression, despite it being a freshman company at the time. Throughout the decades, Greenfield has maintained being a family-led company, with the great great great grandson of Benjamin Greenfield now at the company’s helm.

Greenfield Companies is a major player in the stock market and is often studied as a model of how to ride market volatility during recessions and instability in the national economy.

Competitive Advantage

Caldwell Corporation enjoys several advantages over its competitors. Those advantages include the following:

Marketing Plan

Caldwell Corporation seeks to position itself as a premier holding company in the Los Angeles area. Subsidiaries can expect to place their interests in the companies’ hands so they can focus on providing the specific products and services that it intends to specialize in.

Brand & Value Proposition

The Caldwell Corporation brand will focus on the company’s unique value proposition:

  • Proven leadership
  • Complete asset protection
  • Beneficial tax scenarios
  • Oversight and accountability
  • Knowledgeable team of experts

Promotions Strategy

Caldwell Corporation expects its target market to be companies operating in certain industries. The company’s promotion strategy to reach these companies includes:

Industry Publications

Caldwell Corporation will invest in strategically placing ads in industry publications such as newsletters, magazines, and journals. The target audience for these publications usually includes the decision-makers in their companies.

Social Media

Caldwell Corporation will invest heavily in a social media advertising campaign. The brand manager will create the company’s social media accounts and invest in ads on social media. It will use targeted marketing to appeal to the target demographics. It will focus mainly on LinkedIn social media accounts rather than other social media channels like Facebook and Instagram.


Caldwell Corporation will invest heavily in developing a professional website that displays all of the benefits the holding company has to offer. It will also invest heavily in SEO so that the brand’s website will appear at the top of search engine results.

Industry Conferences

Caldwell Corporation will participate in all of the industry conferences and tradeshows to network with decision-makers of certain companies. This will be done to increase brand awareness and recognition.

Operations Plan

The following will be the operations plan for Caldwell Corporation.

Operation Functions:

  • Timothy Caldwell will be the CEO of Caldwell Corporation. He will continue to run his other companies while handling the general operations of Caldwell Corporation.
  • Taylor Fisher has been Tim’s CFO for several years and will take on this role for Caldwell Corporation. He will handle all the concerns related to finances, investments, and taxes.
  • Andy Carrell is the COO of Tim’s other companies and will assist Caldwell Corporation with the operations and administrative aspects of the business.
  • Shelby Smith has been Tim’s CMO for several years and will expand her role to help with the marketing efforts for Caldwell Corporation.
  • Dave Reddings has been Tim’s CTO for several years and will handle all the major decisions and actions relating to technology.


The following are a series of steps that lead to our vision of long-term success. Caldwell Corporation expects to achieve the following milestones in the following six months:

4/202X            Finalize lease agreement

5/202X            Design and build out Caldwell Corporation

6/202X            Hire and train initial staff

7.202X            Kickoff of promotional campaign

8/202X            Launch Caldwell Corporation

9/202X            Reach break-even

Financial Plan

Key revenue & costs.

Caldwell Corporation’s revenues will come primarily from its stockholder distributions. The company will acquire various subsidiaries. It will position itself to be the majority stockholder and will receive quarterly and annual distributions.

The office lease, office equipment, supplies, and labor expenses will be the key cost drivers of Caldwell Corporation. The major cost drivers for the company’s operation will consist of salaries, equipment, lease, taxes, and overhead expenses. Ongoing marketing expenditures are also notable cost drivers for Caldwell Corporation.

Funding Requirements and Use of Funds

Caldwell Corporation is seeking a total funding of $300,000 of debt capital to open the holding company. The capital will be used for funding office buildout, legal fees, overhead expenses, and working capital.

Key Assumptions

Below are the key assumptions required in order to achieve the revenue and cost numbers in the financials and to pay off the startup business loan.

  • Annual office lease: $20,000

Financial Projections

Income statement, balance sheet, cash flow statement, holding company business plan faqs, what is a holding company business plan.

A holding company business plan is a plan to start and/or grow your holding company business. Among other things, it outlines your business concept, identifies your target customers, presents your marketing plan and details your financial projections.

You can easily complete your Holding Company business plan using our Holding Company Business Plan Template here .

What are the Main Types of Holding Companies?

There are a number of different kinds of holding companies , some examples include: Pure Holding Company, Mixed Holding Company, Immediate Holding Company, or Intermediate Holding Company.

How Do You Get Funding for Your Holding Company Business Plan?

Holding Company businesses are often funded through small business loans. Personal savings, credit card financing and angel investors are also popular forms of funding.

What are the Steps To Start a Holding Company Business?

Starting a holding company business can be an exciting endeavor. Having a clear roadmap of the steps to start a business will help you stay focused on your goals and get started faster.

1. Develop A Holding Company Business Plan - The first step in starting a business is to create a detailed holding company business plan that outlines all aspects of the venture. This should include potential market size and target customers, the services or products you will offer, pricing strategies and a detailed financial forecast. 

2. Choose Your Legal Structure - It's important to select an appropriate legal entity for your holding company business. This could be a limited liability company (LLC), corporation, partnership, or sole proprietorship. Each type has its own benefits and drawbacks so it’s important to do research and choose wisely so that your holding company business is in compliance with local laws.

3. Register Your Holding Company Business - Once you have chosen a legal structure, the next step is to register your holding company business with the government or state where you’re operating from. This includes obtaining licenses and permits as required by federal, state, and local laws.

4. Identify Financing Options - It’s likely that you’ll need some capital to start your holding company business, so take some time to identify what financing options are available such as bank loans, investor funding, grants, or crowdfunding platforms.

5. Choose a Location - Whether you plan on operating out of a physical location or not, you should always have an idea of where you’ll be based should it become necessary in the future as well as what kind of space would be suitable for your operations.

6. Hire Employees - There are several ways to find qualified employees including job boards like LinkedIn or Indeed as well as hiring agencies if needed – depending on what type of employees you need it might also be more effective to reach out directly through networking events.

7. Acquire Necessary Holding Company Equipment & Supplies - In order to start your holding company business, you'll need to purchase all of the necessary equipment and supplies to run a successful operation. 

8. Market & Promote Your Business - Once you have all the necessary pieces in place, it’s time to start promoting and marketing your holding company business. This includes creating a website, utilizing social media platforms like Facebook or Twitter, and having an effective Search Engine Optimization (SEO) strategy. You should also consider traditional marketing techniques such as radio or print advertising. - The World's Leading Business Plan Template Directory

Holding Company Business Plan Template [Updated 2023]


Holding Company Business Plan Template

If you want to start a Holding Company or expand your current Holding Company, you need a business plan.

The following Holding Company business plan template gives you the key elements to include in a winning business plan. It can be used to create a real estate holding company business plan, an intermediate holding company business plan, or a mixed holding company business plan

You can download our business plan template (including a full, customizable financial model) to your computer here.

Below are links to each of the key sections of a successful holding company business plan. Once you create your plan, download it to PDF to show banks and investors.

I. Executive Summary II. Company Overview III. Industry Analysis IV. Customer Analysis V. Competitive Analysis VI. Marketing Plan VII. Operations Plan VIII. Management Team IX. Financial Plan

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Holding Company Business Plan Home I. Executive Summary II. Company Overview III. Industry Analysis IV. Customer Analysis V. Competitive Analysis VI. Marketing Plan VII. Operations Plan VIII. Management Team IX. Financial Plan

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Financial Holding Company Business Plan

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Domino Comptech Holdings

Executive summary executive summary is a brief introduction to your business plan. it describes your business, the problem that it solves, your target market, and financial highlights.">.

Domino Comptech Holdings (DCH) was formed as a diversified financial holding company. The purpose of the company is to facilitate the acquisition of existing companies and provide additional capital to continue and increase the volume and the profitability of the acquired companies.

The overall business model created by establishing and funding this holding company effectively creates a complete business solution platform of unlimited marketing opportunities. This platform combines certain natural relationship marketing synergies and enables the combined companies to provide a wide variety of complete technology solutions at cost savings to the client.

Acquire an Internet Service Provider:

Domino Comptech acquired 100% of ZumoNet, an Internet Service Provider (ISP) company from Lynx Caracal last year in exchange for 1,500,000 shares of common stock of DCH. The company intends to enter into a marketing plan to expand ZumoNet’s customer base and drive additional recurring revenue. ZumoNet presently yields a revenue stream of approximately $20,000 annually and requires a record keeping and billing expense of approximately $3,600 annually. Expanding the marketing base of the company will yield increased profits proportionately as the revenue stream increases and the expense factor is held at minimal levels through consolidation of the record keeping merging into the overall operations of the holding company.

Acquire a Technology company which is a White Box computer manufacturer and also provides networking services and support:

Domino Comptech has entered into an agreement to acquire 100% of the common stock of Kettle-Moraine Computers, Incorporated (KMCI) from its founder Lynx Caracal in exchange for 20,000,000 shares of common stock of DCH and a loan of $5,000,000 bearing interest at the applicable federal rate for the first year and adjusted to the prime rate plus 1% with a minimum of 9% thereafter. The prime rate shall be as published in USA Today. This agreement allows Domino Comptech to immediately acquire and control 100% of KMCI including the revenue stream generated by daily operations. Mr. Caracal will receive guaranteed payments of at least $16,000 per month with the remaining interest payments due at December 31 each year until the stock loan is paid in full from proceeds raised from the first $16,000,000 in stock sales in this business plan. Mr. Caracal agreed to extend the loan period to five years from the signature date of the agreement to allow DCH five years to achieve its goals of capitalization and repayment of the loan. All the stock of KMCI will be held as collateral on this loan in the event of default.

KMCI provides technology hardware and servicing to its customer base, primarily in Gulfstate and Plainsstate. The business model of KMCI is directed toward becoming a Midwestern (and then national) full service Technology provider. The company has developed remarkable marketing inroads into state government procurement contracts and is presently moving into the Federal Government arena to facilitate expanded marketing opportunities of its manufactured computer products and servicing capabilities. Recently the company implemented a marketing strategy through it’s S.E.A.T. management program. Client’s will have the opportunity to purchase all their technology required hardware, software packages, and needed service protection all for one monthly fee. This concept of purchasing technology will allow the client to have access to the latest available equivalent while utilizing cost saving software packages that are tailored for that client’s data system needs.

Acquire a Software company which has a first class management software program:

DCH has identified a software company which developed and markets a strategic software program designed to help businesses better manage and increase profitability. Initial discussions with management of the company indicate the company can be purchased for approximately $87,000,000. The software company produces an EBITD of approximately $1,000,000 annually, has total assets of approximately $8,000,000 and equity of approximately $4,300,000.

The combination of the software company, ZumoNet and KMCI will capitalize on a marketing synergy brought about by the ability to cross market hardware and software products to the present client base of the companies and provide a total solution to address technology and management needs of business. It is anticipated the elimination of duplication between the companies will generate savings of approximately $500,000 annually.

Acquire a Technology Services company which specializes in data storage, telephony and security:

KMCI presently offers a variety of service, wiring, and network solutions. However, as technology is rapidly evolving there is a need to expand into data storage, telephony, and security issues. Government, banks, insurance companies and many other industries need these additional services as they worry about storage and security issues for large amounts of data. There is a need to develop a tailored secure system to protect each of their data systems from fraud, terrorism and/or natural disaster on a client-by-client basis.

Lynx Caracal, president of Domino Comptech Holdings has identified service providers which specialize in these additional services and begun acquisition discussions with one such company. This acquisition would further leverage the existing total solutions provided by the concatenation of a software company, KMCI, and ZumoNet. The end result would be a marketing force which could provide any entity with a total technology, management, and security solution. This synergy does not generally exist in the marketplace today. The capability of large corporate clients to afford and purchase these packages provides stability of income desired for DCH and insures the company of income diversification which will carry the company through uncontrollable downturn in the economy.

To accomplish this strategy, DCH has already completed first round funding of one million dollars ($1,000,000), and the board of directors is currently considering extending Phase II funding in the form of a Regulation 506 D private placement offering in the amount of 22 million dollars.

1.1 Objectives

  • Acquire a Technology company which is a White Box computer manufacturer, and which also provides networking services and support.
  • Acquire a Software company which has a first class management software program.
  • Acquire a Technology Services company which specializes in data storage, telephony, and security. 

1.2 Mission

Domino Comptech Holdings is a holding company. The purpose of the company is to facilitate the acquisition of existing companies and provide additional capital to increase the volume and the profitability of the acquired companies. This holding company creates a complete business solution platform of unlimited marketing opportunities. This platform combines certain marketing synergies and enables the combined companies to provide a wide variety of complete technology solutions at cost savings to the client.

1.3 About This Plan

Form Follows Function

This is the business plan for the holding company, Domino Comptech Holdings. However, for some key points we show the numbers that DCH expects from the KMCI division, its main revenue-generator. Specifically:

  • The Sales Forecast table indicates the actual and projected sales that DCH expects from the KMCI division. 
  • The Personnel Plan table shows only the principals in the holding company. Other personnel costs, for the divisions, appear as a summary item only, in the projected Profit and Loss.
  • The Profit and Loss table includes only very summarized projections of the divisions, and only the sales and costs of sales of the main (KMCI) division.
  • The Cash Flow table presents a summarized and consolidated general cash flow that includes the assumed cash flow of the divisions, in aggregate and summary form.
  • Many discussions focus on the holding company operations only. For example, the personnel plan discussion text presents the holding company only. Detailed personnel of the separate divisions are not included in this plan.

1.4 Keys to Success

The keys to success in this business are:

  • Maintain and increase product quality by keeping the total product failure rate of Kettle-Moraine Computers, Inc., at or below the current level of five percent.
  • Successfully market the S.E.A.T. management program.
  • Successfully acquire an existing software company with positive cash flow, existing assets (building, land, and equipment), of at least three million dollars, and with an existing top notch management team.

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Holding Companies & Conglomerates Strategy Template

Holding Companies & Conglomerates Strategy Template

What is a Holding Companies & Conglomerates Strategy? 

A Holding Companies & Conglomerates Strategy outlines the goals and actions for a holding company or conglomerate, which is a company that owns a diverse portfolio of businesses in various industries. It helps leaders and teams align their efforts towards achieving specific objectives and maximizing value for the organization.

What's included in this Holding Companies & Conglomerates Strategy Template?

  • 3x Focus Areas
  • 9x Objectives
  • 9x Projects

Who is this Holding Companies & Conglomerates Strategy Template for?

This Holding Companies & Conglomerates Strategy Template is designed for leaders and teams from holding companies and conglomerates, as well as organizations looking to diversify their holdings and increase efficiency, innovation, and profitability.

How is this Holding Companies & Conglomerates Strategy Template relevant to your organization?

If your organization is a holding company or conglomerate, or if you are looking to diversify your holdings and grow your business, this template can provide a framework for developing a comprehensive strategy that addresses key areas such as diversification, efficiency, and innovation. It includes a range of objectives, actions, and measures that can help guide your efforts and track progress towards your goals. Whether you are looking to increase your holdings in non-core industries, streamline operations, or launch new products and services, this template can help you develop a clear and actionable plan to drive success.

1. Define clear examples of your focus areas

A focus area is a particular viewpoint that groups certain requirements set out by an organization. A recommendation from the Cascade team would be to create 4-5 key focus area which you feel are most important to address when creating your Holding Companies & Conglomerates Strategy. The next step would be to ask yourself: Why is this focus area important to me? What is the benefit of focusing on this viewpoint from a customer's perspective? And, of course, What is the monetary benefit of investing in such a focus area? This process is useful in identifying the key area which needs prioritization which in turn can become focus areas of the strategy.

For example, the focus areas in this Holding Companies & Conglomerates Strategy Template are: Diversification; Efficiency; and Innovation.

2. Think about the objectives that could fall under that focus area

A strategic objective usually has to be specific and measurable to cause enough impact and effectively explain what you want to achieve.

An example objective that could fall under the focus area of Diversification could be: Increase holdings in non-core industries.

3. Set yourself measurable targets (KPIs) to tackle the objective

A KPI is a key performance indicator that is measurable and evaluates the success rate of an organization in relation to the task at hand. KPIs can be very industry-specific or broad and applicable across multiple industries.

An example of a KPI in this Holding Companies & Conglomerates Strategy Template associated to the objective Increase holdings in non-core industries could be: Increase number of acquisitions in non-core industries from 0 to 2.

4. Implement related projects to achieve the set KPIs

Projects are ways in which the objective can be achieved, but more so, closely tie in with ways in which organizations can make sure they are working towards their KPIs.

A project example for the objective Increase holdings in non-core industries could be: Research and acquire companies in complementary industries.

5. Utilize Cascade Strategy Execution Platform to see faster results from your strategy

Make sure your strategy is front and center with Cascade. You can plan, execute, measure and adapt your strategy in one easy-to-use platform and make sure your strategic plan is connected to on-the-ground execution.

Use this Holding Companies & Conglomerates Strategy Template and launch your strategy in Cascade; it's $0 forever.

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Holding Company Business Plan Sample

JUL.30, 2018

Holding Company Business Plan Sample

Do you want to start holding company?

Are you planning to start a holding company? In the corporate world, mergers and acquisitions are part of doing business and for any holding company to succeed, it must strategize itself to tap into existing business opportunities. The key role of a holding company is buying and owning shares or stocks in other companies with an aim of obtaining returns on their investment and controlling company corporate affairs. This is a highly strategic business and to succeed, a good holding company business plan that clearly outlines your acquisition strategy should be put in place. A large financial base and a team of experienced investment experts are key for business success.

Executive Summary

2.1 the business.

The business holding company will be registered as Benton Holdings and will have its headquarters in downtown Manhattan, New York. The business is owned by Mark Ford who is an experienced Investment Expert.

2.2 Management Team

Mark Ford, the owner of Benton Holdings is an experienced investment expert with in-depth knowledge of the U.S merger and acquisitions industry. He boasts of over 15 years of experience in the investment industry and has worked for various top blue chip U.S. companies.

2.3 Customer Focus

With his caliber of experience, Mark has extensive technical and industry knowledge on investment having worked in numerous holding companies as an advisor. With these skills, he has the right customer segment in perspective.

2.4 Business Target

Mark Ford has been in the industry for long and knows how acquisitions for investment are handled and the best strategies to use to reach out to the appropriate business targets.

Holding Company Business Plan - 3 Years Profit Forecast

Company Summary

3.1 company owner.

Mark Ford is an experienced investment analyst whose career has spanned almost two decades. In the course of his career, Mark worked for numerous top brands such as JP Morgan Chase, Citigroup and NYSE (New York Stock Exchange) among others.

3.2 Aim of Starting the Business

Corporates take various strategic decisions to help advance their course towards profitability and achieving financial goals. Mergers and acquisitions happen for various reasons and holding companies have a good opportunities to capitalize on these arrangements to generate revenue. A holding company business plan also doesn’t offer any products or services, its mandate is to simply find opportunities to invest in other businesses. Mark is aware of the dynamics and knows how to start a holdings company .

3.3 How the Business will be started

Benton Holdings will be started based on a careful market research to identify opportunities available for the holding company. Mark has the technical and business skills but has sought help from financial gurus to craft a detailed comprehensive analysis.

Holding Company Business Plan - Startup Cost

Services for Customers

Benton holdings is being formed purposely to scout for investment opportunities and find the best areas for the company to purchase stocks or shares with a view of making profits and getting revenue. Opening a holding company is a fairly straightforward process but the key is to have the right strategies in place to generate revenue. In order to get the best deals on the market, Mark aims to have the best team in place and a great financial base for Benton Holdings to successfully focus on its services and realize its objectives. For a business holding company to enjoy a good market share, in-house acquisition strategies must take precedence to get the right results. Benton Holdings will be launched to deal with the following areas/ services.

  • Securities dealing which involves acquisition of stocks and shares from companies drawn from various economic sectors.
  • Merchant banking services which involves provision of capital to new companies in exchange for share ownership
  • Investment advisory services
  • Security underwriting

Marketing Analysis of Holding Company

We are living in an era where mergers and acquisitions have become a common phenomenon in the corporate world. Businesses including established entities are increasingly looking for strategic partnerships which creates a good opportunity for Benton Holdings to do business and gain revenue. In this business plan for holding company, emphasis has been put on doing an extensive market analysis in order to find markets that are ready for consolidation.

5.1 Market Segment

For Benton Holdings to meet its financial objectives, the company has to identify the right target market and come up with measures to reach out to the intended groups. Acquisitions do not happen on a daily basis and a great amount of skill is required to point out potential acquisitions and how they will be beneficial to a company. How to start your own holding company and run it successfully depends on having a strategic plan to identify the best opportunities.

Holding Company Business Plan - Market Segmentation

5.1.1. Real Estate and Construction

There is a real estate boom in New York considering it’s the largest city in the United States. For this reason, some companies both new and established are consistently looking for strategic partners to drive their corporate ambitions. Benton Holdings is well positioned in a city with immense merger and acquisition opportunities to search and find potential acquisitions, carry out a risk analysis and proceed if the deal looks good.

5.1.2 Energy

The world depends on energy to get many things done and this is definitely a lucrative industry for Benton Holdings to look for investment opportunities. Shares in companies within this sector are always on high demand and therefore, Benton Holdings company must adopt the right marketing strategies to demonstrate why they would be the best choice for a company looking for investors. Whether new companies or established entities, this is a great industry with massive revenue potential for Benton Holdings. With the increasing demand and reliance on energy, this is a key industry to focus on when starting a holding company .

5.1.3 Aviation and Automobile

The transport industry is a major economic driver because people have to travel from one place to another on a daily basis. Coincidentally, there are numerous mergers and acquisitions that take place among industry stakeholders with an aim of boosting operations and gaining a greater foothold of the market. New York is a global transport and aviation hub which means there could be investment opportunities that Benton Holdings could explore.

5.1.4 Finance and Information Technology

Every industry now relies on technology to run its operations and achieve business goals. The increasing demand for IT and financial services including the diversification of technology makes this industry lucrative for potential investors to business plan such as Benton Holdings.

5.1.5 Food Manufacturing and Catering

This is a thriving industry with potential to generate good revenue for Benton Holdings if the company can successfully identify the best opportunities to invest in companies in the food industry.

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5.2 Business Target

Benton Holdings plans to offer professional services given the advantage New York City has as a global corporate and financial capital. Despite similar holding companies doing business, Benton Holdings strongly believes there are unexplored opportunities and intends to operationalize this holding company business plan template to realize an annual revenue increase of between 12%-15%.

5.3 Product Pricing

Benton Holdings has varied pricing structures depending on the deal at hand. However, pricing has been determined after carefully studying the market and what competitors are doing to be successful.

Benton Holdings intends to use cost-effective yet highly efficient marketing strategies to generate revenue and successfully venture into new markets. The company intends to put in place strategies that will help identify the right acquisition opportunities. How to start a holding company and have it run successfully depends on a good understanding of mergers and acquisitions.

6.1 Competitive Analysis

Benton Holdings has carried out an intensive market research and identified how to creatively go about any potential acquisitions to beat competitors. It’s all about having an attractive acquisition plan that would make a company want to sell their stake to you.

6.2 Sales Strategy

For Benton Holdings to penetrate the market and handle numerous acquisition plans, the sales strategy below will be helpful in advertising the business.

  • Prepare introduction letters and as well as company materials such as brochures and portfolio. Benton Holdings has to find a strategy to distribute these materials to key decision makers especially in industries prone to mergers and acquisitions.
  • Take part in high-profile business forums and exhibitions that will help the holding company business plan mingle with other industry stakeholders.
  • Have an opening party and ensure invited guests come from targeted market segments. This is an incredible way to create awareness about the business.
  • Keep high standards of customer service and have a follow-up structure to ensure all emerging issues and queries are handled effectively
  • Use digital media channels such as Google Ads, Twitter and Facebook for marketing

6.3 Sales Forecast

For Benton Holdings to achieve its goals, the holding company has come up with a detailed sales forecast to guide the business on a path towards success.

Holding Company Business Plan - Unit Sales

Personal Plan

Benton Holdings cannot achieve its mandate without having extremely skilled staff to coordinate various kinds of investment portfolios. How to create a holding company business plan must include a well-thought personnel plan.

7.1 Personnel Plan

For Benton Holdings to efficiently carry out its operations, the following staff shall be employed to work in various departments. Mark Ford who is the owner will manage the business on a day-to-day basis as the Chief Executive Officer. The following staff will be hired to work in the holding company business plan.

  • Deputy Chief Executive Officer
  • Merger and Acquisitions Manager
  • Marketing Manager
  • 2 Marketing Executives
  • 2 Customer Service Executive
  • 2 Investment Advisors
  • 2 Risk Analysts

7.2 Average Salaries

Benton Holdings intends to pay its staff the following salaries within the first three years of operations.

Financial Plan

Benton Holdings has formulated a comprehensive financial plan that will guide the holding company on how to achieve success and reflect the true state of the company’s financial books. When starting a holding company business plan, it is critical to find out where your capital will come from. In this case, Mark Ford will use his savings, bring on board two investors and fund the remaining budget deficit with a bank loan. The following is a financial breakdown for various parameters for Benton Holdings.

8.1 Important Assumptions

The financial forecast for Benton Holdings is based on the assumptions below.

8.2 Brake-even Analysis

Benton Holdings brake-even analysis is shown in the graph below.

Holding Company Business Plan - Brake-even Analysis

8.3 Projected Profit and Loss

Profit and loss information for Benton Holdings as calculated on a monthly and annual basis is indicated below.

8.3.1 Monthly Profit

Holding Company Business Plan - Profit Monthly

8.3.2 Yearly Profit

Holding Company Business Plan - Profit Yearly

8.3.3 Monthly Gross Margin

Holding Company Business Plan - Gross Margin Monthly

8.3.4 Yearly Gross Margin

Holding Company Business Plan - Gross Margin Yearly

8.4 Projected Cash Flow

Below is a summary of Pro forma cash flow, subtotal cash received, subtotal cash spent, subtotal cash from operations and subtotal cash spent on operations.

Holding Company Business Plan - Projected Cash Flow

8.5 Projected Balance Sheet

Below is a Projected Balance Sheet for Benton Holdings that indicates assets, liabilities, capital, long term assets and current liabilities.

8.6 Business Ratios

The following is the Ratio Analysis, Business Ratios and Business Net Worth for Benton Holdings.

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Holding Company Business Plan Template

Holding Company Business Plan Template in Word, Google Docs, PDF, Apple Pages

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Download this Holding Company Business Plan Template Design in Word, Google Docs, PDF, Apple Pages Format. Easily Editable, Printable, Downloadable.

Holding companies aim to get returns from their investment by buying and owning stocks or shares of other companies. That’s why these companies are often regarded as investment vehicles for investors. If you’re planning to start your own holding company, an effective business plan is what you need to ensure your success in the field. Get started with our Holding Company Business Plan Template you can rely on to optimize your business process. This template is easy to edit, fully customizable, and just as easy to customize and print! Save yourself the hassle and get more done with this Holding Company Business Plan Template today!

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