Private Equity Firm Business Plan and SWOT Analysis

Private Equity Firm Business Plan, Marketing Plan, How To Guide, and Funding Directory

The Private Equity Firm Business Plan and Business Development toolkit features 18 different documents that you can use for capital raising or general business planning purposes. Our product line also features comprehensive information regarding to how to start a Private Equity Firm business. All business planning packages come with easy-to-use instructions so that you can reduce the time needed to create a professional business plan and presentation.

Your Business Planning Package will be immediately emailed to you after you make your purchase.

Product Specifications (please see images below):

  • Bank/Investor Ready
  • Complete Industry Research for the Industry
  • 3 Year Excel Financial Model
  • Business Plan (26 to 30 pages)
  • Marketing Plan (24 to 28 pages)
  • 425+ Page Funding Directory
  • PowerPoint Presentation
  • Loan Amortization and ROI Tools
  • Three SWOT Analysis Templates
  • How to Start a Business Guide
  • Easy to Use Instructions
  • All Documents Delivered in Word, Excel, and PowerPoint Format
  • Meets SBA Requirements

Over the past 50 years, private equity firms have become ubiquitous in finance. With the number of new businesses starting increasing each year, the opportunities for a private investment firm to find these opportunities to make investments is significant. Additionally, many people within the United States have become much wealthier over the past 20 years. As such, private equity firms provide these individuals with investment vehicles that they can use in order to indirectly make investments into potentially highly lucrative deals. There is a substantial amount of flexibility for a private equity firm as it relates to the types of investments we can make. Generally, outside of very large firms – most newer private equity groups often focus on a specific industry segment in which the principles have a substantial amount of experience. Specialization within the private equity industry has been one of the more common trends over the past 10 years given the ongoing and increased complexity for most businesses. Unlike venture capital funds, most private equity groups tend to invest in businesses that have established operations are looking for mezzanine capital before businesses are sold or taken public.

A private equity group business plan should focus substantially on how you intend to bring investors into the limited partnerships that will be formed in order to raise the capital to make investments into promising companies. Usually, a private equity firm receives a fee equal to 2% of the assets under management and 20% of all profits generated on a yearly basis. There are some variations to this fee structure, however, this is usually considered to be the industry standard. Your private equity firm business plan should include a three year to five year profit and loss statement, cash flow analysis, balance sheet, breakeven analysis, and business ratios page. It should be noted that the business plan should be geared towards the fees and incentives income generated by the firm and not by the investments themselves. If you are going to have a business plan for private equity firm, you may want to do a second one specific for the limited partnership will be holding investor funds.

Private equity firms are limited and how they can market their services to the general public. Most people that put money into these companies must consider accredited investors. As such, a when formulating the private equity firm marketing plan and attorney should be retained to make sure that all marketing strategies in compliance with FINRA a as well as the SEC.

A private equity firms SWOT analysis is usually done prior to launching operations. As it relates to the strengths private equity firm, the income that can be generated from these businesses is beyond substantial. A highly profitable private equity firm can make tens of millions if not hundreds of millions of dollars per year in fees. For opportunities, most established private equity groups will often develop additional limited partnerships in order to increase the capital base. For threats, these firms are constantly under ongoing scrutiny as it relates to investments. As these funds are regulated by both the state and federal government is imperative that a operator understand how to remain in compliance with all times. For weaknesses, once established this is pretty much diminished given that a track record goes a long way for most private equity groups.

In short, a private equity firm can be a highly lucrative business provided that the individual who starts the firm has the appropriate experience and contacts. These businesses have extremely high barriers to entry given that the individual who is considered the manager of the firm must have an extensive relationship with the number of investors that trust them to place capital to manage in illiquid investments. As such, once the appropriate reputations developed these firms can become extremely profitable over a long period of time.