Republic of the Philippines

SURIGAO DEL SUR STATE UNIVERSITY

College of Business and Management
Tandag Main Campus
______________________________________________________________________________

Executive Summary

Jiffy Financing Plan Services is a service-based business that offers comprehensive

financial planning consultancy. This business will generate clients through a combination of
networking and monthly public seminars that introduces otherwise unreachable segments of the
population. Besides the seminars developing new business, it is also a way that Jiffy can give back
to the community. Jiffy is a sole proprietorship
 Republic of the Philippines
SURIGAO DEL SUR STATE UNIVERSITY
College of Business and Management
Tandag Main Campus
______________________________________________________________________________

BUSINESS DESCRIPTION

People nowadays are craving for investments, benefits, and creating businesses but cannot
put to their mind the assurance of success. Since the Philippines is a fast-growing nation in terms
of economy, thus it means that there are more investments and businesses will rise, financial
managers and business planners will play a big role for the comprehensive realization of the visions
of the businessmen and entrepreneurs.

The proposed business will offer services to

 Republic of the Philippines
SURIGAO DEL SUR STATE UNIVERSITY
College of Business and Management
Tandag Main Campus
______________________________________________________________________________

Forms of Business

The proposed business will be a sole proprietorship. For the first few years, the owner will
personally manage the entire operation and will do the administrative tasks such as hiring,
recording and the like. Proprietorship will reach profitability by month eight and will have modest
profits by the end of year three.

Services

Jiffy Financing Plan Services offers retirement plan for families, save for college expenses
and invest in securities, set ups employee retirement packages and other employee benefits, stocks
and estate planning. The target of this business are the cities like Tandag City and the neighboring
municipalities. Tandag City is a developing City and soon there are more businesses will be built
and business planning is the key to assure the success of the business. This will encourage
businessmen to venture easily of any financing plans and caters their business planning in a jiffy.