Raymond James | ICD | Business Plan Calculator

Business Plan Calculator

To assist you with your estimation of the costs associated with owning and operating your business, we’ve put together a business plan template for you to calculate initial expenditures and monthly operating expenses. When appropriate, we can assist in refining your projections.

Initial expenditures

		Estimated Guidelines
Office:	Deposit	2 months’ rent (approximately)
	Improvements	Varies
		Subtotal $
Furniture:		$5,000-10,000
		Subtotal $
Equipment:	Computer	$1,500-2,500 (Each)
	Printer	$500-1,500
	Scanner	$700
	Copier	$1,500-2,500
	Fax machine	$250-500
	Telephone	$750-1,200
		Subtotal $
Miscellaneous:	Legal/Accounting fees	$250-750
	Office supplies	$200-400
	Stationery/Business cards	$400-800
	Advertising	$500-1,500
	Registration fees	$0 (Transfer fees paid by RJFS)
		Subtotal $
		Total Initial Expenditures $

Monthly Operating Expenses

	Estimated Guidelines	Your Estimate
Employee salary/benefits	$2,000-3,000
Office rent	$750-1,500
Telephone	$350-550
Advisor’s Resource Technology	$50 (per producing FA, with 20-minute delayed quotes free of charge)
Real-time market data service	$115 (per computer, plus exchange fees)
Accounting fees	$50-150
Health insurance	$300-500 (Per person)
Property & Casualty insurance	$25-50
Utilities	$100-200
Advertising	$50-500
Postage	$75-125
Supplies	$40-60
Subscriptions	$25-50
Annual registration fees	$100-500
Monthly financial advisor fee	$250 (Includes basic Errors & Omissions Coverage, Fidelity Bond, AudioFile, eMarketing Matters, RJFS Tech News, Compliance & Education Quarterly and Advisor’s Network for each producing advisor)
	Total Monthly Expenditures $