Upmetrics AI Assistant: Simplifying Business Planning through AI-Powered Insights. Learn How

Table of Contents
Writing a business plan?

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.

sample business plan

Free Business Plan Template

Download our free business plan template now and pave the way to success. Let’s turn your vision into an actionable strategy!

  • Fill in the blanks – Outline
  • Financial Tables
Download Template
Learn more

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:

  1. Start with a brief introduction:

    Start your executive summary by introducing your idea behind starting a holding company and explaining what it does.

  2. Management team:

    Name all the key members of your management team with their duties, responsibilities, and qualifications.

  3. Financial highlights:

    Provide a summary of your financial projections for the company’s initial years of operation. Include any capital or investment requirements, projected revenues, and profits.

  4. Strategy:

    A description of the holding company’s investment strategy should be given, along with brief on how it handles risk and diversification. Discuss any prospective purchases or upcoming investment opportunities as well.

  5. Conclusion:

    A succinct statement that shows the company’s strengths and objectives and highlights its potential growth and profitability should be used to conclude the executive summary.

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

Say goodbye to boring templates

Build your business plan faster and easier with AI

Plans starting from $7/month

CTA Blue

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:

  1. Company description:

    Start by giving a quick overview of the holding company. Included here should be the name of the business, its address, and the sectors in which it operates. Also include the type of your holding company for eg: pure holding company, mixed holding company, immediate holding company, intermediate holding company, or offspring holding company.

  2. Business Model:

    The overview should provide a high-level description of the holding company’s business model, including its sources of revenue, target customers, and value proposition. This section should also discuss the various subsidiaries under the holding company and how they fit into the overall strategy.

  3. Ownership:

    Describe the owners of your holding company and mention their roles in running it. Whose shares in the corporation are they, and how each owner helps in the business?

  4. Mission statement:

    Add a mission statement that sums up the objectives and core principles of your holding company. This statement needs to be memorable, clear, and brief.

  5. Business history:

    Include an outline of the holding company’s history and how it came to be in its current position. If you can, add some personality and intriguing details, especially if you got any achievements or recognitions till now.

  6. Future goals:

    It’s crucial to convey your aspirations and your vision. Include the vision of where you see your business in the near future and if you have any plans of opening a new franchise of your business in the same city in the future.

  7. Subsidiaries:

    Include the names, locations, and a brief description of the operations of the company’s subsidiaries. Readers should now have a better understanding of the markets and sectors that the holding company serves.

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:

  1. Define the market:

    Describe your market and define in which industries or sectors you have your subsidiaries.

  2. Market size and growth potential:

    Make sure you analyze each market in depth (in dollars) and know the market’s growth potential. This should include an evaluation of the market’s current state, the competitive environment, and any trends or developments that might be having an impact on it.

  3. Competitive analysis:

    Analyze the top players in each market to determine their advantages and disadvantages. This will assist you in identifying potential weaknesses and strengths for the holding company’s investments and subsidiaries.

  4. Market trends:

    Analyze current and emerging trends in your industry, such as changes in technology or customer preference. Explain how your business will cope with all the trends.

  5. Regulatory environment:

    Describe any regulations or licensing requirements that a holding company has to follow from different markets and industries. It should also mention how it will affect the investment decision in any subsidiaries.

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.

  1. Describe each services and product:

    Provide a thorough breakdown of the goods and services that each subsidiary offers. Included here should be any distinctive qualities or advantages that set their products apart from those of their market rivals.

  2. Mention any synergy:

    Determine any synergies between the various businesses and how to use them to produce expansion and boost profitability. Shared resources, the potential for cross-selling, or the capacity to package goods and services together could all be examples of this.

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:

  1. Marketing mix:

    The corporation will utilize a certain combination of strategies known as the marketing mix to market its goods and services. It covers the actual product or service, as well as the cost, advertising, and distribution. For each subsidiary company, specify the marketing mix.

  2. Sales strategy:

    Create a sales plan for each subsidiary business. It should cover the sales procedure, the organization and instruction of the sales team, and the sales objectives.

  3. Monitor and adjust:

    Track the effectiveness of the sales and marketing tactics and make necessary adjustments. To accomplish the business goals of the company, occasionally assess the KPIs and make appropriate tactical adjustments.

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:

  1. Management structure:

    Describe the holding company’s management structure, including the duties of the board of directors and senior executives. Provide specifics about the governance framework of the holding company.

  2. Operational process:

    Explain the administrative procedures the holding company use to manage the subsidiaries. The procedures involved in marketing and sales as well as financial reporting, supply chain management, and HR management may fall under this category.

  3. Performance metrics:

    Determine the main performance indicators that the holding company uses to evaluate the operation of its subsidiary businesses. Metrics like revenue growth, profit margins, market share, and customer happiness may be included in this.

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.

  1. Key managers:

    Describe the key members of your management team, their roles, and their responsibilities. It should include the owners, senior management, and any other people who will be involved in the operation of the holding company, including their education, professional background, and any relevant experience in the particular industry.

  2. Organizational structure:

    Describe the organizational structure of the management team, including reporting lines and how decisions will be made.

  3. Compensation plan:

    Describe your compensation plan for the management team and staff, including salaries, bonuses, and other benefits.

  4. Board of advisors:

    If you have a board of advisors for your business, then mention them along with their roles and experience.

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.

  1. Outline revenue streams:

    Describe the methods used by each subsidiary or affiliate company to make money from the goods and services they offer. This could apply to any pertinent revenue streams, such as sales, subscription fees, license fees, or others.

  2. Profit & loss statement:

    Create a projected profit & loss statement that describes the expected revenue, cost of products sold, and operational costs. Your anticipated net profit or loss should be computed and included.

  3. Cash flow statement:

    Estimate your cash inflows and outflows for the first few years of operation. It should include cash receipts from clients, payments to vendors, loan payments, and any other cash inflows and outflows.

  4. Balance sheet:

    Prepare a projected balance sheet, which shows the assets, liabilities, and equity.

  5. Break-even point:

    Determine the point at which your holding company will break even, or generate enough revenue to cover its operating costs. This will help you understand how much revenue you need to generate to make a profit.

  6. Financing needs:

    Estimate how much financing you will need to start and operate your holding company. It should include both short-term and long-term financing needs, such as loans or investment capital.

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

To create automatic financials for your own business plan, we recommend Upmetrics. Create your own business plan.

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.

The Quickest Way to turn a Business Idea into a Business Plan

Fill-in-the-blanks and automatic financials make it easy.


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.

Frequently Asked Questions

About the Author


Upmetrics Team

Upmetrics is the #1 business planning software that helps entrepreneurs and business owners create investment-ready business plans using AI. We regularly share business planning insights on our blog. Check out the Upmetrics blog for such interesting reads. Read more


Plan your business in the shortest time possible

No Risk – Cancel at Any Time – 15 Day Money Back Guarantee

bpb AI Feature Image

Create a great Business Plan with great price.

Streamline your business planning process with Upmetrics.