Financial Research Proposal

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A financial research proposal is a document which deals with the research and study of finances, equity, investments and so on for clients seeking services. Before any project proposal is made, one needs to analyse the financial aspects of the project and only then can he go forward with the rest of the proposal. By studying how the proposal will affect the profits of the company, how much money should be invested and setting up financial strategies, a company can make a winning financial proposal which will help its business. A company’s financial research proposal is the key to the success of any business project.

Sample Financial Research Proposal:

Name of company: Roselyn Florists Chain

Address: 93 Maple Grove Lane, Denver

Financial proposal prepared on: December 21, 2011

Proposal prepared by: Kara Matthews

Proposal submitted on: December 22, 2011

Proposal name: Feasibility of expansion drive

Purpose: The primary purpose of this proposal is to find out if it is profitable for the company to go on an expansion drive under the current financial conditions and liabilities.

Details of Financial Research Proposal:

  • The company’s annual expenditure runs to around $200,000 and its revenues have declined from $280,000 in 2010 to $190,000 in 2011.
  • The number of employees has been increased from 570 in 2010 to 860 in 2011.
  • We hope to decrease the number of employees by 20% and set up at least 1 more store in every town or city in the country.
  • There will be a 3-phase expansion plan depending on the response of the public.

Estimated cost of the proposal: $150,000

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