Quaestor Services, a sole proprietorship operated and owned by Sheila Claflin, is currently being formed. This plan provides a guide for financing, management and start-up of the new business. This summary summarizes the key points of the plan.

• The objectives of Quaestor are to generate a profit, grow at a challenging and manageable rate, and to be a good citizen in the community.
• Quaestor’s mission is to offer products and services that are high-quality, protected and affordable.
• Quaestor is successful because it offers a wide range of products and services. It also has personal contact with customers, accurate and timely service. They also have a reputation for honesty, integrity, and trustworthiness.
• Whelnoan Insurance Company will provide the primary products. Small businesses will also benefit from the accounting services and financial services.
• This business has a wide local market. Plainstate’s Whelnoan Insurance Company holds 23% of the market and is the second-largest insurer.
• In the first year of operation, a customer base is being established. Each year, over 85% of established and new insurance businesses will renew their contracts. This creates compounding growth of sales of more than 200% with minimal increase in operating expenses.

This plan, which is highlighted in the highlights table below, projects rapid growth over the next 3 years, with a profit forecasted in year 2 and continuing into subsequent years. Quaestor Services can become a profitable enterprise by following this plan.

1.1 Objectives

The main objectives of Quaestor Services are:

• Profit is a way to make enough money for employees and the owner to live a secure, comfortable life.
• Growth is to help the business grow at a pace that is both challenging but manageable.
• Citizenship is a way to contribute to the community and be a positive role model for others.

1.2 Mission

Quaestor Services’ mission is to provide insurance products, business services, and protection that are of high quality, value, and price. We wish to establish a successful partnership with our clients that respects their interests and goals.

Our clients’ confidence in our ability and capability to exceed or meet their expectations regarding price, service, expertise, and other aspects will determine our success.

1.3 Keys to Success

The keys to the success for Quaestor Services are:

• We offer a variety of services and products for business that are accessible, affordable, and understandable.
• Our clients receive personal attention and a service that is beyond their expectations.
• Products and services that are delivered on time and accurately
• We foster relationships with our clients which encourages business renewal.
• A reputation in the community for it’s honesty and integrity.