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Business Plan & Budget for Fund Distribution in France

Building a Robust Business Case Before Entering the French Market​
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Entering the French asset management market requires a meaningful investment:
human resources, fund registration, marketing, compliance and ongoing distribution efforts.

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Before committing, asset managers need clear visibility on:

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  • Cost structure

  • Time to market

  • Revenue potential

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EP Consulting supports you in building a structured and realistic business case, enabling informed and confident decision-making.

What We Do

We develop detailed and actionable financial projections, including:

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  • Estimation of entry costs (regulatory, operational, marketing and human resources)

  • Development of realistic asset gathering scenarios over a 3-year horizon

  • Definition of key performance indicators (KPIs) aligned with the French market

  • Strategic assessment: direct distribution vs. third-party marketing (TPM) model

  • Revenue modelling by distribution channel

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Our objective is to provide a clear financial framework to assess the viability and scalability of your fund distribution strategy in France.

Who This Is For 

This service is designed for asset management firms seeking to validate a structured business case before launching or expanding their presence in France.
 

Typical situations include:
 

  • Evaluating the relevance of market entry

  • Preparing internal investment decisions

  • Aligning stakeholders on budget, timelines and expected returns
     

Each project is assessed based on your specific strategy, resources and objectives.

Build Your Business Case for France
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Gain a clear, realistic view of costs, timelines and revenue potential before entering the market.

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