business plan for a mobile notary service

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Business Plan Examples

Mobile Notary Business Plan Example

Published Aug.02, 2021

Updated Apr.23, 2024

By: Noor Muhammad

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Table of Content

Mobile notary business plan for starting your own business

Even with all the modernization and the availability of biometric verification and digital signature services, the importance of good old notary publics cannot be neglected. In this mobile notary business plan pdf, we will walk you through everything, from start to end, that is involved in creating a franchise business plan for mobile notary services.

If you stick around till the end of this sample business plan for a mobile notary service, you can also get a business plan for green house that you can use if you don’t want to make a living seeing people sign boring documents.

Executive Summary

2.1 the business.

Walker Mobile Notary will be a notary public services business based in Cleveland, Ohio. It will provide all the services form document attestation to signature verification and from contract registration to affidavit registration.

2.2 Management of Mobile Notary Business

No sample business plan mobile notary can be complete without talking about the management structure that will be used to effectively run the business. Here, the business will be headed by the owner and CEO Paul Walker. Walker, who is a retired attorney, will hire a manager to handle the business and will employ five notary publics to provide the services. An accountant will also be hired to keep track of the money moving into and out of the business.

Just like starting a micro winery , this business will need to have a strong management structure to be run efficiently and to make profit.

2.3 Customers of Mobile Notary

We need to determine the customers this business will be serving. This is one of the most important part of writing business plan for investors . The main customers will be the following:

People who want to get a contract verified.
People who want to get an agreement registered.
People who want to sign an affidavit in the presence of a notary public.
People who are obligated by the law to get documents verified by a notary.

2.4 Business Target

The target of this business is to make a lot of money by providing notary services to people at their doorstep. To meet that target, the goals of the business will be divided into the following:

Making a reputable name for the business.
Expanding the services to the whole city of Cleveland and then the nearby areas.
Making as much money as possible.
Getting permanent clients for the business.

Company Summary

3.1 company owner.

The owner is one of the most important things in any sample notary public business plan. The owner of Walker Mobile Notary is Paul Walker. He is a retired district attorney and knows in detail how to make and execute a notary signing agent business plan. Let’s now see the next part of this free notary business plan.

3.2 Why the Mobile Notary Business is being started?

The next thing that we need to touch in this mobile notary business plan pdf is the reason why this business is being started. When Walker retired from his position as the district attorney, he felt that there was no mobile notary services provider in the whole city. He wanted to start a business of his own before all this. He went through a business plan for janitorial services and a business plan for the cyber security but finally decided that he needed to do something related to his field of experience and that turned out to be opening a mobile notary business.

3.3 How the Mobile Notary Business will be started?

Step1: Planning

The first thing that needs to be done to start a mobile notary business is planning. This was easy for Paul as he was in the same industry for a long time and knows how to plan and execute this business. He has carried out a survey and planned the feasibility of starting this business in the area.

Step2: Registration

The next thing that needs to be done is to register with the local law-enforcing authorities and justice system. A notary can only carry out notarial services if they are registered with the local justice department. This will also not be a problem for Paul.

Step3: Establishing an Office

The next thing to do is to establish an office where the business will be based. Paul is looking to make the office in a place near the district courts so that he can provide mobile and on-the-spot notarial services.

Step4: Marketing

Making the business known to the people who are expected to be customers will also be one of the most important things in starting the business. Paul plans to spare no expense in advertising and marketing the business.

The next topic that we need to touch in this notary public business plan pdf template is the nature of services that this business aims to provide. This is just about the most important part of writing a business plan notary service. Here are the services that will be provided by this business:

Document Attestation

We will provide document attestation services to people in Cleveland who cannot get to a notary’s office.

Contract Validation

People who want to sign a contract and get it registered by a notary will also be given the services where they can call us and get the contract validated.

Signature Verification

There are some documents that are only valid when signed in the presence of a notary public. We will provide these signature validation services too.

Agreement Validation

If someone wants an agreement to be registered at a notary’s office, we will offer the services for that.

Marketing Analysis of Mobile Notary

The next important thing in the mobile notary business plan examples is the marketing analysis of the market we are going to enter. This is the most important part of any law firm sample business plan as we need to be clear about what services we intend to provide and who is already providing the services. The difference between the availability and demand of these services is what makes the business profitable. Let’s now have a look at the market trends as they are also a very important part of this notary business plan.

5.1 Market Trends

Before making this notary business plan template, we ran a complete analysis of the market trends. It was evident from our surveys for this sample business plan for a mobile notary service that the demand for mobile notary services has been on a steady rise since the last 5 years. More and more people want mobile notary services, and the service providers are not increasing at the same rate as the demand. That makes this business more profitable than anything like a judgement recovery business plan .

5.2 Marketing Segmentation

The customers of Walker Mobile Notary will be from the following Segments:

5.2.1 Corporate Clients

Big corporations where hundreds of agreements and contracts are signed on a regular basis will be a profitable market segment for us.

5.2.2 Small Businesses

The need for signing contracts and getting them attested by a notary public is also there in small businesses. These will not be very high-paying clients but will still be a considerable market segment for the business.

5.2.3 Private Customers

Private customers who want a sale deed or any other agreement signed and verified by a notary will also be a market segment for us.

5.2.4 Government Agencies

Government agencies can also sometimes need the services of a mobile notary and we will provide them just that.

5.3 Business Target

To become a well-reputed name in the business.
To make as much money as possible.
To deliver notary services at the doorstep of those in need.
To provide all sorts of notary services to all market segments.

5.4 Product Pricing

Walker Mobile Notary will price the services twice as much as other notaries are charging. This will be done because there are no other mobile notary services providers in the area, and we can use that to our advantage. We will offer discounts to repeat customers and corporate clients.

Marketing Strategy

Another important thing that we need to touch in this notary public business plan is the marketing strategy that will be used for the business. To make a complete and actionable marketing strategy for any notary business plan pdf it is necessary to run a complete competitive analysis and then make a sales strategy according to the prevailing circumstances in the industry. Paul has done just that and here is the result of his research and working.

6.1 Competitive Analysis

We have gathered intel and have come to know that the area does not have any mobile notary service provider.
The notary publics working in the area are not sufficient for the needs of the are and people often have to wait for hours to get their documents attested.
There is an overwhelming demand for mobile notary services in the area with some people even saying thy are willing to pay 5 times the fee of a notary public if thy can get them to visit them at home.

6.2 Sales Strategy

Walker Mobile Notary will offer discounted rates for the first six months.
The business will be advertised using all available media outlets.
Free private attestation services will be provided to corporate clients.

6.3 Sales Monthly

6.4 sales yearly, 6.5 sales forecast, personnel plan.

Another part of enterprise due diligence is the assessment of manpower that will be needed to run the company. As this is a services business and not a products one, this business plan for notary public will need a lot of manpower to run. To make this mobile notary business plan a success, it is imperative that you hire the right people and the right number of people.

7.1 Company Staff

The following people will be needed to run the business:

Paul Walker will be the owner and CEO of the business.
2 managers for operations and marketing.
4 Mobile Notary Publics.
1 Email correspondent.
2 Office Assistants.
1 reception clerk.
1 telephone operator.

7.2 Average Salary of Employees

Financial plan.

The last part of any notary public business plans is the discussion of the finances involved in starting and running the business. This business will not require a lot of investment. However, the person starting the business will have to arrange for the following expenses:

The cost of getting the business registered.
The salary of employees.
The cost of establishing the business.
The money needed to buy furniture and other things for the office.
The cost of establishing an online presence.
The cost to buy cars for visiting notaries.

8.1 Important Assumptions

8.2 break-even analysis, 8.3 projected profit and loss, 8.3.1 profit monthly, 8.3.2 profit yearly, 8.3.3 gross margin monthly, 8.3.4 gross margin yearly, 8.4 projected cash flow, 8.5 projected balance sheet, 8.6 business ratios.

Mobile Notary Business Plan Sample in PDF

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1. Research Mobile Notary Financial Model & Business Plan

Before starting any business, it is essential to research and comprehend its financial model and business plan. The same goes for a mobile notary business, which provides notary services in the client's location, making it more convenient for the customers. In this chapter, we will discuss the critical elements of a financial model and a business plan for a mobile notary business.

Financial Model

A financial model is a projection of a company's financial performance for a given period. It includes income statement, balance sheet, and cash flow statement. Here are some vital elements to consider while developing a financial model for a mobile notary business:

Revenue Streams: Determine the sources of revenue, such as travel fees, notarial fees, and printing fees.
Costs: Estimate the expenses, including transportation, marketing, insurance, and supplies.
Pricing: Set competitive prices based on market research and target audience.
Profit Margin: Calculate the profit margin to ensure a positive cash flow.

Business Plan

A business plan outlines the company's goals, mission, vision, strategy, and operational details. It serves as a roadmap to guide the business's growth and development. Here are some key components of a business plan for a mobile notary business:

Executive Summary: An overview of the company's services, target market, and financial projections.
Market Analysis: Define the target market, competitors, and marketing strategies.
Service Offering: Describe the types of notary services offered and pricing.
Financial Projections: Include a financial model with estimated revenue and expenses.
Operational Plan: Define the process flow, scheduling, and customer service.
Risk Management: Identify potential risks and develop mitigation strategies.

Tips & Tricks

A mobile notary business can be operated as a part-time or full-time venture, depending on personal preferences and demand for services.
Networking with local real estate agents, law firms, and businesses can help expand the client base.
A local online presence such as creating social media profiles and listing the business on Google MY Business can increase visibility and attract clients.

Developing a comprehensive financial model and business plan is crucial for a successful mobile notary business. It can help identify potential challenges before they occur and provide a roadmap for growth and profitability.

2. Locate Potential Client Base

Identifying your target audience or potential clients is crucial for the success of any business, including a mobile notary business. In order to effectively market and promote your services, you need to know who your ideal clients are and where to find them. Here are some steps to help you locate your potential client base:

Research your local area: Start by looking up the number of real estate agents, attorneys, and other professionals who may require notary services in your local area. Check the phonebook, online directories, and local business listings of your city or town.
Create a client profile: Based on your research, identify the characteristics of your ideal clients, such as demographics, income, education, profession, etc. Use this information to create a client profile.
Join online directories: Register with online business directories such as Google My Business, Yelp, and others. This helps potential clients to find your services more easily.
Attend networking events: Attend networking events organized by local business groups and professional associations that your potential clients are likely to attend. This will provide you with opportunities to introduce yourself and your services to potential clients.
Develop partnerships: Partner with other professionals who often require notary services, such as real estate agents, mortgage brokers, accountants, and attorneys. By establishing a good working relationship with these professionals, you can gain access to their clients and build your client base.
Advertise your services: Use advertising methods such as flyers, signs, business cards, social media, and other online marketing platforms to reach your target audience. Ensure that your advertising material is appealing and informative to attract potential clients.
Use social media platforms, such as Facebook, Twitter, and LinkedIn, to promote your services and connect with potential clients.
Offer referral programs to encourage existing clients to refer new clients to your business.
Provide high-quality and reliable services to your clients to build a good reputation and earn repeat business.

By following these steps, you can successfully identify your potential client base and effectively market your services to them. Remember to constantly evaluate and improve your marketing strategies to ensure continued success in your mobile notary business.

3. Research Notary Laws & Necessary Permits

Before starting a mobile notary business, it is crucial to research the notary laws and obtain the necessary permits. This will ensure that you are running a legitimate and legal business. Here are the steps to research notary laws and necessary permits:

Check your state's notary requirements: Each state has its own notary laws, so it is important to research the requirements in your state.
Complete notary training: Many states require notary training before operating as a notary. Consider taking courses through the National Notary Association or your state's notary commission.
Apply for a notary commission: Contact your state's notary commission to apply for a notary commission and receive your notary seal.
Obtain necessary permits: Depending on your location, there may be additional permits required such as a business license or home occupation permit. Check with your local government to ensure compliance.

Tips & Tricks:

If you plan on offering services outside of your state, research that state's notary laws as well.
Set up an appointment to meet with your state's notary commission to ask any questions and ensure that you have completed all necessary steps.
Keep track of notary law updates and renewals to stay compliant with the law.

4. Obtain Funding & Start-Up Capital

Starting a mobile notary business will require adequate funding to cover initial expenses such as licensing, insurance, equipment, marketing, and other overhead costs. Here are ten steps to help you obtain funding and start-up capital:

Determine your start-up costs: Before you begin searching for funding, you need to determine how much money you will need to start your business. You should consider all expenses, such as licensing, equipment, insurance, branding, and marketing.
Consider self-funding: You might be able to fund your start-up yourself by using savings, personal loans, or credit cards. This option is ideal for entrepreneurs who have a strong credit score.
Consult with a business consultant: A business consultant can help you identify funding sources. They can help you develop a business plan and a cash flow forecast to present to potential lenders.
Look for grants: Some small business grants are available for entrepreneurs looking to start their own mobile notary business. You can search for grants offered by the federal government, state, or local government agencies, and private foundations.
Explore small business loans: You can apply for a small business loan from a bank or credit union. These loans can provide you with the necessary start-up capital to get your mobile notary business off the ground. However, be prepared to provide collateral.
Crowdfunding: Crowdfunding platforms can also be a source of start-up funding. You can create a crowdfunding campaign to raise funds from individual investors who believe in your business idea.
Seek investors: You can seek out investors who are willing to provide start-up capital for your mobile notary business. However, you will need to create a solid business plan and demonstrate a viable revenue stream.
Consider purchasing a franchise: If you don't want to start a mobile notary business from scratch, you might consider purchasing a franchise. Most franchises offer start-up funding as part of the initial investment.
Think outside the box: You can also explore alternative funding options such as bartering services or getting a line of credit from a supplier.
Make sure you're prepared to repay any loans: Regardless of the funding source, it is important to have a plan for repaying the money. You should have a clear understanding of the terms and conditions of any loans and be prepared to repay them in a timely manner to avoid penalties.
Research your options: There are a variety of funding sources available, so be sure to do your research and find the one that works best for you.
Have a solid business plan: Having a detailed business plan will help you secure funding. Make sure your business plan includes your mission, target market, marketing plan, and financial projections.
Be prepared to negotiate: When seeking funding, be prepared to negotiate the terms of the loan. This can help you get better interest rates and repayment terms that work for your business.

By following these steps and exploring different funding options, you can secure the funding you need to start your mobile notary business. Remember to have a solid business plan and be prepared to repay any loans you take out to avoid penalties.

5. Purchase Required Equipment & Software

Once you have completed the legal formalities and marketing research, it's time to start setting up your mobile notary business. The most important step is to purchase the necessary equipment and software that will help you run your business. Here are some essential things you will need:

A reliable laptop or desktop computer to manage your business operations, such as bookkeeping, record-keeping, and communication. You can also use a tablet, but it might be inconvenient to use as your primary device.
A printer that can handle legal size documents as most notary signings require notarization of legal papers. Therefore, you must purchase a high-quality laser printer that can handle legal-sized documents efficiently.
High-speed internet connectivity, whether it is at an office or home. You can't have glitches in communication while dealing with critical legal documents.
A dedicated cellphone for business communication, emails, and scheduling appointments. You should also invest in a separate business phone line to make your professional image more credible.
A notary seal and journal for recording your notarial acts. You must purchase a journal to record all the activities performed by you as a notary public.
A cloud-based document storage system such as Google Drive or Dropbox to store all sensitive legal documents such as background checks and client data.
Notary-specific software to manage your appointments, invoices, and client data such as NotaryGadget, NotaryAssist, or NotaryCam.
TIP 1: Look for package deals that include software, printer, and notary seal. Some vendors provide comprehensive packages that have essential business equipment altogether, giving discounts on individual deals.
TIP 2: Don't skimp while purchasing equipment. Always invest in high-quality hardware, especially when it comes to printers and computers.
TIP 3: Don't forget to buy general supplies such as pens, paper, and post-it notes. You will also require paperclips, staplers, rubber bands, and file folders to keep everything organized.

After purchasing equipment and software, don't forget to subscribe to an e-notary service provider that will enable you to perform notarial duties electronically. Depending on which state you operate in, this might be mandatory. Before choosing a service provider, make sure to check your state's legal requirements and guidelines.

In conclusion, purchasing equipment and software is an essential step in starting your mobile notary business. As a mobile notary, you need to stay organized and ensure that you have all the necessary tools available at all times. Therefore, take the time to purchase the right equipment to establish a successful mobile notary business.

6. Design A Brand Identity & Collateral Material

Designing a strong brand identity is crucial to stand out from the competition and establish a professional image. Collateral materials such as business cards, brochures, and flyers can help promote the mobile notary business and attract potential clients. Follow these steps to create a memorable and effective brand identity and collateral material:

Define the target audience: Identify the ideal customer and tailor the brand image and collateral material to their preferences and needs. Consider factors such as age, gender, income, and location.
Create a logo: A logo should be simple, memorable, and relevant to the business. Hire a professional designer or use online logo makers to create a high-quality logo that represents the brand.
Choose brand colors and fonts: Consistent use of colors and fonts across all collateral materials creates visual cohesion and brand recognition. Use colors and fonts that evoke the desired tone and emotions.
Design business cards: Business cards should include the business name, logo, contact information, and a tagline if applicable. Use high-quality paper and consider adding a professional headshot.
Create brochures and flyers: Brochures and flyers can be used to detail the services offered, pricing, and contact information. Use attention-grabbing headlines and images to make the material stand out.
Create a website: A website is a powerful marketing tool that can expand the reach of the business. Hire a web designer or use website builders such as Wix or Squarespace to create a professional website. Include the logo, brand colors, and contact information on the website.
Use branded stationery: Use branded stationery such as letterheads and envelopes to create a consistent brand image. Print the logo and contact information on the stationery.
Create social media profiles: Social media platforms such as Facebook, Instagram, and LinkedIn can be used to promote the business and connect with potential clients. Use the same brand image and messaging across all social media profiles.

Design Tips & Tricks

Keep the logo simple and avoid complicated designs that may be difficult to reproduce or recognize.
Choose colors and fonts that are legible and easy on the eyes. Avoid using too many colors and fonts that may clash.
Make sure the website is mobile-friendly and easy to navigate on a small screen.

By following these steps and tips, a mobile notary business can create a professional and memorable brand identity that will help attract and retain clients.

7. Establish Notary Bonds & Insurance Coverage

As a mobile notary business owner, it is important to establish notary bonds and insurance coverage to protect yourself and your clients. Notary bonds provide a layer of protection for your clients in the event that you make an error while performing a notarial act. Insurance coverage can help protect you from liability if you are sued by a client.

Notary Bonds

To establish notary bonds, you will need to find a reliable surety company. Notary bonds are typically required by state law and can vary in amount depending on your state. These bonds are purchased annually and can range from $5,000 to $25,000.

Research surety companies
Check state requirements for bond amount
Purchase notary bond annually

Insurance Coverage

Insurance coverage can protect you in the event of a lawsuit. It is important to find an insurance policy that specifically covers notary public services. Factors to consider when selecting insurance coverage include coverage limits, deductibles, and premiums.

Find insurance policy that covers notary public services
Consider coverage limits, deductibles, and premiums
Purchase insurance policy
Consider obtaining an errors and omissions insurance policy to provide additional protection.
Be sure to read and understand the terms and conditions of your notary bond and insurance policy.
Review your notary bond and insurance policy annually to ensure that you have adequate coverage.

Establishing notary bonds and insurance coverage is a crucial step in starting a mobile notary business. By obtaining these protections, you can operate your business with peace of mind and provide professional notarial acts to your clients knowing that they are protected.

8. Form Legal Entity & Register For Taxes

One of the crucial steps to launching your mobile notary business is to form a legal entity and register for taxes. This is important for protecting your personal assets, setting up your business structure, and ensuring compliance with relevant regulations.

Chapter 1: Choosing Your Business Structure

One of the first decisions you need to make is choosing the right business structure for your mobile notary business. Here are the most common options:

Sole proprietorship: This is the simplest and easiest structure. You are the only owner and are personally responsible for all aspects of your business.
Limited Liability Company (LLC): This structure provides protection of your personal assets and separates your personal finances from your business finances. You can also choose to be taxed as a sole proprietor or a corporation.
Corporation: A corporation is a separate legal entity from its owners. It provides the highest level of protection for your personal assets.

Chapter 2: Registering Your Business

Once you have chosen your business structure, you need to register your business with the appropriate state and local agencies. This may include registering with the Secretary of State, obtaining business licenses and permits, and registering for sales tax.

Chapter 3: Obtaining an EIN

An EIN, or Employer Identification Number, is a unique identifier for your business that is used for tax purposes. Even if you don't plan on hiring employees, you still need to obtain an EIN. You can apply for an EIN online through the IRS website.

Chapter 4: Filing Taxes

As a mobile notary business owner, you will need to file taxes on a regular basis. This may include income taxes, payroll taxes, and sales taxes. It's important to keep detailed records of all your business expenses and income throughout the year to make tax filing easier.

Consider consulting with a tax professional to advise you on tax compliance regulations for your business.
Keep all your business records organized and in one place to make tax filing easier and efficient.
Don't forget to file your taxes on time to avoid penalties and to maintain your good standing with the IRS and other government agencies.

By following these steps, you can ensure that your mobile notary business is set up for success and that you are complying with all legal and regulatory requirements. Forming a legal entity and registering for taxes can be time-consuming and confusing, so don't hesitate to get professional help if you need it.

9. Investigate & Implement Marketing Strategy

Marketing is a critical element for any business, and your mobile notary business is no exception. Without an effective marketing strategy, it will be challenging to attract customers and grow your business. Here are some chapters to help you investigate and implement a marketing strategy for your mobile notary business:

Chapter 1: Identify Your Target Market

The first step in developing an effective marketing strategy is to identify who your target market is. As a mobile notary business, you can serve a variety of clients, from individuals who need documents notarized to businesses that require notary services. Identify your target market, and then tailor your marketing efforts to reach them.

Research the demographics of your target market, including their age, gender, income, and location
Understand the needs and pain points of your target market
Identify where your target market spends most of their time, both online and offline

Chapter 2: Establish Your Brand

Your brand is your business's identity, and it is what sets you apart from your competition. Building a strong and recognizable brand is crucial for building trust with your target audience.

Create a logo and visual identity that reflects your brand values
Develop a strong brand message that communicates your value proposition
Ensure that your brand is consistent across all marketing channels

Chapter 3: Develop Your Marketing Channels

Once you have identified your target market and established your brand, the next step is to develop your marketing channels. There are several channels you can use to reach your target audience effectively.

Create a mobile-friendly website that highlights your services, rates, and contact information
Utilize social media to connect with potential clients and promote your services
Partner with other businesses to reach their clients
Consider advertising through Google or Facebook
Be consistent in your messaging across all channels to build brand recognition
Utilize local SEO to increase visibility in local search results
Stay up to date on industry trends and adjust your marketing strategy accordingly

Chapter 4: Measure Your Results

Measuring your marketing efforts is crucial to determining what works and what doesn't. Without measurement, you won't be able to refine your marketing strategy to ensure continued growth.

Utilize Google Analytics to track website traffic and user behavior
Track leads and conversions using a CRM system
Collect feedback from clients to gauge satisfaction and adjust your services accordingly

By following these chapters, you will be able to investigate and implement a marketing strategy that will help you attract and retain clients for your mobile notary business. Remember that marketing is an ongoing effort and requires regular adjustments to meet the changing needs of your target market.

10. Create Operations Process & Procedures

Creating a streamlined operations process is essential for the success of any business, including a mobile notary business. This process will ensure consistency and efficiency in your day-to-day operations, which will lead to happier clients and increased profits. Here are the steps to create a successful operations process:

Define your services: Start by creating a comprehensive list of the services you will offer as a mobile notary business. Be specific about the type of documents you will notarize and any additional services such as loan signing or document translation.
Create a pricing structure: Determine how much you will charge for your notary services. Make sure to include any extra fees for travel or rush service.
Establish business policies: Set expectations for your clients by creating policies for cancellations, rescheduling, and payment. Make sure to clearly communicate these policies to clients.
Develop standard operating procedures: Create a step-by-step guide for your daily operations, including scheduling appointments, preparing documents, and handling payments.
Choose technology tools: Consider using software or mobile apps to help with scheduling, invoicing, and document management. This will help you stay organized and save time.
Train employees: If you plan to hire employees, make sure to train them on your operations process and policies. This will ensure consistency in your services and avoid any confusion or mistakes.
Consider outsourcing your administrative tasks such as bookkeeping, taxes, and marketing to a freelancer or virtual assistant to free up your time.
Create a client database or CRM to keep track of appointments, contact information, and notes about each client.
Regularly review and update your operations process to ensure it remains current and effective.

By following these steps, you will be able to create a solid operations process for your mobile notary business. This will help you streamline and standardize your processes, leading to greater client satisfaction, increased efficiency, and ultimately, more business success.

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Mobile Notary Business Plan

Are you looking to start your own mobile notary business? Becoming a mobile notary can be a rewarding and profitable venture. With the flexibility to work on your own schedule and the opportunity to assist individuals with their legal documentation needs, this profession offers great potential. In this article, we will guide you through the essential steps to create a successful mobile notary business plan.

Executive Summary

Market analysis, business description, services offered, marketing and promotion, pricing and revenue model, operational plan, legal and licensing requirements, technology and tools, financial projections, risk assessment, growth strategies.

The executive summary provides a brief overview of your mobile notary business plan. It should outline the key points and goals you aim to achieve. This section is typically written after the entire business plan is completed, as it summarizes the main highlights.

Business Name and Location: Start by mentioning the name of your mobile notary business and the area where you plan to operate. This helps establish your presence and target market.
Mission Statement: Clearly state the mission of your business. What is the purpose of your mobile notary services? Highlight how you aim to provide reliable, efficient, and convenient notary services to clients.
Market Opportunity: Briefly discuss the market opportunity for mobile notary services in your target area. Explain the demand for such services and how you plan to capitalize on this opportunity.
Unique Selling Proposition: Emphasize the unique aspects of your mobile notary business that differentiate you from competitors. Highlight any specialized services, expertise, or technology you bring to the table.

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Performing a thorough market analysis is essential before starting any business. Research the demand for mobile notary services in your target area. Identify the existing competition and analyze their strengths and weaknesses. Determine the market trends, potential growth opportunities, and any barriers to entry.

Demand Assessment: Research the demand for mobile notary services in your target area. Analyze factors such as real estate activity, legal transactions, and population density to gauge the need for notary services.
Competitor Analysis: Identify competitors in the market and evaluate their strengths, weaknesses, and unique offerings. Understand their pricing, service quality, and customer satisfaction levels.
Market Trends: Stay informed about current trends in the notary services industry, such as remote online notarization and changes in legal regulations. Adapt your business strategy to align with emerging trends.
Growth Opportunities: Identify potential areas for growth, such as targeting underserved niches or forming partnerships with complementary businesses. Assess emerging industries or demographics with increased notary service needs.
Barriers to Entry: Understand any regulatory requirements, licensing processes, and certifications necessary to enter the market. Overcome these barriers to establish a legally compliant and trustworthy business.

In this section, provide a detailed description of your mobile notary business. Explain the nature of your services and the benefits you offer to clients. Highlight what sets you apart from competitors and emphasize your unique selling points. Outline the services you will offer as a mobile notary. This may include notarizing legal documents, administering oaths, and witnessing signatures. Specify the geographical area you will cover and any limitations on your services. SwiftSign Notary Services is proud to offer a comprehensive range of mobile notary services to meet the diverse needs of our clients throughout the United States. Our experienced and professional notaries are committed to delivering efficient, reliable, and confidential services. Here are the key services we provide:

Notarization of Legal Documents: We specialize in notarizing various legal documents, including:
Real estate contracts, leases, and deeds
Loan agreements, promissory notes, and mortgages
Powers of attorney, affidavits, and consent forms
Trusts, wills, and estate planning documents
Business agreements, contracts, and partnership documents
Oath Administration: Our skilled notaries are authorized to administer oaths and affirmations. We can assist with executing affidavits, depositions, and other legal documents that require a sworn statement.
Signature Witnessing: We offer witnessing services for the signing of important documents. Our notaries verify the identity of the signatories and witness the signing process to ensure its validity.
Mobile Services: As a mobile notary service, we understand the value of convenience for our clients. We are pleased to travel to their preferred locations, including homes, offices, hospitals, or any other mutually agreed-upon venue within the United States.
Geographical Coverage: SwiftSign Notary Services operates nationwide, covering all states within the United States. We are dedicated to serving clients in every state, ensuring prompt and accessible notary services regardless of location.
Limitations: While we strive to provide exceptional service, it’s important to note certain limitations:
We are not licensed attorneys and cannot provide legal advice or guidance.
Notarization requires the presence of all signatories and valid identification documents.
We reserve the right to refuse notarization if the documents are incomplete, improperly prepared, or violate any legal requirements.
Target Market Identify your target market based on demographic, geographic, and psychographic factors. Determine who your ideal clients are, such as real estate professionals, law firms, or individuals in need of notary services. Tailor your marketing efforts to reach this specific audience effectively.
Real Estate Professionals: This includes realtors, brokers, property managers, and developers who require notarization services for real estate transactions.
Legal Firms and Attorneys: We serve law firms and attorneys needing accurate notarization for legal documents.
Small Business Owners: We cater to small business owners in need of notary services for their contracts and agreements.
Individuals Needing Notary Services: We provide notarization for personal documents, such as wills, trusts, and medical directives.

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Develop a comprehensive marketing and promotion strategy to reach your target market. Consider utilizing online platforms, social media, and traditional advertising methods. Build a professional website and create informative content to establish yourself as an authority in the field.

Professional Website: A user-friendly website will be developed to showcase the services, expertise, and resources offered by SwiftSign Notary Services.

Search Engine Optimization (SEO): The website will be optimized with relevant keywords to improve search engine rankings and increase online visibility.

Social Media Engagement: Platforms such as Facebook, Twitter, and LinkedIn will be utilized to engage the target audience through informative content and industry updates.

Content Marketing: Valuable content in the form of blog articles, guides, and videos will be created to position SwiftSign Notary Services as a trusted authority.

Online Advertising: Targeted online ads on platforms like Google and social media will be used to effectively reach the desired target market.

Partnerships and Referrals: Strategic partnerships will be established with real estate agencies, law firms, and other businesses to generate referrals and facilitate mutual growth.

Online Reviews and Testimonials: Clients will be encouraged to provide positive reviews and testimonials, enhancing trust and credibility in the services provided by SwiftSign Notary Services.

Determine your pricing structure and revenue model. Research the average rates for mobile notary services in your area and set competitive prices. Decide whether you will charge a flat fee or hourly rate and establish any additional charges for travel or document handling.

Market Research: We researched average rates in the local area to set competitive prices.

Flat Fee Pricing: We offer a flat fee pricing model for clarity and simplicity.

Additional Charges: Additional charges may apply for travel or document handling, communicated upfront.

Competitive Rates: We aim to provide competitive pricing while ensuring profitability.

Value-added Services: Optional value-added services, like expedited processing, may be available at an additional cost.

Revenue Generation: Revenue is generated through the provision of notary services.

Regular Evaluation: We periodically review and adjust pricing to remain competitive.

Outline the day-to-day operations of your mobile notary business. Define your working hours, appointment scheduling process, and customer service procedures. Consider the tools and resources you will need to operate efficiently, such as a reliable vehicle, notary supplies, and appointment management software.

Working Hours: Monday to Friday, 9:00 AM to 5:00 PM, with flexible scheduling options available.

Appointment Scheduling: Clients can schedule appointments online, by phone, or via email using our appointment management system.

Customer Service: Our responsive and knowledgeable team assists clients throughout the notarization process, addressing inquiries and concerns promptly.

Tools and Resources: We have a reliable vehicle, notary supplies, and utilize appointment management software for efficient service delivery.

Mobile Service: We travel to clients’ preferred locations, ensuring convenience and providing all necessary notary supplies.

Document Handling: We prioritize document security and confidentiality throughout the notarization process.

Continuous Improvement: We regularly evaluate and refine our processes, adopting industry best practices and incorporating client feedback.

Understand the legal and licensing requirements for mobile notaries in your jurisdiction. Research the qualifications, certifications, and any continuing education necessary to practice as a notary public. Ensure compliance with state regulations and obtain the required licenses and permits.

Research and Compliance: We thoroughly research and comply with the legal requirements specific to our jurisdiction.

Qualifications and Certifications: Our notaries meet the necessary qualifications and maintain up-to-date certifications.

Continuing Education: We prioritize ongoing professional development to stay updated on changes in laws and best practices.

Licenses and Permits: We obtain the required licenses and permits to operate as a mobile notary.

Recordkeeping and Compliance: We maintain meticulous recordkeeping practices and comply with all recordkeeping regulations.

Insurance Coverage: We consider obtaining professional liability insurance coverage for added protection.

Obtain appropriate insurance coverage to protect your business and clients. Consider professional liability insurance and general liability insurance to safeguard against potential claims or damages.

Professional Liability Insurance: We consider errors and omissions insurance to safeguard against potential claims or damages resulting from errors, omissions, or negligence during the notarization process.

General Liability Insurance: We evaluate the need for general liability insurance, which covers bodily injury, property damage, or personal injury claims that may occur during our mobile notary operations.

Coverage Limits: We carefully assess the appropriate coverage limits for both professional liability and general liability insurance based on our business needs and potential risks.

Insurance Provider Selection: We research and select reputable insurance providers with experience serving notary businesses, considering coverage options, policy terms, customer service, and pricing.

Regular Review: We periodically review our insurance coverage to ensure it remains adequate and up-to-date, adjusting as our business evolves or regulations change.

Utilize technology and tools to streamline your operations and enhance your professionalism. Invest in a reliable laptop or tablet for document management and communication. Consider using electronic signature software and secure cloud storage for efficient and secure record-keeping.

Laptop or Tablet: We use reliable devices for document management and communication on the go.

Electronic Signature Software: We employ electronic signature software for convenient and secure document signing.

Secure Cloud Storage: We utilize cloud storage for efficient and secure document management.

Appointment Management Software: We employ scheduling tools to optimize our calendar and appointment booking process.

Communication Tools: We leverage email, messaging apps, and video conferencing platforms for effective client communication.

Create realistic financial projections for your mobile notary business. Estimate your startup costs, including notary supplies, marketing expenses, and insurance premiums. Project your monthly and annual revenue based on the anticipated number of clients and average service fees.

Startup Costs: Estimate initial expenses, including notary supplies, marketing, insurance premiums, and necessary equipment or software.

Revenue Forecast: Project monthly and annual revenue based on anticipated client numbers and average service fees.

Expenses: Calculate operational costs such as marketing, office supplies, transportation, insurance, and professional fees.

Profitability: Assess the profitability of the business by subtracting expenses from projected revenue.

Financial Milestones: Set goals and milestones to track progress and guide financial decisions.

Review and Adjustment: Regularly review projections, comparing them to actual performance and making necessary adjustments.

Identify potential risks and challenges that may affect your mobile notary business. Develop contingency plans for situations such as canceled appointments, equipment failure, or legal issues. Mitigate risks by implementing proper security measures and maintaining professional conduct.

Canceled Appointments: Mitigate risks through clear communication, appointment policies, and efficient rescheduling.

Equipment Failure: Maintain backup equipment, conduct regular maintenance, and have contingency plans in place.

Legal Issues: Stay updated on regulations, maintain proper documentation, and seek legal advice when necessary.

Data Security and Privacy: Implement security measures and comply with privacy regulations to protect client information.

Professional Conduct: Uphold ethical standards, provide exceptional service, and prioritize client confidentiality.

Market Competition: Differentiate through exceptional service, client relationships, and effective marketing strategies.

Outline your strategies for business growth and expansion. Consider offering additional services, such as loan signing or remote online notarization, to diversify your revenue streams. Explore partnerships with other professionals in related industries to broaden your network and reach.

Diversify Services: Expand offerings to include loan signing and remote online notarization.

Market Expansion: Target new areas to reach a wider customer base.

Partnerships: Collaborate with professionals in related industries for referrals and networking.

Online Presence: Establish a strong digital presence for brand visibility and client acquisition.

Client Retention: Prioritize customer satisfaction for positive referrals and repeat business.

Continuous Learning: Stay updated on industry trends and regulations for expertise and credibility.

Free: Business Plan Examples

Checkout our free sample business plan.

Starting a mobile notary business can be a rewarding venture with careful planning and execution. By following the steps outlined in this business plan, you can establish a successful and thriving mobile notary practice. Stay committed, continuously adapt to market trends, and provide exceptional service to build a strong reputation in the industry.

Earnings as a mobile notary can vary depending on factors such as the demand for services in your area, the number of clients you serve, and the fees you charge. On average, mobile notaries can earn between $30 and $100 per appointment.

The qualifications to become a mobile notary can vary by jurisdiction. In most cases, you will need to meet the minimum age requirement, complete a notary education course, and pass a state-administered exam. Some states may also require a background check.

To market your mobile notary services effectively, create a professional website, establish a strong online presence through social media, network with local professionals in related industries, and consider targeted advertising in real estate or legal publications.

It is essential to have professional liability insurance and general liability insurance for your mobile notary business. These policies can provide financial protection in case of errors or omissions during the notarization process or any other unexpected incidents.

Yes, operating a mobile notary business on a part-time basis is possible. Many mobile notaries begin their business as a side venture while maintaining other employment commitments. However, it is crucial to manage your schedule effectively to ensure availability for clients.

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Notary Public Business Plan Template

Written by Dave Lavinsky

Notary Public Business Plan

Over the past 20+ years, we have helped over 500 entrepreneurs and business owners create business plans to start and grow their notary public companies.

If you’re unfamiliar with creating a notary public business plan, you may think creating one will be a time-consuming and frustrating process. For most entrepreneurs it is, but for you, it won’t be since we’re here to help. We have the experience, resources, and knowledge to help you create a great business plan.

In this article, you will learn some background information on why business planning is important. Then, you will learn how to write a notary public business plan step-by-step so you can create your plan today.

Download our Ultimate Business Plan Template here >

What is a Notary Business Plan?

A business plan provides a snapshot of your notary public business as it stands today, and lays out your growth plan for the next five years. It explains your business goals and your strategies for reaching them. It also includes market research to support your plans.

Why You Need a Business Plan for a Notary Business

If you’re looking to start a notary public business or grow your existing notary public company, you need a business plan. A business plan will help you raise funding, if needed, and plan out the growth of your notary public business to improve your chances of success. Your notary public business plan is a living document that should be updated annually as your company grows and changes.

Sources of Funding for Notary Public Businesses

With regards to funding, the main sources of funding for a notary public business are personal savings, credit cards, bank loans, and angel investors. When it comes to bank loans, banks will want to review your business plan and gain confidence that you will be able to repay your loan and interest. To acquire this confidence, the loan officer will not only want to ensure that your financials are reasonable, but they will also want to see a professional plan. Such a plan will give them the confidence that you can successfully and professionally operate a business. Personal savings and bank loans are the most common funding paths for notary public companies.

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How to write a business plan for a notary public business.

If you want to start a notary public business or expand your current one, you need a business plan. The guide below details the necessary information for how to write each essential component of your notary public business plan.

Executive Summary

Your executive summary provides an introduction to your business plan, but it is normally the last section you write because it provides a summary of each key section of your plan.

The goal of your executive summary is to quickly engage the reader. Explain to them the kind of notary public business you are running and the status. For example, are you a startup, do you have a notary public business that you would like to grow, or are you operating a chain of notary public businesses?

Next, provide an overview of each of the subsequent sections of your plan.

Give a brief overv iew of the notary public industry.
Discuss the type of notary public business you are operating.
Detail your direct competitors. Give an overview of your target customers.
Provide a snapshot of your marketing strategy. Identify the key members of your team.
Offer an overview of your financial plan.

Company Overview

In your company overview, you will detail the type of notary public business you are operating.

For example, you m ight specialize in one of the following types of notary public businesses:

General Notary : this type of notary business involves general notary work where you travel to clients to notarize documents that are not related to real estate transactions. This can include powers of attorney, trust documents, healthcare-related documents, auto title transfers, etc.
Loan Signing Notary: this type of notary business usually requires additional certifications specific to the mortgage industry in order to become a Signing Agent. As a Signing Agent, you will receive assignments from signing services, such as title companies and mortgage companies to conduct signings for mortgage and real estate transactions.
Non-Notary Services: this type of notary business is to add additional sources of revenue to your notary public business. This can involve fingerprinting services, inspections, courier services, and apostille services.

In addition to explaining the type of notary public business you will operate, the company overview needs to provide background on the business.

Include answers to questions such as:

When and why did you start the business?
What milestones have you achieved to date? Milestones could include the number of clients served, the number of notaries with positive reviews, reaching X number of clients served, etc.
Your legal business structure. Are you incorporated as an S-Corp? An LLC? A sole proprietorship? Explain your legal structure here.

Industry Analysis

In your industry or market analysis, you need to provide an overview of the notary public industry.

While this may seem unnecessary, it serves multiple purposes.

First, researching the notary public industry educates you. It helps you understand the market in which you are operating.

Secondly, market research can improve your marketing strategy, particularly if your analysis identifies market trends.

The third reason is to prove to readers that you are an expert in your industry. By conducting the research and presenting it in your plan, you achieve just that.

The following questions should be answered in the industry analysis section of your notary public business plan:

How big is the notary public industry (in dollars)?
Is the market declining or increasing?
Who are the key competitors in the market?
Who are the key suppliers in the market?
What trends are affecting the industry?
What is the industry’s growth forecast over the next 5 – 10 years?
What is the relevant market size? That is, how big is the potential target market for your notary public business? You can extrapolate such a figure by assessing the size of the market in the entire country and then applying that figure to your local population.

Customer Analysis

The customer analysis section of your notary public business plan must detail the customers you serve and/or expect to serve.

The following are examples of customer segments: homebuyers, individuals needing legal or medical documents notarized, real estate agents, and title companies.

As you can imagine, the customer segment(s) you choose will have a great impact on the type of notary public business you operate. Clearly, title companies would respond to different marketing promotions than individuals needing medical documents notarized, for example.

Try to break out your target customers in terms of their demographic and psychographic profiles. With regards to demographics, including a discussion of the ages, genders, locations, and income levels of the potential customers you seek to serve.

Psychographic profiles explain the wants and needs of your target customers. The more you can recognize and define these needs, the better you will do in attracting and retaining your customers.

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Competitive Analysis

Your competitive analysis should identify the indirect and direct competitors your business faces and then focus on the latter.

Direct competitors are othe r notary public businesses.

Indirect competitors are other options that customers have to purchase from that aren’t directly competing with your product or service. This includes title company employees, postal service notaries, or real estate company notaries. You need to mention such competition as well.

For each such competitor, provide an overview of their business and document their strengths and weaknesses. Unless you once worked at your competitors’ businesses, it will be impossible to know everything about them. But you should be able to find out key things about them such as

What types of clients do they serve?
What type of notary public business are they?
What is their pricing (premium, low, etc.)?
What are they good at?
What are their weaknesses?

With regards to the last two questions, think about your answers from the customers’ perspective. And don’t be afraid to ask your competitors’ customers what they like most and least about them.

The final part of your competitive analysis section is to document your areas of competitive advantage. For example:

Will you provide service where you travel to the client?
Will you offer products or services that your competition doesn’t?
Will you provide better customer service?
Will you offer better pricing?

Think about ways you will outperform your competition and document them in this section of your plan.

Marketing Plan

Traditionally, a marketing plan includes the four P’s: Product, Price, Place, and Promotion. For a notary public business plan, your marketing strategy should include the following:

Product : In the product section, you should reiterate the type o f notary public company that you documented in your company overview. Then, detail the specific products or services you will be offering. For example, will you provide apostille services, inspections, officiatiate weddings or fingerprinting services?

Price : Document the prices you will offer and how they compare to your competitors. Essentially in the product and price sub-sections of yo ur plan, yo u are presenting the products and/or services you offer and their prices.

Place : Place refers to the site of your notary public company. Document where your company is situated and mention how the site will impact your success. For example, is your notary public business located in a busy retail district, a business district, a standalone office, or purely online? Discuss how your site might be the ideal location for your customers.

Promotions : The final part of your notary public marketing plan is where you will document how you will drive potential customers to your location(s). The following are some promotional methods you might consider:

Advertise in local papers, radio stations and/or magazines
Reach out to websites
Distribute flyers
Engage in email marketing
Advertise on social media platforms
Improve the SEO (search engine optimization) on your website for targeted keywords

Operations Plan

While the earlier sections of your business plan explained your goals, your operations plan describes how you will meet them. Your operations plan should have two distinct sections as follows.

Everyday short-term processes include all of the tasks involved in running your notary public business, including answering calls, scheduling notary appointments, traveling to clients and/or notarizing, etc.

Long-term goals are the milestones you hope to achieve. These could include the dates when you expect to book your Xth client, or when you hope to reach $X in revenue. It could also be when you expect to expand your notary public business to a new city.

Management Team

To demonstrate your notary public business’ potential to succeed, a strong management team is essential. Highlight your key players’ backgrounds, emphasizing those skills and experiences that prove their ability to grow a company.

Ideally, you and/or your team members have direct experience in managing notary public businesses. If so, highlight this experience and expertise. But also highlight any experience that you think will help your business succeed.

If your team is lacking, consider assembling an advisory board. An advisory board would include 2 to 8 individuals who would act as mentors to your business. They would help answer questions and provide strategic guidance. If needed, look for advisory board members with experience in managing a notary public business or successfully running a small real estate or title company practice.

Financial Plan

Your financial plan should include your 5-year financial statement broken out both monthly or quarterly for the first year and then annually. Your financial statements include your income statement, balance s heet, and cash flow statements.

Income Statement

An income statement is more commonly called a Profit and Loss statement or P&L. It shows your revenue and then subtracts your costs to show whether you turned a profit or not.

In developing your income statement, you need to devise assumptions. For example, will you see 5 clients per day, and/or offer additional services ? And will sales grow by 2% or 10% per year? As you can imagine, your choice of assumptions will greatly impact the financial forecasts for your business. As much as possible, conduct research to try to root your assumptions in reality.

Balance Sheets

Balance sheets show your assets and liabilities. While balance sheets can include much information, try to simplify them to the key items you need to know about. For instance, if you spend $50,000 on building out your notary public business, this will not give you immediate profits. Rather it is an asset that will hopefully help you generate profits for years to come. Likewise, if a lender writes you a check for $50,000, you don’t need to pay it back immediately. Rather, that is a liability you will pay back over time.

Cash Flow Statement

Your cash flow statement will help determine how much money you need to start or grow your business, and ensure you never run out of money. What most entrepreneurs and business owners don’t realize is that you can turn a profit but run out of money and go bankrupt.

When creating your Income Statement and Balance Sheets be sure to include several of the key costs needed in starting or growing a notary public business:

Cost of notary certifications and notary supplies
Payroll or salaries paid to staff (if any)
Business insurance
Other start-up expenses (if you’re a new business) like legal expenses, permits, computer software, and equipment

Attach your full financial projections in the appendix of your plan along with any supporting documents that make your plan more compelling. For example, you might include your office location lease or a list of services you plan to offer.

Writing a business plan for your notary public business or mobile notary business is a worthwhile endeavor. If you follow the template above, by the time you are done, you will truly be an expert. You will understand the notary public industry, your competition, and your customers. You will develop a marketing strategy and will understand what it takes to launch and grow a successful notary public business.

Notary Public Business Plan Template FAQs

What is the easiest way to complete my notary public business plan.

Growthink's Ultimate Business Plan Template allows you to quickly and easily write your notary public business plan.

How Do You Start a Notary Public Business?

Starting a notary public business is easy with these 14 steps:

Choose the Name for Your Notary Public Business
Create Your Notary Public Business Plan
Choose the Legal Structure for Your Notary Public Business
Secure Startup Funding for Your Notary Public Business (If Needed)
Secure a Location for Your Business
Register Your Notary Public Business with the IRS
Open a Business Bank Account
Get a Business Credit Card
Get the Required Business Licenses and Permits
Get Business Insurance for Your Notary Public Business
Buy or Lease the Right Notary Public Business Equipment
Develop Your Notary Public Business Marketing Materials
Purchase and Setup the Software Needed to Run Your Notary Public Business
Open for Business

Learn more about how to start your own notary business .

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Since 1999, Growthink has developed business plans for thousands of companies who have gone on to achieve tremendous success. Click here to see how a Growthink business planning consultant can create your business plan for you.

Notary Business Plan

Notary businesses are in high demand, be it real estate developers, legal firms, government agencies, or educational institutions; all require notary assistance.

Building a notary business from scratch and standing toe-to-toe with big industry giants may feel overwhelming, but a detailed business plan can help you succeed.

Are you looking to start writing a business plan for your Notary business? Creating a business plan is essential to starting, growing, and securing funding for your business. So we have prepared a notary business plan template to help you start writing yours.

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!

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Financial Tables

How to Write a Notary Business Plan?

Writing a notary 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:

Start with a brief introduction:

Market opportunity:, mention your services:, management team:, financial highlights:, call to action:.

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

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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:

About the business:

Provide all the basic information about your business in this section like:

The name and type of your notary business: mention whether your clientele focuses on real estate agents, escrow officers, or title agents. Maybe, you serve all of them—so mention it.
Company structure of your notary business, whether it is an LLC, partnership firm, or something else.
Location of your notary business and why you selected that place.

Mission statement:

Business history:, future goals:.

This section should provide an in-depth understanding of your Notary 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 Notary business will run along with the target market, competitors, and growth opportunities. Your market analysis should contain the following essential components:

Target market:

Market size and growth potential:, competitive analysis:, market trends:, regulatory environment:.

Some additional tips for writing the market analysis section of your business plan:

Use various sources to gather data, including industry reports, market research studies, and surveys.
Be specific and provide detailed information wherever possible.
Include charts and graphs to help illustrate your key points.
Keep your target audience in mind while writing the business plan

4. Products And Services

The product and services section of a Notary public business plan should describe the specific services and products that will be offered to customers. To write this section should include the following:

List the services:

Create a list of services your notary business will offer, including document authentication, legal advice, administering oaths and affirmations, notarizing real estate transactions, etc.
Describe each service: Provide a detailed description of what it entails, the time required, and the qualifications of the professionals who will provide it. A notary signing agent, for instance, ensures that all documents are signed and notarized correctly during a real estate closing.

Transparency and confidentiality:

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:

Develop your unique selling proposition (USP):

Determine what sets your business apart from the competition and what benefits your target market.

Determine your pricing strategy:

Marketing strategies:, sales strategies:, customer retention:.

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:

Hiring plan:

Operational process:, technology & software:.

By including these key elements in your operations plan section, you can create a comprehensive plan that outlines how you will run your Notary business.

7. Management Team

The management team section provides an overview of the individuals responsible for running the Notary business. This section should provide a detailed description of the experience and qualifications of each manager, as well as their responsibilities and roles.

Key managers:

Organizational structure:, compensation plan:, board of advisors:.

Describe your company’s key personnel 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 projections for the first few years of your business.

Profit & loss statement:

Cash flow statement:, balance sheet:, break-even point:, financing needs:.

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

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 legal 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 Notary business should only include relevant and essential information supporting your plan’s main content.

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

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

This Notary business plan sample will provide an idea for writing a successful Notary plan, including all the essential components of your business.

After this, if you still need clarification about writing an investment-ready notary business plan to impress your audience, download our notary business plan pdf .

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Frequently asked questions, why do you need a notary business plan.

A business plan is an essential tool for anyone looking to start or run a successful notary business. It helps to get clarity in your business, secures funding, and identifies potential challenges while starting and growing your notary business.

Overall, a well-written plan can help you make informed decisions, which can contribute to the long-term success of your notary business.

How to get funding for your Notary business?

There are several ways to get funding for your notary business, but one of the most efficient and speedy funding options is self-funding. Other options for funding are:

Bank loan – You may apply for a loan in government or private banks.
Small Business Administration (SBA) loan – SBA loans and schemes are available at affordable interest rates, so check the eligibility criteria before applying for it.
Crowdfunding – The process of supporting a project or business by getting a lot of people to invest in your notary business, usually online.
Angel investors – Getting funds from angel investors is one of the most sought options for startups.
Venture capital – Venture capitalists will invest in your business in exchange for a percentage of shares, so this funding option is also viable.

Apart from all these options, there are small business grants available, check for the same in your location and you can apply for it.

Where to find business plan writers for your Notary business?

There are many business plan writers available, but no one knows your business and idea better than you, so we recommend you write your notary public business plan and outline your vision as you have in your mind.

What is the easiest way to write your Notary business plan?

A lot of research is necessary for writing a business plan, but you can write your plan most efficiently with the help of any notary business plan example and edit it as per your need. You can also quickly finish your plan in just a few hours or less with the help of our business plan software.

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

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How to Start a Mobile Notary Business: A Step-by-Step Guide

11 minutes read

Are you intrigued by the idea of a career that offers both personal satisfaction and professional flexibility? Starting your own mobile notary business could be the perfect avenue for you. As a mobile notary, you’ll have the opportunity to play a vital role in legal transactions, serving individuals and businesses with your expertise, all while relishing the autonomy of managing your schedule. In this comprehensive guide, we’ll lead you through the intricacies to start a thriving mobile notary business from the ground up.

Understanding the Role of a Mobile Notary

Before delving into the journey of establishing your own mobile notary business, it’s essential to have a clear grasp of what the role entails. Here are some major roles that you have to play as a mobile notary:

Verifying and authenticating signatures on a variety of legal documents.
Handling documents such as contracts, deeds, affidavits, and power of attorney forms.
Providing the convenience of traveling to clients’ chosen locations, whether it’s their homes, offices, hospitals, or other specified places.

Crucial to your business’s success is grasping your role as a mobile notary. This basis builds your reputation as a trusted legal service provider. This understanding empowers smoother navigation of launching and running your mobile notary business.

Read this article to know 20 Profitable Notary Business Ideas you can start today.

10 Steps to Start a Mobile Notary Business

Here is the step by step guide that will help you start a successful mobile notary business:

1. Researching Your Local Legal Requirements

Before you dive into the mobile notary business, it’s crucial to understand the legal requirements in your state or jurisdiction. Each region has its distinct set of regulations and licensing protocols for notaries. Carefully researching these guidelines and criteria is essential to guarantee full compliance and the ability to operate within the legal framework. Furthermore, remember to keep up with any new rules or changes so that your mobile notary business stays legal and successful.

Mobile notary information in different regions

Here are four ways to understand the legal requirements in your area:

Research Online: Look up official government websites or resources that provide information about notary rules in your region.
Consult Professionals: Reach out to legal experts or local officials who can give you accurate advice on what you need to do.
Attend Workshops: Participate in workshops or seminars that focus on notary regulations, as they can provide valuable insights.
Join Forums or Groups: Online forums or local groups for notaries might have discussions about legal requirements, helping you learn from others’ experiences.

2. Getting the Right Education and Training

When stepping into the world of mobile notary business, acquiring the right education and training is a key foundation. This step ensures you’re equipped with the knowledge and skills needed to perform your role effectively and professionally.

To excel in your mobile notary business, you need:

Formal Notary Education: Enroll in a recognized notary education course to understand the legal aspects, procedures, and regulations of notarization.
Signature Verification Skills: Learn how to accurately verify signatures on various types of documents to ensure their authenticity.
Legal Knowledge: Gain insight into the legal significance of notarized documents and the role of a notary public in certifying them.
Ethical Standards: Understand the ethical responsibilities of a notary, including confidentiality and impartiality in notarization.
Best Practices: Acquire knowledge of industry best practices for efficient and accurate notarization services.
Real-World Scenarios: Participate in training that simulates real-life situations to be better prepared for practical challenges.
Regulatory Awareness: Stay updated on the latest changes in notary laws and regulations to ensure compliance and accuracy.

Remember, continuous learning is essential in staying updated with any changes in notary laws and practices. As you venture into this business, the right education and training will be your guiding compass to success in the realm of mobile notary services.

3. Obtaining the Necessary Supplies

Notary Supplies for Mobile notary business

Setting up a mobile notary business requires gathering the essential tools and supplies to conduct your duties efficiently and professionally. These supplies are instrumental in ensuring the accuracy and authenticity of notarized documents, while also portraying a credible image to your clients.

Some of the indispensable supplies you’ll need include:

Notary Stamp and Seal: These tools are used to imprint your official seal onto documents, confirming your role as a certified notary.
Logbook or Journal: A logbook helps you keep a record of all the notarizations you perform, serving as a crucial reference for future verification.
Notary Certificates: These certificates are attached to documents you notarize, providing information about the notarization process.
Pens and Supplies: High-quality pens and other writing tools are vital for filling out notary certificates and recording information accurately.
Identification Materials: Keep copies of valid identification documents, as you may need them to verify the identities of signers.
Seal Embosser (Optional): While not mandatory, a seal embosser can add an extra layer of authenticity to your notarized documents.
Travel Bag or Case: Since you’re a mobile notary, having a well-organized bag or case to carry your supplies is essential for on-the-go notarizations.

By ensuring you have these necessary supplies, you’re well-prepared to provide professional notary services to your clients, whether you’re meeting them at their homes, offices, or any other location. These tools not only enhance the reliability of your services but also reinforce your credibility as a trusted mobile notary professional.

4. Setting Up Your Business Structure

Establishing a solid foundation for your mobile notary business begins with choosing the right business structure. This decision impacts how your business is legally organized and how it will operate.

There are different business structures to consider:

Sole Proprietorship: Operating as a sole proprietor is the simplest option. You’re the sole owner, responsible for all business decisions and liabilities. This is a good choice if you’re starting small and want full control.
Partnership: If you’re starting with someone else, a partnership might be suitable. It involves sharing ownership, responsibilities, and profits with a partner or partners.
Limited Liability Company (LLC): Forming an LLC offers personal liability protection. Your personal assets are separate from the business’s, shielding you from legal and financial risks .
Corporation: Creating a corporation provides the highest level of liability protection. However, it involves more complex legal and financial obligations.

Choosing the right structure depends on factors like the size of your business, your long-term goals, and your level of comfort with legal responsibilities. Consider consulting with a legal professional or business advisor to make an informed decision.

Setting up the appropriate business structure lays the groundwork for how you’ll manage operations, taxes, and legal obligations. It’s a crucial step that impacts your business’s growth and sustainability as a mobile notary entrepreneur.

4. Registering Your Business

Once you’ve decided on a business structure, the next step to start a successful mobile notary business is to register it officially. This process involves notifying the government and other relevant authorities about your business’s existence and structure.

The registration process varies depending on your chosen business structure and your location. Generally, it includes:

Choosing a Business Name: Select a name that reflects your business and is unique to avoid conflicts with existing businesses. Read this guide of SBA to know more about business name registration.
Filing Required Documents: Prepare and file the necessary paperwork with the appropriate government agency. This paperwork can include articles of organization (for an LLC) or articles of incorporation (for a corporation).
Paying Fees: There might be fees associated with registering your business, so be prepared to cover these costs.
Obtaining Permits and Licenses: Depending on your location and the nature of your business, you may need specific permits or licenses to operate legally.
Getting an Employer Identification Number (EIN): This is like a social security number for your business and is required for tax purposes. You can apply through online to get an EIN .

Registering your business not only legitimizes your operations but also helps you avoid legal issues down the road. It establishes your business’s official identity and allows you to operate within the bounds of the law. By completing this step, you’re setting the stage for a legitimate and trustworthy mobile notary enterprise that clients can rely on for their notarization needs.

5. Creating a Business Plan

A well-thought-out business plan is a roadmap that provides clarity and direction for your mobile notary venture. In addition to defining your goals, target market, services, pricing, and marketing strategies, it also helps you anticipate challenges and opportunities.

By including detailed financial projections, you’ll be better equipped to manage your budget and allocate resources effectively. This plan becomes an indispensable tool for making informed decisions, setting achievable milestones, and demonstrating your business’s potential to prospective clients and investors.

6. Defining Your Services and Pricing

Defining service and pricing of mobile notary business

As you start your mobile notary business, clearly defining the services you offer and setting appropriate pricing is important for your business and clients. This step ensures that both you and your clients understand what you provide and what they can expect.

Service Definition: Outline the types of notarization services you will offer. This could range from general document notarization to more specialized services like loan signings or medical affidavits. Specifying your services helps clients know exactly what you can assist them with.

Pricing Strategy: Determine how you will charge for your services. Factors to consider include the complexity of the document, the time it takes, and any travel involved. Research market rates in your area to ensure your pricing is competitive while reflecting the value of your expertise.

Transparency: Be transparent about your pricing structure. Clearly communicate your fees to clients upfront, so there are no surprises. This builds trust and establishes a professional relationship from the start.

Customization: Consider offering different service packages to cater to various client needs. For example, you might offer a basic package for simple document notarizations and a premium package for complex legal documents.

By defining your services and setting fair pricing, you provide clarity to your clients and position yourself as a reliable and professional mobile notary service provider. This step lays the foundation for transparency and satisfaction in your client interactions.

7. Building an Online Presence

In today’s interconnected world, an effective online presence is an essential tool for reaching your target audience. Designing a professional website not only displays your services, contact details, and client testimonials but also allows potential clients to easily reach out and inquire about your offerings.

Additionally, incorporating interactive features like appointment scheduling and a frequently asked questions (FAQ) section can enhance user engagement and streamline the information-seeking process.

Your website acts as a 24/7 storefront, enabling you to establish credibility, build trust, and cultivate a strong online presence in the competitive realm of mobile notary services. To start a successful mobile notary business a great online presence if crucial.

8. Marketing and Advertising Strategies

The next step to start a Promoting your mobile notary business effectively is essential to attract clients and establish your presence in the market. Developing robust marketing and advertising strategies helps you reach your target audience and build a strong customer base.

Online Presence: Utilize social media platforms, create informative blog posts about notary services, and engage with potential clients through online forums. This digital outreach enhances your visibility and positions you as an expert in your field.

Search Engine Optimization (SEO): Implement SEO techniques to ensure your website appears prominently in online searches related to notary services in your area. This increases the likelihood of potential clients discovering your business when they need your services.

Local Advertising: Collaborate with local businesses, such as real estate agencies or law firms, to establish partnerships. Distribute business cards and brochures in community centers, libraries, and other local hotspots to capture the attention of those in need of notary services.

Networking Events: Participate in local networking events, trade shows, and seminars to connect with potential clients face-to-face. Building personal relationships can lead to valuable referrals and repeat business.

Online Advertising: Consider pay-per-click (PPC) advertising campaigns that target specific keywords related to notary services. These ads can appear on search engines and relevant websites, directing interested individuals to your website.

Content Marketing: Regularly publish informative content that addresses common notary-related questions. This not only establishes your authority but also encourages readers to choose your services when they require notarization.

Remember, a combination of online and offline strategies tailored to your target audience will yield the best results. Effective marketing and advertising strategies will ensure your mobile notary business gains visibility and remains top-of-mind when clients are in need of your expertise.

Also read: 10 Effective Homestay Business Marketing Strategies

9. Handling Appointments and Travel

Efficiently managing appointments and travel is essential for running a successful mobile notary business. This step involves careful organization and communication to ensure smooth interactions with your clients.

Appointment Scheduling: Implement an organized scheduling system that accommodates both your availability and your clients’ preferences. Clear communication about appointment times and locations helps avoid misunderstandings.
Confirmations and Reminders: Send confirmation messages once appointments are scheduled and follow up with reminders closer to the appointment date. This reduces the chances of missed appointments and ensures both parties are prepared.
Travel Planning: Optimize your travel routes to minimize time and maximize efficiency between appointments. This strategic approach reduces travel-related stress and allows you to serve more clients in a day.
Contingency Planning: Have contingency plans in place for unexpected delays, traffic, or other unforeseen circumstances. Being prepared to adapt to changes ensures you maintain professionalism and meet clients’ expectations.
Professionalism on the Go: Maintain a professional appearance and demeanor during travel and appointments. Being punctual, courteous, and well-prepared enhances your reputation as a reliable mobile notary.
Documentation and Records: Keep thorough records of appointment details, including dates, times, and locations. This information is essential for your records, future references, and any necessary follow-ups.
Client Communication: Communicate clearly with clients about your arrival time, required documents, and any additional instructions. This proactive approach fosters a positive client experience.

Efficiently managing appointments and travel demonstrates your commitment to providing exceptional service. By streamlining this aspect of your business, you create a positive impression on clients and maximize your overall productivity.

10. Maintaining Proper Record-Keeping

Accurate record-keeping is the backbone of a well-run mobile notary business. Maintaining meticulous records goes beyond the basics; include information about any additional identification verification steps taken during the notarization process.

This comprehensive documentation not only ensures legal compliance but also assists in resolving any future discrepancies and reinforces your commitment to providing trustworthy notary services.

How Much Does it Cost to Start a Mobile Notary Business?

The cost to start a mobile notary business can vary depending on factors such as location, equipment, marketing expenses, and licensing fees. On average, you might expect to invest anywhere from $500 to $1,000 for initial setup costs, including notary supplies, business registration, marketing materials, and any required education or training.

Starting a mobile notary business can be a fulfilling venture with the right preparation and dedication. By following these steps, you can lay a strong foundation for a successful and rewarding career as a mobile notary.

Remember, the journey may have its challenges, but the satisfaction of providing crucial services while enjoying the freedom of a flexible schedule is worth every effort you invest. Your commitment to excellence will shape a trusted and sought-after mobile notary enterprise.

FAQs (Frequently Asked Questions)

The role of a mobile notary is to verify signatures on legal documents, providing a convenient service by traveling to clients’ preferred locations, such as their homes, offices, or hospitals, to perform notarizations.

The educational requirements for becoming a mobile notary vary by location. In many places, you’ll need to complete a notary education course and pass an exam to become certified. Check your local regulations to determine the specific educational prerequisites in your area.

Yes, you can expand your mobile notary business beyond your local area. As long as you adhere to the legal requirements of the regions you operate in, you can offer your services in broader geographic areas. This expansion may involve additional travel and logistical considerations, but it can potentially open up new opportunities and a larger client base.

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How to Start a Notary Business

A notary public acts as a certified and legal witness, providing their signature in exchange for proof of identification. Standard notarized legal documents include contracts, mortgages, and property deeds. Notary public businesses serve customers either from a home office, brick-and-mortar establishment, mobile, or online.

Learn how to start your own Notary Business and whether it is the right fit for you.

Ready to form your LLC? Check out the Top LLC Formation Services .

Start a notary business by following these 10 steps:

Plan your Notary Business
Form your Notary Business into a Legal Entity
Register your Notary Business for Taxes
Open a Business Bank Account & Credit Card
Set up Accounting for your Notary Business
Get the Necessary Permits & Licenses for your Notary Business
Get Notary Business Insurance
Define your Notary Business Brand
Create your Notary Business Website
Set up your Business Phone System

We have put together this simple guide to starting your notary business. These steps will ensure that your new business is well planned out, registered properly and legally compliant.

Exploring your options? Check out other small business ideas .

STEP 1: Plan your business

A clear plan is essential for success as an entrepreneur. It will help you map out the specifics of your business and discover some unknowns. A few important topics to consider are:

What will you name your business?

What are the startup and ongoing costs?
Who is your target market?

How much can you charge customers?

Luckily we have done a lot of this research for you.

Choosing the right name is important and challenging. If you don’t already have a name in mind, visit our How to Name a Business guide or get help brainstorming a name with our Notary Business Name Generator

If you operate a sole proprietorship , you might want to operate under a business name other than your own name. Visit our DBA guide to learn more.

When registering a business name , we recommend researching your business name by checking:

Your state's business records
Federal and state trademark records
Social media platforms
Web domain availability .

It's very important to secure your domain name before someone else does.

Want some help naming your notary business?

Business name generator, what are the costs involved in opening a notary business.

Training and licensure fees range from $90 to $225, depending upon the state in which you reside and its specific requirements. Bonds average $125 and last the life of your certification, which is typically four years.

In some cases, a notary mentor is required and may charge a fee for advising you. If this is the case, the NNA's LinkedIn discussion group is a great resource for finding a qualified mentor.

If your vision includes a brick-and-mortar establishment, you will incur the standard expenses that come with leasing a building. If yours is a mobile business, be sure you have reliable transportation and the insurance required to do so.

Regardless of which path you choose, a website should be included in your initial budget. A simple site should be sufficient, unless you wish to host an online notary business . Simple sites can be built for less than $1,000, while more complicated and secure websites can run $3,500 or above.

What are the ongoing expenses for a notary business?

If you decide to open a brick-and-mortar business, budget for the standard overhead expenses that come with leasing an office.

The following are expenses you should budget for on a monthly basis:

Fuel costs - mobile notaries spend much of their time traveling from customer to customer
Website maintenance
Marketing materials
Fees for local and national associations
Payroll and taxes
Continuing education requirements vary from state to state - the standard is every four years

Who is the target market?

Notary businesses are cautioned against pigeonholing themselves into serving just one type of client. There are a number of different types of documents that require a notary; it is recommended that you target as many as possible when marketing to the public.

How does a notary business make money?

A notary business charges a fee for each document they notarize. Building a relationship with organizations that require a notary regularly is a great way to ensure a steady flow of income.

This depends upon what type of document you are signing and who your client is. Banks and credit unions often make their notary services available to customers free of charge, while you might charge $5-$10 for the same service. Loan signing agents earn $75 to $200 per appointment.

How much profit can a notary business make?

Once you have built a referral base and are getting regular signings each week, the business can be very profitable. Full-time notary signing agents work an average of forty to forty-five hours a week, including driving to appointments. This works out to fifteen signings per month. If your fee is $100 per signing, you will bring in an average of $6,000 per month or $78,000 annually. Since your overhead is low, much of those earnings turn into profit. To maximize profits, carefully consider your fee structure and payroll costs before bringing on another team member.

How can you make your business more profitable?

Implement the following strategies to maximize your profits:

Offer bilingual notary public services
Make your services available 24/7
Offer additional services such as photocopying and printing
Diversify to include as many specialties as possible. A few options are:
Unclaimed assets
Foreign documents
Working with attorneys
Working with structured settlement firms

Want a more guided approach? Access TRUiC's free Small Business Startup Guide - a step-by-step course for turning your business idea into reality. Get started today!

STEP 2: Form a legal entity

The most common business structure types are the sole proprietorship , partnership , limited liability company (LLC) , and corporation .

Establishing a legal business entity such as an LLC or corporation protects you from being held personally liable if your notary business is sued.

Form Your LLC

Read our Guide to Form Your Own LLC

Have a Professional Service Form your LLC for You

Two such reliable services:

You can form an LLC yourself and pay only the minimal state LLC costs or hire one of the Best LLC Services for a small, additional fee.

Recommended: You will need to elect a registered agent for your LLC. LLC formation packages usually include a free year of registered agent services . You can choose to hire a registered agent or act as your own.

STEP 3: Register for taxes

You will need to register for a variety of state and federal taxes before you can open for business.

In order to register for taxes you will need to apply for an EIN. It's really easy and free!

You can acquire your EIN through the IRS website . If you would like to learn more about EINs, read our article, What is an EIN?

There are specific state taxes that might apply to your business. Learn more about state sales tax and franchise taxes in our state sales tax guides.

STEP 4: Open a business bank account & credit card

Using dedicated business banking and credit accounts is essential for personal asset protection.

When your personal and business accounts are mixed, your personal assets (your home, car, and other valuables) are at risk in the event your business is sued. In business law, this is referred to as piercing your corporate veil .

Open a business bank account

Besides being a requirement when applying for business loans, opening a business bank account:

Separates your personal assets from your company's assets, which is necessary for personal asset protection.
Makes accounting and tax filing easier.

Recommended: Read our Best Banks for Small Business review to find the best national bank or credit union.

Get a business credit card

Getting a business credit card helps you:

Separate personal and business expenses by putting your business' expenses all in one place.
Build your company's credit history , which can be useful to raise money later on.

Recommended: Apply for an easy approval business credit card from BILL and build your business credit quickly.

STEP 5: Set up business accounting

Recording your various expenses and sources of income is critical to understanding the financial performance of your business. Keeping accurate and detailed accounts also greatly simplifies your annual tax filing.

Make LLC accounting easy with our LLC Expenses Cheat Sheet.

STEP 6: Obtain necessary permits and licenses

Failure to acquire necessary permits and licenses can result in hefty fines, or even cause your business to be shut down.

State & Local Business Licensing Requirements

Certain state permits and licenses may be needed to operate a notary public business. Learn more about licensing requirements in your state by visiting SBA’s reference to state licenses and permits .

Most businesses are required to collect sales tax on the goods or services they provide. To learn more about how sales tax will affect your business, read our article, Sales Tax for Small Businesses .

Certificate of Occupancy

A notary public business is generally run out of an office. Businesses operating out of a physical location typically require a Certificate of Occupancy (CO). A CO confirms that all building codes, zoning laws and government regulations have been met.

If you plan to lease a location :
It is generally the landlord’s responsibility to obtain a CO.
Before leasing, confirm that your landlord has or can obtain a valid CO that is applicable to a notary public business.
After a major renovation, a new CO often needs to be issued. If your place of business will be renovated before opening, it is recommended to include language in your lease agreement stating that lease payments will not commence until a valid CO is issued.
If you plan to purchase or build a location :
You will be responsible for obtaining a valid CO from a local government authority.
Review all building codes and zoning requirements for your business’ location to ensure your notary public business will be in compliance and able to obtain a CO.

STEP 7: Get business insurance

Just as with licenses and permits, your business needs insurance in order to operate safely and lawfully. Business Insurance protects your company’s financial wellbeing in the event of a covered loss.

There are several types of insurance policies created for different types of businesses with different risks. If you’re unsure of the types of risks that your business may face, begin with General Liability Insurance . This is the most common coverage that small businesses need, so it’s a great place to start for your business.

Another notable insurance policy that many businesses need is Workers’ Compensation Insurance . If your business will have employees, it’s a good chance that your state will require you to carry Workers' Compensation Coverage.

FInd out what types of insurance your Notary Business needs and how much it will cost you by reading our guide Business Insurance for Notary Business.

STEP 8: Define your brand

Your brand is what your company stands for, as well as how your business is perceived by the public. A strong brand will help your business stand out from competitors.

If you aren't feeling confident about designing your small business logo, then check out our Design Guides for Beginners , we'll give you helpful tips and advice for creating the best unique logo for your business.

Recommended : Get a logo using Truic's free logo Generator no email or sign up required, or use a Premium Logo Maker .

If you already have a logo, you can also add it to a QR code with our Free QR Code Generator . Choose from 13 QR code types to create a code for your business cards and publications, or to help spread awareness for your new website.

How to promote & market a notary business

Regardless of how you structure your business there are a number of affordable options for marketing your business. Social media is a great way to educate the public on the services you offer.

Online directories such as Yelp are another option for ensuring consumers in your community are aware of your presence, location, fees, and hours. Additionally, associations such as The American Society of Notaries offer members free professional profiles.

Once your marketing materials are printed, get out and network within the community. Visit local banks, mortgage companies, title companies, real estate offices, government offices, charitable organizations, and professional organizations, and notify them of your services. Attend small business events through your local Chamber of Commerce and community service enterprises. Building a referral base takes time, but is typically the foundation of every successful small business.

How to keep customers coming back

Your focus should be on delivering quality and timely service to each and every customer you serve. Keep in mind that your job is to notarize private and sensitive documents. If word travels that you were anything but professional, your business could take a permanent hit.

STEP 9: Create your business website

After defining your brand and creating your logo the next step is to create a website for your business .

While creating a website is an essential step, some may fear that it’s out of their reach because they don’t have any website-building experience. While this may have been a reasonable fear back in 2015, web technology has seen huge advancements in the past few years that makes the lives of small business owners much simpler.

Here are the main reasons why you shouldn’t delay building your website:

All legitimate businesses have websites - full stop. The size or industry of your business does not matter when it comes to getting your business online.
Social media accounts like Facebook pages or LinkedIn business profiles are not a replacement for a business website that you own.
Website builder tools like the GoDaddy Website Builder have made creating a basic website extremely simple. You don’t need to hire a web developer or designer to create a website that you can be proud of.

Recommended : Get started today using our recommended website builder or check out our review of the Best Website Builders .

Other popular website builders are: WordPress , WIX , Weebly , Squarespace , and Shopify .

STEP 10: Set up your business phone system

Getting a phone set up for your business is one of the best ways to help keep your personal life and business life separate and private. That’s not the only benefit; it also helps you make your business more automated, gives your business legitimacy, and makes it easier for potential customers to find and contact you.

There are many services available to entrepreneurs who want to set up a business phone system. We’ve reviewed the top companies and rated them based on price, features, and ease of use. Check out our review of the Best Business Phone Systems 2023 to find the best phone service for your small business.

Recommended Business Phone Service: Phone.com

Phone.com is our top choice for small business phone numbers because of all the features it offers for small businesses and it's fair pricing.

Is this Business Right For You?

The individual who has the drive and ambition to work hard at building a reputable and profitable career as their own boss.

Want to know if you are cut out to be an entrepreneur?

Take our Entrepreneurship Quiz to find out!

Entrepreneurship Quiz

What happens during a typical day at a notary business?

When not notarizing documents for clients, business owners spend their time networking and implementing ideas defined in their marketing strategy. Mobile business owners spend a portion of each day traveling to meet their customer’s needs.

What are some skills and experiences that will help you build a successful notary business?

Notary publics must complete a state training course and pass the state exam (specific rules vary from state to state). Once you have done so, you will need to mail your application in, along with a fee, to the state notary commission. Upon acceptance, you will swear the oath and purchase any required bonds. Some states also require a notary seal. The National notary Association (NNA) provides details regarding each state’s notary requirements, as well as real-life examples of situations you could be faced with in your public servant position.

What is the growth potential for a notary business?

Before opening your business, research other notary services in the area. Is there a demand for it? What other services do they offer? What hours are they available? Is your area in need of a mobile service? How many online notaries are available in your state? Tailor your services and hours around what your community is lacking to ensure your company grows to meet your business goals.

TRUiC's YouTube Channel

For fun informative videos about starting a business visit the TRUiC YouTube Channel or subscribe to view later.

Take the Next Step

Find a business mentor.

One of the greatest resources an entrepreneur can have is quality mentorship. As you start planning your business, connect with a free business resource near you to get the help you need.

Having a support network in place to turn to during tough times is a major factor of success for new business owners.

Learn from other business owners

Want to learn more about starting a business from entrepreneurs themselves? Visit Startup Savant’s startup founder series to gain entrepreneurial insights, lessons, and advice from founders themselves.

Resources to Help Women in Business

There are many resources out there specifically for women entrepreneurs. We’ve gathered necessary and useful information to help you succeed both professionally and personally:

If you’re a woman looking for some guidance in entrepreneurship, check out this great new series Women in Business created by the women of our partner Startup Savant.

What are some insider tips for jump starting a notary business?

Notary public business owners offer the following professional advice:

Join a local or national notary association. Attend workshops. This membership will help you stay current on new laws, network within the community, and tweak your marketing strategy.
Make yourself available when other notaries are not. After five, on weekends, and during holidays are the perfect times to land business your competition is missing out on.
If you choose to have a physical location, make your business more profitable by offering additional services.
Diversify - Look into the various notary specialties and expand your services to include as many as possible.

How and when to build a team

If you plan on having a physical location, there are a few questions you will need to consider: Do you want to be a notary or would you rather hire someone to take on that responsibility? What hours do you want the notary available? What other services do you plan to offer? Do you want to be in charge of the additional services or would you rather oversee the enterprise? In many cases, notary public business owners choose to start small, hiring more employees as the business grows. If this is the case, however, prepare yourself for long hours.

Mobile and online notaries have a little more flexibility, as they do not have the added pressure of higher overhead costs. In this case, you could hire additional employees as the need arises. Before hiring anyone, check with your state to ensure they meet the notary guidelines.

Useful Links

Industry opportunities.

National notary Association
American Society of Notaries

Real World Examples

Have a Question? Leave a Comment!

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Call the MINA hotline: ( 313) 444-0614

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Starting your mobile notary business: a step-by-step guide.

In today's fast-paced world, convenience is key. With the increasing demand for notary services, especially ones that come to you, starting a mobile notary business can be a lucrative venture. If you're organized, detail-oriented, and enjoy helping people with important transactions, launching your own mobile notary business could be the perfect fit. Here's a step-by-step guide to get you started:

Research and Plan

Begin by researching your local market to understand the demand for mobile notary services in your area. Identify your target market, potential competitors, and pricing strategies. Develop a business plan outlining your goals, services offered, marketing strategies, and financial projections.

Get Educated and Certified

The state of Michigan does not require any education (as of this writing), but studies have shown that people hire professionals who have invested in research, education, and training, even when it’s not mandated. Joining organizations and associations that support notaries shows your willingness to take your business to a level beyond just a signature and a stamp. Once certified, you'll be equipped with the knowledge and skills necessary to perform notarial acts legally and correctly. Most organizations, including the Michigan Notary Association, provide a hotline for help if you find yourself in a situation you are unfamiliar with. Utilizing resources like this helps boost your knowledge and shows the client that while you might not have all the answers at your fingertips, you have the resources to get the answers, and are willing to do so instead of winging it.

Obtain Necessary Licenses

Check with your local and state government or county clerk's office to determine if you need any additional licenses or permits to operate your mobile notary business legally. Compliance with all regulatory requirements is crucial to avoid potential fines or penalties, especially if you are a mobile loan closer.

Invest in Equipment

As a mobile notary, you'll need to invest in essential equipment such as a notary stamp or seal, a notary journal to record transactions, and a reliable vehicle for transportation. Additionally, consider investing in a mobile phone, laptop, and portable printer to manage appointments and print documents on the go.

Build Your Brand and Online Presence

Create a professional brand identity for your mobile notary business, including a memorable logo, business cards, and marketing materials. Establish an online presence by creating a website and social media profiles to showcase your services, expertise, and testimonials from satisfied clients.

Market Your Services

Develop a marketing plan to attract clients to your mobile notary business. Utilize both online and offline marketing strategies such as networking with local real estate agents, attorneys, and lenders, advertising in local publications, and leveraging social media platforms to reach potential clients.

Set Your Pricing Structure

Michigan allows a notary to charge no more than $10 per notarization or notarial act. The state also allows a travel fee if the notary is traveling to you. This travel fee must be disclosed prior to traveling. Having your travel fee set prior to accepting jobs helps to expedite the call, and make your client feel like the transaction is more about them than it is about you, making sure your costs are covered. Determine your pricing structure based on factors such as distance to the location, and the time it takes to drive that distance. Consider referring to another notary in your network if your travel fee exceeds anything a reasonable person would be willing to pay. The referral will be returned to you in the future.

Stay Informed and Maintain Professionalism

Stay up to date on changes to notary laws and regulations in your state to ensure compliance and provide accurate services to your clients. Maintain professionalism at all times by arriving on time for appointments, dressing appropriately, and providing excellent customer service.

Starting a mobile notary business requires careful planning, dedication, and attention to detail. By following these steps and providing exceptional service to your clients, you can build a successful business that meets the growing demand for convenient notarial services in your community.

Convenience is a commodity that is highly valued. This is where the role of a mobile notary becomes indispensable. A mobile notary offers a flexible and efficient solution to the often-cumbersome process of notarizing documents for those who have difficulty leaving their home or office to go out to find a notary. Rather than requiring clients to navigate through traffic, find parking, and wait in line at a traditional notary office, a mobile notary brings their services directly to the client's location, whether it's their home, office, or any other convenient meeting place.

Furthermore, mobile notaries cater to individuals and businesses with busy schedules or mobility limitations, making notarization accessible to a wider range of people. Whether it's a busy professional needing documents notarized during their lunch break or an elderly individual unable to travel easily, a mobile notary offers a convenient and inclusive solution.

Mobile notaries provide flexibility in terms of scheduling appointments, often accommodating evening or weekend appointments to accommodate clients' needs. This flexibility is particularly valuable in time-sensitive situations, such as real estate transactions or legal matters, where a delay in notarization could have significant consequences.

Additionally, mobile notaries offer a level of privacy and confidentiality that may not be available in a public notary office. Clients can feel more comfortable discussing sensitive or personal matters in the privacy of their own space, knowing that their documents are being handled securely and professionally.

Overall, the convenience, accessibility, flexibility, and privacy offered by mobile notaries make them an essential service in today's busy world. Whether it's for personal, business, or legal matters, having a mobile notary available ensures that important documents can be notarized quickly, efficiently, and conveniently.

Leslie Hocker is a contributing editor for the Michigan Notary Association blog. Leslie is the President and co-Founder of the Michigan Notary Association , and runs her own mobile notary business, Mobile Notary of Macomb, in Chesterfield Michigan.

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Ferndale, MI 48220

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Notary Public Business Plan Template

Written by Dave Lavinsky

Notary Public Business Plan

You’ve come to the right place to create your Notary Public business plan.

We have helped over 1,000 entrepreneurs and business owners create business plans and many have used them to start or grow their Notary Public businesses.

Below is a template to help you create each section of your Notary Public business plan.

Executive Summary

Business overview.

One-Day Notary Public Service is a startup notary public business located in Pierre, South Dakota. The company is founded by Kathy Porporia, a notary public who has been employed in the business sector for over ten years. She generated a thirty percent increase in her employer’s business by using her skills and social engagement talents to acquire and keep clients. Many businesses in Pierre have come to rely solely on Kathy for all notary public needs.

One-Day Notary Public Service will provide a wide selection of services from which customers may choose, including notarizing legal documents, affidavits, contracts, and more. As a result of the growth rate of clients who request her services, Kathy determined that it is the right and best time to launch her own business and capture the eager audience she already has slated as potential customers. Many of these same businesses and individuals have already committed to following Kathy to her new startup company.

Product Offering

The following are the services that One-Day Notary Public Service will provide:

One-day service guarantee
Mobile service within city and surrounding areas of Pierre
Notarizing legal documents
Legal contracts
Identity verification
Administration of oaths and affirmations
Certifying copies of documents

Customer Focus

One-Day Notary Public Service will target all residents and businesses in Pierre and the surrounding areas of the city. They will target attorneys and law firms. They will target businesses who require legally-binding contracts. They will target individuals who are purchasing a home or traveling internationally. They will target residents who are required to verify their identity or affirm legal proceedings or documentation.

Management Team

One-Day Notary Public Service will be owned and operated by Kathy Porporia, a notary public who has been employed in the business sector for over ten years. She generated a thirty percent increase in her employer’s business by using her skills and social engagement talents to acquire and keep clients. Many businesses in Pierre have come to rely solely on Kathy for all notary public needs. Kathy has recruited Nahul Jahim and Cristy Baker to join her business.

Kathy Porporia holds a bachelor’s degree from the University of South Dakota in business management. She has fifteen years of experience as a notary public and has an extensive background in management and scheduling within a notary public as a result of her last ten years of employment. Kathy was often placed in temporary management positions when her employers traveled extensively; as a result, her management skills were developed and well-positioned to lead her own company.

Nahul Jahim is a graduate of Pierre College, where he obtained a bachelor’s degree in marketing. He has been a notary public for five years and formerly worked with Kathy at the same business. His role will be as a Senior Notary Public, assisting in both serving as a notary public and managing the business on behalf of Kathy and her staff.

Cristy Baker is certified as an administrative assistant and formerly worked with Kathy. She is adept at booking clients, understanding the legal or documentation needs of each client and running a smooth operation. Her role will be as the Senior Administrative Associate.

Success Factors

One-Day Notary Public Service will be able to achieve success by offering the following competitive advantages:

Friendly, knowledgeable, and highly-qualified team of One-Day Notary Public Service
Notarize legal documents, including contracts, affidavits, wills, and power of attorney documents.
Verifying identity through identification checks and document verification.
Administering oaths and affirmations for affidavits and statutory declarations.
Providing certified copies of documents.
Mobile notary services, offering on-site notarization for clients unable to visit our office.
One-Day Notary Public Service offers the best pricing in town. Their pricing structure is the most cost effective when compared to the competition.

Financial Highlights

One-Day Notary Public Service is seeking $200,000 in debt financing to launch its One-Day Notary Public Service. The funding will be dedicated toward securing the office space and purchasing office equipment and supplies. Funding will also be dedicated toward three months of overhead costs to include payroll of the staff, rent, and marketing costs for the print ads and marketing costs. The breakout of the funding is below:

Office space build-out: $20,000
Office equipment, supplies, and materials: $10,000
Three months of overhead expenses (payroll, rent, utilities): $150,000
Marketing costs: $10,000
Working capital: $10,000

The following graph outlines the financial projections for One-Day Notary Public Service.

One-Day Notary Public Service Pro Forma Projections

Company Overview

Who is one-day notary public service.

One-Day Notary Public Service is a newly established, full-service notary public service in Pierre, South Dakota. One-Day Notary Public Service will be the most reliable, cost-effective, and efficient choice for residents and businesses in Pierre and the surrounding communities. One-Day Notary Public Service will provide a comprehensive menu of notary services for any resident or business to utilize. Their full-service approach includes a comprehensive set of services relating to legal documentation, oaths, verifications and certifications.

One-Day Notary Public Service will be able to serve customers with one-day service and mobile service. The team of professionals are highly qualified and experienced in all notary services and the legal documents needed for completion. One-Day Notary Public Service removes all headaches and issues of finding and getting to a notary public and ensures all issues are taken care of expeditiously while delivering the best customer service.

One-Day Notary Public Service History

One-Day Notary Service is owned and operated by Kathy Porporia, a notary public who has been employed in the business sector for over ten years. She generated a thirty percent increase in her employer’s business by using her skills and social engagement talents to acquire and keep clients. Kathy Porporia holds a bachelor’s degree from the University of South Dakota in business management. She has fifteen years of experience as a notary public and has an extensive background in management and scheduling within a notary public as a result of her last ten years of employment. Kathy was often placed in temporary management positions when her employers traveled extensively; as a result, her management skills were developed and well-positioned to lead her own company.

Since incorporation, One-Day Notary Public Service has achieved the following milestones:

Registered One-Day Notary Public Service, LLC to transact business in the state of South Dakota.
Has a contract in place to lease a 10,000 square foot office in a midtown office building in Pierre.
Reached out to numerous contacts to include One-Day Notary Service as their primary notary public service.
Began recruiting a staff of three and two office personnel to work at One-Day Notary Service.

One-Day Notary Public Services

The following will be the services One-Day Notary Public Service will provide:

Industry Analysis

The notary public industry is expected to grow over the next five years to over $700 million. The growth will be driven by an increasing number of legal and regulatory requirements The growth will be driven by an increasing number of real estate transactions The growth will be driven by an increasing complexity of international transactions Costs will likely be reduced as paper and printing costs are eliminated Costs will likely be reduced as communication expenses drop Costs will likely be reduced as travel expenses drop

Customer Analysis

Demographic profile of target market, customer segmentation.

One-Day Notary Public Service will primarily target the following customer profiles:

Businesses and residents within the city of Pierre and its surrounding communities
Law firms, attorneys, real estate agents, mortgage companies
Travelers or others who need identity verification
Residents settling wills or trust funds

Competitive Analysis

Direct and indirect competitors.

One-Day Notary Public Service will face competition from other companies with similar business profiles. A description of each competitor company is below.

SwiftNotary Company

SwiftNotary Company is established in a conveniently located office, where the sole proprietor, Jake Roberts, offers a range of notary services, including notarizing legal documents, affidavits, contracts, and more. With his commitment to accuracy, efficiency, and exceptional customer service, he aims to become the go-to notary public service provider in the Pierre area.

SwiftNotary Company was started in 2019 to provide a quick response for individuals who needed notary public service during the global pandemic. Jake used his vehicle to travel from homes to businesses and back again during several months before eventually opening an office in downtown Pierre. The one-man operation caters to a wide range of clients, including individuals requiring notarization for personal documents, real estate professionals, law firms, financial institutions, and businesses in need of notarized contracts and agreements.

Premier Notary Public

Premier Notary Public is owned and operated by Nick and Claus Swanson, brothers who went through notary public training at the same time with the intention to open a business that would provide their income for several years. They divided the business into two segments, one serving individuals and the other serving business clients. They do not have other employees and they provide primarily mobile service, with a home office serving as the place for administrative tasks. Nick and Claus Swanson network extensively throughout Pierre by joining community groups and philanthropic committees and both are dedicated to helping the residents of Pierre by acts of service on behalf of its residents

Attorney’s Public Notary

The Attorney’s Public Notary Company is known as the “Attorney’s Choice” for notary services. It is owned and operated by Tina Essex who started the specialized notary public dedicated to serving attorneys exclusively in 2020. The claim of the business is that it serves “the unique needs of legal professionals and the critical role notarization plays in their practice”. The claim of the company is that it provides efficient and dependable notary services tailored specifically to attorneys, ensuring their documents are properly authenticated and legally binding.

Attorney’s Notary Public offers an in-depth understanding of the state’s legal requirements and regulations, with notaries who understand the specific nuances of notarizing legal documents in South Dakota. We offer a comprehensive range of notary services exclusively to attorneys, including notarizing legal documents such as contracts, agreements, affidavits, and other vital legal instruments. The company will attest to the authenticity of signatures, and verify identities. They claim to prioritize accuracy and attention to detail to ensure the utmost validity and legality of each notarized document.

Competitive Advantage

One-Day Notary Public Service will be able to offer the following advantages over their competition:

Marketing Plan

Brand & value proposition.

One-Day Notary Public Service will offer the unique value proposition to its clientele:

Highly-qualified team of skilled employees who are able to provide a comprehensive set of notarized legal documents, including contracts, affidavits, wills, and power of attorney documents.
Verify identity through identification checks and document verification.
Administer oaths and affirmations for affidavits and statutory declarations.
Provide certified copies of documents.
Offer unbeatable pricing to its clients; they will offer the best pricing in town.

Promotions Strategy

The promotions strategy for One-Day Notary Public Service is as follows:

Word of Mouth/Referrals

One-Day Notary Public Service has built up an extensive list of contacts over the years by providing exceptional service and expertise to all clients. Former clients will follow her to her new company and help spread the word of One-Day Notary Public Service.

Professional Associations and Networking

Community and national associations will be joined and networking will continue in all forums. Attendance and active participation when needed will be offered.

Print Advertising

Two weeks prior to the launch, One-Day Notary Public will send a direct-mail piece to all residents and businesses in Pierre county. The piece will announce the launch of the company, describe the services, and offer a discount on products or services purchased.

Website/SEO Marketing

One-Day Notary Public Service will fully utilize their website. The website will be well organized, informative, and list all the services that One-Day Notary Public Service provide. The website will also list their contact information and list their available appointment times for One-Day overnight service. Customers can set their appointment times with confidence that One-Day Notary will show up on-time, every time. The website presence will utilize SEO marketing tactics so that anytime someone types in the Google or Bing search engine “Notary company” or “notary service near me”, One-Day Notary Public Service will be listed at the top of the search results.

The pricing of One-Day Notary Public Service will be moderate and on par with competitors so customers feel they receive excellent value when purchasing their services.

Operations Plan

The following will be the operations plan for One-Day Notary Public Service. Operation Functions:

Kathy Porporia will be the Owner and President of the company. She will oversee all staff and manage client relations. Kathy has spent the past year recruiting the following staff:
Nahul Jahim will become the Senior Notary Public and will manage the office administration when Kathy is not available.
Cristy Baker will be the Senior Administrative Associate, overseeing the day-to-day management of filing, phone calls, emails, etc.

Milestones:

One-Day Notary Public Service will have the following milestones completed in the next six months.

5/1/202X – Finalize contract to lease office space
5/15/202X – Finalize personnel employment contracts for the One-Day Notary Public Service
6/1/202X – Prepare direct-mail piece for One-Day Notary Public Service clients
6/15/202X – Begin networking at industry events
6/22/202X – Begin moving into One-Day Notary Public Service office
7/1/202X – One-Day Notary Public Service opens its office for business

Cristy Baker is certified as an Administrative Assistant and formerly worked with Kathy. She is adept at booking clients, understanding the legal or documentation needs of each client and running a smooth operation. Her role will be as the Senior Administrative Associate.

Financial Plan

Key revenue & costs.

The revenue drivers for One-Day Notary Public Service are the fees they will charge to clients for the notary services they provide.

The cost drivers will be the overhead costs required in order to staff One-Day Notary Public Service. The expenses will be the payroll cost, rent, utilities, office supplies, and marketing materials.

Funding Requirements and Use of Funds

One-Day Notary Public Service is seeking $200,000 in debt financing to launch its notary public business. The funding will be dedicated toward securing the office space and purchasing office equipment and supplies. Funding will also be dedicated toward three months of overhead costs to include payroll of the staff, rent, and marketing costs for the print ads and association memberships. The breakout of the funding is below:

Key Assumptions

The following outlines the key assumptions required in order to achieve the revenue and cost numbers in the financials and in order to pay off the startup business loan.

Number of Customers Per Month: 600
Average Revenue per Month: $120,000
Office Lease per Year: $100,000

Financial Projections

Income statement, balance sheet, cash flow statement, notary public business plan faqs, what is a notary public business plan.

A notary public business plan is a plan to start and/or grow your notary public business. Among other things, it outlines your business concept, identifies your target customers, presents your marketing plan and details your financial projections.

You can easily complete your Notary Public business plan using our Notary Public Business Plan Template here .

What are the Main Types of Notary Public Businesses?

There are a number of different kinds of notary public businesses , some examples include: General Notary, Loan Signing Notary, and Non-Notary Services.

How Do You Get Funding for Your Notary Public Business Plan?

Notary Public businesses are often funded through small business loans. Personal savings, credit card financing and angel investors are also popular forms of funding.

What are the Steps To Start a Notary Public Business?

Starting a notary public business can be an exciting endeavor. Having a clear roadmap of the steps to start a business will help you stay focused on your goals and get started faster.

1. Develop A Notary Public Business Plan - The first step in starting a business is to create a detailed notary public business plan that outlines all aspects of the venture. This should include potential market size and target customers, the services or products you will offer, pricing strategies and a detailed financial forecast.

2. Choose Your Legal Structure - It's important to select an appropriate legal entity for your notary public business. This could be a limited liability company (LLC), corporation, partnership, or sole proprietorship. Each type has its own benefits and drawbacks so it’s important to do research and choose wisely so that your notary public business is in compliance with local laws.

3. Register Your Notary Public Business - Once you have chosen a legal structure, the next step is to register your notary public business with the government or state where you’re operating from. This includes obtaining licenses and permits as required by federal, state, and local laws.

4. Identify Financing Options - It’s likely that you’ll need some capital to start your notary public business, so take some time to identify what financing options are available such as bank loans, investor funding, grants, or crowdfunding platforms.

5. Choose a Location - Whether you plan on operating out of a physical location or not, you should always have an idea of where you’ll be based should it become necessary in the future as well as what kind of space would be suitable for your operations.

6. Hire Employees - There are several ways to find qualified employees including job boards like LinkedIn or Indeed as well as hiring agencies if needed – depending on what type of employees you need it might also be more effective to reach out directly through networking events.

7. Acquire Necessary Notary Public Equipment & Supplies - In order to start your notary public business, you'll need to purchase all of the necessary equipment and supplies to run a successful operation.

8. Market & Promote Your Business - Once you have all the necessary pieces in place, it’s time to start promoting and marketing your notary public business. This includes creating a website, utilizing social media platforms like Facebook or Twitter, and having an effective Search Engine Optimization (SEO) strategy. You should also consider traditional marketing techniques such as radio or print advertising.

Learn more about how to start a successful notary public business:

How to Start a Notary Business

How To Start A Mobile Notary Business

Starting a mobile notary business requires acquiring the appropriate notary certification, setting up a mobile office with necessary tools and technologies, marketing your services effectively, and navigating local and state laws to ensure compliance.

Last Update: November 23, 2023

Steps in this Guide: 11

Starting a mobile notary business can be a lucrative and fulfilling venture for individuals who are looking for a flexible and independent career. As a mobile notary, you will have the opportunity to provide critical services to individuals and businesses in need of notarized documents, all while operating on your own schedule and within your own parameters. In this blog post, we will explore the essential steps and considerations involved in starting a mobile notary business, providing you with the knowledge and guidance you need to embark on this exciting entrepreneurial journey. So, if you’re ready to learn how to turn your notarial skills into a successful mobile business, keep reading!

How To Start A Mobile Notary Business: Step-by-Step

Step 1: business planning,.

The business plan, serving as a roadmap, should clearly define the mobile notary business’s objectives, target audience, operational strategy, launch schedule, and financial forecasts, providing a solid foundation for success.

Step 2: Legal Registration,

Registering your business is essential for legal protection and often requires obtaining state-specific permits or licenses, such as one for operating as a notary.

Step 3: Notary Commission,

To become a notary in your state, fill out the application, undergo a background check, and pass an examination on notary laws. Each state has varying requirements, so make sure to check the specific guidelines.

Step 4: Purchase Necessary Equipment,

Having the necessary equipment such as notary seals, certificate forms, receipt books, and a ledger is essential for efficient notary work. Invest in these tools to ensure smooth operations and accurate record-keeping.

Step 5: Create a Mobile Office,

Creating a mobile office setup is essential for operating a mobile business. Equip your car with a laptop, printer, and other office necessities to ensure productivity and efficiency on the go.

Step 6: Pricing Structure,

When determining your rates for notarial services, it is important to factor in your time, any travel expenses incurred, and the complexity or nature of the documents being notarized. This will help establish a fair and appropriate pricing structure.

Step 7: Get Insured,

Protect your business with professional insurance, like Errors and Omissions (E&O) Insurance. It’s vital for notaries, shielding you from potential legal claims resulting from mistakes, ensuring your business remains safeguarded.

Step 8: Marketing Strategy,

Develop a comprehensive marketing strategy by integrating various tactics such as an optimized professional website, effective social media campaigns, strategic networking with local businesses, and additional methods to actively draw in potential clients and maximize business growth.

Step 9: Build a Network,

Building a strong professional network is essential in gaining referrals for notary services. Connect with lawyers, real estate agents, car dealerships, loan officers, and other professionals who frequently need notary services in order to expand your client base and increase opportunities for referrals.

Step 10: Client Servicing,

Providing exceptional customer service, being punctual, diligent, and confidential is crucial for success. Maintaining a strong reputation will enable you to retain customers and attract new ones through repeat business and referrals.

Step 11: Continual Learning,

As laws and notary requirements evolve, stay current by taking continuing education. Additionally, adjust your business plan to reflect growth or market shifts. Adaptation and refinement are vital for success.

Starting a mobile notary business can be a lucrative and fulfilling venture for those who possess the necessary skills and are willing to put in the effort to succeed. As discussed in this blog post, careful planning, obtaining the required certifications and licenses, investing in essential equipment, and effective marketing strategies are key elements to ensure a successful start-up. Remember to focus on providing excellent customer service, fostering strong relationships with clients, and staying updated with changing regulations in the industry. With these steps in place, you can confidently embark on your journey to starting and running a successful mobile notary business. Good luck!

How to Start a Mobile Notary Business

By: Author Tony Martins Ajaero

Home » Business ideas » Service Industry » Legal Services

Do you want to start a mobile notary business? If YES, here is a complete guide to starting a mobile notary business with NO money and no experience.

If you are looking for a business to start with little or no money, mobile notary business is the ideal business to venture into. Aside from the fact that this business requires low start-up capital, it is also a highly profitable business venture.

Mobile notary business in U.S is commissioned to witness the signing of important documents like affidavit, court summons, C of O, and other legal documents. Notaries work as legal officers with the authority to certify affidavits, administer oaths, and take depositions.

Notaries also help to prepare wills, mortgages, and other legal documents, which they certify with an official seal, as well as providing official witnessing of signatures. Notaries are widely needed in real estate, finance, insurance, and legal aspects. It is a business that can be run from home that is why it is called mobile notary.

It can equally be run by opening an independent office or working in conjunction with another business that is compatible with it such as insurance office, real estate office, or law office. Therefore, you have a lot of options to choose from if you decide to operate this kind of business once you are certified.

The most successful notary public are those who have been able to build a vast client base comprising of professionals who require notary public services. If you also want to be successful in this business, you need to build a diverse client base which will open several doors of opportunity for you.

If you are looking to get all the needed information that would guide you in starting your own mobile notary business, you may want to consider reading this article extensively.

Steps to Starting a Mobile Notary Business

1. understand the industry.

There is no published data on the size of the mobile notary business but we do know that there are about 1 billion notary transactions taking place in the United States each year.

This statistics also take into account the fact that most people under the age of 20 would require notary services less than those above 20 years.

With the current US population believed to be at about 324 million, about 27% of this population would rarely need a notary, except for school related activities; while the remaining 73% account for most of the estimated 1 billion notary transactions each year.

Not everyone makes use of the mobile notary as some people still prefer to go to a notary at a bank, law firm, paralegal, title company , courthouse, credit union, accountant, shipping store, insurance agent, financial adviser, etc.

People patronize the mobile notary when they are not mobile or when confined to a hospital bed, nursing home, home-bound, assisted living, or incarcerated. The mobile notary is also used when people want to save time by having a mobile notary come to their location, or when they need a notary service after the walk-in notary services are closed for the day, or on holiday.

The market size for mobile notary services mostly includes those who are not mobile and would prefer a mobile notary coming to them. It also includes several other businesses needing the service of a notary to come to the business location for a transaction.

With some of these positives associated with the mobile notary business, it is certain that the mobile notary industry will keep growing for years to come, and people will keep seeing it as a better and cheaper alternative.

2. Conduct Market Research and Feasibility Studies

Demographics and Psychographics

The demographic and psychographic composition of those who require the services of a notary is not restricted to a particular age group neither is it limited to a particular location, but it cuts across people of different ages and income level.

The demand for the mobile notary is lowest among the age group of 20 years as most of them only need it for school related activities. But its demand sharply rises for age groups above 20 years who would need it for various reasons.

So, if you are looking towards defining the demographics and psychographics of your mobile notary business, then you should ensure that your service is readily available to every class of people.

3. Decide What Niche to Concentrate On

Here are some niches you can specialize in the course of your mobile notary business;

Estate planning
Real estate attorney
Financial advising
Clearing and forwarding agency

The Level of Competition in the Industry

There is no doubt that the mobile notary business has huge potential for growth, but it is also a highly competitive industry. There are no entry barriers associated with this business as anyone can venture into this business.

Distance or location is never a barrier in this business when competing for clients. All your clients demand from you is satisfactory service. You should try to satisfy your clients at a relatively cheaper price compared to your competitors. This will be a plus to your business as you would enjoy more patronage once your clients are satisfied with your service.

There are several other mobile notary business owners scattered all around the United States. So, if you intend to start your mobile notary business, you will definitely meet stiff competition not only amidst mobile notary in the United States but also all over the globe. Besides, there are larger and well established mobile notary companies that people are used to visiting, and you should be ready to compete with them for clients.

4. Know the Major Competitors in the Industry

There is no industry in the world that does not have well-known brands. These well-known brands are known to have done well for themselves over time. These people are highly regarded by clients and the general public. Some of these businesses have been in the industry for long thereby making a name for themselves through their exceptional service.

Here is a list of some of the leading mobile notary businesses in the United States of America;

Jacksonville mobile notary
Fort Worth mobile notary
Fairfax mobile notary
Chicago mobile notary
Indianapolis mobile notary

Economic Analysis

Before starting the mobile notary business, you are expected to do a feasibility study. You will have several factors to consider in order not to fail in this business. One of the most important factors to consider is how to create a unique brand capable of standing out from among other competitors in the industry. You would also need to make extensive research and consultations.

You also need to devise means to get a market share for your business by ensuring that you showcase your unique strength by making it attractive enough for your customers to notice you. You will need to write a comprehensive business plan to know if this business is viable for you or not.

Another thing to consider is how to source for start-up capital. This is very important as most major financial institutions will be more favorably inclined to lend to already established and successful mobile notary businesses than to a start-up business.

You have to write an exciting business plan that would be able to convince the lending institution to provide capital for your startup business.

5. Decide Whether to Buy a Franchise or Start from Scratch

To start this type of business, you would be better off if you start from the scratch instead of buying a franchise. For this type of business, it is much easier to start and run it from the scratch to profitability than having to buy a franchise. Though it would take you some time, but you will surely start making your profit in the long run. People will patronize your products based on affordability and accessibility as against relying on a franchise.

It is also interesting to note that most of the big and successful mobile notary businesses all started from the scratch and they were able to gradually build a strong and solid business brand. However, it takes hard work, dedication and determination to achieve success in this kind of business.

6. Know the Possible Threats and Challenges You Will Face

If you decide to start your own mobile notary business today, you would most likely face a major challenge which is the presence of well – established mobile notary companies who are also offering the same services that you intend offering. The only way to avoid this challenge is to create your unique selling point within the market.

Some other likely threats you would face as a mobile notary company operating in the United States are unfavorable government policies, the arrival of a competitor within your business location and global economic downturn which usually affects spending power.

There is hardly anything you can do to avert these threats other than to remain optimistic that things will eventually work for your good.

7. Choose the Most Suitable Legal Entity (LLC, C Corp, S Corp)

Starting a mobile notary business requires a strong legal backing. The legal entity you choose for this business will go a long way in determining the profitability and overall business growth. It could be quite challenging to choose a legal entity for your business.

When it comes to choosing the right legal entity for your mobile notary business, you have a plethora of options to choose from. These options range from limited partnership to general partnership, to limited liability company (LLC) which could be later upgraded to a “C” corporation, or an “S” corporation.

All these different forms of legal entities have their own advantages and disadvantages. This is why you need to carefully pick the most suitable one for your business.

Here are some of the factors to consider before you choose a legal entity for your mobile notary business; limitations of personal liability, tax, ease of transferability, admission of new owners and investor’s expectation.

If you carefully study the characteristics of the various legal entities to use for your mobile notary business, you will see that Limited Liability Company is the most suitable for this type of business. You can start this type of business as an LLC and then convert it to a ‘C’ corporation or an ‘S’ corporation in the course of the business, especially when you plan to go public and international.

When you upgrade your business to a ‘C’ corporation or ‘S’ corporation, it will give your mobile notary business enough boost to compete with major competitors in the industry and not just within the United States, but on the international stage; it will also help you to generate enough business capital from capital firms, enjoy separate tax structure and ease of transferability of ownership of the business; lastly you will enjoy flexibility in the aspect of ownership and management structures.

8. Choose a Catchy Business Name from the ideas Below

If you are looking to start a mobile notary business, it becomes really vital that you adopt a business name that would do your business good.

Generally, when you want to choose a business name, it is expected of you to be creative in doing so. This is because whatever name you choose for your business will form a perspective for your business. It is usually the norm for startup entrepreneurs to follow industry trends when naming their business.

If you want to start your own mobile notary business, here are some catchy names you can choose from;

SignIt mobile notary
Dotman mobile notary
Perfect touch mobile notary
Legal way mobile notary
Noteworthy mobile notary

9. Discuss With an Agent to Know the Best Insurance Policies for You

Choosing the right insurance policy is a good way to boost your business as its importance cannot be overemphasized. In most countries especially in the United States, you won’t be allowed to operate a business without having some of the basic insurance covers required to operate your business in the industry.

Therefore, it is necessary when making your budget to make provisions that will cover for your insurance policy. You could also consult an insurance broker to guide you in choosing the best and most appropriate insurance policies for your mobile notary business.

Here are some of the insurance policies necessary to have if you want to start your own mobile notary business in the United States

General insurance
Liability insurance
Payment protection insurance
Business owner’s policy group insurance
Equipment and Auto Insurance
Hazard insurance
Risk Insurance
Workers compensation
Health insurance
Overhead expense disability insurance

10. Protect your Intellectual Property With Trademark, Copyrights, Patents

Most businesses need you to file for intellectual property protection/trademark, but the mobile notary business doesn’t necessarily need an intellectual property protection because you can run the business without running into any legal issues involving your company’s intellectual properties.

You might still decide to protect your company’s logo, as well as other unique documents important to your business. To register a trademark for your company, you should file an application with the USPTO. The final approval will be made by the attorney as required by the USPTO.

It is really vital that you have your brainchild registered so that you would know how to deal with those who trample on your brain child accordingly.

11. Get the Necessary Professional Certification

There are some professional certifications necessary for you to have which would better position you to effectively run the mobile notary business in the United States of America. Below are some of the necessary professional certifications you are required to have in order to successfully run your own mobile notary business;

Institute of real estate management
American Society of Notaries
National Notary Association

Please note that the law of the United States of America clearly states that all mobile notary businesses are required to obtain the appropriate license and certification.

12. Get the Necessary Legal Documents You Need to Operate

It is necessary to have the appropriate documentation in place before you start a business in the United States of America. Without the necessary documents in place, it won’t take time before the law catches up with you.

Here are some basic legal documents to get if you want to successfully run your mobile notary business in the United States;

Business Plan
Business License
Certificate of Incorporation
Business Incorporation Certificate
Health Inspection Certificate
Non – Disclosure Agreement
Employee’s Handbook
Tax Payer’s ID
Employment Agreement (offer letters)
Operating Agreement for LLCs
Insurance Policy
Apostille (if one intends to operate the business beyond the United States of America)

13. Raise the Needed Startup Capital

Financing a business can be a tough issue to handle. This is especially if the business you are embarking on is capital intensive. A mobile notary business can be started with small capital.

You only have to get the right business location. To finance your mobile notary business, one of the first steps to take is to write a good business plan. With a workable business plan in place, it would be easier to convince your bank, investors, family, and friends to invest in your mobile notary business.

Below are some of the ways to source for start–up capital for your mobile notary business;

Applying for loan from your bank
Raising money from investors
Selling shares to interested investors
Source for soft loans from your friends and family members
Raising money from personal savings and sale of personal stocks and properties
Raising money from business partners
Applying for business grants from government, non-governmental organizations, and angel investors

14. Choose a Suitable Location for your Business

Where you choose to locate your business is key to the success of the business. You need to be located in a place that is conducive enough for people to do business with you.

Your business location is very crucial to the growth and success of your business, hence as an entrepreneur, you should be looking to rent or lease a facility in a visible location. Look for a location where the demography consists of businesses which are likely to need your product and choose a location that is well accessible.

You should also note that it is quite expensive to get a business facility in a good location. Hence you should be prepared to allocate enough funds in your budget for leasing/renting. If you are not well versed in choosing a location for this type of business, then you should talk to a business consultant or a realtor who would properly guide you in choosing the right business location for your mobile notary business.

15. Hire Employees for your Technical and Manpower Needs

The mobile notary business is a highly competitive industry. To thrive in this business, you have to be certified to run the business and you have to offer quality service to your clients. Apart from the technical aspect of the business, the manpower aspect is also of equal importance.

You need to hire a qualified and competent staff to help you manage your business. The overall success of the business rests on the quality of staff you employ. You will need about 3-5 competent staff to start up this business on a small scale.

Service Delivery Process of the Business

To deliver excellent services to your clients, you need to ensure that some things are in place like hiring experienced hands, ensuring good client relationship, and treating your clients well. All this should be done while keeping your charges low compared to your competitors. To provide excellent service delivery, you need to ensure that you put your clients at the heart of what you do.

16. Write a Marketing Plan Packed With ideas & Strategies

To successfully run a mobile notary business, you need to come up with innovative and creative ideas so as to successfully carve out a market for yourself in the business.

So, when you are preparing the marketing plans and strategies for your mobile notary business, ensure that you prepare a personal and company profile that will be interesting and captivating. Apart from stating your experience and qualifications, you also need to clearly state your past achievement in the mobile notary business.

This will help boost your chances and reputation while marketing your services. Here are some of the ways to market your mobile notary business;

Send letters of introduction about your business alongside your brochure to companies, entrepreneurs, and start–ups that might need your service
Advertise in newspapers, TV and radio stations within your community
List your business in local directories
Engage in roadshows in targeted neighborhoods
Promote your business via the internet and social media
Engage in direct sales and marketing
Make use of word of mouth for marketing and referral
Employ marketing executives and business development officers to help you carry out direct marketing for your business

17. Develop Iron-clad Competitive Strategies to Help You Win

The mobile notary industry is a highly competitive industry, and you must come up unique and creative ideas to outsmart your competitors in the industry.

Part of what you need to do to stay competitive in this industry is to continue to make available highly professional and affordable notary services for your clients. Organizations and people will always choose you if they know that you have a better option especially as it relates to professionalism and affordability.

Another strategy that you can adopt is to ensure that your business is well positioned and key members of your company are highly qualified in the industry.

18. Brainstorm Possible Ways to Retain Clients & Customers

In any business one decides to go into, one of the easiest ways to increase customer retention and attract new customers is by producing results. If your clients are satisfied with your services, they would not need to source for an alternative service provider.

If you can continue to improve on your customer service delivery, then you won’t struggle to maintain loyal customers.

Part of what you need to do to achieve this is to keep track of your clients’ satisfaction in order to improve your service delivery. When it comes to customer management and building a loyal client base, you should purchase a customized CRM software.

With this software, you can easily stay in touch with your clients (you can carry out quick client satisfactory survey, you can introduce new products and prices easily and faster, you can keep track of important dates like their birthdays and other anniversaries while you felicitate with them, you can keep track of their progress, you can send bulk SMS and customized e – mails and above all, you can easily receive feedback and complaint from them).

19. Develop Strategies to Boost Brand Awareness and Create a Corporate Identity

Below are some means you could use to boost your brand awareness and create a corporate identity for your mobile notary business;

Place adverts about your business on newspapers, magazine, and other electronic media platforms
Sponsor community-based programs relevant to your business
Advertise your business via the internet and social media platforms (Facebook, Twitter, Instagram, YouTube, Google etc)
Place billboards of your company in strategic locations
List your company in local directories
Distribute fliers and handbills in target areas
Advertise on your official website and look at ways to pull traffic to the site

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Which One Should You Buy: BlueNotary or Signaturely?

Nowadays, in the digital world that is moving at a great speed, it is of utmost importance to choose the right tools for e-signatures and notarizations. The two best options are BlueNotary and Signaturely, and they each have their own advantages for different business needs, respectively.

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MB Mobile Notary Services is your one-stop solution for all your notary needs in Springfield and the surrounding areas . We understand the importance of convenience and flexibility, which is why we bring our services directly to you. Please set an appointment from our website for any and all services. …

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IMAGES

Mobile Notary Business Plan and Financial Model
Create a Winning Mobile Notary Business Plan: Expert Example Guide
Mobile Notary Business Plan Pitch Ready
Craft a Winning Notary Business Plan in 9 Easy Steps!
Mobile Notary Public Quickstart Guide 2 Write a Business Plan
How to Become a Mobile Notary and Make Up to $200 Per Appointment

VIDEO

Upgrade Your Notary Public business in 2024: Essential Tips & Strategies
Développer son Business Plan
How to Start a Notary Business
Mobile App Company Business Plan
Notary News
Mobile Notary Service = CONVENIENCE 🔥

COMMENTS

Mobile Notary Business Plan Example
The first thing that needs to be done to start a mobile notary business is planning. This was easy for Paul as he was in the same industry for a long time and knows how to plan and execute this business. He has carried out a survey and planned the feasibility of starting this business in the area. Step2: Registration.
10 Steps for Profitable Mobile Notary Business
A business plan outlines the company's goals, mission, vision, strategy, and operational details. It serves as a roadmap to guide the business's growth and development. Here are some key components of a business plan for a mobile notary business: Executive Summary: An overview of the company's services, target market, and financial projections.
A Guide to Creating a Mobile Notary Business Plan
This section is typically written after the entire business plan is completed, as it summarizes the main highlights. Business Name and Location: Start by mentioning the name of your mobile notary business and the area where you plan to operate. This helps establish your presence and target market. Mission Statement: Clearly state the mission of ...
Notary Public Business Plan Template [Updated 2024]
Traditionally, a marketing plan includes the four P's: Product, Price, Place, and Promotion. For a notary public business plan, your marketing strategy should include the following: Product: In the product section, you should reiterate the type of notary public company that you documented in your company overview.
Creating a successful mobile Notary business
1: Know your 'why' and write a plan. Take the time to document your mission with a business plan. This will be your guide for making future decisions about how you run your business and what you are willing to do or not do. Each time you market, advertise, network, etc., it should take you closer to achieving your "why".
7 Steps to Creating a Profitable Mobile Notary Business
Obtain the required licenses and permits. 3. Invest in the right notary supplies. 4. Create a professional website and brand. 5. Develop a solid business plan. Navigating State Laws to Set Your Notary and Service Fees. Thriving as a Notary Signing Agent.
Notary Business Plan Template (2024)
Writing a notary 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 ...
4 steps to become a mobile Notary
Some states also permit Notaries to charge a travel fee. The 4 steps for becoming a mobile Notary are as follows: Step 1: Become a Notary (if you aren't one already) Step 2: Create a business plan. Step 3: Create an internet presence. Step 4: Market yourself. The difference between a mobile Notary and a Notary Signing Agent.
Five tips for putting together a Notary business plan
Create and sustain value for your customers," he said. "If you don't stay in front of your customers, someone else will.". 5. Set a schedule to assess how your business is performing on a regular basis. Include a periodic assessment of how your company is doing as part of your business plan, Howell said. Each month or business quarter ...
How to Start a Mobile Notary Business
Making a Plan for Your Mobile Notary Business. The first step in starting your own mobile notary business is creating a business plan. You will need to think about: The type of notary services you want to provide. How you will go about finding clients. What you will charge and what your startup costs will be.
12 key lessons for building a successful Notary business
Wisdom is the application of knowledge, and knowledge is achieved by developing good self-improvement habits over time. Developing these habits should include attending workshops, reading books in your field, attending Notary conferences each year, etc. 6. Understand social media.
How to Start a Mobile Notary Business: A Step-by-Step Guide
Here is the step by step guide that will help you start a successful mobile notary business: 1. Researching Your Local Legal Requirements. Before you dive into the mobile notary business, it's crucial to understand the legal requirements in your state or jurisdiction.
How to Start a Notary Business
Start a notary business by following these 10 steps: Plan your Notary Business. Form your Notary Business into a Legal Entity. Register your Notary Business for Taxes. Open a Business Bank Account & Credit Card. Set up Accounting for your Notary Business. Get the Necessary Permits & Licenses for your Notary Business.
Starting Your Mobile Notary Business: A Step-by-Step Guide
Identify your target market, potential competitors, and pricing strategies. Develop a business plan outlining your goals, services offered, marketing strategies, and financial projections. ... and providing excellent customer service. Starting a mobile notary business requires careful planning, dedication, and attention to detail. By following ...
Notary Public Business Plan Template (2024)
Registered One-Day Notary Public Service, LLC to transact business in the state of South Dakota. Has a contract in place to lease a 10,000 square foot office in a midtown office building in Pierre. Reached out to numerous contacts to include One-Day Notary Service as their primary notary public service.
How To Start A Mobile Notary Business • Srive Blog
Starting a mobile notary business requires acquiring the appropriate notary certification, setting up a mobile office with necessary tools and technologies, marketing your services effectively, and navigating local and state laws to ensure compliance.
Building a Notary Business: It pays to have a plan
Building a Notary Business: It pays to have a plan. By Marcy Tiberio on February 24, 2016. Updated 7-25-22. It doesn't matter if you are a full-time or part-time Notary, if you're just starting out or have been around the block a few times, it pays to have a plan. I, personally, am directionally challenged so I rely on GPS.
How to start a mobile Notary business… and what do you need?
Yes you need to become a Notary, but there is just a little bit more! How to start a mobile Notary business requires getting your Notary commission! In order to make the most… you'll want 1) Notary Signing Agent Training, 2) certification 3) background screened and 4) have E&O Insurance as well!
How to Start a Mobile Notary Business
Notary work can be a great source of secondary income or even a full-time business. Get started with this insightful workshop led by experienced Notaries.
Why a Mobile Notary business paid off for me
Plan before your start your Notary business. Being a Notary fit my life very well, but I didn't enter into this business blindly. Preparing a business plan and doing research before I started was essential. I did homework to find out how many Notaries were working in my area and what services they provided and most importantly, I listened to ...
How to Become a Mobile Notary and Make Up to $200 Per Appointment
Most companies you'll work with as a Notary require at least $100,000 in Errors and Omissions Insurance coverage. This is super important because it protects you against mistakes and possible legal action. In my state, this costs $104 per year. California's E&O Insurance for the same policy limit is $156 per year.
How to Start a Mobile Notary Business
5. Decide Whether to Buy a Franchise or Start from Scratch. To start this type of business, you would be better off if you start from the scratch instead of buying a franchise. For this type of business, it is much easier to start and run it from the scratch to profitability than having to buy a franchise.
New to the Notary Business? A Simple Plan to Start You Off
Supplies and cost of extra services - Printing a page or two and a label - $.50 and an envelope $1.00. Total out of pocket costs are $7.00 ($5.00 auto, supplies and costs - $2.00) If my goal is to make $25.00 an hour, I need to quote $32.00 for this job. I can charge $6.00 for the notarial act.
Which One Should You Buy: BlueNotary or Signaturely?
Plan Type: Cost: Features: Basic: Free: Ideal for notaries handling occasional notarizations; limited features. Pro Hybrid: $24.75/month or $297/year: For notaries to manage business & get clients, includes more features. Business: $43/user/month: For companies needing frequent notarizations, it includes two free RONs monthly, an additional ...
T-Mobile Business Voice and Internet Bundles
Get a $40 monthly discount on an eligible tablet line when bundled with a qualifying voice plan. 2. 1 With $20 monthly bill credit and AutoPay using eligible payment method. Business Unlimited Ultimate: Activate up to 4K UHD streaming on capable device, or video typically streams in SD. With AutoPay & eligible payment method.
Connected Workplace Business Internet
Connected Workplace is a fully managed, nationwide fixed wireless Business Internet solution with our leading 5G network at its core. As a managed service with end-to-end support, your team can focus on what's most important for your business—rather than cumbersome, day-to-day connectivity management activities.
Free Notary Services*
Free Notary Services*. Tue, May 14 2024. 1:00 pm - 5:30 pm. 8:00 am - 12:30 pm. Greenpoint Library. all ages community partner legal resources. *Limit of three seals per signing, per day. non-commercial only. Other restrictions may apply. *Please call Greenpoint Library to CONFIRM the notary is AVAILABLE the day you plan to visit.
Business Internet Services
Save $20/mo. on reliable 5G Business Internet. Act now to save $20 every month with a premium voice line and get 5G Business Internet from America's fastest growing internet provider for just $40/mo. Plus, get $50 back via virtual prepaid Mastercard® with activation. Delivered via 5G cellular network; speeds vary due to factors affecting ...
MB MOBILE NOTARY SERVICES
Specialties: MB Mobile Notary Services is your one-stop solution for all your notary needs in Springfield and the surrounding areas . We understand the importance of convenience and flexibility, which is why we bring our services directly to you. Please set an appointment from our website for any and all services.
Washington Procurement Connect: Strengthening Your Business
Annual conference connecting small, diverse, and veteran-owned businesses in Washington with the procurement professionals from state and local governments, including counties, cities, schools, ports, commissions, and more.

UK Start-Up Visa Business Plan

Mobile Notary Business Plan Example

Mobile notary business plan for starting your own business

Executive Summary

2.2 Management of Mobile Notary Business

2.3 Customers of Mobile Notary

2.4 Business Target

Company Summary

3.2 Why the Mobile Notary Business is being started?

3.3 How the Mobile Notary Business will be started?

Marketing Analysis of Mobile Notary

5.1 Market Trends

5.2 Marketing Segmentation

5.2.1 Corporate Clients

5.2.2 Small Businesses

5.2.3 Private Customers

5.2.4 Government Agencies

5.3 Business Target

5.4 Product Pricing

Marketing Strategy

6.1 Competitive Analysis

6.2 Sales Strategy

6.3 Sales Monthly

7.1 Company Staff

7.2 Average Salary of Employees

8.1 Important Assumptions

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10 Steps to Launching a Successful Mobile Notary Business

1. Research Mobile Notary Financial Model & Business Plan

Financial Model

Business Plan

Tips & Tricks

2. Locate Potential Client Base

3. Research Notary Laws & Necessary Permits

Tips & Tricks:

4. Obtain Funding & Start-Up Capital

5. Purchase Required Equipment & Software

6. Design A Brand Identity & Collateral Material

Design Tips & Tricks

7. Establish Notary Bonds & Insurance Coverage

Notary Bonds

Insurance Coverage

8. Form Legal Entity & Register For Taxes

Chapter 1: Choosing Your Business Structure

Chapter 2: Registering Your Business

Chapter 3: Obtaining an EIN

Chapter 4: Filing Taxes

9. Investigate & Implement Marketing Strategy

Chapter 1: Identify Your Target Market

Chapter 2: Establish Your Brand

Chapter 3: Develop Your Marketing Channels

Chapter 4: Measure Your Results

10. Create Operations Process & Procedures

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