Wealth Management Advisor Financial Plan

Here are the financial tables:
- Provisional Balance Sheet
- Provisional Cash Flow Statement
- Provisional Income Statement
- Operating Performance Ratios
- Break-Even Analysis
- Working Capital Requirements
- Financial graphs and ratios

These are all the necessary financial tables that need to be presented to a banker or investor.

Our experts have compiled a list of all the expenses related to your business.

You will have access to the initial expenses as well as a comprehensive startup budget.

Additionally, you will receive a list of the daily expenses associated with the business.

All the assumptions have already been filled in and customized based on your industry.

Revenue projections, startup expenses, ongoing expenses, and other assumptions are tailored to your business.

However, we encourage you to make slight modifications to ensure that the financial forecast accurately reflects your project.

As over 7,000 entrepreneurs before you have done, you can present this document to a financial partner and secure funding for your business.

When you purchase this financial forecast, our team provides you with free assistance.

We also offer free review and correction services for your financial forecast.

The financial forecast provides a comprehensive analysis of the break-even point, as well as all its indicators.

You will know your profit margins and the revenue needed to be profitable.

You won't have to do any calculations.

Yes, all assumptions are centralized on the same tab.

You can modify them: all tables and formulas are instantly updated. You don't have to do any calculations.

All financial and accounting rules are automatically taken into account.

If you encounter any difficulties, you can contact us at any time.

Feeling lost? You're not alone.

That's why we guide you through the process of entering your assumptions.

This financial projection also includes an automatic verification system that:
- corrects your assumptions
- helps you remember all your expensesshows you whether your business is profitable
- informs you of the amount you need to borrow
- explains the meaning of each financial indicator

Our team can also provide a free review of your projection and assist you in correcting any errors.

No worries!

You don't need to perform any calculations or modify any cells. Everything is automatic.

You only have to fill in the boxes and select options.

We have had several entrepreneurs test this projection who don't know how to use Excel.It was then simplified to the maximum, so that anyone can use it.

If you encounter any difficulties, our team will assist you and answer all your questions, free of charge.