Business plans for financial advisors examples

Business Plan Financials Model - Tableservice Startup Download Business Plan Financials Model - Tableservice To most potential lenders and investors, the financial section will be the most important part of your business plan. Even if the other sections of your plan are impeccable, the financials will still make or break your presentation. Use this series of Excel worksheets to prepare a comprehensive, professional and convincing financial section for your business plan. The Restaurant Business Plan Financial Model has been refined over several years on a wide variety and number of actual restaurant ventures.

Business plans for financial advisors examples

Service Industry Manufacturing This business plan sample plan was used to help a manufacturer of Coconut Oil to acquire bank financing in order to scale the production levels and enter the United States Market. Pro Business Plans helped them to develop a market-entry strategy and acquire the bank financing.

The buyer used the business plan as a proposal to form a joint venture and Pro Business Plans completed the plan, while providing buy-side acquisition analysis. Fashion This sample fashion company was seeking to launch a new product line based on the existing traction of an online website.

Pro Business Plans worked with the company to unroll the commercial line for internal strategy and planning. Entertainment This sample plan of a hypothetical indoor entertainment center was prepared to meet SBA and lender standards to acquire an initial loan for covering construction fees and operating capital.

A study on the local market was also conducted. Healthcare This medical practitioner was seeking a business plan to expand their practice by partnering with another facility.

How to Write the Financial Section of a Business Plan |

An analysis on the total market, amount of customers, and detailed financial projections were conducted. Non-Profit This c 3 business plan was used as a standard business plan enclosed with grant applications for the non-profit sector. Located in California, it was seeking additional financing to finance commercial development projects.

Professional Services This business plan is for an oil fields services provider used to provide the bank to help finance the acquisition as assets critical to completing contracts and the cash flow required to begin them.

business plans for financial advisors examples

Media This sample business plan for a magazine trade publication was prepared for a fictional industry publication to be distributed and consumed by business owners and management in the industry with an advertising based revenue model. Software as a Service This sample plan was created for a SaaS company in the financial technology space applying artificial intelligence to accelerate their growth and assist in a hypothetical Series-A round investment.

How to Undertake a Financial Restructuring |

Security This sample plan was for a provider of building security, personal protection, and investigations. They needed a bank loan to provide the SBA and local lender to support the expansion to a larger facility and hiring of more staff.

business plans for financial advisors examples

Pro Business Plans worked with them to provide the business plan and investment advisory. Trucking This sample trucking company needed a bank loan in order to finance a new fleet of commercial trucks. Pro Business Plans analyzed their profitability and prepared a business plan for the bank to acquire the loan.

Tutoring This sample tutoring company needed a business strategy to enter the highly saturated tutor market on a commercial scale. It sought to expand its operations and Pro Business Plans helped it to implement a strategy to do so. Video Game This sample was for a video game company releasing a massive online multiplayer game to raise a combination of debt and equity for the launch.

A full market analysis was created across many different markets and target demographics. Speak With An Expert adviser about your plan at - While one of the most significant changes incorporated in the new legislation was reducing the corporate tax rate from the current 35% rate to a 21% rate in , the tax bill also contains a big tax break for small business owners.

Grizzly Bear Financial Managers is a comprehensive financial planning and estate planning consultancy. Grizzly's services are comprehensive in terms of offered products (mutual funds, equities, estate planning) and depth of research.

Although it costs a fair amount of money for Grizzly to do an in /5(53). A variety of business plans and marketing plans are available on the Internet. Here are some sites to visit: * Free Sample Business Plans (Palo Alto Software). Resources available to develop long-term business plans, financial budgets and cash forecasts.

Business Consulting Assist ownership and management with financial . The services to its domestic clients, which include emerging growth companies focused on the communications and high technology industries, include evaluating and structuring business relationships, financing strategies, formulating and preparing business and financial plan documents, plus creating operating strategies and corporate goals.

Jun 11,  · A Business Exit Professional, also sometimes called an Exit Planning Professional, is an advisor who collaborates with professionals in many specialties, to help business owners determine what they have, what they need, and how to enhance the value of .

Business Plan Writer: Business Plan Consultant: Butler Consultants