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Document Id : 5858
File Type : Microsoft Word
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Financial Consulting Services Business Plan
Get the loan financing you need to start up a financial consulting firm (or expand an existing business) with this easy-to-use Financial Consulting Services Business Plan template.
The purpose of the Business Plan is to secure a loan from a bank or other commercial lender for a firm that offers financial planning, tax preparation, investment counseling, and a variety of insurance products and services. The Plan contains language for both start-up firms and for an existing business which wants to expand. It includes:
The purpose of the Business Plan is to secure a loan from a bank or other commercial lender for a firm that offers financial planning, tax preparation, investment counseling, and a variety of insurance products and services. The Plan contains language for both start-up firms and for an existing business which wants to expand. It includes:
- A market analysis and marketing strategy.
- A financial model.
- A Confidentiality Agreement to protect your proprietary information, such as financial data.
- Instructions in each section to help you complete the document.
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