PlanMagic Business provides you with a full package to complete your business plan, and project your financials. The Advanced Edition (AE) offers 3 investor pitches,an executive dashboard, state-of-the-art analyses and scenarios as well as an interesting Web marketing guide and more. The business plan package includes:
No, this is not a "How to write a financial advisor business plan" or "How to successfully start a financial advisor" blog. PlanMagic Business is the real thing that none of those storytellers can actually offer you. We can, so do read on and learn about the program you need to actually do it. And do it right! And you can get it all here, right now and get your financial advisor business started!
The preferred format consultant business plan template for investors, SBA, banks and angel investors in MS Word format.
You don't have to create your own contents from scratch or delete most of it as may be the case with a sample business plan. The program includes a complete template and the consultant business plan template. You can always purchase additional business plan templates. The consultant business plan template is fully geared towards the financial advisor business. Easily add project plans, phasing diagrams, floor plans, specific plans and insert any data from the financial application.
Trend setting financial application written in MS Excel that has no competition when it comes to close-to-reality fully automated projections. You will not find a better solution as specific, as detailed, and as automated. Enter some main assumptions and start entering your financial data into the clearly marked cells. Use it for a financial advisor business plan but also for ongoing monitoring of your financial advisor business.
With the Advanced Edition - AE - you can plan up to 10 years and enjoy more detailed financial analysis and reports that surpass even the most expensive accounting programs.
A complete online startup business guide that covers subjects such as organizational structure, financing (owners' equity, foreign capital), marketing (market analysis, business goals, marketing strategies, advertising), operations (business identity, business location), business financials (projections, historic analysis, ratios) and more. The Advanced Edition also includes an online Web marketing guide.
Easy to complete presentation template (> 50 slides) in PPT (MS PowerPoint) format. You can copy text from the document templates, link to tables in the document template, or link to worksheet data in the financial application. The template contains the same chapters and subchapters as the consultant business plan template.
The Advanced Edition includes professional investor pitch decks with 25+ slides in PPT(X) (MS PowerPoint) format. Everything you must include in the investor pitch for your financial advisor business plan has been beautifully prepared.
The Portrait layout deck
The Widescreen layout deck
The Lean Pitch deck
The Advanced Edition also includes a lean investor pitch with slides in PPT(X) (MS PowerPoint) format. Great to make that first important impression count.
MS Windows 7/8/10/11 32/64-bit
and MS Office 2013/2016/2019+/365
This superb tool allows me to generate 5/10-year proforma financial statements and perform the necessary sensitivity analysis that my clients expect.
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All in all, from the first model I have purchased, your business plans are by far the best I have seen in terms of structure, contents, and relevance to what I am looking for in a business plan.