US Law Videos .com  


US Law Videos .com
Helping you understand American law through
video, books, links, forms, and more ...

Home Search Legal Forms Law Books
(195 videos)

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:
  • 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.
You need a solid business plan in order to demonstrate to lenders and investors that your business venture is likely to succeed. This Financial Consulting Services Business Plan template is totally customizable to fit your needs.

Download: Financial Consulting Services Business Plan

Related Forms:

Related Categories:

NOTICE: The information and links contained on this web page are intended only to be merely informative and are NOT intended to provide legal advice to any person/entity. Never rely solely on the information contained on this web site or on any third-party web site. Information and/or links may not apply or be appropriate to your situation and/or may be out of date. Any person with a specific legal question or legal problem should always consult with and seek the advice of a qualified lawyer. E.&O.E. Legal disclaimer


Canadian Law Resources: (14-Apr-2018) E.&O.E.

More videos ...