Prepare a professional Business Plan with this easy-to-use template to secure financing for a firm of financial consultants who offer financial planning, tax preparation, investment counseling and a variety of insurance products and services. Key points of the business plan include:

• The plan can be used either by a new company which needs start-up funds or by an existing firm looking for additional operating or expansion funds.
  
• This plan is written for securing loan financing from a bank or other lender.
  
• The plan includes a marketing analysis and marketing strategy.
  
• Includes Pro Forma Financial Projections.
  
• Also included is a Confidentiality Agreement to protect your proprietary information, such as financial data.

In Category:
TOP > BUSINESS FORMS & DOCUMENTS > BUSINESS PLANS & GUIDES