Create a business plan + financial model for a financial services company

* PLEASE CHECK OUT MY PORTFOLIO TO SEE PREVIOUS BUSINESS PLANS- https://www.freelancer.com/u/Sonny85 * Hi, I'm a Management Consultant and a Business Writer, specializing in developing Business Plans and Pitch Decks for Startup Fundraising and Operational Use. - The Business Plan for the Financial Services Venture will be drafted and delivered with desirable quality and relevance in a professional format. - The content will consist of all essential elements and sections as described below without limitation- >Executive Summary >Company Summary >Products/Services >Market Analysis >SWOT/PESTLE >Operations Plan >Marketing & Sales >Management Summary >Financial Projections >Capital Table - All content will be delivered within stipulated time & budget with all revisions as deemed necessary by the client. Please visit my profile to view relevant work samples and drop me a message to take this forward. Sincerely, S. S.

Greetings! Ranked the #1 business plan writer on www.Freelancer.com since 2010, I thank you for the opportunity to work on this important project. I have created more than 800 business plans, financial and marketing plans, grant proposals, and Investor Memorandums in the past 10 years and additionally have raised debt and equity totaling more than $242 million to fund these ventures. I hold Bachelor of Business Administration and Master of Business Administration degrees and have worked for over 1000 businesses in 150 countries, including Fortune 100 companies such as American Express and Morgan Stanley, as well as FLIR, Rent-A-Center, Cisco, and others. Some Logistics: 1. I request 50% payment upon delivery of a 1 page project schedule and 50% in a milestone that gets released to me upon completion. 2. I use a questionnaire to gather data from you regarding your business, market and product/service. I would very much like to work with you on this project and request that you contact me through www.Freelancer.com to discuss specifics. Thank you in advance. 1. Who is your target audience (banks, investors, you, etc.)? 2. When do you want to start a plan, and when do you need a finished document? 3. Are you available for a discussion to ensure I understand this project. When is a good time? Thank you, Gregory Bair

I need to create a 5 years financial model + business plan for a financial services company that wants to help clients invest and grow their wealth. Our goal is to help clients enter into the world of... Read More

Hi, I will provide highly credible and well-researched business plan with my CFO level experience in the past. You may validate my profile which is also certified as “Preferred Freelancer” with highest trust score - 100%. I have completed 59 business plan projects with great reviews in this platform. You may also look at the sample work in my portfolio section and great reviews of 84% FIVE STARS in last 50 reviews. Over and above basic strategy including overview, mission, financial objectives and start-up strategy, business plan will include financial forecasting. It will cover start-up investment and Funding Plan, Revenue & Cost Model, Income Statement, BS and Cash Flow for five years which will form part of business plan. The same would be backed by strategic assumptions that will be the key drivers to build business over time. The business plan will also include marketing plan with digital marketing strategy and business modelling. I am a qualified finance professional with national merit and 25+ years of experience around Business, Strategy and Finance in US / EU MNCs. Presently I am into my own consulting services. With this background, I will be able to deliver better service for you. Look forward to hearing from you. Best Regards / Sanjib

Hey I can perfectly do the project for you. I make sure my clients are 100% satisfied with the writings. I am a professional writer with proven track record. You can also see my reviews as well Thank You

Hi, I am will help you in preparing a professional business plan for your company. I will add up 3-5 years of the financial model in the business plan. I will include Executive Summary, Business History & Objectives, Financial Summary, Market Research, SWOT Analysis, Competitor Analysis, Sales & Marketing Strategy, Management & Staff and Financial Analysis with Relevant Appendices. I have done PhD in Finance. I've been offering my services for more than 10 years in the business writing. Please message me as I can share my samples with you. Thanks

I am a professional freelancer having exceptional and diversified experience in business planning, accounting, and feasibility studies. I have five years of relevant experience. I will create a comprehensive, detail-oriented, analytical and impressive business plan for you. Would you like to hire my services?

Hello. I am Edgar Díaz. I am Urban Planner With a MBA and Specialist in Project Management (PMI). I have experience in accounting and bookkeeping. I am AIPB, AAA, ACCA student. From the business point of view, thanks to the MBA, I have been able to develop myself in the economic and financial analysis of the projects in particular and of the companies in general, allowing me to carry out business analysis, as well as business plans, production projection And sales; In addition to the respective market studies. I have experience in business plan, PESTEL, SWOT and financial analysis. I think I have enough skill to do this task My proposal is oriented to make a Business Plan, considering 5 fundamental aspects: 1. Organizational Structure: Type of company, mission, vision, organization chart ... 2. Products and services: Definition, opportunity (SWAT and PESTEL), market, projections. 3. Marketing Plan: Marketing Mix 4. Economic viability: study of costs, price, sales, scenarios, equilibrium point and KPi's 5. Conclusions and recommendations For this I have a model questionnaire which collects the basic information and then adjusts with further research. I can show previous works

Dear Client My name is Aditya Thakur and I have done Btech and MBA in Corporate Strategy from the world’s most famous and renowned institutes. I am an expert in Business Plan formation, Business Analysis, Financial analysis, Project Management, Accounting and Market Research. I have more than 11 years of work experience as the management consultant. In my past experience of 11+ years of work experience I have created more than 1000 Business Plans from which my clients were able to raise equity funding. I have also analyzed more than 1500 companies about their operations, financial and marketing strategies. I always receive repetitive work from my clients which does not only proves their faith in my quality of work but also they are happy with my policy to do revision without any question. I always try to over achieve from the target due to which clients are always happy with the work which they get. The same can be easily reflected in my reviews After I read the instructions of your project I am very confident that I will be able to deliver the work as per your quality requirement in the best timeline possible. I would like to connect with you so that we can discuss about the details of the project in length. Looking forward for your message. Thanks and Regards Aditya Thakur

Hi, I am applying for the job post for creating a business plan and financial model for a financial services company I'm an MBA in Business & Finance from Harvard Business School, United States. I have created many business plans, articles, market research for my different clients. I am confident to present you well-organized and strategic plan of 5 to 10 years including Business Overview, business goals, Market Analysis, objectives, target market information, operational plan, management, Sales and Marketing, and financial forecasts. It will surely help in attracting the investors and hit your revenue and profit goals. Come over chat so we can discuss the project more Moeez

Hello, I have read the details of the project and I will complete the business plan + financial model for a financial services company perfectly with my 6+ years experience in it. Kindly check my profile https://www.freelancer.com/u/mzdesmag to see my past works and reviews. Thanks

Hi, I will create a clear and compelling business plan that will provide you with a guide for building a successful enterprise focused on achieving your personal and financial goals. It can also help you to persuade others, including banks, to invest in what you are creating. I will Analyze the potential markets for your business, Identify your potential investors, will develop the dynamic marketing plan and sales strategy along with the financial plan. I am sure that I will provide you with the plan that will help clients enter into the world of trading Forex, commodities & indices by someone they can trust. Leave me a message. Thanks

Hi,  will deliver your 5year business plan and financials in 3 days. I am an experienced business development manager and the business planning experience I've gotten over the last many years will be beneficial in writing your business plan. Send me a message so we can chat about your business.  If you like to also view my previous work, take a look at my Freelancer Portfolio https://www.freelancer.com/u/mcnengineer

I am a Chartered Accountant & Business Consultant. I have more than 5-year experience in the field of FINANCE, ACCOUNTING, AUDIT, RISK ASSESSMENT and BUSINESS MANAGEMENT. I have performed more than+50 accounts and business related assignment. I have audited financial institutions such as Insurance Companies, Leasing Companies and Banks, Currently, I am working as a supervisor at the Audit and Assurance Department of Crowe Horwath Hussain Chaudhury & Co Chartered Accountants, Lahore Office, Pakistan I can provide you with all your required services including Business Plan Writing, Management Overview, Financial Statements in accordance with IFRS/GAAP, Financial Modelling (Budgeting and Forecasting), Financial Analysis, (SWOT, PESTAL,ICFR,CAR,CRR,LCR,Process Flow,Exposure, project risk profiling, value for money analysis transaction structuring and many others.

Hi! I have gone through your project details on this business plan. About the financial modeling, I need some more details. Also, if you specify the probable figures at least for the first years, it will help. I need to know some more things; most importantly your USP, Mission Statement, and Financial Objectives. Please click the ‘Chat’ button, and explain your purpose in detail. Let me know if I am a good fit to work on your project.

Greetings, I'm a professional and experienced business writer, Masters in Business and Finance with the desired expertise and skills to ensure the quality standards for this task. I will be providing you a detailed business plan which may include the business basic concept, market analysis, and strategies, your products and services, and their competitive advantages, operations, financing needs, financials projections so on and so forth plus a summarized plan. I will provide you with well researched writing along with authentic financial projections. Feel free to message me so I can share relevant samples from my past work and discuss further details. Thanks.

100% completion rate in 50+ projects. Check profile Once Please. Hello Sir/Ma'am We are a group of Engineers & PhD writershaving 4+ years of writing Experience. Expertise: Research, Technical, Report & Business plan Writing, Software, Electrical, Civil &mechanical Engineering related task. Formats: APA, MLA,Harvard, IEEE format. No plagiarism Thanks

I am a professional business plan writer, market researcher and financial forecaster, I have helped many business to succeed with my unique and well detailed business planning skills and also helped them secure funds from investors. This BP will consist of executive summary, company profile, market analysis, analysis of competitor, exit strategy, promotional strategy and marketing, financial etc. I will send you samples during our discussion. Message me for further details. Thanks

Hi there, I've recently graduated from University College London (UCL) with majors in marketing. After which I did an internship for 6 months at local marketing firm. During my tenure there I acquired writing skills with a focus on marketing aspect. hence I would be able to provide you with unique and appealing business plan to cater all your given needs. Drop me a message to discuss further. Regards Alish Innovations.

Dear Sir or Madam, My name is Kate and I have applied for your project named Create a business plan + financial model for a financial services company. I am highly educated and pay close attention to detail. I graduated from two Universities (Brigham Young University, and Boston University) and have extensive writing abilities. There has yet to be a project that I have not been able to complete on time, on budget and to the great satisfaction of my clients. I have had many clients who now only choose to work with me, which is an indication of their approval and trust in my work. In many cases, I am able to take your idea and expand it into something that is even better than you anticipated. I have a fast turn around time and a passion for writing that shows in everything I do. I am creative, unique, driven and work hard to make sure every project is high quality and exactly what you wanted. I look forward to speaking with you. Thank you, Kate

Hey, I can help you to write a business plan for a financial services company with financial projection/model, presentable graphs, charts and tables. Please message me to discuss further details. Thanks & Regards,