Search results: advisory

• 

  Cash Flow Advisory - The Why, How & What?

  Cash flow advisory is highly variable (cash flow can be impacted by many different factors and the tools and skills are difficult to find. Look no further.

  cash flowfinancial modellingmodellingcash flow modellingadvisory

  350Discussadd_shopping_cart

  $299.00

  by Lance Rubin
• 

  Startup Loan Brokerage Financial Model (Mortgage, SBA & CRE + Capital Advisory)

  This model was built to perform a 5-year financial feasibility study of a new loan brokerage business. It also has the capability to model capital advisory.

  income statementbalance sheetinvestment bankingfinancial statementsstartup financial model

  128Discussadd_shopping_cart

  $70.00

  by Jason Varner
• 

  Client Advisory Pack

  Client Advisory Pack (Excel) — Monthly FP&A Reporting Engine for Accounting Practices

  management reportingclient advisoryaccounting practiceadvisory servicespractice growth

  49Discussadd_shopping_cart

  $185.00

  by StatimFP&A
• 

  Sales/Business Development Advisory Agreement Template

  An easy-to-use document that will help you set out the expectations of your Sales Advisor with your business

  business plan templateadvisor agreementsales advisorsales advisory agreementbusiness development advisor

  1,662Discussadd_shopping_cart

  free

  by Bad Ass Advisors
• 

  Talent Advisory Agreement Template

  This 6-page document is a simple guide to helping you create an advisor agreement specifically for talent advisors

  advisor agreementtalent advisortalent advisor agreement

  598Discussadd_shopping_cart

  free

  by Bad Ass Advisors
• 

  Management Consulting - Changing Paradigm. A Thought Leadership Paper by Fin-Wiser Advisory.

  Thought leadership paper on Management Consulting -Origin, evolution and Transformation

  consultantmanagement consultingthought leadershipprocess managementprocess mapping

  452Discussadd_shopping_cart

  free

  by Finwiserr
• 

  Marketing Specialist Advisory Agreement Template

  An easy-to-fill-in template of an Advisor Agreement that is tailored for a Marketing Specialist

  advisor agreementmarketing specialistmarketing advisormarketing specialist agreement

  373Discussadd_shopping_cart

  free

  by Bad Ass Advisors
• 

  PCAF Scope 3 Category 15 Financed Emissions Master Calculator (1,600+ Factor Database)

  ​Audit-ready PCAF Scope 3 Category 15 financed emissions Excel model.

  reportbankingscopepcaffinanced emission

  45Discussadd_shopping_cart

  $89.00

  by Models
• 

  Succession Planning

  A simple Excel Support & PowerPoint Presentation to organise a Succession plan for a company.

  talent managementtalent acquisitionsuccession planresource managementemployee developement

  217Discussadd_shopping_cart

  $10.00

  by Services
• 

  Interactive DCF Valuation Excel Model

  DCF valuation Excel model for business valuation

  valuationcorporate financedcfwaccequity value

  124Discussadd_shopping_cart

  $40.00 $16.00

  by Eltami Advisory
• 

  Enterprise Records Retention, Archiving & Document Disposal Policy Framework

  Institutional records retention, electronic archiving, and compliant document disposal policy framework for financial enterprises.

  compliancecorporate governancerecord retentionarchiving policycompliance structure

  43Discussadd_shopping_cart

  $69.00

  by Models
• 

  IFRS S1 & S2 Sustainability and Climate-Related Financial Disclosure Framework

  Turnkey institutional sustainability and climate-related financial disclosure framework fully aligned with IFRS S1, IFRS S2, ISSB, and PCAF standards.

  complianceifrs spcafclimate disclosurepcaf carbon emission

  37Discussadd_shopping_cart

  $69.00

  by Models
• 

  Accounting Firm Financial Forecast Model

  5-year Excel model for accounting firms with revenue forecasting, staffing costs, service mix, and profitability analysis for tax, payroll, and advisory service

  cpa firm startup financial plancpa business plan excel template

  187Discussadd_shopping_cart

  $99.00

  by ExcelFinModels
• 

  Founder Advisor Standard Template

  Used to help entrepreneurs establish advisory boards, engage with mentors, and trade support & advice for equity.

  entrepreneurshiptemplatefoundersagreementlegal

  2,380Discussadd_shopping_cart

  free

  by Founder Institute
• 

  Legal Service Excel Financial Model

  It is a dynamic, accurate financial plan template for businesses offering advisory services to clients.

  serviceforecastdashboardfinancial modelingtemplate

  115Discussadd_shopping_cart

  $350.00

  by Oak Business Consultant
• 

  Family Office Platform – 10 Year Financial Model

  10-year financial model for a family office platform providing forecasts, scenario analysis, and insights to support long-term wealth management and planning.

  financial modelstartupwealth managementasset managementrisk-management

  127Discussadd_shopping_cart

  $129.00 $90.30

  by Profit Vision
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