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

  302Discussadd_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

  65Discussadd_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

  New!Discussadd_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

  1,617Discussadd_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

  565Discussadd_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

  412Discussadd_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

  350Discussadd_shopping_cart

  free

  by Bad Ass Advisors
• 

  Succession Planning

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

  talent managementtalent acquisitionsuccession planresource managementemployee developement

  187Discussadd_shopping_cart

  $10.00

  by Services
• 

  Interactive DCF Valuation Excel Model

  DCF valuation Excel model for business valuation

  valuationcorporate financedcfwaccequity value

  18Discussadd_shopping_cart

  $40.00 $16.00

  by Eltami Advisory
• 

  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

  139Discussadd_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

  2,231Discussadd_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

  95Discussadd_shopping_cart

  $350.00

  by Oak Business Consultant
• 

  Fractional CFO Audit & Pricing Diagnostic — Retainer Scoping Google Sheet

  Audit client bookkeeping debt, score financial maturity, and calculate defensible fractional CFO retainers natively in Google Sheets.

  fractional cforetainer pricingclient scopingadvisory pricingfinancial maturity assessment

  30Discussadd_shopping_cart

  $20.00 $2.00

  by Scott Ortiz
• 

  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

  92Discussadd_shopping_cart

  $129.00

  by Profit Vision
• 

  Project-Based Consulting Financial Forecast Model

  5-year integrated financial forecast model for project-based consulting firms with revenue recognition, utilization tracking, and KPI dashboard.

  consulting firm financial modelproject-based revenue forecastmilestone-driven advisory modelmonth engagement cash flowsuccess fee probability analysis

  62Discussadd_shopping_cart

  $159.00

  by ExcelFinModels
• 

  Property plant and equipment schedule

  We offer a managed FAAS service where our professionals embed themselves in your business, become trusted team members, and provide you with additional skills..

  financial statementfinancial model equipmentproperty plantfinancial reporting advisorybusiness comboination

  290Discussadd_shopping_cart

  $10.00

  by Invexic Official
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