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2. The Perfect One-Page Financial Plan Template - AOL

   www.aol.com/perfect-one-page-financial-plan...

   The post One-Page Financial Plan Template for Your Clients appeared first on SmartReads by SmartAsset. When clients come to you for financial advice, they may appreciate having it related in the ...

3. Business plan - Wikipedia

   en.wikipedia.org/wiki/Business_plan

   A business plan is a formal written document containing the goals of a business, the methods for attaining those goals, and the time-frame for the achievement of the goals. It also describes the nature of the business, background information on the organization , the organization's financial projections, and the strategies it intends to ...

4. Pro forma - Wikipedia

   en.wikipedia.org/wiki/Pro_forma

   For example, when a transaction with a material effect on a company's financial condition is contemplated, the finance department will prepare, for management and board review, a business plan containing pro forma financial statements demonstrating the expected effect of the proposed transaction on the company's financial viability.

5. Financial statement - Wikipedia

   en.wikipedia.org/wiki/Financial_statement

   Financial statements (or financial reports) are formal records of the financial activities and position of a business, person, or other entity. Relevant financial information is presented in a structured manner and in a form which is easy to understand.

6. Financial plan - Wikipedia

   en.wikipedia.org/wiki/Financial_plan

   More specifically, a financial plan can also refer to the three primary financial statements (balance sheet, income statement, and cash flow statement) created within a business plan. A financial plan can also be an estimation of cash needs and a decision on how to raise the cash, such as through borrowing or issuing additional shares in a ...

7. Do you need a financial advisor as a small business owner? - AOL

   www.aol.com/finance/financial-advisor-small...

   A financial advisor for business owners can help you pick a plan that’s suited for your company’s size and structure. “We’re also able to illustrate the benefits of the retirement plan to ...