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Business Plans

File description:

DA business plan outline

The Business plan, cash flow and stress test spreadsheet document, contains a 12 month cash flow and balance sheets for a yearly record of a business activities. A stress test spreadsheet that enables businesses to monitor operational risk and improve their levels and controls of compliance. The business plan is targeted for financial advice within the business. Containing market analysis, strategy and implementation and the planning of wealth management long term in relation to the FCA regulated environment. Also, comprising risk management information about how the company manages its team, consisting of roles and experiences of employees and specialities of areas individuals have expertise in.


The business plan enables individua


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