Professional review of our financial forecasting model and business plan prior to sub
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- Proposals: 12
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- #1189273
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Description
Research needed: no
Chapters needed: PM for further details
Information to be included in each chapter: PM for further details.
Extra notes: We are a business start-up, planning to launch a family leisure and restaurant business.
We have finalised our business plan and financial data.
We now want professional review of our financial forecasting model and business plan prior to submission to lenders
Specifically, we require advice and help with the following areas:
Revenue Forecaster
• Review model and check for errors and advise on corrections or modelling improvements
• Review the assumptions and financial model and challenge the assumptions to ensure the trading assumptions are reasonable, based on your past experience.
• Ensure that the financial model is robust enough for sharing to potential investors and at least meets or is above the required quality expected.
• Advise on source of finance/funds required and suggest alternative funding streams using personal, asset finance, conventional banking and crowd /investment groups.
• Advice on the use of VAT returns to reduce the burden of funding
• Review the allocation of assets, monthly costs and one-off costs.
Business Plan
• Review the business plan and check for errors and advise on corrections or improvements
• Advise on areas which require further / less detail
• Ensure the plan and the forecast have duplicate revenue / expenses / assets
• Write wording for various finance options required for loans, asset finance, overdrafts and how VAT will be used
John M.
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For the purposes of Planning is this something you are likely to want to work on and/or complete next week John?
John M.17 Jun 2016Sorry I have already awarded the job
ThanksFrancis E.17 Jun 2016If you did want to stay in touch John, or wanted any further assistance let me know. I've got much City and practical experience and I'm sure that you could benefit from it.
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That's a lot of financial data relative to the words...the tricky part is that it can take a little bit of time/effort before getting to someone else's level of knowledge...let alone adding value after that.
It might take a SKYPE or two to get up to speed and therefore £50-£100 range of few doesn't seem unreasonable .. ?John M.16 Jun 2016Yes a Skype call would be required before taking on the project to fully understand the requirements, £50 - £100 is not unreasonable to "Look" at the forecast and plan but I need a price for the entire job posted and only one person has quoted for this properly.
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You are listed as being in Aberdeen John. It would be difficult to review numbers, the assumptions behind them and a Business Plan without some explanations from whomever drafted these or is representing these. Are you available on SKYPE to discuss any necessary queries.
In addition how many pages does the review run to? So how many pages approx. is the Business Plan and how many Excel tabs of information does the spreadsheet currently run to?John M.15 Jun 2016The business will be based in Aberdeen, I drafted the forecast, plan and assumptions, the excel forecast has 9 tabs and the business plan has 27 pages with a further 23 pages of financial projections.