Université de Hearst
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Financial Business Plan/Competitive Analysis.

Fermé
Contact principal
PersonalBanker Canada
PersonalBanker Canada
Toronto, Ontario, Canada
Leron Baptiste
Leron Baptiste
Managing Partner
(2)
3
Projet
Parcours académique
120 heures de travail au total
Apprenant.e
N'importe où
Niveau Avancé

Portée du projet

Catégories
Étude de marché Opérations Analyse concurrentielle Modélisation financière Écriture créative
Compétences
business planning internal documentation sales
Détails

We are looking for students help in analyzing our business model/industry and existing business plan and subsequently develop an evolved and relevant comprehensive business and operational plan for the organization, through the application of theoretical and applied learning gained throughout their program.

Our organization needs to prepare for rapid growth and we would like to involve students in this exciting time as we works to develop a financial business plan. We can provide access to internal documentation other information as needed as well as access to key contacts. Based on our unique goals and constraints, we would like students to develop a strong, competitive financial business plan, which we can present to investors.

The plan should include:

  • Sales forecasting
  • Expense budget
  • Income projections (conservative and aggressive)
  • Assets and liabilities
  • Break-even analysis

Resources

Anything required to assist in the completion of the collaboration

Company website link: PersonalBanker Canada

Regards,

Team, PersonalBanker Canada

Livrables
Aucun élément livrable n'existe pour ce projet.
Mentorat

Daily availability to discuss and answer any ongoing questions.

À propos de l'entreprise

Entreprise
https://personalbanker.ca
Toronto, Ontario, Canada
11 - 50 employé.es
Banking & finance, Insurance, Éducation, Real estate, Technology

At PersonalBanker we take an approach to financial planning that begins with a complete individual tax assessment followed by initiating a comprehensive view into a clients’ financial life. It includes their income, expenses, assets, outlook, as well as habits. (All these are essential components of delivering effective, long-term, broadly based, financial solutions) We utilize a service approach that is poised in managing our client’s achievement of life goals via an integrated approach to managing their finances. Along the way, we help you learn, cultivate and implement the most successful financial strategies, as you move through our 5 Stages of Wealth.