Simple Financial Plan Information Submission Form

This submission form is for those who have purchased the financial plan from our shop. You have the choice to send some key information to us through this submission form, especially when you have a large amount of details to share.

It is possible to submit one section at a time so you don’t risk losing information mid-way (just repeat the company name for each section so we make sure it’s you):

1) Business Information
2) Target Market
3) Revenue
4) Marketing & Sales
5) Staff
6) Operating Costs
7) Financial Plan Information
8) File upload & Final Confirmation

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Here you can upload:

• Your brand colour document if you have one
• Last year’s balance sheet if you want us to include the balance sheet starting amounts (however, other past financial information are not included in the simple financial plan)
• A company business plan/ pitch deck or another document to help us understand the business model (only a maximum of 1 such document will be analysed for the simple financial plan)