25. August 2022

Simple Financial Plan Information Submission Form

This submission form is for those who have purchased the fast-track 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.

Some information may look complex, but you can submit all that you know so far, and we will fill in the gaps, including some basic research and average costs for the type of business, in case some details are omitted, so that we can provide you with realistic financials by combining your instructions and our experience. The more information you provide, the more precise the financials will be and the less likely you will need to purchase an extra revision, so explain your business model and other details as clearly as possible.

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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Simple Financial Plan Information Submission Form Valithea Advisory

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Simple Financial Plan Information Submission Form Valithea Advisory

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Simple Financial Plan Information Submission Form Valithea Advisory

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Simple Financial Plan Information Submission Form Valithea Advisory

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Simple Financial Plan Information Submission Form Valithea Advisory

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Simple Financial Plan Information Submission Form Valithea Advisory

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Simple Financial Plan Information Submission Form Valithea Advisory

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)
Upload files
Upload files
Upload files