Please register (it's free!) or login to view the remaining preview.

If you are logged in, your referral link [?] is automatically included below.

EMBED CODE (Copy and Paste)

DOCUMENT DESCRIPTION

This template is designed to help a financial services company (e.g. small bank, mortgage broker, or savings-and-loan company) create and plan five years of financial information. It contains basic financial statements: Profit & Loss, Balance Sheet, and Cash Flow.

Got a question about the product? Email us at [email protected]. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Five Year Plan (Financial Services Firm) Excel document

ABOUT FLEVYPRO

FlevyPro is a subscription service for on-demand business frameworks and analysis tools. FlevyPro subscribers receive access to an exclusive library of curated business documents—business framework primers, presentation templates, Lean Six Sigma tools, and more—among other exclusive benefits. Click here to learn more about FlevyPro and its benefits.

[ What is FlevyPro? ]

This is a FlevyPro document.

Five Year Plan (Financial Services Firm)

Sold by Flevy (view author profile)

$25.00

ALL FEES INCLUDED

Add to Cart

Did you know? For $14.00 more, you can download this document PLUS 2 more FlevyPro documents. That's less than $13 per document. Click here for details.

This business document is categorized under:

Templates & Forms Sales & Marketing

File Type: Excel (xlsx)

Tag(s): Financial Statement

Purchase includes lifetime product updates. After your purchase, you will receive an email to download this document.

Upload date (first version): Apr 19, 2016

CUSTOMER TESTIMONIALS

"[Flevy] produces some great work that has been/continues to be of immense help not only to myself, but as I seek to provide professional services to my clients, it give me a large "tool box" of resources that are critical to provide them with the quality of service and outcomes they are expecting."

– Royston Knowles, Executive with 50+ Years of Board Level Experience

"If you are looking for great resources to save time with your business presentations, Flevy is truly a value-added resource. Flevy has done all the work for you and we will continue to utilize Flevy as a source to extract up-to-date information and data for our virtual and onsite presentations!"

– Debbi Saffo, President at The NiKhar Group

"As a consultant requiring up to date and professional material that will be of value and use to my clients, I find Flevy a very reliable resource.

The variety and quality of material available through Flevy offers a very useful and commanding source for information. Using Flevy saves me time, enhances my expertise and ends up being a good decision."

– Dennis Gershowitz, Principal at DG Associates

"As a young consulting firm, requests for input from clients vary and it's sometimes impossible to provide expert solutions across a broad spectrum of requirements. That was before I discovered Flevy.com.

Through subscription to this invaluable site of a plethora of topics that are key and crucial to consulting, I have been able to exceed expectations and deliver quality advice and solutions to my clients. The quality and expertise of the authors are exemplary and gives me great confidence to use as part of my service offerings.

I highly recommend this company for any consultant wanting to apply international best practice standards in their service offerings. "

– Nishi Singh, Strategist and MD at NSP Consultants

"My FlevyPro subscription provides me with the most popular frameworks and decks in demand in today’s market. They not only augment my existing consulting and coaching offerings and delivery, but also keep me abreast of the latest trends, inspire new products and service offerings for my practice, and educate me in a fraction of the time and money of other solutions. I strongly recommend FlevyPro to any consultant serious about success."

– Bill Branson, Founder at Strategic Business Architects

"As a niche strategic consulting firm, Flevy and FlevyPro frameworks and documents are an on-going reference to help us structure our findings and recommendations to our clients as well as improve their clarity, strength, and visual power. For us, it is an invaluable resource to increase our impact and value."

– David Coloma, Consulting Area Manager at Cynertia Consulting

"I like your product. I'm frequently designing PowerPoint presentations for my company and your product has given me so many great ideas on the use of charts, layouts, tools, and frameworks. I really think the templates are a valuable asset to the job."

– Roberto Fuentes Martinez, Manager at Technology Transformation Advisory

"The wide selection of frameworks is very useful to me as an independent consultant. In fact, it rivals what I had at my disposal at Big 4 Consulting firms in terms of efficacy and organization."

– Julia T., Consulting Firm Owner (Former Manager at Deloitte and Capgemini)

"FlevyPro has been a brilliant resource for me, as an independent growth consultant, to access a vast knowledge bank of presentations to support my work with clients. In terms of RoI, the value I received from the very first presentation I downloaded paid for my subscription many times over! The quality of the decks available allows me to punch way above my weight – it's like having the resources of a Big 4 consultancy at your fingertips at a microscopic fraction of the overhead."

– Roderick Cameron, Founding Partner at SGFE Ltd

"Flevy is now a part of my business routine. I visit Flevy at least 3 times each month.

Flevy has become my preferred learning source, because what it provides is practical, current, and useful in this era where the business world is being rewritten.

In today's environment where there are so many challenges and there is the need to make the right decisions in a short time, with so much scattered information, we are fortunate to have Flevy. Flevy investigates, selects, and puts at our disposal the best of the best to help us be successful in our work."

– Omar Hernán Montes Parra, CEO at Quantum SFE

SELECT CUSTOMERS

Since 2012, we have provided best practices to over 5,000 businesses and organizations of all sizes across the world—in over 130 countries. Below is just a very small sample of our customer base.

Did you know?

The average daily rate of a McKinsey consultant is $6,625 (not including expenses). The average price of a Flevy document is $65.

RECOMMENDATIONS WE HAVE FOR YOU

Complete Guide to Strategy Consulting Frameworks 144-slide PowerPoint deck $99.00 Author: LearnPPT Strategy Development Consulting Frameworks Consulting Training	Digital Transformation Strategy 118-slide PowerPoint deck $89.00 Author: LearnPPT Digital Transformation Customer Experience Business Transformation	Growth Strategy 41-slide PowerPoint deck $49.00 Author: LearnPPT Growth Strategy Porter's Five Forces	Complete Guide to Value Creation 101-slide PowerPoint deck $69.00 Author: LearnPPT Shareholder Value
IT Strategy 30-slide PowerPoint deck $39.00 Author: LearnPPT Information Technology	Business Case Development Framework 32-slide PowerPoint deck and supporting Excel workbook $49.00 Author: LearnPPT Business Case Development Financial Modeling	Five Stages of Business Growth 25-slide PowerPoint deck $49.00 Author: LearnPPT Growth Strategy Maturity Model Entrepreneurship	Commercial Due Diligence (CDD) 63-slide PowerPoint deck $49.00 Author: LearnPPT Due Diligence
Complete Business Frameworks Reference Guide 407-slide PowerPoint deck $199.00 Author: LearnPPT Consulting Frameworks Strategy Frameworks Consulting Training	Pricing Strategy 38-slide PowerPoint deck and supporting Excel workbook $49.00 Author: LearnPPT Product Launch Strategy Pricing Strategy Product Strategy	Digital Transformation: Blockchain Technology 87-slide PowerPoint deck $59.00 Author: LearnPPT Digital Transformation Blockchain Bitcoin	Scenario Planning 23-slide PowerPoint deck $39.00 Author: LearnPPT Strategic Planning Scenario Planning