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Free Downloads for Advisors

Practice Profitability Worksheet

This tool is available for use by other advisors for the purpose of helping them set goals revolving around their ideal practice including revenue, service offerings, business valuation, staffing, profitability, and cash flow management.

Sample (Fictional) Graphs

These are a good example of graphs that can quickly and easily be created from the Practice Profitability Worksheet. Please note: The data in this PDF is fictional.

One Page Business Plan

This blank one-page business plan should be completed over time with the help of a business coach (we recommend Diane MacPhee)


Check out our Knowledge Base for more resources
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