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DOWNLOADS FOR ADVISORS

Practice Profitability Worksheet

Sample (Fictional) Graphs

One Page Business Plan

Click on the link above to download the 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. The second item (Sample Graphs) are a good example of graphs that can quickly and easily be created from the Practice Profitability Worksheet. The data in this PDF is fictional. Finally, there is a blank One-Page Business Plan that should be completed over time with the help of a business coach (I use Diane MacPhee)


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