Financial Plan for a Wealth Management Startup
This financial model has been prepared by ---- to assist the Founders in evaluating, on a preliminary basis, the fesability of a possible course of action, transaction or transactions and does not carry any right of publication or disclosure, in whole or in part, to any other party. The financial model is designed for use by specific persons familiar with the business and affairs of --- and is being furnished and should be considered only in connection with other information, oral or written, provided by the Founders in connection herewith. It may not be disclosed or used for any other purpose without the prior written consent of the Founders.
The information herein is based upon publicly available information, Founders forecasts and reflects prevailing conditions and our views of this date, all of which are subject to change.
The Founders are hereby defined as ----
v37 | Prepared on the 4th of August of 2021