File includes 2 templates. The first form is not a fill-in template, it’s rather a script with the main topics that should be included in a financial review. It needs to be done by a finance professional as some concepts are not explained in detail. The second form encourages you to look in some detail at your intangibles including some that are not on your balance sheet. The 3rd form has a SWOT form where you’re encouraged to summarize the findings of the process above; the Strategy4Action framework peruses 23+ areas, including Financials, to find new opportunities (as well as threats, strengths, and weaknesses).
File format: compressed (zip) excel file, editable.
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