Business Validation for Financial-Advisory Clients
A framework for financial consultants to validate their clients' business ideas quickly, defensibly, and with a paper trail that survives scrutiny.
Key points covered in this post
- Client-facing validation workflow: intake to report in one week
- Modeled projections vs. client-provided projections: the reconciliation step
- Risk documentation: what to flag, what to escalate, what to decline
- Fee framework: fixed-fee validation vs. hourly consulting
- Handoff to implementation: what belongs in the report, what belongs in the follow-up
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