Strategic Financial Growth Plan for TEAM Finance & Real Estate Group Inc.

Open
TEAM Finance & Real Estate Group Inc.
Bowmanville, Ontario, Canada
He / Him
President
(8)
3
Project
Academic experience
100 hours of work total
Learner
Anywhere
Advanced level

Project scope

Categories
Data visualization Architecture & design Financial modeling Financial services Investment
Skills
financial strategy financial analysis finance resource allocation financial efficiency strategic planning financial modeling decision making operations real estate
Details

TEAM Finance & Real Estate Group Inc. is seeking a strategic financial growth plan to scale its operations and achieve $10M in revenue within the next two to five years. The project involves developing a comprehensive financial strategy and an investor-ready financial model. Students will analyze the company's current financial standing, identify opportunities for funding, and propose actionable recommendations to enhance financial efficiency. The goal is to position the company for sustainable growth by optimizing resource allocation and improving financial decision-making processes. This project will allow students to apply their classroom knowledge of financial analysis, strategic planning, and investment modeling to a real-world scenario, providing valuable insights and practical experience.

Deliverables

The project deliverables include a detailed financial strategy document and an investor-ready financial model. Students will present a report outlining actionable recommendations for funding optimization and financial efficiency. Additionally, a presentation summarizing the strategic growth plan and key financial insights will be prepared for the company's stakeholders. These deliverables will demonstrate the students' ability to apply financial theories and models to real-world business challenges.

Mentorship
Domain expertise and knowledge

Providing specialized, in-depth knowledge and general industry insights for a comprehensive understanding.

Skills, knowledge and expertise

Sharing knowledge in specific technical skills, techniques, methodologies required for the project.

Hands-on support

Direct involvement in project tasks, offering guidance, and demonstrating techniques.

Tools and/or resources

Providing access to necessary tools, software, and resources required for project completion.

Regular meetings

Scheduled check-ins to discuss progress, address challenges, and provide feedback.

Supported causes

The global challenges this project addresses, aligning with the United Nations Sustainable Development Goals (SDGs). Learn more about all 17 SDGs here.

Sustainable cities and communities

About the company

Company
Bowmanville, Ontario, Canada
2 - 10 employees
Banking & finance, Business & management, Business services, Real estate, Sales
Representation
Minority-Owned BIPOC-Owned Small Business Social Enterprise Community-Focused

Licensed mortgage broker and realtor that works with my client base for these services.