---
esco_uri: http://data.europa.eu/esco/skill/5da3c765-10a3-49eb-934c-ec401ceb1a34
esco_label: "analyse business plans"
relation: optional
onet_soc: 13-2052.00
source: model-knowledge
confidence: high
qa_count: 0
generator: gemma3:27b (prompt-designed and spot-checked by Claude)
generated: 2026-07-10
---

# analyse business plans — Financial Advisor

As a Financial Advisor, 'analysing business plans' isn’t about *creating* them – it’s about critically evaluating those presented by clients, particularly small business owners or entrepreneurs seeking funding or investment advice. Daily this means dissecting projections (revenue, costs, cash flow) to determine if they are realistic and support the client’s stated goals. You’ll be looking beyond the 'hockey stick' growth curves; is the underlying market research solid? Are assumptions about customer acquisition cost reasonable? It directly impacts your ability to recommend appropriate financing options or investment strategies – you can’t advise on a loan application if the plan shows no path to repayment.

## Weitere Anreicherung

Stage-2 source for future practitioner grounding: EconStor (open-access economics/finance literature).
