Free committee readiness preview. Your complete business plan projections and confidential PDF report are delivered by email.
Business Plan Simulator
Can this move make commercial sense?
Build a three-year business case using your current book, portable assets, new money expectations and platform economics.
Free result preview. Receive your complete confidential report by email after the assessment.
About the Business Plan Simulator
Methodology, benchmarks and assumptions
The EP Business Plan Simulator is built specifically for private bankers modelling AUM transfer, NNM projections, and 3-year P&L for a hiring-committee discussion. It uses a cumulative AUM revenue model (not NNM x ROA) with institution-type cost multipliers, garden leave factors, breakeven calculation by month, committee readiness scoring across seven dimensions, a 36-month cash curve and a stress test of the plan under tougher assumptions. Used by senior Relationship Managers preparing business plans for private banks in Switzerland, the United Kingdom, Dubai, and Singapore. Free and confidential.
Projections use user inputs and model assumptions. Institutional cost multipliers, commercial thresholds and readiness classifications are model assumptions, not bank rules. Outputs are not bank approval, an offer forecast, financial advice or a commitment. Institutions may apply different ROA, revenue-attribution, cost and break-even approaches.
Read the Executive Partners research methodology →