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THe main information that have to provide to the financial planner are:
1- Profit and loss statement.
2- Cash flow statement.
3- The balance sheet.
4- Sales Forecast.
5- Concerned business ratios.
6- The project Break even point.
7- Personnel plan.
https://www.forbes.com/sites/brianthompson1/2017/10/08/10-questions-your-financial-advisor-should-ask-you/#2ff5e865159d
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