Business Plan Simulator

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Model AuM portability, revenue & net margins with strategy panels, NNM, charts, and exportable outputs.

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1️⃣ Basic Candidate Information💡We use Base × 1.25 as a proxy for annual fixed cost in Section 4 unless you set a custom override.

Fields marked * are recommended.

💡 Tip

Use current-year numbers. If uncertain, be conservative. Toggle off the Base×1.25 switch to input a custom Fixed Cost per year (includes seat, desk, support, platform fees).

Candidate NameCandidate Email *Currency *Current Base Salary (CHF) *Last Bonus (CHF) *Years of Experience *Current Role *Candidate Location *Current Employer *Current Market *Inherited Book (% of AUM) *Current Number of Clients *Current AUM (in million CHF) *

Set Fixed Cost from Base × 1.25 (Year 1)💡

📄 Business Development Plan — Page 1💡High-level strategy inputs to frame your growth plan.

Target Market(s)Client SegmentStrategic PositioningValue Proposition & Unique Angle

2️⃣ Net New Money (NNM)💡Enter conservative, probability-weighted inflows per year.

💡 Tip

Values below are in millions. Typing 1 = CHF 1’000’000.

NNM — Year 1 (CHF, in millions)NNM — Year 2 (CHF, in millions)NNM — Year 3 (CHF, in millions)

Preview — Total 3y NNM: CHF 75’000’000

3️⃣ Business Development Plan — Page 2💡Map prospects/groups with best/worst NNM over 3 years.

Prospect / Group

Source

Wealth (M)AUM (M)Margin (%)

Best / Worst by year (in M)

Best Y1Worst Y1Best Y2Worst Y2Best Y3Worst Y3

Totals

Wealth0.0 M

AUM0.0 M

Best Y1 / Worst Y10.0 / 0.0

Best Y2 / Worst Y20.0 / 0.0

Best Y3 / Worst Y30.0 / 0.0

Prospect / Group	Source	Wealth (M)	AUM (M)	Margin (%)	Best Y1	Worst Y1	Best Y2	Worst Y2	Best Y3	Worst Y3	Actions

TOTAL		0.0	0.0	—	0.0	0.0	0.0	0.0	0.0	0.0

NNM Trajectory (CHF)

Revenue vs Fixed vs Net (CHF)

Service Mix (% of Assets)

Asset Tiers (% of AUM)

Prospects — Best/Worst NNM bands (M)

📊 Waiting for Inputs

Enter Base Salary, ROA% and NNM to generate the revenue, fixed cost and net-margin analysis.

Base Salary > 0
At least one ROA year > 0%
At least one NNM year > 0

📈 Analysis Pending

Complete the inputs above to unlock the full 3-year business plan with revenue, NNM, ROA and net-margin diagnostics.