Financial Transaction Proposal

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A financial transaction proposal is a plan forwarded by a company whereby it seeks to enter into any deal with another company which involves some sort of financial transaction. Companies create agreements among each other and for the purpose of increase profits, expanding business and initializing mergers. Any such deal will require a transaction where both companies will profit from the agreement. A proposal is made where the details of the deal and the transaction are laid down so that both parties know what to expect from the agreement and how will it lead to profits and what will be the estimated amount of revenues from the financial transaction.

Sample Financial Transaction Proposal:

Name of company: Roadways Transport Org

Address: 92 Southwood Park, Seattle

Name of second company: Arian Financial House

Address: 27 Birchfield Drive, Seattle

Name of proposal: Financial transaction proposal

Financial proposal prepared on: December 11, 2011

Proposal prepared by: John Murray,

Head, finances, Roadways Transport Org

Proposal submitted on: December 15, 2011

Purpose: The primary purpose of this proposal is to present the financial details of the deal struck between our companies which involves funding for increasing the number of vehicles owned by us.

Details of Financial Transaction Proposal:

  • Our company will buy 120 more vehicles with the funds amounting to $200,000 allotted to us by your company.
  • We shall be paying back the amount at an interest of 12% per annul.
  • Our profits will go up by 35% once we get these vehicles on the road and receive a boost in business.
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