Get a 3 Year Financial

Plan & Forecast

(Required for Investors

to Fund You!)


Every Tool You Need to Create a Solid

3-Year Financial Plan, at Your Fingertips

Financial Model

We make it easy to create a 3-year financial forecast required for any investment.

Investor Ready
Financial Statements

Deliver your investors a professionally created income and cash flow statements.

Sample Financial
Models Included

We include 6 sample companies with different revenue models.

Extend and Customize
the Model

It's easy to extend the model to accommodate nuances in your business.


Use one of our 4 revenue forecasting models to accurately forecast your revenue.


Project your staffing needs for both employees and contractors


Predict all your expenses with our easy to use modeling tool.

Email Support

We are here to help with any questions you have.



Create a Robust Financial Plan - Course Overview

Financial Primer

We will examine and counteract common misperceptions about financial planning, learn about different models for revenue and cost projections, and discuss concepts such as the maximum negative cash flow that potential investors will scrutinize. Key expense and revenue models and financial statements will be reviewed one-by-one, with accompanying worksheets and formulas to help you build your own realistic, credible models.

Your Revenue Model

ere, you will examine what drivers create revenue, which revenue models work best for your product, service, subscription, or membership businesses, and how to predict how fast your business will scale.

In this module, you will:

  • Forecast your revenue monthly for up to 3 years.
  • Financial Model works any type of business including Services, Products, Manufacturing and Subscription.
  • Guides you through the estimating process
  • Re-forecast your revenue anytime you need to
  • Use the model to create different scenarios

Your Staffing Model

Understand how staffing plans interact with the rest of your financial reporting, and establish guidelines for whether to build staff or hire contractors, how to set pay rates and predict costs of benefits, and calculate the ROI of positions across the organization.

In this module, you will:

  • Plan out your staffing needs including positions, hire dates and salaries
  • Categorize your staff by department for easy tracking
  • Budget for any contractors need
  • Update staff and contractors as your business changes

Your Expense Model

Time to roll up your sleeves and get into your potential expenses and their classifications, along with their potential tax implications, and offers a detailed worksheet for breaking out and tracking all the costs involved in running your business. Armed with this information, you’ll not only build solid financials for your business plan you’ll also build a buffer against overspending.

In this module, you will:

  • Forecast all your expenses by line item
  • All employee and contractor expenses automatically calculate including benefits and taxes
  • Model categorizes expenses for you so everything flows into your financial statements automatically

Your Income Statement (P&L)

Here, you’ll examine the five key components of the income statement and how they relate to the models and projections you’ve already built and explore what the summary numbers reveal about your business’ potential for growth through such calculations as net revenue, gross margin and operating margin.

 In this module, you will:
  • Automatically generate your income statement
  • Get critical data required to run your business including gross margin, operating margins, and net profit or loss
  • Run what / if analysis to see how your different forecasts impact the business


Your Cash Flow Statement

Your cash flow statement is key! It provides an ongoing record of income, investments, and expenses so you can adjust activities and stay on target. You can also predict how much you need to invest in the business before your business achieves positive cash flow— more money coming in than going out. You will also delve into strategies for managing cash flow and establishing a realistic basis for cash flow projections.

 In this module, you will:
  • Easily determine your monthly cash position
  • Allows you to account for any investments into the business
  • Determine your max negative cash flow so you know exactly if and when you will run out of cash
  • Your cash flow statement is automatically generated


About Your Instructor - Ken Burke

Ken Burke, founder and CEO of The EntrepreneurNOW! Network, is a speaker, serial entrepreneur, mentor, and author. Ken founded MarketLive, a market-leading, enterprise class eCommerce software platform used by major merchants generating $2b in online sales through the platform. He sold MarketLive to Vista Equity Partners in 2016.  Ken has raised over 5om for his technology businesses from the top VCs in the Silicon Valley including Sequoia Capital.

Ken recently published his book called, "Prosper: 5 Steps to Thriving in Business and Life".  Ken also has a podcast called, "Optimize Your Entrepreneur Brain", which is available on Apple Podcasts or wherever you listen to your podcasts.

He earned his MBA in Entrepreneurship from University of Southern California -Marshall School of Business, which later awarded him the honor of Entrepreneur of the Year.

Ken's highly rated courses are distributed by major eLearning websites.


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