Create an Amazing Financial Plan For Your Business

Let our Experts Guide you Step-by-Step

Here’s why having a set of financials sets you up for success:

Your financial plan validates the feasibility of your business
If you’re going for funding, investors expect to see a solid financial plan
Clear identification of the optimal time to hire staff or contractors
Planning prevents cash flow issues, like running out of cash
Provides you with a framework for operating your business
Creates business benchmarks to measure on a monthly bases
Shows you the future of your business—enables you to take preemptive action and adjust course

A revenue forecast is central to your business, it’s the foundation that all of your financial decisions will stem from.

Too many entrepreneurs avoid financials, simply because they don’t fully understand it. That must stop now! We will teach you everything you need to know. (Not to spoil the surprise, but you’ll be shocked by how easy and straightforward business financials actually are!)

The Business Planning MasterClass contains everything you need to create a complete set of financials for your business. You will be guided through the entire process will full support by email, live Q&A sessions, and phone.

WHAT YOU WILL LEARN

How to create a justified revenue forecast that will stand up to investor scrutiny.
What Gross Margin is and why it’s vitally important to understanding.
How to build a staffing plan, and when to use contractors and hire staff.
The ability to accurately predict your Max Negative Cash Flow and why it’s important to track it closely.
The difference between Operating Profit and Gross Margin and how each plays into the long term health and growth potential of your business.
What Key Performance Indicators (KPIs) to set in order to drive your business forward and scale.
How to eliminate any fears you may have about dealing with business financials.

We include hours of video instruction and a comprehensive financial model that allows you to forecast your revenue and expenses along with automatically generating your financial statements. We also provide Prep Worksheets that guide you through assembling your plan.

Module 1 - 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.

Module 2 - Your Revenue Model

Here, 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.

Module 3 - Your Staffing

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.

Module 4 - 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.

Module 5 - 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.

Module 6 - 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.

BUSINESS FINANCIALS KNOW-HOW

Our Financial Primer videos show you how to create the most accurate revenue forecast possible.

COMPLETE FINANCIAL MODEL

Everything you need to run your business, get funding, and position yourself for success. Tap into guidance on how to operate the financial model at any time, with our easy-to-follow videos and live support.

STAFFING NEEDS

Plan and project the staffing needs and hires for your business over the next three years, whether contractors or employees, and exactly when to make those hires.