Create an Amazing Financial Plan For Your Business
Step-by-step guidance through the business financials process with live Q&A, group mentoring, unlimited email and easy-to-understand videos.
Looking to get your business funded? We’ve got you covered. You’ll get all of the tools you need to pitch to investors, including a financial model to apply to your business, and a full set of financials to seek funding.
Here’s why having a set of financials sets you up for success:
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
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.
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.
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.
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.
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.
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.
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.
Entrepreneurs tend to avoid financial planning. Don't wait until you run out of cash or find yourself unable to pay employees—build a financial model for your business today.
Gain the confidence that comes from knowing your business inside-out.
Get the competitive advantage that comes from preparation—of a sound financial plan.
Position your business for success with our incredible financial planning tools and support.
Our Financial Primer videos show you how to create the most accurate revenue forecast possible.
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.
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.
Hands-on, practical knowledge of your profit and loss statement, what every line of the statement means, and how it impacts your business.
Gain deep, hands-on knowledge of how to forecast and categorize all of your expenses.
How to use your cash flow statement to know exactly what your immediate cash needs are as well as projected into the future.
It’s time to master the key fundamentals of managing the finances of your business—from the basic underpinnings of sound planning to key financial statements like your P&L and cash flow and financial models like staffing, revenue, and expenses. With this MasterClass, you get a complete financial model to build your entire financial plan with. All you do is enter the numbers and the model takes care of the rest.
Don’t go it alone! Call or email us anytime with questions about your financial plan:
Leverage the insights of our weekly live sessions:
Extend your learning and make it continuous:
Develop camaraderie while connecting with other entrepreneurs: