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This introductory session focuses on the seven steps to fiscal fitness, the multiple roles that every small business owner fulfills, and common mistakes that are made that can lead to business failure ...

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The Financial Operating Cycle is introduced and participants begin the process of developing a financial scorecard for a business. Critical financial performance ratios are introduced and calculated, ...

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A business owner must understand the cost structure of a business in order to respond to changes in costs and volumes and to price goods and services appropriately. The tool of Break-Even Analysis is ...

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Through the process of developing a Cash Flow and Profit Plan, participants will come to understand the relationship between cash and profits and the unique problems posed by a seasonal business. Prev ...

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Using a Percent of Sales technique, participants will learn how to forecast cash needs to fund growth in sales. Using the balance sheet, the need for cash is shown to be directly proportional to the l ...

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Participants are taken to the 'other side of the desk' to gain insight into how bankers evaluate loan requests and how to prepare for the annual line of credit renewal session. Length of loan and type ...

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There are tremendous opportunities for those able to make disciplined financial decisions. When your clients don't know where they are, it is difficult to chart a future course. What they need to know ...