Driving Profit
Operating Profit Model Template
Do you have a plan to make money? You should! Download this form that allows you to change your estimates of what you will need to spend and how it relates to how much profit you will see.
Financial Statements Template
Financial Statements should be considered as the thermometer, scoreboard or report card of your business.
Service Income Analysis Form
This template allows you to simply compare and estimate the earnings potential of one provider under different circumstances.
Make Money
Here you can find some essential “How-To’s” and planning templates for small business owners and entrepreneurs. The goals are to provide critical information, tips and recommendations to improve your business including financial statements, budgets, and raising capital.
The templates provide assistance in defining information needs and developing a process to help understand the financial potential of your business. Don’t worry if you can’t answer or understand everything since this process has a somewhat steep learning curve. That’s why I’m here — to help you get it right!
If You’re Not Measuring, How Do You Know If You’re Succeeding?
Measuring for sake of measuring is a waste of time. In order for measurements to be a valuable part of an effective strategy, they need to be more than...
The Real Scoop on Growth: It’s Not Magic!
Let's get real about something that's been buzzing around lately. People are going bananas over how Nvidia's sales shot up from $27 billion in 2022 to a...
Striking the Right Balance: Navigating Support and Challenge
When it comes to improving decision-making and performance, two strategies are often discussed: providing more support, positive feedback, and cooperation -...
Testing Assumptions Can Result in Better Decisions
There is an excellent Jewish expression called “bubbie-meise”, which refers to old wives’ tales. Some examples are: It’s bad luck to open an umbrella in the...
Six Ways to Improve Goal Setting
“If you aim for nothing, you’ll hit it every time.” These wise words from the famous author, salesman and motivational speaker, Zig Ziglar, are precisely why...
Determining the Value of Your Business Requires a Balanced Perspective
Establishing the value of your business investments can be difficult. While well-known valuation methods can give you a rough idea, ultimately your business...
Videos
Passion & Reality
The Chicken and The Egg
Do You Have a Marketing Plan?
Guides
How to Write a Successful Business Plan
How to Write a Winning Sales Pitch
Hints to Make Sense of Current Business Trends
Elements of a Successful Merchandising Plan
Templates
Operating Profit Model Template
Service Income Analysis Form
Marketing Plan Template
Product Analysis Template
Sales Analysis Template
Financial Roadmap Template
