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!
Risk More, Win More
As we start wrapping up another year, it’s a good time to examine areas we are looking to improve. One proven way to get better results is to take more risks...
End of the Year Check In
Use These Quick and Simple Ideas to Improve Your Business With the end of the year quickly approaching, it’s a great time to reflect on where we are and...
Are You Optimistic, Pessimistic, or Realistic?
And How That Impacts Your Business
We’ve all been asked the glass half empty or half full question… It’s easy to give this discussion more importance than it deserves, or even make it more...
Can Risk Create New Opportunities?
When we consider risk, much of the discussion revolves around analytics, alternatives, probability, and bias. But, there are other important factors to...
You Have the Potential to Increase Business Success
What is success? It’s abstract, really. For some, it could be money and status. For others, it’s finding happiness. In business, we tend to measure success...
Business Success: The Crucial Need for Innovation and New Structural Paradigms
Have you ever asked a question only to receive the dreaded, “Because I said so,” response? This is often a phrase repeated to children, but even adults are...
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