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!
Financing a Business
Many clients start the entrepreneurial process asking the age-old question, “How do I raise money?” Unfortunately, beginning a business is a process that involves fulfilling a number of requirements before one can even think about raising money.
Personal Finances: Not As Scary As It Sounds
“Money makes the world go round,” as the saying goes… And, undoubtedly, we’ve all spent time worrying about our personal finances. Yet, how much time do we...
Get More Reward from Risk
Risk is a critical part of every decision. And, frankly, I think we all need more of it. We tend to think of risk as a taboo concept and it’s really not—once...
New and Disruptive Methods of Resolving Financial Stress
The coronavirus crisis has caused a plethora of financial issues that businesses must now face. All of my clients are dealing with dilemmas concerning...
Take More Risks!!! …And STOP WORRYING About It.
Is risk taking scary? If you’re only thinking about the possible negative outcomes, yes. But, it can be exciting if you take more risks if you focus on the...
Your Perspective Will Make or Break Your Goals
How do you view the world? Have you ever stepped back and asked yourself if your outlook is correct? You might be wondering, “How can you measure that?” Well,...
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
