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!
New and Disruptive Methods of Financing
We all know that new strategies and technologies such as the internet, social media, Smartphones, and major online retailers are rapidly disrupting...
Is Your Business Structure Getting in The Way of Your Success?
If you want to be successful in your new venture, you should pay attention to the modern examples of achievement like Apple, Google, and Amazon and their...
Why Wayne Gretzky and Hockey Say a Lot About Running a Small Business
Business risk happens to be a wolf in sheep's clothing. However, if you give all the sheep hockey sticks and a puck like Wayne Gretzky, that wolf will likely...
Do You Really Know What Your Gross Margin Is?
There are lots of great tools, rules, and accountants to help businesses complete and analyze profits, sales, and costs. Unfortunately, this is an area where...
Avoiding the Hockey Stick Plan
After counseling over 1,500 clients seeking to start new businesses, it’s troubling so many of them seem possessed with what can be called the Zuckerberg,...
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