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Creating Cash Flow in an Uncertain Economy

Creating Cash Flow in an Uncertain Economy

Are you a business owner worried about cash flow in this uncertain economy? Would you like to learn more about steps you can take right now to improve your cash flow? This webinar is designed to provide a business owner with two or three things to improve their company’s cash flow. This one-hour session covers three areas:...
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Due Diligence Checklist for Venture Capital

Due Diligence Checklist for Venture Capital

Prepare for due diligence by working through a checklist and populating a data room with your documents...
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Deal Activities Grid

Deal Activities Grid

1-page summary of actors and roles in a fundraising round...
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Cash: Raising, Spending and Tracking for Fast Growing Companies

Cash: Raising, Spending and Tracking for Fast Growing Companies

Slide deck showing how startup, early growth and high growth companies deal with cash...
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Sample Financial Forecast

Sample Financial Forecast

A 5-year financial projection typically prepared for our customers...
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Sample Weekly Cash Flow Forecast

Sample Weekly Cash Flow Forecast

Manage your cash flow better using this sample weekly cash forecast to prepare your own...
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Worksheet: Cost to Acquire a Customer | Lifetime Value of a Customer

Worksheet: Cost to Acquire a Customer | Lifetime Value of a Customer

Simple spreadsheet to help you calculate your CAC and LTV...
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There Will Be Enough Paycheck Protection Program Funding For All of Us

April 6, 2020

Last Friday I frantically prepared documentation for as many clients as possible to apply for the new Paycheck Protection Program(PPP)loans that...
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Creating Cash Flow in an Uncertain Economy

November 12, 2020

Are you a business owner worried about cash flow in this uncertain economy? Would you like to learn more about steps you can take right now to...
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