Defining Your Financial Situation
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Defining Your Business
Before digging into the financial plumbing of a new business, client, or acquisition, I like to level-set on where the business stands:
- Debt levels
- Growth rate
- Years established
- Current profitability & cash flow
We don't need to do any deep analysis to answer these q...
Business Bingo Card
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Writing out a yearly plan is a fairly simple process. In a nutshell:
- Review and reflect on how last year went
- List out all of the things that went right (and went wrong)
- Gather up your numbers for 2024 (and prior years if you have them)
- List all of the things you want to accomplish in the next...
Business Breakdown Part III: Projections & Planning
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Business breakdown part III
This is the final installment of a multi-partย case studyย on Starbucks Corp. We previously covered the business model, profit model, unit economics, and financial statement analysis (links below).