Log In
Defining Your Financial Situation business planning business strategy

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...

Continue Reading...
Business Bingo Card business planning entrepreneur tips gamification goal setting

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...
Continue Reading...
Business Breakdown Part III: Projections & Planning business analysis business growth business planning financial projections

Business breakdown part III

This is the final installment of a multi-part case study on Starbucks Corp. We previously covered the business model, profit model, unit economics, and financial statement analysis (links below).

  1. (Part I) Business model and unit economics
  2. (Part II) Financial state...
Continue Reading...