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-partย case studyย on Starbucks Corp. We previously covered the business model, profit model, unit economics, and financial statement analysis (links below).

  1. โ€‹(Part I) Business model and unit economicsโ€‹
  2. โ€‹(Part II) Financial state...
Continue Reading...