Specialized Finance Training Courses & Seminars

Get your financials and team primed to seek financing by understanding your needs, your lender's needs, and then aligning with the health of your business. Key drivers include:

- Financial model standards 

- Cash flow forecast 

- Leverage metrics 

- Utilization metrics 

- Performance metrics 

- Financial business plan 

- 5 C's of credit 

- Capital stack 

- Lockup management 

- Accounting policies 

- Asset profile 

- Debt capacity and analysis 

Objective: Be ready to borrow for healthy growth.

Maximize your investment in a CFO or Finance Leader by by giving them a deep dive into the business, adding value quickly and developing strategic leadership. Key drivers include:

- Reporting rhythm 

- C-suite shared language 

- Who's accountable 

- Compliance profile 

- Meeting tempo 

- Financial business plan 

- Valuation and drivers 

- 6 capitals profile 

- Product mix 

- Strategic blueprint 

- Internal service standards 

- F&A skills: competence mix 

Objective: Integrate your Finance Leader with depth and clarity, and consider incorporating accounting mentorship to further enhance their impact.

Scalable businesses need a thorough grasp on pricing and margins, so that decision making becomes easier and more focused. The most intense of our Target Paths, key drivers include:

- Product mix 

- Pricing model 

- Margins towers 

- Performance metrics 

- Margin improvement 

- Product lines pricing 

- All-contracts methods 

- Admin allocation 

- Product lifecycle 

- Utilization metrics 

- SG&A analysis 

- Scope creep & seep 

Objective: Verify all your products or services are fully understand and priced/costed properly.