Break Even - Why Every Contractor Needs to Know It. Presented to PDCA Residential Forum Advanced Shop Talk on July 16, 2010 in Charleston, SC.
How to calculate your break-even point based on annual and monthly budgets
How to determine what it takes to make an investment in overhead pay for itself
Analyze your situation to determine what costs can be cut to lower your break-even
Determine how and when it makes sense to increase your overhead
Break Even - Why Every Contractor Needs to Know It. Presented to PDCA Residential Forum Advanced Shop Talk on July 16, 2010 in Charleston, SC.
How to calculate your break-even point based on annual and monthly budgets
How to determine what it takes to make an investment in overhead pay for itself
Analyze your situation to determine what costs can be cut to lower your break-even
Determine how and when it makes sense to increase your overhead
This presentation provides an understanding of what financial modelling is and how it is used. Moreover it covers the basic approach for creating financial models and utilising them as needed.
Learn how to approach common errors when reviewing opposing experts’ reports, and to identify weaknesses in your own experts’ valuations so you can address them before they are cross-examined by opposing counsel.
This template was provided by the Davidson Institute.
The Davidson Institute Team deliver business planning and financial education concepts through courses that can help bring further knowledge and expand on the information that has provided through this seminar. They provide both face to face and on-line learning platforms. If you would like to speak to them on how they may help your organisation, please drop them a note or visit them at davidsoninstitute.edu.au for more information.
Back to Basics: Financial Fundamentals for StartupsIntelligent_ly
Back to Basics: Financial Fundamentals for Startups taught by Dan Allred from Silicon Valley Bank at Intelligent.ly in Boston. This deck covers basic accounting principles, income statements, balance sheets, cash flow, company financial statements and more.
Everything startup founders need to know about building a solid accounting and finance foundation for their growing companies.
In this presentation from David Ehrenberg, Founder and CEO of Early Growth Financial Services (www.earlygrowthfinancialservices.com) topics covered include:
- A-P/A-R best practices
- Pre- and post-funding finance functions
- Startup tax obligations
- Building your bottom-up and top-down financial projections
- Financial statements
- Cash flow forecasts
- and more!
Whether you're bootstrapping or venture-backed, pre-funding or post-funding, pre-revenue or turning a profit, there are steps you need to take to stay on top of your finances, maintain compliance, and establish the foundation you'll need to scale.
This presentation will help get you up to speed on startup accounting: what you need to know, what you should be doing, and how to do it including: implementing your accounting system, the best system for expense tracking, creating an effective payment collection process, staying on top of your taxes, top-down and bottom-up financial projections, how to get your best valuation, and more.
How to Ensure that Rewards Drive Growth
If you run a business, it’s likely you see a future company that is bigger and better than the present enterprise. You also probably recognize that to fulfill that vision, pay will have to play a strategic role. Growth will not be achieved simply because you’re paying a competitive salary, have a group medical plan and/or allow your employees to contribute to a 401(k) plan. Rather, you recognize growth goals are achieved when an employee feels "invested" in the results the company seeks to fulfill. So how do you use pay to help accomplish that? What role should it play and what components should it include? To find out the answer to these and other related questions, you will not want to miss this presentation.
This presentation provides an understanding of what financial modelling is and how it is used. Moreover it covers the basic approach for creating financial models and utilising them as needed.
Learn how to approach common errors when reviewing opposing experts’ reports, and to identify weaknesses in your own experts’ valuations so you can address them before they are cross-examined by opposing counsel.
This template was provided by the Davidson Institute.
The Davidson Institute Team deliver business planning and financial education concepts through courses that can help bring further knowledge and expand on the information that has provided through this seminar. They provide both face to face and on-line learning platforms. If you would like to speak to them on how they may help your organisation, please drop them a note or visit them at davidsoninstitute.edu.au for more information.
Back to Basics: Financial Fundamentals for StartupsIntelligent_ly
Back to Basics: Financial Fundamentals for Startups taught by Dan Allred from Silicon Valley Bank at Intelligent.ly in Boston. This deck covers basic accounting principles, income statements, balance sheets, cash flow, company financial statements and more.
Everything startup founders need to know about building a solid accounting and finance foundation for their growing companies.
In this presentation from David Ehrenberg, Founder and CEO of Early Growth Financial Services (www.earlygrowthfinancialservices.com) topics covered include:
- A-P/A-R best practices
- Pre- and post-funding finance functions
- Startup tax obligations
- Building your bottom-up and top-down financial projections
- Financial statements
- Cash flow forecasts
- and more!
Whether you're bootstrapping or venture-backed, pre-funding or post-funding, pre-revenue or turning a profit, there are steps you need to take to stay on top of your finances, maintain compliance, and establish the foundation you'll need to scale.
This presentation will help get you up to speed on startup accounting: what you need to know, what you should be doing, and how to do it including: implementing your accounting system, the best system for expense tracking, creating an effective payment collection process, staying on top of your taxes, top-down and bottom-up financial projections, how to get your best valuation, and more.
How to Ensure that Rewards Drive Growth
If you run a business, it’s likely you see a future company that is bigger and better than the present enterprise. You also probably recognize that to fulfill that vision, pay will have to play a strategic role. Growth will not be achieved simply because you’re paying a competitive salary, have a group medical plan and/or allow your employees to contribute to a 401(k) plan. Rather, you recognize growth goals are achieved when an employee feels "invested" in the results the company seeks to fulfill. So how do you use pay to help accomplish that? What role should it play and what components should it include? To find out the answer to these and other related questions, you will not want to miss this presentation.
Financial Planning - Joel Humphrey (Freelandt Caldwell Reilly LLP)NORCAT
Joel Humphrey, partner at Freelandt Caldwell Reilly LLP returns to ENT101 to discuss financing for start-ups.
Joel works with many of the firm’s start-up clients to review business plans, develop financial forecasts, map out cash flow strategies and arrange financing requirements. With Joel’s extensive experience with young companies, this lecture will be extremely informative for all levels.
Watch the presentation at http://www.norcat.org/ent-101/season-3-lectures/
Joel Humphrey of Freelandt Caldwell Reilly LLP discusses how to create a sales forecast, developing your budgets and examples of cash flow projections.
Finance and Business Case Essentials for Product ManagersJeremy Horn
Slides Vikas Batra recently used in his discussion w/ mentees of The Product Mentor.
The Product Mentor is a program designed to pair Product Mentors and Mentees from around the World, across all industries, from start-up to enterprise, guided by the fundamental goals…Better Decisions. Better Products. Better Product People.
Throughout the program, each mentor leads a conversation in an area of their expertise that is live streamed and available to both mentee and the broader product community.
http://TheProductMentor.com
Pace 2009 Effective Financial ManagementLinnea Blair
Presented at PACE 2009 Convention by Linnea Blair, Advisors On Target. Some information in this presentation is sourced from RAN ONE, Inc. Advisors On Target is a RAN ONE Business Advisor.
*Ratios provide a quick and simple means of assessing the financial health of a business
*Ratio relates one figure, say Net Profit, to another figure from the financial statements, say per employee
*Ratios summarise quite complex data into a small number of key indicators
*Ratios enable comparison of different businesses
*Ratios overcome issue of difference in scale of businesses
BOOKKEEPING TO FIN. STATEMENTS TO ACCOUNTING || THE FUNDAMENTAL PROCESSLekshmi Pillai
Discussing the fundamental process that takes place in an accounts dept.
The presentation clarifies:
*what bookkeeping is and an overview of the bookkeeping process
*Overview of Fin. Statements
*How using Fin. Statements leads to different types of accounting
This presentation was delivered at the April 23, 2009 Smart-ups event in Eugene, OR by Dan Vishny (CFO for two start-ups companies). Dan is also known for having one of the top 10 best scores on the CPA exam - for the entire U.S.A.!
Achieve Digital Transformation Success with Value ManagementAnurag Goel
Excerpts from speaking engagement at Digital Marketing ROI Forum in Hong Kong. Key pointers on how adopting Value Management and developing a compelling business case is essential to drive Digital Transformation project success.
1. How a Simple Garden Hose can make a difference in Your Business Bob Dawson CITE The Business Group
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6. The Financials Cash Flow Statement Income Statement Balance Sheet Revenue - Expenses Profit/Loss Cash In - Cash Out Change in Cash Assets = Liabilities + Equity
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11. Creating Cash Flow Accounts Receivable Average Annual Outstanding = $68,500 Baseline Collection Days = 58 Days Revised Collection Days = 51 Days Increase in Cash Flow of $479,500
12. Creating Cash Flow Inventory $17,250,000 in Materials / 4.01 Turns per Year = $4,302,000 Baseline Inventory Turns per Year = 4.01 Revised Inventory Turns per Year = 4.99 Increase in Cash Flow of $777,000