Step-by-step guidance on projecting whether a new location will likely increase profit or destroy value.

Analyzing Whether to Add New Locations Course

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Get this course and all other CFO Perspective courses along with downloadable tools and access to Rob for only $290/year as part of a FAST membership.

FAST Member? Click here for instant access.

New Locations: Big Profits or Big Headaches?

A new location is a major commitment of time and money with the potential to expand a company’s business and increase profits.

New locations also come with risks. Sales may be lower than expected while costs are higher. The new location may pull more resources from existing operations and strategy than anticipated.

Are there best practices for financial projections of new locations? Yes.

Some Sample Course Reviews

"Great course. A lot of very useful and insightful information and tips for analysis."

"Very helpful outline of many planning and evaluation structures and tools for new business opportunities."

What You'll Learn ...

In this course, I’ll:

  • Explore some of the key financial considerations when opening a new location to be confident you're making the right decision.
  • Describe how to forecast revenue and expense items for a new location.
  • Explain how to build a net contribution and cash flow forecast.
  • Illustrate analysis methods like break-even analysis and scenario analysis.
  • Demonstrate sensitivity analysis with Excel’s Goal Seek, Scenario Manager, and Data Table functions.
  • Define common metrics like NPV, IRR, and Time to Breakeven. I’ll show multiple ways to analyze this in Excel. For Excel gurus, you can do this yourself. For others, this gives you an idea of what an accountant, analyst, or consultant can do for you.
  • Reveal common mistakes people make when deciding whether to open new locations and how to avoid these mistakes.

This course is focused on the financial analysis of the location and how a new location fits financially into a company’s larger strategy. I don’t cover Merger and Acquisition (M&A) Analysis or analyzing where to locate the store or new location.

... And Get Valuable Templates and Worksheets

In addition to everything you learn, you get valuable templates that you can customize to your specific analysis. The course videos walk you step-by-step through how to use these templates.

Here are examples of some of the downloads and templates you’ll receive:

  • Business Growth ChecklistMake sure you are ready for growth and identify what you need to do to be ready before leaping into growth.
  • New Location AnalysisThis worksheet example shows how to project and model the potential profits and cash flow from opening a new location. 
  • Industry Research Reports ListGood information is crucial to a good decision. Get a list of some of the best free and paid sources for market and industry information.
  • Ways to Project NumbersMany times when I work with clients on cash flow projections, they don't know the different methods for using past numbers to project accurate future numbers. This guide talks you through the most popular ways to do this. Use the tips in this download to make better sales projections and budgets.

Course Outline

Section 1: Are You Ready to Grow?

  • Welcome and Overview
  • Are You Ready to Grow?
  • Profit or Cash Flow Analysis?

Section 2: Revenues and Expenses

  • Estimating Revenues
  • Buying or Leasing the New Location
  • Building Loan Considerations
  • Expenses

Section 3: How to Do the Analysis

  • Net Contribution or Cash Flow Analysis
  • Modeling Scenarios with Scenario Manager
  • Break-Even Analysis
  • Using Goal Seek for Break-Even Analysis
  • Two Variable Analysis and Beyond
  • Analysis Metrics
  • Avoiding Decision Mistakes

Section 4: Key Takeaways

  • Key Takeaways

Are you a CPA? Get CPE Credit for this course.

Let me be your guide

I’m Rob Stephens, founder of CFO Perspective. CFO Perspective provides continuing education courses for CPAs as well as financial management courses for business advisors and staff. During my career, I’ve been the CFO, SVP of Finance, or Director of Operations of companies from just a few employees to $3 billion in assets and hundreds of employees. I’ve done new location analysis for a variety of industries at companies I worked at or coached.

Join with NO RISK!

There is no risk to you. I think you'll be impressed with what you receive, but if you're not, you can quit within the first month. Get a full refund in your first 30 days if it's not everything you wanted.

Will Your Next Location Increase Your Profit and Cash Flow?

Get the Tools and Techniques to Make Better Decisions when Opening New Locations.

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Get this course and all other CFO Perspective courses along with downloadable tools and access to Rob for only $290/year as part of a FAST membership.

The Analyzing New Locations course is one of the courses you get with a FAST membership.

FAST (Finance and Strategy Toolkit) is a membership program that gives you resources for better strategic financial management. You get all the CFO Perspective courses. Get direct access to me as well as tools for improved decisions that can lead to superior business performance. 

The right tools can save you time, reduce your stress, and improve your effectiveness.

FAST Member? Click here for instant access.

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