Master the Basics of Small Business Finances for

More Confidence and Cash Flow

Entrepreneurial Finance: Small Business Financial Management Basics

- OR -


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.

“If you are going to be in business, you must learn about money: how it works, how it flows, and how to put it to work for you.”

- Idowu Koyenikan in Wealth for All: Living a Life of Success at the Edge of Your Ability

Learn the Financial Basics for the Lifecycle of Your Business

Ever wanted all the key things you need to know about building a financially successful business in one place? You get a financial overview of the entrepreneurial journey from startup, to operations, to exit planning.

Course Highlights

  • Why and how entrepreneurs start companies.
  • How lenders decide whether to loan you money (led by a small business banker guest speaker!)
  • Where to get cash
  • Avoid or overcome common financial struggles of small businesses
  • Business plan parts and walkthrough of an example plan
  • Strategic planning steps
  • Important financial metrics to monitor
  • How to project if pricing changes will increase profits or cause losses
  • Basic risk management tools and processes to avoid big losses
  • Options for exiting your business (e.g., sale, ESOP, liquidation)

"This course covered some great information, much of it relevant to my job since I consult with many owners of small franchise businesses. The course summarized some very important topics." - course review

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

Course Outline

Section 1: Startup and Early Years

  • Welcome and Overview
  • Purpose of Your Company
  • Startup Survey and the Roles of Entrepreneurs
  • Business Banking Guest Speaker
  • Sources of Cash
  • Buy or Franchise
  • Business Structures
  • How Small Businesses Get Into Financial Trouble

Section 2: Planning

  • Business Plan Example
  • Strategic Planning Part I
  • Strategic Planning Part II

Section 3: Managing the Company

  • Cash Flow Management
  • Financial Metrics
  • Business Growth
  • Marginal Profitability and Pricing Analysis
  • Pricing and Profitability Example
  • Risk Management

Section 4: Exit Planning

  • Risk Management

Are you ready to master the basics of small business financial management?

Go from confusion to cash flow.

- OR -


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 Entrepreneurial Finance course is one of the courses you get with a FAST membership.

Get all the courses plus more in one package. FAST (Finance and Strategy Toolkit) is the membership program that gives you the resources for better strategic financial management. Get direct access to me as well tools for improved decisions that lead to superior business performance. 

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

FAST Member? Click here for instant access.

Success message!
Warning message!
Error message!