Learn the Basics of Small Business Finances 

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

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 companies get cash
  • Ways to 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)

Here's What People are Saying About the Entrepreneurial Finance Course

"Outstanding course - I really enjoyed the general layout. Great mix of going in-depth on the more vital parts of financial management of a start-up"

"This course is great for understanding the day to day inner workings of a small business. If being an entrepreneur is a goal of yours, this course will really help you achieve that."

"Great course, very useful information for launching my business. I will definitely recommend this course to others."

"I'm ready to start a business! This answers a lot of questions for small business owners!"

"Very good course. It kept my attention. I loved the practical aspects of the course. It was chock full of material and fast paced. It did not waste my time with repetitive information."

"Great course. As a CFO in a start-up, these topics are highly relevant and useful to consider."

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

More Kind Reviews for the Business Loan Basics Course

"Great overview of the benefits and challenges of starting a small business. Really enjoyed this course and have a lot of takeaways to apply to small businesses that I am a part of."

"Excellent content showing the prospective of the entrepreneur founded small businesses and the challenges of financial management of small to mid-sized companies."

"This course covered some great information, much of it relevant to my job since I consult with many owners of small franchise businesses"

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

- 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.

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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