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The Owner’s Guide to Business Value
My goal with this guide is not to turn you into a valuation expert. It is to give you a practical understanding of how business value works, what drives it,…
Capacity Building
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Financial Management
In my experience, poor financial management is what causes most underperforming small businesses to fail or not achieve their objectives. Often it is a lack of understanding of how basic business finance works that inhibits owners and leadership teams. You need to fully grasp what makes your economic engine work to make the right investments and calculate appropriate risks.
Featured Financial Management Posts
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Know Your Numbers: Building Financial Literacy in Yourself and Your Leadership Team
This guide focuses on the financial measures I believe business leaders should understand and regularly discuss with their leadership teams. I walk through how to gauge the financial health of…
Online Tool
Business GPA – How Healthy is Your Business?
Grade the seven things every business must do. Get a Balance GPA, a report card, and a ranked…
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What Drives Business Value Whitepaper
Who This Guide Is For This document is designed for leaders who are responsible for growing, protecting, and…
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New Business Year Playbook: A 30 / 60 / 90-Day Focus for Leaders Who Want Results
The underlying principle is simple and deliberate: a plan that’s too big to explain is too big to…
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FINANCIAL MANAGEMENT ASSESSMENT TOOL
Companies rarely fail from lack of effort—they stumble from lack of visibility and discipline: cash crunches, fuzzy pricing,…
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Debt, Growth & Crisis Policy – A Strategic Guide For Small Business Owners
The New Economic Reality The economy you’re operating in isn’t “normal.” It’s a structural shift: tighter credit, higher…
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Winning Moves for Uncertain Times A Strategic Playbook for Business Owner
Strategy Is No Longer a Luxury—It’s a Lifeline and We’ve Created a Playbook Running a business without a…
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Small Business Strategies To Keep and Build Momentum
Keep Your Business Moving Forward—Momentum On Purpose Momentum is everything in a small business. When you’ve got it,…
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List of Key Financial Metrics with Formulas and Benchmarks
Key Financial Metrics: Formulas, Importance, and Benchmarks A Straightforward Financial Reference for Business Owners Who Want to Stay…
Helpful Website
Middle Market Journal
Middle Market Journal (MMJ) is an online hub that shares useful ideas, stories, and business cases aimed at middle-market…
Helpful Website
KPI.org
KPI.org is a free online resource designed to help organizations—large and small—understand, develop, and apply Key Performance Indicators…
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Business Financial Health Self-Assessment
A Candid Tool to Help Business Owners Understand Where They Stand—and What to Do Next Financial health isn’t…
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Financial Primer for Clients
Whether you’re just getting comfortable with your balance sheet or need a deeper understanding of ratios, cash flow,…
Helpful Website
CPI Inflation Calculator
CPI Inflation Calculator The Illusion of Numbers—Why a Dollar Is Never Just a Dollar Most business decisions are…
Helpful Website
EDUCBA
EDUCBA The Gap Between Learning and Doing—And Why It Still Exists Most people are not lacking education. They’re…
Helpful Website
The Ultimate List of Visual Risk Management Techniques
Risk Management Techniques The Reality of Risk—It’s Not the Event, It’s the Lack of Preparation Most leaders think…
Helpful Website
Private Equity
WSJ Pro Private Equity A Specialized Information Source for Private Equity Professionals WSJ Pro Private Equity is a…
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Bankrate
Bankrate A Personal Finance Information and Comparison Platform Bankrate is a digital personal finance platform that provides financial…
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CFO Magazine
CFO.com A Financial Leadership News and Analysis Platform CFO.com is a digital publication focused on financial leadership, providing…
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MindTools
MindTools A Management and Leadership Skills Development Platform MindTools is a digital learning and development platform focused on…
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Business GPA Tool – What Every Leader Should Focus On and Measure
This tool gives owners and leadership teams a simple, GPA-style way to see how the business is really…
Helpful Website
ITR Economics
An Economic Forecasting and Business Intelligence Consulting Firm ITR Economics is an economic forecasting and consulting firm that…
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vCalc
A Collaborative Online Calculator and Equation Platform vCalc is an online calculator and equation platform that allows users…
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Strategy + Business
strategy+business A Global Business Strategy and Leadership Publication strategy+business is an award-winning business management and corporate strategy publication…
Helpful Website
ProSight Financial Association
A Financial Services Leadership, Risk, and Compliance Association ProSight Financial Association is a nonprofit professional association serving the…
Helpful Website
The National Center for Employee Ownership
The National Center for Employee Ownership (NCEO) A Nonprofit Organization Focused on Employee Ownership and ESOP Education The…
Helpful Website
MIT Sloan Management Review
A Research-Based Management and Leadership Publication MIT Sloan Management Review (MIT SMR) is a research-driven business publication published…
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Harvard Business Review
Harvard Business Review A Global Business Leadership and Management Publication Harvard Business Review (HBR) is a leading business…
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Finimpact
A Business Financing and Small Business Funding Platform Finimpact is a business financing and financial education platform focused…
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A Guide To Energy Efficiency for Small Businesses
An Energy Efficiency and Small Business Sustainability Resource The “Energy Efficiency for Small Business” section of FSG (Facility…
Helpful Website
The Economist: Economic & Financial Indicators
An Economic Indicators and Financial Analysis Publication The Economist – Economic and Financial Indicators is a data-driven economics…
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