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Financial Health & Planning Class

November 5 @ 1:00 pm - 2:00 pm

Don’t miss the chance to learn how to end 2024 strong, and plan for a financially healthy 2025!

For every founder, especially as you approach end-of-year, there are many choices that can be made regarding how you manage your business finances so that you end the year with a clear financial view and position your business for financial health in the year ahead.

Let’s take this time to check in with yourself and review:

  1. Are you managing for growth or profitability or both?  Let’s talk about the tradeoffs.
  2. Do you understand your financial statements line by line?
  3. How is your financing looking?  Are you aware of all that you are eligible for now and into the future?
  4. Do you have a sense of how you’ll end the year in revenue and net income?
  5. Do you have the right finance team in place?  Are you aligned?

Bring your questions and get real-time answers.

Leave this session with clear steps you can take to strengthen the financial health of your business.

  • Open to all: class included with Evolve or Emerge Membership or Annual Learning Pass
  • Each person who registers will get the replay and a link to schedule a Financial Strategy & Planning call specific to your needs with Keith.
  • All live attendees receive a FREE copy of Keith’s e-book, The CPG Financing Guide: Debt Financing, designed to help founders navigate funding stages from start-up to multi-year profitability.
  • $27 for guests (those who aren’t current clients)

Reserve your spot! 

Details

Date:
November 5
Time:
1:00 pm - 2:00 pm
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