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Courses/Business/Entrepreneurship

Entrepreneurial Finance: Small Business Financial Basics

This class provides a financial overview of the entrepreneurial journey from startup to operational decisions to exit planning

Created byRob Stephens
4.6
(61 reviews)
BeginnerUpdated Feb 9, 2024
Entrepreneurial Finance: Small Business Financial Basics

What You'll Learn

check_circleIdentify the sources of cash for a small business
check_circleExplore types of business structures
check_circleRecognize key financial components of business plans and strategic planning
check_circleDiscover the lending criteria for business loans

About This Course

This class provides a financial overview of the entrepreneurial journey from startup to operational decisions to exit planning. You’ll hear from a business banker guest speaker who explains what lenders look at when deciding whether to make a loan to a small business.

You’ll learn: • Why and how entrepreneurs start companies. • Business structure selection • Sources of cash • Financial struggles of small businesses • Small business cash flow management • The financial components of a business plan • Strategic planning • Key small business financial metrics • Pricing and profitability analysis • Risk management • Exit planning

This course comes from recordings of an Entrepreneurial Finance class the author teaches to MBA students at a university. The author has been the CFO, SVP of Finance, or Director of Operations at multiple small and medium-sized companies.

Field of Study: Finance

Your Instructor

Rob Stephens
Rob Stephens

Founder of CFO Perspective

menu_book32 courses
star4,787 reviews

Rob Stephens is the Founder of CFO Perspective, which provides continuing education courses for CPAs and financial management courses for business advisors and staff. He has been quoted in Forbes, U.S. News and World Report, Bloomberg Businessweek, and many other news sources. He is also the author of Key Performance Indicators and KPI Dashboards. Rob has a 30-year career that includes serving as a CFO, Director of Operations, and SVP of Finance. Rob is an adjunct instructor for the MBA program at Gonzaga University. Rob holds a Masters of Science in Personal Financial Planning and a Graduate Certificate in Financial Therapy from Kansas State University. He received a B.A. in Business Administration from the University of Washington.

Credit Information

Do these courses count toward my professional development requirements?

This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.

If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.

What Students Are Saying

4.6
Student's Choice
61 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.