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

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

Founder of CFO Perspective
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.
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