Throughout the presentation, Arkona will use a case study to highlight the four components of a rock-solid financial foundation and how to integrate your strategic plan into the financials so you can clearly see how your decisions today impact your long-term goals by allowing you to project out the value of a business years into the future.
- Setting the stage with the 3 Financial Statements – The income statement (P&L), balance sheet, and statement of cash flows need to be tied together with KPIs to measure and monitor the important vitals of a business.
- Trailing 12 Months (TTM) – Use your TTM to eliminate seasonality, spot trends, and measure your net income and specific KPIs year over year.
- Annual Budget – Create a budget from the ground up that tie all three financial statements together.
- Outyear Projections – Integrate your strategic plan with the business’s financials and project out 3 to 5 years the future value of your company.
Ryan Tansom (Arkona)
Thursday, March 31, 2022 — 12:00 p.m. to 1:00 p.m. EDT
Pat Hobby – Pat helped co-found Arkona to help change how owners grow and exit their businesses.
Matt Buskirk – Matt has joined as an equity partner at Arkona with Ryan and Pat so he can help business owners learn what it takes to grow the value of a company with an end in mind.