The story of the business is told through the financials – both what happened in the past and what is possible in the future – and if designed right – can be the bridge that shows how to get from where you are to where you want to be.
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.
THE FOUR COMPONENTS OF A FINANCIAL FOUNDATION
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- 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.
Speaker:
Ryan Tansom (Arkona)
Thursday, March 31, 2022 — 12:00 p.m. to 1:00 p.m. EDT
Ryan Tansom – Managing Partner and Co-founder, Arkona ( www.arkona.io ) Ryan started his entrepreneurial career at his family business where he was the Executive VP and responsible for the strategic, operational, and financial strategy of the $21 Million company. Ryan helped turn the company around and bring intentional focus to the right strategies which enabled it to be sold for 8 figures to a local competitor in 2014. Ryan also hosts the popular Intentional Growth™ podcast that has 280+ episodes, 400k+ downloads.
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.
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.
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