MASTERY - FINANCIALS
Understanding the Critical Numbers of Your Business
“I would give you an A in each category. I found working with you to be very rewarding. You are a good listener and I found that your follow up questions back to me forced me to think about my situation in different ways and truly work toward the best solution for all…and I realized that I indeed need to make some improvements. I thank you for always being there to help. Thank you.” B.J
We are excited to share with you FINANCIALS of the Three Volume Set of the BUSINESS BLUEPRINT FOR SUCCESS. In this book, you will be immersed into these 14 chapters of 120 chapters that contain hundereds of lesson plans and business development modules to move you and your business to higher levels of business success. Each of these 14 chapters were developed over the last 25 years of studying and implementing business success concepts that work! Each month, we update many of our Business Development Lesson Plans… which is why this BOOK is in a three ring binder, so that you can insert the updated lesson plans as they are released for more powerful/current strategies!
In this FINANCIALS, we will start with teaching you the strategies of developing your Business “Business Financials”… and creating your map to “Success” with understanding who are your “Financial Metrics” and “Business Cash Flow” for your company. We will then discuss with you how your “Break-Even Analysis” and “Business Budgets” will be two of the many foundations stones you will need to achieve higher levels of financial success. You will also learn how to understand the “Expenses” … the “Accounting” and the “Ratios” you need to develop your “Strategic Financials”. You will also learn about how to develop reliable and consistent “Financing” and increase your “Leveraging” in developing your Transition/Succession to achieve Financial Freedom.
TABLE OF CONTENTS
FINANCIALS “Business Development Modules & Lesson Plans”
From “Business Financials” to “Financial Freedom”
How “Business Smart” are you: Can you Help “Jack & Giant”? Page: 10
“Stretch Your Business Mind” Page: 13
107. Business Financials: Understanding the critical numbers of your business
Income, Costs, Profits Page: 14
108. Business Metrics: Defining & graphing the business performance indicators
Departments, Margins, Percentages Page: 22
109. Business Cash Flow: Applying financial metrics to secure cash
Time, Receivables, Capital Page: 30
110. Break-Even Analysis: Three different levels of measuring business success
Break-Even One, Two, Three Page: 38
111. Business Budgets: Setting goals on what you will spend on business Forecasts, Receivables, Payables Page: 46
112. Expenses: Understanding the fixed & variable expenses of business
Fixed, Variable, Contingent Page: 54
113. Accounting: The most often used “tool of exchange”; never about the money
Abundance, Giving, Gratitude Page: 62
How “Business Smart” are you: Can You Help “Sand Sour”? Page: 70
“Stretch Your Business Mind” Page: 73
114. Ratios: Understanding the dynamic relationships of business “key” indicator
Systems, Relationships, Analysis Page: 74
115. Strategic Financials: Understanding how to get more from each dollar
Leveraging, Investing, ROI Page: 82
116. Financing: Creating the financial resources your need to succeed
Resourcing, Investing, Borrowing Page: 90
117. Leveraging: Understanding how to work geometrically with your resources
Strategy, Triangulation, Systems Page: 98
118. Transition: Transferring the business to a new owner
Selling, Partnering, Shares Page: 106
119. Succession: Transferring to Family; The road to peace for many generations
Training, Management, Transfer Page: 114
120. Financial Freedom: How Financial security will allow you to do what
Peace, Happiness, Joy Page: 122
How “Business Smart” are you: Can you Help the Prodigal Son Page: 130
“Stretch Your Business Mind” Page: 133
Table of Contents for Volume One, Volume Two, Volume Three: Page: 134
Course Curriculum
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How to use this template
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2020 Business Blueprint For Success Workbook #9 FINANCIALS
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About the instructor
Senior Instructor
Shawn Jackson
Shawn R. JacksonBusiness Development ConsultantShawnJackson @BusinessBlueprintSuccess.com Mr. Jackson is a highly accomplished and results oriented Attorney & Instructor with over thirty years of broad-based sales/business development and marketing experience. He consistently receives excellent responses and results. His exceptional analytic, planning and organizational abilities coupled with excellent leadership, presentation and interpersonal skills and a dedicated work ethic creates an opportunity for businesses to grow and prosper. BUSINESS DEVELOPMENT ATTORNEY - 18 YearsHis experience includes consulting and transactional business development both in private practice and with various Community Chambers. His private practice includes business development and compliance issues for general corporations, close corporations and Limited Liability Companies. He has assisted multiple clients on legal formation, compliance and business structure, systemic development, strategic business growth and both National & International negotiations. Incorporation Startups including “C” Corps, “S” Corps & LLC’s Transactional Business Law, Intellectual Property, Contracts Contract Disputes, Real Estate Disputes Law and Business Development Center Alternative Dispute Resolution Empire Law School (cum laude) BUSINESS OWNER - 38 YearsHe has developed successful businesses for over 30 years with in-depth experience in manufacturing, retail and employee development skills. He is an astute, results-oriented leader with proven success in managing retail teams and achieving profitability within 90 days of the commencement of the venture. Owned & Operated Wholesale/Retail/Manufacturing Businesses since 1975. Developed Successful Business Teams Sales Training & Business Development for National Manufacturer Board of Directors: Rohnert Park Chamber of Commerce"It is not often that I feel compelled to send a message of thanks to someone who has done a service for me, but I feel that you have really stepped up and gave more than what was expected throughout the process…. You were patient, compassionate, and professional. Thank you!" BUSINESS DEVELOPMENT CONSULTANT - 28 YearsMr. Jackson formulates and executes sales strategies, business plans, and marketing programs that are responsive to a rapidly-changing market. His efforts have focused on market expansion campaigns, product launches and account penetration. He has extensive expertise in consultative sales development and presentation of complex programs, products and solutions. Written, Designed and Implemented multiple Business Plans Instructor (Contracts, Business Organizations & Negotiation) Designed & Implemented multiple Systemic & Strategic Marketing Plans. Worked with the Target Corporation and Vendors for nationwide expansion. National and International Business Contract Development & Negotiation Worked with National Animal Rights Non-Profit Organization NEGOTIATOR - 30 YearsMr. Jackson has a demonstrated history of sound judgment and effective decision-making abilities with a distinction for managing high-level negotiations among senior management and achieving mutual and workable solutions to complex problems and profitable projects. Negotiated multiple Licensor/Licensee Contracts in the United States. Negotiated Contracts with Principals in South Africa, United Kingdom.Hong Kong, Beijing, Belgium, Canada and the United Arab Emirates. Negotiated Intellectual Property Agreements with national companies EXPERIENCED INSTRUCTOR - 20 YearsHe consistently receives the highest marks from students and fellow instructors. He provides a dynamic and interactive class with substantial class participation. Mr. Jackson understands that students will absorb and apply more education when they can see it, hear it, feel it and speak it. He also understands that education is, in part, entertainment, so humor is an important part of teaching. Business Development Training (a 7 week course and a 12 week course) Workshop Instructor “Today’s Business Law”, “Negotiation Strategies for Success”, “Choosing your Legal Entity” Business Development Trainer; teaching entrepreneurs to be more successful.