Once per month your CEO2CEO group meets by Zoom for our training sessions. Along the way, you'll have access to all the templates and tools you'll need, plus you'll have one-on-one coaching calls with our team to ensure you are doing it right.
Space is limited, so be sure to claim your seat early!
BUILDING AN INCOME TREND
Why this is a critical first step.
YOUR CURRENT POSITION
Liquidity, debt schedule, comparable balance sheet, and non-financial traits that can hurt the business.
KNOW YOUR BANKABILITY
Understand "True Cash" & "Hub & Spoke"
MARKET VALUE BALANCE SHEET
and the Owner's Report Card
and the Teeter Totter Effect on Your Business Value
OWNER'S REPORT CARD
and Key Financial Ratios that Determine Your Grade
of Your Business & Most Productive Use of Its Resources
Jail Them and Throw Away the Keys
OPTIMAL PERFORMANCE IN YOUR BUSINESS
How Much the Thieves Took and How Knowing the Numbers Will Help You Reclaim It Going Forward
CALCULATING UNREALIZED PROFITS
You Don't Know What You Don't Know
TEACH THE NUMBERS TO S.I.N.G.
How to Forecast & Monitor Conditions
UPSIDE DOWN - RE-ORDER THE INCOME TREND
A Forward Looking Measurment
SET THE COURSE
First Quarterly Review to Measure Forecast Against Actual Performance and Make Adjustments Needed to Meet Your Goals
Second Quarterly Review of Actual Performance and Discussion of Needed Course Corrections
Third Quarterly Review of Actual Performance and Discussion of Needed Course Corrections to Meet Your Goals
TRIM THE SAILS
Fourth Quarterly Review and End of First Full Year of Using Forecasting & Controlled Expenses.
Now We'll Set Stretch Goals!
Fifth Quarterly Review of Performance and Discussion of Needed Course Corrections to Meet Your Goals
Sixth Quarterly Review of Performance and Discussion of Needed Course Corrections to Meet Your Goals
Seventh Quarterly Review of Performance and Discussion of Needed Course Corrections to Meet Your Goals
Review and End of Second Full Year of Using Forcast & Controlled Expenses. You'll Have Achieved Your Goals and Accomplished the Goals of This Course.
Choose the 1st, 2nd, 3rd, OR 4th Wednesday of the Month
Mid-Day Sessions are from 11:00 AM - 1:00 PM
Afternoon Sessions are from 4:00 PM - 6:00 PM
"We had no idea what a bank was looking for when we attempted to get a loan. Now we have a clear understanding of what banks are looking for if they are going to lend us money. My banker told me we were in the top 1% of customers that come to him wtih the the information we presented. With the help of CEO2CEO, we were able to obtain a loan to open our 3rd location which will double our company's income and allow us to reach our retirement goals."
~ Shawn & Donna Fitzgerald
"Innovative Business Advisors initially performed a summary valuation of my company. Their valuation and my perceived value of the company varied greatly. While I was initially not happy, I tool to hear many things IBA told me about my financial statement and non-financial things that affect the value of my company, I ultimately executed on the things taught in the CEO2CEO program and in one year we have tripled the value of the company. BAMM!"
"As small business owners, we came from backgrounds that didn't necessarily prepare us for business finance. I knew there was information out there, but to find it in a way that could ... easy to digest and apply was extremely difficult . CE02CEO made suggestions on our financial statements and taught us how to make a budget from realistic numbers. They taught us how bankers think and what they look at, and helped with ratios, gross profit, and how they work together. The result of this is that we've made two financial decisions that will grow our net profit over the next 5 years of at least $150,000 just with astute decisions."
“If it hadn’t been for CEO-2-CEO™ training, my business definitely would not have survived this pandemic.”
~ Marsha Moore, Marcia Moore Design
“Thank god I had been through your training before the COVID thing hit us. My business financial records were in perfect order and I had a relationship with my banker (as I learned through your training). As a result, I was the 1st application my bank processed for aid and we got everything we asked for. My Banker told me he wished everyone was as well prepared as we were.”
~ Private Business Owner
It feels like cash is always tight and your bottom line never seems to improve ... but it doesn't have to be that way.
If you are like 97% of all entrepreneurs and business owner and are depending on your company to fund your retirement, this will be one of THE BEST INVESTMENTS you can make for you and your family.
Income Trend Worksheet
Current Liquidity Worksheet
Operating Cost Summary Worksheet
Business Debt Schedule Worksheet
Global Debt Schedule Worksheet
Balance Sheet Trend Worksheet
Market Value Balance Sheet Worksheet
Owners Report Card™ Worksheet
Business Loan Calculator
Business Bankability™ Worksheet
Increase the value of your business by up to 71%.
The Value Builder Score questionnaire takes 13 minutes to complete after which you'll receive your Value Builder Score out of 100.
Based on quantitative analysis of more than 55,000 users, companies that achieve a score of 80+ are predicted to get offers that are 71% higher than the average business.
Through the course, you'll develop a complete financial analysis, digging deep to find the real trends, profit leaks and opportunities for improvement. All of this is executed in a confidential manner, so you aren't sharing details of your financial position with other students in the course.
Understanding True Cash, your Bankability, and your real business financial performance often yields immediate improvement of 25% or more to your actual business profits. Proof that owners will see reflected in their bank balances.
Throughout the course, you get one-on-one support with our expert advisors, as well as quarterly check-ins and coaching through the life of the 20-month program.
This level of personalized financial consulting, guidance, and expertise will prove to be invaluable to your business.
Whether you want to rewatch a session to gain clarity and further understanding of the concepts, or if you had to miss a session due to other commitments, you'll have 24/7/365 access to every session recording, on demand.
Our team of professionals is also available to answer questions.
The benefit to being in the course with other business owners is immeasurable. Each individual brings unique perspective, experience, and insights to the table.
Our course participants often share experiences, continued business relationships, and peer-to-peer mentoring well beyond the completion of CEO2CEO.
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