Introducing financial management for the closely held business.

You are the expert at what you do, let us help maximize the value of your hard work. Join us for a powerful, one-day seminar to learn tangible, actionable tools that will enable you to unlock hidden cash within your current operations and get the most out of your business. This fun workshop brings complex calculations to life with entertaining real world examples taught by renowned business experts.

Seminar Flyer

Seminar Flyer

Gain a deeper understanding of what it takes to build transferable value, create a profit plan and manage future business growth. These seminars take place across the country all year long and are also eligible for 8 continued professional education credits! This engaging workshop covers topics such as:

  • Financial statement analysis
  • Cash budgeting
  • Debt structuring
  • Sustainable growth rate
  • Profit planning
  • Financial gap
  • Break even analysis

Why Attend

Whether you’re a newly launched startup or getting ready to plan your exit strategy, now is the perfect time to improve the financial health of your company. Truly understanding your business goes beyond numbers. In just one day, attendees gain the resources and financial skills required to develop a strategic plan for success. Receive specific information on the following financial concepts: 

  1. Build a Stronger Business
    Understand what it takes to build transferable value, create a profit plan and manage future growth.

  2. Understand Your Financials
    Learn how to properly structure debt, create a plan for growth, improve cash flow and prepare for sale.

  3. Cultivate Strategies for Growth
    Gain hands-on practical tools and the financial skills required to develop a financial plan for success.

  4. Manage by Metrics
    Understand financial statement analysis, cash budgeting, sustainable growth rate concepts, profit planning, financial gap analysis and break-even analysis.

Seminar Schedule

Seminar Schedule

Seminar Schedule

What Attendees Are Saying

“Prior to starting my own company, I had been a senior project manager on large-scale construction projects with financial oversight, but I had never managed business finance. I didn’t have a clue how to read a financial statement or a balance sheet. Attending this seminar provided the foundation on which to build my own successful businesses, and it gave me the financial literacy to manage P&L business units in large global corporations. The material in this seminar is essential for anyone engaged in any kind of business.”  - John Coster, Business Officer

“I have attended several seminars of this type—I got the mechanics at the others, I learned how to use them at this seminar. Great job!” - David Sarton, Business Owner, Retail

“The seminar gives all of the financial tools for helping the small businessman be successful. I’m very excited to put these principles to work in my business.” - Dan McDonals, Business Owner, Retail

“I was very inspired to finally understand what my CPA was saying, along with getting better direction for my company.” - Gloria Lachman, Business Owner, Distributor

“Very entertaining presentation of many tools that will be used to lengthen the life of my business! Great!” - W. Simeon Walker, Business Owner, Construction

Find a Seminar Near You

We have programs scheduled across the country all year long, including:

  • Grass Valley, CA | September 15, 2015
  • Billings, MT | September 24-25, 2015
  • Los Angeles, CA | September 25, 2015
  • Sacramento, CA | September 29, 2015
  • Boise, ID | September 30, 2015
  • San Francisco, CA | October 1, 2015
  • Irvine, CA | October 2, 2015
  • Phoenix, AZ | October 7, 2015
  • Las Vegas, NV | October 8, 2015
  • Chico, CA | October 13-14, 2015
  • Yuba City, CA | October 15-16, 2015
  • Redding, CA | October 27-28, 2015
  • Seattle, WA | October 29-30, 2015
  • Spokane, WA | November 4-5, 2016
  • Yakima, WA | March 10, 2016
  • Moses Lake, WA | March 23, 2016
  • Boise, ID | April 6, 2016
  • Portland, OR | May 9, 2016

Interested in sponsoring a seminar in your city? Please contact us today at or call (206) 922-4502.