Month: October 2022

Episode 23: The Pros and Cons of Bringing in Equity Investors

Today we discuss working with equity investors. Small business owners can be hesitant to bring in equity investors, but there can be good reasons to consider this path. Equity capital is almost always more expensive than debt capital, but it can enable you to grow much faster than you otherwise would have. Join us as…

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Episode 22: Making the Banks Come to You

In this episode, David and Eric link the discussion of financial analysis to making banks want you. There can be good cases for using other people’s money to help accelerate your growth. There is so much confusion with businesses about what banks’ objectives and restrictions are. We clarify this before diving into financial analysis. If…

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Episode 21: Your Financial Forecast: Not A Tool To Predict The Future, But A Tool To Create It

In last week’s episode, David and Eric talked about ROA and ROA and why it’s important to grow your margin, but not at the expense of ROA. In today’s episode David and Eric discuss Financial Forecasting. While many seek a tool to help them see into the future, we believe this is a tool that…

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Episode 20: It’s All About Profit, Right? Think again. Check your ROA and ROE.

In this episode David and Eric return to unpacking the importance of Financial Analysis for a business. Today’s discussion will revolves around Return on Assets and Return on Equity – which involve numbers from both the Income statement and balance sheet. These two together are used in a powerful way to analyze business performance. Linking…

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