Strategic Planning

Episode 74: Mastering Cash Flow and Financial Planning for Small Businesses

In this episode of Emerge Dynamics, David and Eric delve into the critical financial challenges faced by small and lower middle market businesses. They highlight the importance of effective cash flow management and the risks of overleveraging. Drawing insights from the Harvard Business Review article “A Small Business Is Not a Little Big Business,” they…

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Episode 62: How Prepared Do I Need To Be To Run A Business That Emerges From The Competition?

David and Eric discuss that the myriad of external risks that business owners face and how to balance insurance and cash reserves with risks the business takes. They look through the lens of the preparedness chapter of Q Source which is the leadership book of F3 Nation. https://f3nation.com/q/ There are expected circumstances we need to…

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Episode 61: Stop Lead Generating, Start Building Influence

Eric and David wrap up a mini series on sales by discussing non-manipulative selling and concepts from the book Find Your Six: Stop Lead Generating, Start Building Influence by Patrick Kilner. They discuss the importance of authentic relationship and of creating value for clients. They also discuss how this factors into the valuation of your…

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Episode 60: Driving Salesforce Effectiveness – Don’t Lose Sight of the Mission and Purpose of Your Business

In this episode, David and Eric discuss the current drop in consumer sales across the country. They remind us to focus on not just selling “widgets”, but to go deeper and to demonstrate to customers how your business or product can improve their lives. David and Eric also share tips for monitoring monthly sales goals…

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Episode 51: The Second Most Important Person to Build a Strong Company

The discussion on turnaround management continues today with a discussion on weak finance function. As a business owner, it is your responsibility to have integrity and to hire people to work in finance who will hold the line. It’s not just about the numbers, it’s about recording financial data according to fundamental principles with correct…

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Episode 50: You Can’t Put Lipstick On A Pig!  – Signs Your Business May Be In Trouble

Today we’re highlighting some adverse trends that indicate problems are arising in your business. If your business is struggling because you’ve hit a plateau, or your business is headed in the wrong direction, you’ll want to pay attention to these warning signs of decline. Poor working capital controls will ultimately get your business into trouble….

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Episode 49: I’m Turning My Company Around – I’m Starting with the Man in the Mirror

Emerge Dynamics is all about how businesses can emerge from their peers, and businesses accomplish that when they are well-run. This is especially true during a downturn, so today we’re focusing on how you can guide your business through these challenging times. There are so many bankruptcies happening in 2023. Why is that? It can…

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Episode 48: Building Strength Through Discipline in Your Borrowing Base – Part 2 of 2

Today we continue the conversation around your borrowing base. This episode dives deeper into why you may want to consider a borrowing base to finance your working capital so that you can help your business meet its potential. We also discuss the importance of having healthy accounts receivable, and how to use it in the…

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Episode 47: Building Strength Through Discipline in Your Borrowing Base – Part 1 of 2

On today’s episode, we’re discussing the mechanics of a borrowing base. This is an episode that will have value in the current economy, and will still have value in future economies. Discussion will involve current events, but ultimately, the goal is to provide solutions that will be applicable in any economy. This is a tactical…

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