Creating a Robust Financial Plan - MasterClass

person icon Ken Burke

Creating a Robust Financial Plan - MasterClass

Learn to create a robust financial plan to pitch to banks and investors that actually excites and motivates them to take action.

updated on icon Updated on Sep, 2023

language icon Language - English

person icon Ken Burke

architecture icon Business,Finance,Sales Skills


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Course Description

How much is everything going to cost? When will you breakeven? Do you have any statements or projections available? These are all questions banks and investors want answered.

But answering these questions aren’t just important for banks and investors, but also for your business. Creating a financial plan is a vital step in your business, and will help to keep you consistent with any business decision you make in the future. But, how do you create a financial plan?

The Financial Plan MasterClass will not only prepare you to pitch your business to banks and investors but also help you get your business finances in order. This MasterClass contains all the tools you need to work out your cash flow, profit and loss, staffing projections, as well as a full set of financials and a complete financial model to apply to your business.

Learning Objectives

  • What numbers do investors care about, and why?   
  • What are potential drivers of revenue?   
  • What kinds of costs should I capture in the expense model?   
  • How can I identify an appropriate gross margin target for my business?   
  • What does cash flow positive mean, and how can I predict when I’ll get there?   
  • How should I define aggressive and conservative cash flow estimates?

About Your Instructor

Ken Burke, founder and CEO of The EntrepreneurNOW! Network, is a speaker, serial entrepreneur, mentor, and author. Ken founded MarketLive, a market-leading, enterprise class eCommerce software platform used by major merchants generating $2b in online sales through the platform. He sold MarketLive to Vista Equity Partners in 2016. Ken authored the book, “Intelligent Selling: The Art and Science of Selling Online,” as well as hundreds of industry articles. He earned his MBA in Entrepreneurship from University of Southern California -Marshall School of Business, which later awarded him the honor of Entrepreneur of the Year. 


What will you learn in this course:

  • Why can’t I outsource financials?
  • What numbers do investors care about, and why?
  • How do other parts of my business plan affect financial projections?
  • What do I need to make sound financial planning assumptions?
  • How could I be getting in my own way when it comes to financial literacy?
  • Which is better – a “top down” or “bottom up” planning approach?
  • What should I include in my revenue, staffing, and expense models?
  • How do my projections tie into the overall P&L?
  • What is COGS, anyway – and what’s so important about it?
  • Why do I need to track cash flow?
  • What does a balance sheet show that a P&L doesn’t?
Creating a Robust Financial Plan - MasterClass


Check out the detailed breakdown of what’s inside the course

Creating a Robust Financial Plan - Part 1
14 Lectures
  • play icon Financial Concepts Covered 05:09 05:09
  • play icon Justifying Your Financials 02:21 02:21
  • play icon Why Financials Matter 02:33 02:33
  • play icon Keys to Success 04:01 04:01
  • play icon Why Are Financials Important to Investors? 01:03 01:03
  • play icon Why Businesses Fail 02:17 02:17
  • play icon Financial Challenges of Entrepreneurs 06:31 06:31
  • play icon Financial Resolve 01:31 01:31
  • play icon Financial Projections: Top-Down 03:21 03:21
  • play icon Financial Projections: Bottom-Up 04:44 04:44
  • play icon Advantages and Disadvantages of Top-Down vs. Bottom-Up 02:28 02:28
  • play icon Revenue Models 08:26 08:26
  • play icon Financial Statements 06:58 06:58
  • play icon Make Your Financials Believable 06:41 06:41
Creating a Robust Financial Plan - Part 2 - Revenue Model
10 Lectures
Creating a Robust Financial Plan - Part 3 - Staffing and Expense Modes
8 Lectures
Creating a Robust Financial Plan - Part 4 - Financial Statements
7 Lectures
Support Materials
1 Lectures

Instructor Details

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Ken Burke

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