Transferring Financial Success

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Is Owning a Business a Good Fit for You? – know your strengths

Internal values and goals, external influences, and their relationships to financial decisions.

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Planning for a Healthy Business – start-up: from plan to reality

Encourages participants to focus on planning as an essential competency of business ownership.

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Banking Services – available for small business (Last update 01/20/2020)

Provides an overview of business banking services.

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Organizational Types – pros and cons of business structures

Provides an overview of business organizational types and is designed to help participants to understand how selecting the correct organizational type can benefit their business.

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Time Management – tips to make you more efficient

Provides an overview of time management and is designed to help participants to understand how time management can benefit their business.

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Financial Management – understanding this critical practice

Provides an overview of business financial management and is designed to help participants to understand how financial management can benefit their business.

 

Recordkeeping – as a managerial tool

Provides an overview of record keeping and is designed to help participants to understand how record keeping can benefit their business.

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Strong Business Credit – demystified (Last update 01/20/2020)

Provides an overview of credit reporting and is designed to help participants to understand how reporting their credit can benefit their business.

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Risk Management – planning for what you can and cannot control

Provides an overview of risk management and is designed to help participants to understand how risk management can benefit their business.

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Insurance – choices for business

Provides an overview of insurance and is designed to help participants to understand how insurance can benefit their business.

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Tax Planning and Reporting – understanding taxes and your business

Provides an overview of tax planning and reporting and is designed to help participants to understand how taxes can benefit and affect their business.

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Selling Your Business and Succession Planning – developing an exit strategy for your business

Provides an overview of selling a small business and succession planning and is designed to help participants to understand how selling a business can benefit their business.

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Managing Cash Flow – practical problem solving

Encourages the participants to focus on cash flow management as an essential competency of business ownership.

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