Finance and Strategy Deep Dives


Business Finance and Strategy Simplified

Business finance and strategy concepts can seem complicated and overwhelming.

We’ve simplified it by developing comprehensive guides, or Deep Dives, for important financial and strategic terms, tools, and concepts that small business owners and entrepreneurs need to know to make the best strategic decisions.

Our Deep Dives have been conveniently categorized below for simple navigation based on your learning objectives.

Maybe you’re searching for answers but aren’t sure what the right questions are or where to look. If so schedule a complimentary discovery session today so we can help guide you in the right direction!

Within this section, you'll find a wealth of information on topics such as cost of capital, cost of equity, beta calculations, net present value (NPV), internal rate of return (IRR), and more.

Whether you're a seasoned entrepreneur evaluating expansion options or a startup owner crafting and evaluating an initial investment strategy, this section serves as your guide to understanding the key metrics and considerations involved in making a business investment decision.

These comprehensive guides were designed to provide a solid foundation for small business owners and entrepreneurs to evaluate the key financial statements for their businesses. Learn about the Income Statement, Balance Sheet, and Cash Flow Statement. Understand what they are, why they’re important, key analytical metrics, and tips for proper maintenance.

Thoroughly understanding your company’s financial statements is critical for effective strategy development and implementation. Utilizing KPI analysis, trend analysis, and benchmarking, you can discover opportunities to improve your business, spot potential threats, and develop highly informed strategies to take advantage of those opportunities and mitigate threats to give your business a competitive edge.