Building Momentum: Decoding your Business Data

Overview

From start-up founders, to self-employed individuals, making real financial progress towards your goal is a universal priority for business owners. Watch this educational webinar to receive tips, tricks, and on-trend advice to learn how to proactively navigate through different business cycles. Through the decoding process, you also learn what to consider when assessing your financial statements, top ratios, and a deep dive into banking products available to business owners.

The 10 key moments from the webinar:

  • Overview @ 1:08
  • Character @ 7:54
  • Financial Statements @ 17:42
  • Current Liabilities @ 23:30
  • Income Statement @ 27:32
  • Pay Attention to Trends @ 30:08
  • Cash Flow @ 39:18
  • Capital Collateral and Conditions @ 49:28
  • Revolving Line of Credit @ 52:21
  • Cash Flow Calculator @ 59:37

Advisor Thinking