Optimizing Financial Performance – Group 2

Theme: Financial Tools for Profitability and Growth

• Agenda:
  1. Understanding key financial metrics for business success
  2. Financial planning tools for advisors and business owners
  3. Building forecasting models to plan for growth
  4. Roundtable: Financial red flags to address before a sale

Suggested Tools:

• Profitability Analysis Tool
• Financial Dashboard Templates

Meeting Info

https://us02web.zoom.us/j/7152900205?pwd=eUJaakV5TXNUcElpdnNqTmNSQldtQT09&omn=81723338852

Meeting ID: 715 290 0205

Passcode: 1234