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◄  Back to Search Results  |  October 01, 2021

Seminar: Financial Management for Closely Held Business

Businesses face tough challenges and unique opportunities. The financial success or failure lies in its owner's ability to manage the challenges and capitalize on opportunities.

Learn to proactively control your company's finances through business-tested financial management techniques and maximize profits through more informed decision-making.

This two-day seminar explains what financial management is and why it can significantly improve your profitability. You will walk away with tangible tools that you can immediately use in your company.

Seminar Presenter 
Chris Carlson 

Chris Carlson is a Managing Principal at Core Academy where he is active in both consulting and training.

In his role as a consultant, Chris specializes in working with closely held companies in the areas of business development, financial management and valuation.

As a trainer, Chris works with banks across the country, helping bankers with both their credit and business acumen skills.  He is also on the faculty at the nation’s top banking schools where his engaging presentation style has made him a top-rated presenter.

Chris graduated from Mercer University and served 4 years as an Army Officer.

Date 
Tuesday, October 5th & Wednesday, October 6th 

Schedule
Tuesday: 
8am-5pm Workshop
5pm-6:30pm Social
Wednesday:
8am-4pm Workshop 

Location
Central Pacific Plaza – Oceans20
220 S King Street – 20th Floor
Honolulu, HI 96813

Fee
This program is $425 + tax per person and includes text, workbook, seminar materials, continental breakfasts, and lunch for both days. 

Seminar Outline 

Introduction
Business Facts
Building Transferable Value

The Closely Held Business 
Business Owner Transition 
Business Life Cycle
When Companies Hit the Wall
Effectively Dealing with Personalities
Creating Focus around the 5 P’s of Profitability
Working on your Business while Working in your Business

Effective Use of Financial Statements
Case Study
Analysis of Financial Statements Ratio Analysis
Financial Impact
Financial Cause and Effect

Financial Plan and Cash Budget
Case Study
Projected Income Statement  
Projected Cash Budget
Understanding Cash Flow Cash Flow versus Net Profit
Sources and Uses of Cash

Strategies for Growth
Predicting Financial Needs 
Calculating the Financial Gap 
Sustainable Growth Rate
Case Study
Asset Financing
Structuring Debt
Analyze Your Own Financial Information

Valuing Your Company
Valuation Methods
Increasing Transferable Value
Preparing for Sale

Classes are limited to 9 participants to allow for individual attention and discussion of specific cases.