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Learn the fundamentals of how to create a robust financial plan for your business that you can pitch to banks and investors.
Updated on Sep, 2026
Finance and Accounting, Other Finance and Accounting,
Training 5 or more people ?
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Making money is the very reason your business exists – but often, entrepreneurs don't pay enough attention to the financials that drive the bottom line. Sound financial planning documents can not only win over investors; they're valuable tools for monitoring the company's progress toward profitability.
In this course we'll examine and counteract common mis-perceptions about financial planning, learn about different models for revenue and cost projections, and use worksheets to build the statements that matter most.
We have included a full financial model that you can use to build a complete financial model for your business. Please note this course does not walk you through how to use the model. This course is intended to create a solid foundation so you can move on to create a financial forecast for our business.
About Your Instructor
Ken Burke, founder and CEO of The EntrepreneurNOW! Network, is a speaker, serial entrepreneur, mentor, and author. Ken founded MarketLive, a market-leading, enterprise class eCommerce software platform used by major merchants generating $2b in online sales through the platform. He sold MarketLive to Vista Equity Partners in 2016. Ken authored the book, “Intelligent Selling: The Art and Science of Selling Online,” as well as hundreds of industry articles. He earned his MBA in Entrepreneurship from University of Southern California -Marshall School of Business, which later awarded him the honor of Entrepreneur of the Year.
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