Profit Management, Business Planning, and Execution

Profit Mojo

Online courses, workbooks and resources to give you confidence and control in planning and managing your business finances.

Each course includes:

• Video modules
• Worksheets
• Section quizzes
• Access to ‘Ask Me Anything’ sessions for 12 months.

The Problem with Profit

• For Business Founders who lack confidence in managing their budgets and cash flow
• Have more informed and cost-effective discussions with your accountant now that you can speak his language.
• Move from a ‘leftover’ mind-set to having a clear plan achieve your income objectives
• Understand the drivers in your business and how they affect your income
• Get clarity on the different types of costs and the different decisions they drive
• Hints on how to avoid being another ‘failure’ statistic
• A simple model to help you organise your finances

Are you Shark-Tank Ready ?

• For Business Founders who have achieved some traction and want to grow
• You’re ready to ‘Step up’, or maybe ‘Scale up’ by looking for an injection of funds
• Maybe you have Export markets in your sights
• Perhaps you have a new product line you want to develop
• Will your business and financial plans stand up to scrutiny ?
• What preparation is required to make your funding pitch a ‘slam dunk’ ?

Looking for the exit

• For Business Founders who are ready to move on to their next challenge
• What preparation is required to maximise the value of your business ?
• Have you left time to make the changes required ?

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Planning Concierge

A personal guide and partner for creating your business plan for your business and your specific needs.

The Concierge service includes:

• One hour initial conference call to establish the parameters (timing and objectives) for the project.
• One-on-one, intensive completion of the six-step Business Planning process. [Usually 4-5 weeks]
• Collaborative drafting of formal business plan documents and associated pitch pack contents. [ Does not include a pitch deck or presenting the pitch for you!]
• Detailed project plan for delivering the activities as laid out in the plan
• PLUS…..: Accountability buddy for quarterly check-ins and updates to the plan for the initial 12-months.

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Execution

Tools and tutorials to guide and support the execution of your plans.

• Online, guided model for you to focus on what is important right now
• Industry best practice guidance in developing your execution plans
• Toolsets to cover activity tracking, risk management, KPIs and Milestone achievements

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Business Plan Review

A quality review of your business plan, to include:

• Initial consultation to establish your business objectives, your current status and why you would like a review conducted.
• A desk survey of your planning documents to establish plan cohesion, ommissions, and storyline support from your data.
• A report outlining the review findings and informing a discussion with you regarding the next steps.
• A final report outlining the review outcomes, indicated plan updates and next steps.

The Business Plan Review usually completes with 6 working days, dependent on your availability.

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