COHORT 5 INFORMATION

If you are long past the startup phase of your business, want to sustain and increase profits & cash flow faster, this accelerator is for you.

DATES | Tuesdays, 2/4, 2/11, 2/18, 2/25, and 3/4

TIME | 10:30am - 12:30pm

Four 2-hour Working Sessions online via Zoom plus additional 1:1 counseling

This Financial Accelerator is free of charge.

ARE YOU READY?

You've built your business well into the six-figures and are looking to grow. This hands-on cohort will have you plunging into your business data to become intimate with all aspects of your financials. Learn the strengths of your business models.

Discover hidden trends that can hasten growth and spot early signs of trouble brewing. Learn what your balance sheet can handle.

We will comb through your detailed income statement to learn how to grow more profitably. Manage your cash flow like a boss.

Map out your future capital needs and how to secure the financing you need. Become more confident and accurate with your business projections.

WHO IS THIS BEST FOR

  • Business Owners

  • Businesses with revenue of $250k or higher

  • Businesses that have 3 years of business taxes

  • Businesses showing a net positive profit

COURSE TAKEAWAYS

  • Analyze business data to inform specific business decisions to grow your business

  • Understand how growth affects cash flow, balance sheets and financing needs

  • Develop metrics to evaluate your business

COHORT FACILITATOR
Mariko O. Gordon, CFA

Mariko was a pioneer on Wall Street, one of a handful of women of color who founded an institutional money management firm in 1995. At one point, she was responsible for managing $2.5B for large public and corporate pension funds, endowments, and foundations. She was featured in the Wall Street Journal, Barron's, books on value investing, and spoke at the Ira Sohn Investment conference before an audience of 5,000 at Avery Fisher Hall. Mariko managed a concentrated portfolio of U.S. small-cap stocks while running a small business and raising a family. Today she mentors business owners and provides money management and financial planning services to individuals.

This course would benefit those who are ready to develop their financial maturity, in terms of being self-accountable and responsible leaders. It’s really for anyone who cares about what they’re creating in the world whether it’s through their business or in their families - building healthy sustainable financial habits, how to manage resources, how to weigh information in making choices.”

”I wasn’t looking strategically at it the way I relied on my controller/CPA. There was a story behind those numbers, and I needed to understand that story better – as a CEO. How could I honestly be making decisions that are so important without that understanding. I was so busy working ‘in’ the business and not ‘on’ the business.
— Cohort 2 Participants