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Lesson series

Small Business Financials Bootcamp Pt. 3

Our third session will focus on understanding how to develop effective 12-mos cash flow projections. We'll cover how to set up a budget using a simple Excel worksheet, make key assumptions for revenue and expenses and how to project what your ending cash will be next month or 12-months in the future. This session will also cover practical and proven strategies to improve cash flow in any small business.
Get the Capital your Business needs
Presenter

Paul Bozzo

Paul Bozzo is a scalable entrepreneurial ventures expert in the San Francisco Bay Area. Paul’s background blends over 25 years of professional experience in start-up strategy, strategic planning, angel/VC financing, SBA lending, and equity crowdfunding.
Paul’s specialty is working with entrepreneurial ventures to refine their business model, create an investment-driven business plan and prepare an effective funding presentation. He also advises CEOs and founding teams on these common start-up issues: legal entity selection, equity financing structures, financial forecasting and exit strategies.
In addition to his role as a Entrepreneur in Residence with the Tech Futures Group. Paul also serves as a Regional Access to Capital Specialist with the Northern California Region of the Small Business Development Center (SBDC) network. In this capacity he works with high-potential clients across Northern California seeking angel/VC/SBA or equity crowdfunding.
Scott Rogalski- Course author