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Whether you’re helping clients prepare for financing, troubleshoot cash flow issues, or simply make more confident decisions about growth, these workshops will challenge assumptions and strengthen your advisory edge.Get to the heart of the P&L, Balance Sheet, and Cash Flow Statement. Learn how to extract the story behind the numbers to guide clients with sharper insight and prepare them for lender conversations. No fluff—just solid tools and frameworks to elevate your financial advising.

Profit is more than a number—it’s a reflection of health, value, and viability. In this session, we’ll explore profitability indicators and how they influence financial decision-making, funding readiness, and strategic planning.

Profitability doesn’t guarantee survival—cash flow does. Dive into the key elements of cash flow management, projections, and the cash conversion cycle so you can help clients avoid pitfalls and capitalize on growth opportunities.