FREE NEW MASTERCLASS

HOW TO BUILD A FINANCIAL PLAN FOR YOUR BUSINESS

One that allows you to stop wondering "where didn't all my cash go?", puts you back in the drivers seat, impresses investors, and makes you feel confident in your financial decisions.

Hosted By: Marguerite Pressley Davis
Creator of Your Profit Playbook
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In this Masterclass, you'll learn:

1

My Step-by-Step Strategy To Build Your Financial Plan...Even If Finances Aren't Your Thing or You Tell Me "I'm No Good With Numbers"

Throw all that fancy financial jargon out the window..."P&L", "balance sheets", "working capital", "overhead", "customer acquisition costs", "bottom line".... I'll simplify things and dive deep into what's most important for you to focus on as the business owner.

2

The secret to "Wowing" Investors 

Numbers talk louder than words! Tired of hearing the dreaded "you need more traction" when pitching to investors? As an accredited angel investor and past managing director at a venture capital fund, I'm here to tell you, the "no" may have nothing to do with your traction and everything to do with your financials. Time to fix that.

3

Why A Financial Plan Is The #1 Tool To Increase Your Business' Profitability

My best secret strategies for building my own empires and helping over 572+  businesses become more profitable. 

No matter your business type or size, having a financial plan will be a game changer.

my client list spreads deep and wide and I'm excited to be your guide...

It's time to stop "waiting to see" how things pan out for your business and start planning for profit

As a business owner, knowing the financial side of your business in and out is one of the most critical factors to generating sustainable profits, confidently paying yourself regularly, getting investors to say "yes" - if you're raising capital, and to having a clear path to reinvest in your business so you can grow it - if you're bootstrapping. Yet, the financial aspects to running a business can be the most intimidating and overwhelming parts. But I promise it doesn’t have to be. I've got you.

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This is a must attend event if...

  • You're ready to stop flying by the seat of your pants month after month
  • The money you have left after all of your expenses are paid are lower than you expected.
  • You've been avoiding looking at your finances out of fear for what they'll tell you.
  • You're in the midst of raising capital, or you're just starting the process but don't have a solid projections to share.
  • You've just been handing off your financials to someone else to handle, not really understanding what's going on.
  • You've been working hard on your business for years but don't have the financial returns to show for it.
  • You've been having a hard time getting investors to say "yes"
  • You don't fully understand your finances and how to use them to justify your business decisions.
  • You have unpredictable cash flow and don't know how to fix it.
  • You haven't been paying yourself a steady paycheck and have no clear path to afford it.
  • You're ready to get serious about your business finances.

Sign Me Up Now

A Note From Marguerite...

How would you like to be in the special group of only 40% of businesses that are actually profitable?

The great news is, I can show you exactly how.

As an experienced CFO & Business Strategist with over 15 years of  experience, I help you master the financial side to running a business in a way that any business owner can understand. Complex financial speak?! Um, no thanks! I’ve got you covered!

There's one tool that successful business owners use to make confident money moves and skyrocket their profitability and I can not wait to share it with you.

Give me your hand and I'll help you turn that hard work into profit growth!