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Nowadays it can be short—perhaps even a lean business plan —but banks still want that standard summary of company, product, market, team, and financials. See Also Introducing Lean Planning: How to Plan Less and Grow Faster. CPAs get sued over bad audits. All of your business’s financial details.
This is an excellent use of the Lean Business Planning methodology , based on a simple Lean Plan combined with regular updates and revisions. She might not need to create detailed cash flow , balancesheet , and business ratios. And you can do a simple Lean Business Plan in less than an hour.
Without looking too hard you can see that many successful organizations lean very heavily on their content to generate and convert leads. For example, as a business owner I need to know more about cash flow, balancesheets, profit and labor productivity. So what do I do?
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