Remove Business Plan Remove CPA Remove Forecast
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Episode 9: Lean Business Planning with Tim Berry | The Bcast

Up and Running

This week Peter and Jonathan talk to Tim Berry, founder of Palo Alto Software, about lean business planning, strategy, tactics, specifics (milestones), and the forecast. Free Download: The One Page Business Pitch Template. Strategy, Tactics, Specifics, and the Forecast – (11:45). Listen to episode 8 here.

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How to Form a Corporation

Up and Running

Consider finding and working with a CPA and a lawyer. Also, creating a quick lean financial forecast will help ensure your business idea is viable and financially sound. Decide on your business location. For example, companies selling alcohol, firearms, or fish all must maintain licenses to conduct business.

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It's a startup, not a spreadsheet

Startup Lessons Learned

Certainly venture-backed startups don’t have this luxury – every business plan has a model in it. Companies that reliably fail to make their forecasted numbers are exceptionally prone to “management retooling.&# Just because entrepreneurs tend to forget about these models doesn’t mean their investors do.

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Don’t Want to Plan? Just Do a Sales Forecast

Up and Running

Just do a sales forecast, which means you aren’t doing text, editing, or a document, just good management. Follow it up monthly and you’ll have planning—and the planning process—without the formal plan. You might even call it a Lean Plan , or a one-page business plan , if you like.

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A Simpler Plan for Startups

Up and Running

This article is part of our Business Planning Guide —a curated list of our articles that will help you with the planning process! Business advisors, experienced entrepreneurs, bankers, and investors generally agree that you should develop a business plan before you start a business.

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Do You Have Fear of Financials?

Up and Running

I posted 5 Things Every Manager Should Know About Financial Forecasts recently on the Industry Word blog on the SBA (Small Business Administration) community site. Maybe these five points, taken from that earlier post, will help: 1. Forecasts are for business, not truth, or beauty. They are almost never exactly right.

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Lean Business Planning with Tim Berry [VIDEO]

Up and Running

We recently had Tim Berry, Palo Alto Software founder and business planning expert, present our Bplans audience with his latest advice on lean business planning. It’s all about making your business life easier, doing what works best, getting the best results by tracking what works and always improving.

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