YoungUpstarts

MAY 5, 2016

by Tim Steffen , CPA/PFS, CFP ® , CPWA ® , Director of Financial Planning for Baird. Among a growing number of Millennials, there is a real desire to become an entrepreneur, and a belief that starting a business can be a way to attain both independence and wealth. In fact, many new businesses don’t pan out. Keep a fall back.

Finance 100

Finance CPA SBA Bankruptcy 100

Startup Professionals Musings

MAY 11, 2013

Approaching a banker without a business plan, and asking for money, is a sure way to be rejected and leave a bad first impression. Pay particular attention to the financials, and have a CPA friend review for reasonableness before presenting. Clean up your credit rating before you apply. In fact, customer orders are great collateral.

Entrepreneur 252

Entrepreneur Angel Investor Silicon Valley CPA 252

Startup Professionals Musings

OCTOBER 31, 2016

Approaching a banker without a business plan, and asking for money, is a sure way to be rejected and leave a bad first impression. Pay particular attention to the financials, and have a CPA friend review for reasonableness before presenting. Clean up your credit rating before you apply. In fact, customer orders are great collateral.

Security 120

Security Angel Investor Silicon Valley CPA 120

Startup Professionals Musings

APRIL 13, 2012

Approaching a banker without a business plan, and asking for money, is a sure way to be rejected and leave a bad first impression. Pay particular attention to the financials, and have a CPA friend review for reasonableness before presenting. Clean up your credit rating before you apply. In fact, customer orders are great collateral.

Angel Investor 234

Angel Investor CPA Small Business Administration Startup 234

Startup Professionals Musings

OCTOBER 15, 2010

Approaching a banker without a business plan, and asking for money, is a sure way to be rejected and leave a bad first impression. Pay particular attention to the financials, and have a CPA friend review for reasonableness before presenting. Clean up your credit rating before you apply. In fact, customer orders are great collateral.

Angel Investor 242

Angel Investor Startup CPA Small Business Administration 242

Startup Professionals Musings

FEBRUARY 28, 2010

I am retired but formerly have been a marketing director and involved in CPA financial services. Where to start for funding and does a business plan differ? Respectfully, WHERE TO START Dear Where-To-Start, The type of business you describe is sorely needed, but sounds like it may really be a non-profit.

Sweat Equity 188

Sweat Equity Entrepreneur Equity CPA 188

Up and Running

APRIL 18, 2012

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. 2. Forecasts don’t take an MBA, CPA, or PhD. I received an email overnight that reminds me that people still need a lot of reassurance about financials.

Forecast 63

Forecast SBA Aggregator CPA 63

Up and Running

MAY 28, 2015

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. You do in small business, in startups, you survive on focus, and my shortcut to strategy that I like is think about identify, market and business offering.

Lean 60

Lean Business Plan Video Software Review 60