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

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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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Lean Business Planning with Tim Berry [VIDEO]

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

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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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How to Form a Corporation

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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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A Simpler Plan for Startups

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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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5 Critical Tips to Reduce Your Business Taxes This Year [WEBINAR]

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This is important because it means you should be tracking your sales and profitability all year long, and determining that your business has extra cash to spend as early in the year as possible, so you can plan for how to spend it in the most tax-efficient way possible. I’m excited to be here. Here’s the reason why.

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