Up and Running

JULY 31, 2015

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. Listen to Episode 9: Show notes: What is Lean Planning? Strategy, Tactics, Specifics, and the Forecast – (11:45). What’s the lean mean?

Lean 60

Lean Business Plan Forecast Software Review 60

Duct Tape Marketing

FEBRUARY 10, 2022

Jason is a Co-founder of Thriveal, a firm that helps entrepreneurial CPA firms connect, learn and grow. He’s also the CEO of Blumer CPAs where they serve as an advisory firm for the design marketing and creative agency services niches. Does that muddy up the forecasting, the models, or the accounting? [12:31]

CPA 70

CPA Technical Review Revenue Forecast 70

Up and Running

AUGUST 28, 2019

Consider finding and working with a CPA and a lawyer. Ideally, you will interview a few candidates and pick the partners you feel comfortable working with for a long time. Also, creating a quick lean financial forecast will help ensure your business idea is viable and financially sound.

Delaware 83

Delaware Stock Nevada Technical Review 83

Up and Running

OCTOBER 10, 2018

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 benefit from developing a simple sales and expense forecast , maybe even a profit and loss , so she can plan how to use and develop her resources. A simple business plan example.

Startup 114

Startup Forecast Lean Balance Sheet 114