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? Lean Business Planning by Tim Berry – (31:21). What’s the lean mean? – (:25).

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. I'm gonna go hire 'em now they know. Marketing Podcast with Jason Blumer.

CPA 70

CPA Technical Review Revenue Forecast 70

Both Sides of the Table

APRIL 19, 2011

o Their strong skill was online media buying and optimization – they rarely would do CPA deals – mostly buying CPM. o Early on they hired 3 people from ACT software at once (more team hiring) on staff and supplement it with Agency (in LA worked with First Communications – good). He wanted to see all the data himself.

Acquisition 304

Acquisition Warrant Customer Term Sheet 304

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. Name your registered agent.

Delaware 83

Delaware Stock Nevada Technical Review 83

Startup Lessons Learned

DECEMBER 14, 2009

A great product enables customers, developers, partners, and even competitors to exchange their unique currencies in combinations that lead to financial success for the company that organizes them. These concepts have important implications for any lean startup. These concepts have important implications for any lean startup.

Customer 156

Customer San Francisco Viral Lean 156

Hearpreneur

DECEMBER 25, 2019

They needed a way to use their website to its full potential, but they either didn’t have time or money to hire a marketer. So, I came up with an idea of using social proof to help business owners do marketing, without hiring a marketer. Sinordo, Modern CPA Group ! #17- Thanks to Ric A. Thanks to Raj Vardhman, GoRemotely.net !

Entrepreneur 130

Entrepreneur Technical Review LLC Software Review 130