Program structure

The Financial Modeling for Entrepreneurs program spans 2 months, offering 15 hours of comprehensive instruction (approximately 1.5 hours per week). To foster personalized learning and meaningful engagement, class sizes are kept small. This intimate setting encourages in-depth discussions, hands-on practice, and individualized feedback, ensuring an enriching experience for each participant.

What you’ll learn

This is a hands-on program where we will build a financial model together over the course of the program, step-by-step. Each session will add a new layer, helping you understand how to construct and interpret a complete set of financial statements essential for any business. The program is divided into 5 main sections.

1. Fundamentals

Learning Outcomes:

• Develop a solid understanding of the three core financial statements—Income Statement, Balance Sheet, and Cash Flow Statement—and how they are interlinked to present a complete financial picture.

• Learn essential accounting concepts, such as revenue recognition, matching principle, and accruals, which are critical to building an accurate and reliable financial model.

• Understand how to interpret each statement individually to gauge profitability, financial position, and cash flow activities.

• Gain insights into how these statements capture a business's financial activities, setting the groundwork for creating a financial model that reflects real-world business scenarios.

2. Income Statement

Learning Outcomes:

• Learn to model revenue, cost of goods sold, and operating expenses, gaining insight into the structure and significance of each component.

• Develop skills in forecasting revenues and expenses, using logical assumptions to build projections that help assess profitability.

• Understand how an income statement reveals a business’s operational performance, enabling clear analysis of profit margins and cost efficiency.

• Integrate the income statement into your financial model, setting up the necessary linkages with other financial statements.

3. Balance Sheet

Learning Outcomes:

• Understand the structure of the balance sheet and its major components: assets, liabilities, and equity.

• Learn to model essential elements, including working capital, long-term assets, and debt, ensuring that the balance sheet is aligned with the income statement and cash flow statement.

• Develop insight into the balance sheet’s role in assessing a business's financial stability and capital structure.

• Complete the balance sheet portion of your financial model, laying the foundation for a full set of integrated financial statements.

4. Cash Flow

Learning Outcomes:

• Gain an understanding of cash flow statement components—operating, investing, and financing activities—and the impact of each on a business’s liquidity.

• Learn to project cash flows, enabling you to understand the flow of cash in and out of a business over time.

• See how cash flow integrates with the income statement and balance sheet, helping ensure that all parts of the financial model are aligned.

• Finalize the cash flow section of your financial model, providing a comprehensive view of cash management and liquidity.

5. Analysis

Learning Outcomes:

• Learn to analyze financial statements using key ratios and metrics, helping you assess overall performance and identify strengths and areas for improvement.

• Develop skills in sensitivity analysis, enabling you to test the impact of changes in key assumptions and model various business scenarios.

• Understand scenario planning techniques to forecast different financial outcomes, preparing you to make data-driven decisions based on model outputs.

• Conclude with a complete and functional financial model, offering a valuable tool for business analysis and strategic planning.
  

Who should attend

This program is ideal for aspiring entrepreneurs, startup founders, and small business owners who want a clear understanding of their business’s financial health and future potential. Whether you’re preparing to launch a new venture, seeking to optimize current operations, or looking to attract investors, this program will give you the financial modeling skills to evaluate your business from all angles.

Why attend

The Financial Modeling for Entrepreneurs program offers a hands-on approach to building a reliable financial model tailored to your business needs. You’ll gain practical skills to forecast revenue, manage cash flow, and assess profitability—key insights that inform smarter decisions and support sustainable growth. By the end of the program, you’ll be equipped with a financial model that not only tracks your current performance but also serves as a strategic tool for planning and scaling your business.