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Why Most Strategic Plans Fail & How to Make Yours Work

If Strategic Planning Were As Easy as “Re-Painting” Your Business, Where Would You Start? When was the last time you painted something? A piece of furniture, a fence, a room, a house, a car… How did you go about it? Did you just grab a can of spray paint or a brush and start painting?…

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3 Critical Ingredients Build Belief and Trust With Investors

There you are with a business idea of a lifetime and you’re in front of a room full of investors…   Although there are many of the usual things you must get right in the next few minutes, here are my top 3 must-do’s to include. More and more investors these days are “Betting on…

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Investment Banker Reviews Business Power Tools

A Coordinated System of Remarkably Easy to Use Document and Spreadsheet Templates for Organizing, Financing, Running, and Someday Selling Your Business by Dr. Paul M. Wendee, DBA, MBA, CFP® Dear Burke, As you know, I’ve advised entrepreneurs growing businesses for more than 30 years. Their problems? How to handle the everyday challenges of organizing, planning,…

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2024 Team Strategic Planning Software Template

Here’s a New Management Team Organizational Idea and Toolbox for the New Year. We designed it to get all of your people on the same page. We call it the “One-Page Manager”. It’s a hybrid Job Description + Executive Summary template. It’s much more than just “Goal Setting” — It’s a coordinated execution plan. Video demo.

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Video: Avoid These Two Disastrous Revenue Model Mistakes

Many years ago at the University of Texas at Austin, I was a judge for a business plan competition. There were 3 venture capitalists and me on the panel. The odd thing that struck me was that every team at some point stated, “We’re going to do a million dollars our first year.” Hmmm… I…