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June 11, 2016 by fiscaldoctor

How to Create the Modern Business Plan

Every entrepreneur or small business owner knows he/she needs a business plan, but it’s no one’s favorite part of finally pursuing your dream. As a result, most small business owners never get around to putting together a plan, and a year later their visions and their businesses have stalled. Four out of five small businesses will fail, but you improve your chances of being the one that succeeds when you take the time to develop and create an effective business plan

But where do you start? There are countless blog posts and articles on the web about how to create a business plan. There are even some that say you shouldn’t create a business plan. How do you know which strategy to trust?

Trust the people who have built successful small businesses.

On Wednesday, June 15, at 2 pm EST, Grasshopper is hosting a Fireside Chat event, “How to Create the Modern Business Plan for your Startup.” Registration is open and free at http://grasshopper.com/firesidechat/.

These live, online events bring together small business experts and successful small business owners/managers to discuss strategies and ideas that will actually help entrepreneurs. Red Rocket is excited to sponsor this Fireside Chat, which will explore:

  • What factors should be present in every business plan.
  • When you should get a patent.
  • What story an executive summary should tell.
  • What to include in industry and company analyses.
  • What goes into an operations plan.
  • And much, much more.

Guest panelists for this roundtable will be:

Jesse Lear, the Co-Founder of VIP Waste

  • Allan Christensen, the COO of  ToDoIst
  • Sabrina Parsons, the CEO of Palo Alto Software

Grasshopper is a Massachusetts-based brand that provides a virtual phone system that helps entrepreneurs sound more professional and stay connected from anywhere. Founded in 2003, Grasshopper now serves over 150,000 customers.

FiscalDoctor exists to translate tested business insights into success and growth for your business, which is why I am excited to co-sponsor Grasshopper’s Fireside Chat event, “How to Create the Modern Business Plan for your Startup.” This free, online event will take place Wednesday, June 15, at 2 pm EST.

The event is a live, roundtable discussion that will explore the structure and content of a modern business plan, how to write it, how to turn it into practical action, and much more. If you are an entrepreneur or small business owner, you won’t want to miss this opportunity to hear from successful small business managers. If you’ve been putting off that business plan—this is your opportunity to knock it out of the park.

Registration is open at http://grasshopper.com/firesidechat/.

risk assessment to uncover opportunities to accelerate and risk to minimize
risk assessment to uncover opportunities to accelerate and risk to minimize

 

Filed Under: News Tagged With: business plan business projections CEO entrepreneur

June 7, 2016 by fiscaldoctor

Middle Market Leaders: Increase Profitability; Decrease Risk

Additional links below include a series of my articles the publishers allow me to share on topics including: board of directors, CEO effectiveness, C-Suite effectiveness, strategy, enterprise risk management, governance, increasing profitability and change.

Strategic summary of primary links available for downloads:

https://fiscaldoctor.com/supplemental/

Full Siscuss video      http://youtu.be/kZTBDM5kTSM

ezinearticles http://ezinearticles.com/?expert=Gary_W_Patterson

YouTube http://www.youtube.com/user/ERMadvocate

http://www.youtube.com/user/garywpatterson

FiscalQuiz https://fiscaldoctor.com/fiscal-quiz/

Directors & Board Embarrassment Quiz download http://tinyurl.com/76n3ute 

NACD article http://tinyurl.com/boardpackage

5 common risks http://tinyurl.com/ykt7wzx

The CEO Magazine 10 ERM Questions http://tinyurl.com/10ERM

How to Prevent Your Company From Becoming another BP http://tinyurl.com/qz5puny

The CEO magazine Key Questions for Your Strategic Plan’s Bottom Line  http://tinyurl.com/d4allk6

Which Management Group Are You In?  http://tinyurl.com/cemtsh5

Take Control and Get Real  http://tinyurl.com/prcddqc

Why even the best leaders can have blind spots http://www.bizjournals.com/atlanta/print-edition/2014/06/06/why-even-the-best-leaders-can-have-blind-spots.html

Atlanta Business Chronicle – Don’t Miss Cash Reading a Balance Sheet http://www.bizjournals.com/atlanta/print-edition/2012/11/16/dont-miss-cash-reading-a-balance-sheet.html?page=all

It Pays to Take Your CPA to Lunch  – call me to discuss

Minibuk EBook   https://fiscaldoctor.com/?p=910

http://books.noisetrade.com/garywpatterson/million-dollar-blind-spots

http://books.noisetrade.com/garywpatterson

 www.linkedin.com/in/garywpatterson

 www.twitter.com/ermadvocate

 https://www.facebook.com/pattersongaryw

 www.youtube.com/ermadvocate

 Slideshare

http://www.slideshare.net/fiscaldoctor

Amazon book page http://www.amazon.com/Gary-Patterson/e/B002DBJB9A

http://ezinearticles.com/expert/Gary_W_Patterson/90687

Chron series of 10 videos

Chron 1 (8-14-2013) Business Finance and Budgeting

http://smallbusiness.chron.com/business-finances-budgeting-72828.html

Chron 2 [Sep 3rd 2013] Increasing profitability

http://smallbusiness.chron.com/increasing-profitability-73493.html

Chron 3 [Oct 2nd 2013] Business Decisions Related to Finance http://smallbusiness.chron.com/business-finance-74326.html

Chron 4 [Oct 30th 2013] Taking Hold of Business Finances

http://smallbusiness.chron.com/understanding-business-finances-76113.html

Chron5 [Nov 19th 2013] Costs of Financial Decisions http://smallbusiness.chron.com/costs-financial-decisions-76723.html

Chron 6 [Dec 18, 2013] Fiscal Management http://smallbusiness.chron.com/fiscal-management-78092.html

Chron 7 [Feb 7, 2014] Better Business Decisions

http://smallbusiness.chron.com/better-business-decisions-79885.html

Podcasts:

Cloud teleconference & whitepaper downloads  https://fiscaldoctor.com/cloud-benefit-vs-risks/

Renewables podcast  https://fiscaldoctor.com/cleantech/

Healthcare podcast https://fiscaldoctor.com/healthcare-podcast/

Resume Basics and Strategic Value Adds https://fiscaldoctor.com/resume-basics-strategic-value-adds/

Strategic Orientation M & A Process   https://fiscaldoctor.com/?p=1589

Full Siscuss video      http://youtu.be/kZTBDM5kTSM

Your Personal Yearbook Profile Page: http://www.expertclick.com/19-2587

Your Personal NewsReleaseWire Page: http://www.expertclick.com/NewsReleaseWire/ViewMyNews.aspx?NRWID=6449

https://www.youtube.com/watch?v=kZTBDM5kTSM&feature=youtu.be

Boardroom taboos https://fiscaldoctor.com/?p=1678

Guidestar 800 # gorilla issues   http://www.guidestar.org/rxa/news/articles/2015/how-many-800-pound-issues-is-your-board-finessing.aspx?

Youtube sampler Black Holes https://www.youtube.com/watch?v=dv7T7ydoJpk

7 minute youtube version Lee gave me https://www.youtube.com/watch?v=bXoA-QpQLC0

His Lee 7 minute video https://www.youtube.com/watch?v=29ctKNfwmEw

NSA conference video https://www.youtube.com/watch?v=B4xPbnxBDNg

Conference Board of Canada https://www.youtube.com/watch?v=LxVSE-JPZRU

AITP testimonial video https://www.youtube.com/watch?v=m4g30kWkCL4

Boardsource conference speaking url http://www.boardsourceleadershipforum.org/session/boardroom-black-holes-and-taboos-2/

Nonprofit Black holes sampler  https://youtu.be/xxtNYUQrcNs?t=1s

Roadmap to Sustainable Mission https://fiscaldoctor.com/?p=1864

https://soundcloud.com/bryan-crabtree-highlights/bcs-h2-seg-2-090815

90 second nonprofit Black Holes sampler https://www.hightail.com/download/bXBZa0ZmYWJrYUI3czlVag

CEO Clubs webinar http://www.ceoclubsofamerica.com/event-2068870

url for raw graphic photo https://www.hightail.com/download/bXBZT0NVdVVlaFI3czhUQw

Noisetrade ebook download http://books.noisetrade.com/garywpatterson/million-dollar-blind-spots

Proformative 10% off coupon  http://bit.ly/1SYJ4nH

Here is the link for both the audio and the eBook – http://books.noisetrade.com/garywpatterson

Here is the direct link to the audio:  http://books.noisetrade.com/garywpatterson/million-dollar-blind-spots-audio

Here is the direct link to the ebook: http://books.noisetrade.com/garywpatterson/million-dollar-blind-spots-book

Presstalk Books audiobook https://soundcloud.com/presstalkbooks/gary-patterson-the-mistake-avoidance-coach

Youtube video is at https://www.youtube.com/watch?v=DWEunY_MN_c

https://fiscaldoctor.com/learn-how-to-ask-the-right-10-top-questions-for-your-business/

Your Roadmap to Sustainable Mission http://www.expertclick.com/NRWire/Releasedetails.aspx?id=75842

Million dollar Blind Spots audio of chapter one https://www.hightail.com/download/ZWJXb2VPd0FFd2QzZU1UQw

Getting Governance Right https://fiscaldoctor.com/corporate-compliance-insights-getting-governance-right/

Evaluating the Effectiveness of your ERM Program: Risk Assessment, Recognizing Risk Awareness, and Building a Strong and Effective ERM Program

http://www.complianceonline.com/evaluating-the-effectiveness-of-your-erm-program-webinar-training-703626-prdw

Fiscal Clinic Wealth Roadmap https://fiscaldoctor.com/fiscal-clinic-wealth-roadmap-download/

Business Assessment Road Map https://fiscaldoctor.com/?p=1925&preview=true

Nsa speaking link  http://tinyurl.com/nsadc15

my linkedin authors page https://www.linkedin.com/today/post/author/posts#published?trk=mp-reader-h

12 steps to make ERM a team sport http://corporatecomplianceinsights.com/12-steps-make-erm-team-sport/

Million Dollar Blindspots book video  https://www.youtube.com/watch?v=3nHP26c9HDE

Series of articles publisher allows me to share, if you give the publisher your email:

THE LACK OF STRATEGIC INFORMATION CAN LEAVE MONEY ON THE TABLE http://riskandcompliancemagazine.com/the-lack-of-strategic-information-can-leave-money-on-the-table

Why isn’t ERM more of a team sport at your organization? http://riskandcompliancemagazine.com/why-isnt-erm-more-of-a-team-sport-at-your-organisation

 WHAT IS YOUR MILLION DOLLAR BLIND SPOT SCORE? http://riskandcompliancemagazine.com/what-is-your-million-dollar-blind-spot-score

Find the Million Dollar Blind Spots; Before It Finds Your Organization
Find the Million Dollar Blind Spot; Before It Finds Your Organization

Filed Under: Timely Reports Tagged With: business assessment business leadership decisions strategic planning

June 7, 2016 by fiscaldoctor

Add Value to Enterprise Risk Management

12 Specific Actionable Steps to Add Value to Your Enterprise Risk Management (ERM) or Governance Program

Dallas, Texas and Atlanta, Georgia – Strategic enterprise risk management (ERM) expert and speaker Gary W. Patterson, FiscalDoctor®, proposes an executable plan to increase the value of your organization’s enterprise risk management (ERM), business continuity or even contingency planning process in his article 12 Steps to Make ERM a Team Sport published by Corporate Compliance Insights  (CCI) http://corporatecomplianceinsights.com/12-steps-make-erm-team-sport/

This article advocates three key consecutive steps:

  1. Quantify where you are TODAY on a scale from 1 to 10 with four ascending levels,
  2. Review three priority suggestions to move to each higher level on the scale, and
  3. Determine when and if you want to increase value until you reach the summit 10 level.

Who should consider applying this process with applications for governance, risk assessments and enterprise risk management (ERM) type issues, inside a value based operational and strategic assessment framework? Family business, private and public business and equity group investor

  • Corporate directors, key committee chairs and board chairs
  • Corporate officers and C-suite executives
  • Shareholders, stakeholders, regulators and legislators
  • SMB, middle market and global 2000

For their risk management process to help meet financial and strategic goals, it is imperative for management to understand the magnitude of risks in pursuit of business objectives, and how the organization’s products and offerings and opportunities can be mapped to these risks. Just as every person needs a medical doctor; every organization needs a FiscalDoctor and periodic fiscal checkups. He also supports special projects for business growth, risk assessments, value based enterprise risk management (ERM), operational risk management (ORM), fiscal checkups, corporate governance, strategic planning updates, special board projects or requests and strategic growth diagnostics.

7phase ERM process diagram 7_step_ERM_overview 

Filed Under: news

May 28, 2016 by fiscaldoctor

Supplementary Growth Articles

Links below include a series of my articles the publishers allow me to share on topics including: board of directors, CEO effectiveness, C-Suite effectiveness, strategy, enterprise risk management, governance, increasing profitability and change.

++++++++++++++++++++++++++++++++++++++++++++++++

This Corporate Compliance Insights (CCI) 12 Specific Actionable Steps to Add ERM Value identifies 12 specific steps grouped into four categories corresponding to a self-evaluating scale from 1 to 10 on your current effectiveness. http://corporatecomplianceinsights.com/12-steps-make-erm-team-sport/

Corporate Compliance Insights allowed me to share this eBook Getting Governance Right: a Handbook for Today’s CEOs and the Board of Directors. My article on “Boardroom Black Holes and Taboos” discusses 20 topics fellow board of directors and CEOs felt should be addressed in more detail so you find your million $ blind spot before it finds you. https://fiscaldoctor.com/corporate-compliance-insights-getting-governance-right/

Series of articles this publisher allows me to share, if you give the publisher your email:

The Lack Of Strategic Information Can Leave Money On The Table suggests how the CEO, C- Suite and Board can work together to avoid boardroom mistakes by creating and following a more effective boardroom agenda. http://riskandcompliancemagazine.com/the-lack-of-strategic-information-can-leave-money-on-the-table

Why isn’t ERM more of a team sport at your organization? describes how effectively the former sheriffs who used to provide honest feedback about pros and cons of issue and potential risks have “left town” without telling you. Better understand how and why this occurs to reduce unfortunate surprises, which always seem to occur at the worst time. Http://riskandcompliancemagazine.com/why-isnt-erm-more-of-a-team-sport-at-your-organisation

What Is Your Million Dollar Blind Spot Score? describes and illustrates a series of blind spots or blockages you can now identify and solve, in time. Learn where you score well and where is retake might be beneficial. http://riskandcompliancemagazine.com/what-is-your-million-dollar-blind-spot-score

++++++++++++++++++++++++++++++++++++++++++++++++

A series of additional complimentary articles are available at:

Directors & Board article What is Your Embarrassment Quiz briefly discusses 7 key issues for a snapshot strategic summary of the fiscal health of your organization. Quickly see strengths and weaknesses. http://tinyurl.com/76n3ute 

NACD article Get the Board Data You Need on Time discusses how well your company performs on sending out complete board of director packages in time, and how to improve the process.   http://tinyurl.com/boardpackage

This eBook extract Five Area Where Risk Can Lurk explains 5 of the biggest problems in growing your business in sufficient detail to see which of these areas exists in your company to gain time to resolve the blind spot before it finds you. http://tinyurl.com/ykt7wzx

The CEO Magazine (AU) Answers to the Top 10 Enterprise Management Questions presents a beer budget version of value based enterprise risk management (ERM) to serve either as a starting point or a sanity check of your ERM program.     http://tinyurl.com/10ERM

Australia’s Best Building, Construction and Mining article How to Prevent Your Company From Becoming Another BP exposes 7 areas you should look into to prevent a crisis at your business.   http://tinyurl.com/qz5puny

The CEO Magazine (AU) article Key Questions for Your Strategic Plan’s Bottom Line explains how most strategic plans are blue sky and are detached from bottom-line performance. Put your fiscal vision to work using this four session process.   http://tinyurl.com/d4allk6

Bean Media article Which Management Group Are You In? identifies the qualities CEOs are looking for in top managers and the measures you can take to get noticed.  http://tinyurl.com/cemtsh5

Australia’s Best Building and Construction article Take Control and Get Real presents a roadmap to help executives think of the fundamentals of their business. Wherever you are in the business cycle, flexibility and the ability to change on a dime are crucial. http://tinyurl.com/prcddqc

Conference Board of Canada webinar endorsement 1 minute video link. Please click here https://conferenceboard.wistia.com/medias/2tdkv7iwvi

Guidestar article How Many 800-Pound Issues Is Your Board Finessing? discusses 20 topics fellow board of directors and CEOs of non-profits felt should be addressed in more detail so you find your million $ blindspot before it finds you. http://www.guidestar.org/rxa/news/articles/2015/how-many-800-pound-issues-is-your-board-finessing.aspx?   Or     http://tinyurl.com/l2rf7we

Boardsource blog     http://exceptionalboards.com/2015/08/18/boardroom-taboos/ 

Self assessment and planning tools:

Self assessment FiscalWealth Roadmap  Fiscal Clinic Wealth Roadmap

Download for 5 major issues PDF bookcard

Download for 5 questions to accelerate growth or reduce risk.  5 questions PDF bookcard

Please call to discuss any of the above.

Gary W. Patterson     www.FiscalDoctor.com

gary@FiscalDoctor.com      678-319-4739

Helping leaders when your organization sometimes feels like it is a best kept secret, coasting on past success, or just stuck, so you have nagging underperforming feelings?
Helping leaders when your organization sometimes feels like it is a best kept secret, coasting on past success, or just stuck, so you have nagging underperforming feelings?

Filed Under: Timely Reports Tagged With: board of directors CEO financial risk management risk assessment

May 24, 2016 by fiscaldoctor

Accounting for Construction Contracts Under the Percentage of Completion Method

Welcome, I’m Gary Patterson. Let’s talk about the percentage of completion accounting method for construction contracts. What does that mean you may think? Well a lot of contracts extend over multiple periods, months, quarters even years and you have to do a really good job to understand where you are making money. Hence, the issue becomes what is the percentage of the job that’s done, not the money that’s been spent and why is this important? Well, construction people are extremely good entrepreneurs, they manage to draw, collect more money than they have really earned and you have to have timely estimates so that the accounting and the operational people know where they really stand and here’s the other issue, I hate to tell you this. If you don’t do a really good job on understanding where you are, you get in this situation where you lose control of where you are making money and the last 10% of the job costs 20 or 30%, not very good. So don’t go out and spend all the money on lake houses in Big Iron, you might need it. Thank you.

Show More Info

 

http://smallbusiness.chron.com/accounting-construction-contracts-under-percentage-completion-method-78097.html

Filed Under: Timely Reports Tagged With: % completion revenue recognition revenues

May 17, 2016 by fiscaldoctor

How to Get C-Suite Approval and Support – Strategic Work Session

Logistics Leaders, Directors, Managers, CEO, COO, CFO, CRO, Board of Director,

Los Vegas, NV and Atlanta, GA – Profitable growth and enterprise risk management (ERM) expert Gary W. Patterson, FiscalDoctor®, will discuss an Getting C Suite Approval (& Support) for Reverse Logistics Initiatives – Strategic Work Session for the Reverse Logistics Association Atlanta convention April 5, 2016 held concurrently with MODEX and the Supply Chain & Transportation USA EXPO. http://rltshows.com/n16_pre_event.php

A facilitated discussion to help you unlock funding and support from peers and upper management anywhere in the reverse logistics process, including building your initial reverse logistics capability. Learn the golden principals, which led to over 40 financing, M&A and non-monetary transactions aggregating more than $390 million.

Gain techniques that you can take away and put to use. Assure not only your project success, but also your next opportunity or promotion. Learn proven techniques which have been honed over 30 years that have helped over 200 companies, including two international INC 500 companies, spread across every industry sector, all while serving as C Suite head of every functional area.

 What an attendee will learn:

  1. The secret encrypted password and golden principles of getting C Suite approval and buy in.
  2. Five tactical steps which will strengthen your ability to resolve the key issue(s) you yourself will learn to identify.
  3. How to evaluate when you are better off NOT getting project approval.

Just as every person needs a medical doctor; every organization needs a FiscalDoctor and periodic fiscal checkups.

About Reverse Logistics Association

We are a trade association focused on Third Party Service Providers to whom OEMs, ODMs, Branded and Retail companies outsource. The Reverse Logistics Association monitors thousands of 3PSPs worldwide who are providing Aftermarket Supply Chain services, while supporting the outsourcing needs of OEM, ODM, Branded and Retail companies. http://rla.org/

About Gary W. Patterson

The FiscalDoctor®, has helped over 200 companies internationally in service, manufacturing, technology, construction and distribution. He has worked with SMB, the Fortune 500 and methodically helped 2 international companies achieve the coveted INC 500 list of fastest-growing private companies in America. Several companies reached 10 x compounded annual revenue growth. He was the European coordinator for a Premiere Fortune 2000 global supply chain re-engineering pilot.  He has successfully negotiated over 25 mergers and acquisitions.

FiscalDoctor Inc. works with leaders to uncover million dollar blindspots (before you crash) to make the best business decisions and dramatically accelerate correct fiscal leadership decisions. This helps leaders gain control of their financial destinies and capitalize on hidden high return opportunities, while limiting their exposure to risk.

  • Key member of 2 successful INC 500 international companies growing rapidly profitably
  • Honored as published thought leader by the Financial Time’s ExecSense service
  • Served on 10,000 business growth initiative as Virtual National VBA

Visit his website at https://fiscaldoctor.com and “free” fiscal fitness test at https://fiscaldoctor.com/fiscal-quiz/ , or call 678-319-4739 for a free 10 minute consultation.

Csuite_approval_Reverse Logistics_Patterson_Page_1Csuite approval Reverse Logistics - Patterson_Page_2Csuite approval Reverse Logistics - Patterson_Page_3

Filed Under: Timely Reports Tagged With: business growth capex financing strategy session

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Gary W. Patterson, The Fiscal Doctor

812 Hallbrook Lane, Alpharetta, GA 30004
Contact No: 678-319-4739
Email: info (at) fiscaldoctor (dot) com

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Gary W. Patterson, The Fiscal Doctor

812 Hallbrook Lane, Alpharetta, GA 30004
Contact No: 678-319-4739
Email: info (at) fiscaldoctor (dot) com

Copyright © 2016 - All Rights Reserved - Website Design by Pixelion Art

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