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This page is a guide for new subscribers. Everyone starts in a different place. Perhaps you are uninspired and desperately searching for a way to change their life. Maye you already have a business, but you’ve stalled and need help getting to the next level or getting back on track. Wherever you are, this page is designed to help you cultivate your path.


You’ve always wanted to start a business, but you just don’t know where to begin. Start with our Free Small Business Checklist.

You’re also going to need a well written Business Plan, and to Build Your Financial Projections

Finally, you’ll need to figure out how much capital you need to launch the business and then decide whether to Bootstrap or Borrow the money.

Early Growth

You’ve started your business, but have you put the proper systems in place to make sure you’ll be successful? Complete our Free Small Business Audit and make sure you’re on the right track.

Operating cash flow is the life blood of small business. Are you Optimizing Your Cash Flow to make sure you’re in a position endure potential disruptions and meet unexpected cash needs? Evaluate your company’s health with our Small Business Check-up.


You’ve been in business for a while and now you’re ready to take your company to the next level. New opportunities require investment. Deciding how to Finance further growth is essential to maximizing profit and increasing your potential return of investment. 

Growing your business also means Attracting and Retaining Staff. Hiring the right people can mean the difference between success and failure. Implementing employee benefits plans is a great way to attract top talent and maximize tax savings.


You’ve worked hard, built a successful business and you’re able to spend more time working on your business rather than in your business. Now you have time to evaluate your operation and Develop Strategies to Control Costs.

Once you’ve eliminated unnecessary expenses, you’ll need to Optimize Idle Business Cash and Explore Advance Retirement Savings Plans and maximize tax savings.


You’ve built an amazing company and it’s time to pass the torch. Is your company well positioned for the next phase? Complete our Succession Plan Questionnaire and find out. Then understand your exit options and Develop a Strategy to Sell Your Business. Do you know what your company’s worth? Estimate your business value with our Free Small Business Assessment Tool.


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