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Financially Simple Bizcast

The Financially Simple podcast is your one-stop resource for small business owners. Gain unique insights into growing, refining, and selling businesses. You will hear ways business owners have reduced their tax liabilities, increased their income, improved office morale, saved for the retirement of their dreams, and more.
Host Justin Goodbread is a serial entrepreneur, award-winning CFP® (Certified Financial Planning professional), CEPA® (Certified Exit Planning Advisor), and CVGA® (Certified Value Growth Advisor) with years of experience guiding business owners from start to exit in their business.

Aug 27, 2018

In episode 85 of Financially Simple, Justin wraps up this series on Business Planning.

A solid business plan that is well executed will increase the intrinsic value of your company. Justin wraps up this series on planning, taking a last look at the process and the 1:4:12:52 model of structuring a business plan.

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00:32 - How Planning can increase the value of your company

01:23 - Good execution of the plan is paramount to success

02:42 - The 1:4:12:52 Model

04:40 - Example

06:50 - Keep your Team focused and informed

07:43 - The goal is to increase the company’s intrinsic value

08:53 - Planning takes time, it’s a constant process



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Neither Financially Simple, LLC nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances. Justin Goodbread, CEO of Heritage Investors, LLC, a Registered Investment Advisor, is an Investment Advisor Representative who offers advisory services through Heritage Investors. The information contained within the podcast is for informational purposes only and not considered investment advice. Seek help from a competent Financial Advisor.