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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,…

Will Your Executive Summary Make a Powerful Impression on Investors?

For the past twenty years, I have spoken to hundreds, if not thousands of investors. From each conversation I try and walk away with at least one insight that I can pass along to our Biz Plan Builder business planning software customers. One bit of knowledge that I have received consistently from investors relates to…