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Our executive summaries provide concise overviews of complex financial models and business strategies.

Perfect for both busy professionals as well as students seeking to grasp essential accounting concepts efficiently.

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emphasize the rules of Financial Survival.

They also show how these rules are affected by daily tasks in the workplace, thereby helping candidates make better decisions for the well being of the business.

Explore the of Our Executive Summaries

Our executive summaries provide a concise yet comprehensive overview of complex financial models and business strategies. 

Designed to save you time and enhance your understanding, these summaries highlight the core concepts and practical applications of each resource.

Learn from the practical examples of  mistakes made by others in the real world.

Whether you are a business professional, a financial analyst or a student, our summaries offer invaluable insights to improve your decision-making and financial acumen.

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Time-Saving Insights
Quickly grasp the essential concepts of complex financial models and business strategies.

Our summaries are designed to save you time while enhancing your understanding to facilitate your growing success.
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Enhanced Visual Methods
My models have been bundled together to create a three step approach to understanding business finance.

Improve your comprehension of financial principles with my visually enhanced methods.
Perfect for students and professionals seeking to expand their knowledge as well as understanding.
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Rules for Financial survival

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Let my unique mind maps guide you through understanding the Financial Statements and reports to go even further.

Analyse your business results easily with my “10 Bucket tool” approach for ratio analysis and analysing the results. 

Identify the risks in your business and eliminate these with your own appropriate action plans.

Go beyond the expected norm and ensure that lasting Real Economic Value is created for your entity.

Course Outline

Main Elements - From which you will gain insights

First Rule to maintain Financial Success

Introducing the SOFP

Creating

  • The 10 Bucket Analysis Tool
  • The Cash Resources Bucket
  • Introducing the Inventory Buckets

The simple Cash Business

  • Bucket 1
  • Bucket 2
  • Bucket 3
  • Bucket 4

Where are the real risks?

Working Capital vs Balance Sheet

Is a sole proprietor more beneficial than the incorporated entity?

  • Advantages
  • Disadvatanges of each

Introducing Credit Sales

  • Advantages vs Disadvantages
  • How does growth effect entity
    1. Solvency requirements
    2. Risk
    3. Returns
  • What really happens during most budgets?

Countering the Credit Sales

  • The cash conversion cycle
  • Introduction to solvency ratios
  • Debtors to creditors is not a ratio of  1 : 1  when growing!
  • Where is solvency really tested?
  • Visual Working Capital explained
  • Understanding the risks that this brings into the business

Other Elements within the SOFP

Charecteristics of Working Capital 

  • How does growth affect it?
  • The truth about “Cash is King”
  • Visual Working Capital explained

 

Introducing Fixed Assets

  • Working Capital vs longer term assets
  • Compare Fixed Assets to their risks
  • Introducing the FI-SO concept
  • When does the asset become a liability?

Longer Term Liabilities

  • Risk profiles
  • How do financial institutions undermine the provisions from the laws that offer protection under incorporation.
  • See how gearing ratios can help you.

De-constructing the BS Logic-Model™ entity?

  • Old vs New formats
  • Debit vs Credit
  •  Introduction on the Accounting Equation

Where is the profit residing?

  • The flaws in the accounting language.
  • Value versus Worth
  • Accountants are not always prudent neither are they conservative!
  • Whne is a sale recognized?

Second Rule to maintain Financial Survival

Introducing the SOCI

Where are the expenses in the SOFP?

  • Three main elements of the Income Statement
  • Traditional thinking
  • Vanity vs Sanity

The Turnover Model.

  • How does one increase turnover
  • Why is increasing turnover merely Vanity

Introduction to GP

  • Does GP work different to Turnover?
  • Why does the SOCI speak to profit?

Types of Expenses

  • Variable Expenses
  • Fixed Expenses
  • Direct Expenses
  • Indirect Overheads
  • Cost of Sales
  • Marginal Costs
  • Overhead Costs
  • Product Costs

Audited SOCI Results

  • Were these results ever audited?
  • Then why did this company fail?
  • Is the Sanity Funnel not the answer?
  • Understanding more limitations in the accounting language

Leveraging earlier lessons for Strategy Optimization

The Accounting Equation

Is this merely arithmetic in action?

  • Why the emphasis in early studies on Debits and Credits
  •  Does this rule help in ultimately creating value?

The three Golden Rules in Accounting

  • What are these rules?
  • How can they help a business?
  • Is this why a Cash Flow report is generated?

What is EVA?

  • Where does Reality fit in?
  • Introducing Joel Sterns theories
  • Does the Cash Flow go far enough?

Exploring EVA more

 

Combining models

  • How to improve real value add
  • What happens when we combine the various models?
  • Are there other lessons to be learnt

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