Transition 5% of sole proprietorships to employer businesses

5 sessions to reposition your business as an employer firm and address the

capacity, customers, and capital requirements necessary.

Weekly synchronous and asynchronous access to each session. One on one sessions during the initial assessment and post training to ensure the business strategy is accurate for capitalization.

Session 1 – Vision, Mission, Objectives

The first step is to define your vision and values as an organization. What is your purpose, your mission, your unique value proposition? What are the principles and standards that guide your actions and decisions? Having a clear and shared vision and values helps you align your goals, communicate your expectations, and inspire your team.

  • Vision – 10+ years in the future

  • Mission – 2-3 years in the future/dynamic to accomplish vision

  • Objectives – what are your desired outcomes and exit strategies

Session 2 – Situational Analysis?

  • Internal versus external market conditions

  • Domestic versus global markets opportunities

  • Political

  • Economic

  • Social

  • Technological

  • SWOT Analysis

Session 3 – Customers

  • Primary

  • Secondary

  • Tertiary

  • Pipeline

Where are they? How to capture? What are their pain points? What is the customer

journey?

Session 4 – Capacity

  • Leadership

  • Team

  • Stakeholders (internal/external)

  • Talent

  • Resources

Session 5 – Capital

  • How much?

  • Use of Funds

  • Debt

  • Equity

  • Sources

  • Preparation – what’s required

  • Corporate Credit – debt -why important

Featured On

Testimonials

Dr. Money Live

the official website for the “Dr. Money Live” show. Here you will connect with Dr. Stephanie “Dr. Money” Ardrey, an industry leading Real Estate and Venture Capital specialist, as she shares clear strategies and tactics which will contribute to building and scaling a business venture.

Get Social

© 2024 Dr. Money Live. All Rights Reserved.