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Developing a finance plan

Organiser: The Epiphany Group
19 July 2022, Tuesday
4:00 pm - 6:00 pm


This webinar is designed to give small business owners the skills and knowledge to complete a financial plan within a business plan and focuses on the elements of a financial plan, defining revenue streams and financial forecasting.

This Webinar provides small business owners with the skills and knowledge required to complete a basic financial plan to be included within a business plan. It is targeted at business owners who would like to better understand key financial plans and how to use the information in their business plans.

In this Webinar, we will be focusing on:

– Elements of a Financial Plan
– Profit and Loss Statements
– Defining your revenue streams
– Defining your expense categories
– How to forecast revenue and expenses
– Using financial forecasts in the business plan

This webinar will be done referencing a Case Study Business, with all tools and templates used being made available to participants. The last 30 minutes of the Webinar will be allocated to a Question and Answer session, where participants can pose business specific questions.

Joseph Mekertichian, The Epiphany Group’s CEO. Joe has been operating a small business and consulting for small to medium businesses for over 15 years. Joe leverages his 20 years of business management experience to develop customer-centric and results-driven solutions, specialising in sales, business development, finance and marketing strategies.

This is a free webinar for people from Western Sydney and has a capacity of 50. All attendees will be sent a recording of the session and any take away materials. Upon signup a link will be sent to you to join the webinar. No advanced preparation is required for this event.

Business Connect is a dedicated and personalised NSW Government program that provides trusted advice to help you start, run, adapt or grow your small business.


The Epiphany Group
1800 387 246
View Organiser Website