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Developing a finance plan

Organiser: The Epiphany Group
31 May 2022, Tuesday
10:00 am - 12:00 pm


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.

Facilitating this session is The Epiphany Group’s CEO, Joseph Mekertichian. With a strong background in the Finance Sector, Joe understands the financial requirements of a small business and what information needs to be provided to gain funding or investments from third parties. Joe has worked in small business for 10 years and has been directly involved in the financial management and planning within small business.


The Epiphany Group
1800 387 246
View Organiser Website