CONNECTS: Keys to Building a Successful & Sellable Startup

Keys to Building a Successful & Sellable Startup: Cashflow Forecasting & Digital Organization
Wednesday, January 29, 2025
Presenter: Kelley Lynch, Chief Financial Officer, sovaSage Inc.
After creating the right product and hiring the right people, a company's next most critical elements needed to grow, thrive and have a successful exit strategy are Cashflow Forecasting and Digital Organization. I initially created a Cashflow Forecasting model to help the company I was working with get out of the 2008 financial crisis. Since then, I have worked with numerous companies and have easily adapted the model for each company's needs, which also included three successful exits. You will learn how to make a 13-week rolling cash flow model that will give you better insights to your company’s operations, create different forecast scenarios, and be the basis of 12+ month cashflow forecast. We will also talk about how being disciplined with your Digital Organization is needed to do cashflow forecasting and is crucial if you plan to bring in investors, bankers or pursue an exit strategy. The best part - this modeling is not intimidating to the non-financial oriented entrepreneurs!