During this interactive session, Isaac Presley, President and CEO of Cordant Wealth Partners, answered participants’ financial planning questions and taught them about setting financial goals, managing cash flow, 401(k) investing, and how to make the most of your company stock.
How to set financial goals and prioritize paying down debt
How to build an emergency fund and save for your future
Making the most of your 401(k) and company stock
Making confident investment decisions in your 401(k) account
You can also invite Isaac to do a presentation like this for your entire team by reaching out to email@example.com.
https://smallgiants.org/wp-content/uploads/2021/06/Website-Logo.png00smallgiants18https://smallgiants.org/wp-content/uploads/2021/06/Website-Logo.pngsmallgiants182020-09-30 21:22:402020-10-28 20:37:12The Time to Invest in Your Financial Future is Now
In this panel discussion, financial experts shared insights and tools to help you navigate the current economy, understand loan regulations and plan for the future — all through the lens of purpose-driven leadership. We’ll covered:
Loans and PPP regulations
Why weekly cash flow management is vital for business survival
Forecasting and budgeting for the remainder of 2020 -Preparing for future unexpected financial challenges
https://smallgiants.org/wp-content/uploads/2021/06/Website-Logo.png00smallgiants18https://smallgiants.org/wp-content/uploads/2021/06/Website-Logo.pngsmallgiants182020-07-03 01:26:452020-10-28 20:38:33Financial Outlook for Small Giants Companies
For purpose-driven entrepreneurs, the company’s mission is a top priority. When it comes to exploring exit options, it can be difficult to make the right choice that will protect the company’s culture, reward its employees, and allow the founder to leave a lasting legacy.
In this month’s Fishbowl (a.k.a. webinar!) attendees learned from Michael Whelchel of Big Path Capital and Zane Adams of Buchi about how purpose-driven leaders can raise new capital or sell majority or minority parts of their businesses while protecting the company’s mission above all else. Tune into the recording to learn:
How to achieve sustainable, purpose-aligned growth when seeking outside capital
How to ensure your purpose is a top priority when evaluating exit options
How to evaluate investment partners for cultural alignment
Small Giants believe in financial transparency — sharing financials with your team arms them with information that helps them make better decisions for your business.
But opening the books is only the beginning. In order to get the most out of being a financially transparent company, you have to help your employees become financially literate and understand the stories behind the numbers.
For example: Do your employees know how much revenue it takes for the business to make $1 in profit?
In this webinar, Steve Baker, Vice President at the Great Game of Business, walked us through exercises you can use with your team to teach basic financial literacy and how to use that knowledge to make better business and personal decisions.
https://smallgiants.org/wp-content/uploads/2021/06/Website-Logo.png00Jason Armourhttps://smallgiants.org/wp-content/uploads/2021/06/Website-Logo.pngJason Armour2019-04-08 22:31:572020-12-15 01:33:09Opening the Books is Only the Beginning: How to Teach Employees Financial Literacy
There comes a point in time, when all Founders and CEOs must exit their business. One opportunity Small Giants may consider is searching for liquidity options that won’t jeopardize their company’s core purpose. The introduction of outside capital, whether a minority or majority liquidity, represents a vulnerable decision point that can have permanent effects on the mission, future, and legacy of a company. In this fishbowl discussion, Michael Whelchel, Co-Founder & Managing Partner of Big Path Capital, and Matt O’Hayer, Founder & CEO of Vital Farms, highlighted exit and liquidity options for Small Giants, with a special focus on how to preserve mission through your company’s most important financial transactions.
Attendees leanred about the following exit & liquidity options with a special focus on preserving purpose & values. The webinar addressed these questions:
Who is the best buyer (private equity, family office, holding company, ESOP)?
What are the pros and cons of each?
If I don’t want to sell majority control, what are my options?
What can I do now to get ready for a future transaction?
Small Giants understand that culture dramatically drives and impacts profit. As the width of your team’s smiles expands, so does your bottom-line. In this energized fishbowl, Kris Boesch, CEO and Founder of Choose People, weaves valuable content, enlightening stories and tangible no-cost ways to help you improve the impact of your culture on your bottom-line. Participants were able to take her doable best practices and lessons learned and implement them within their organizations to see immediate results.
Key Takeaways Include:
The Bottom-Line Business Case for Happy Employees
How to Measure Your Company Culture’s ROI
The Role of Compensation, Incentives and Bonuses
The 3 Pillars to Creating and Keeping Happy Employees
https://smallgiants.org/wp-content/uploads/2021/06/Website-Logo.png00Jason Armourhttps://smallgiants.org/wp-content/uploads/2021/06/Website-Logo.pngJason Armour2018-04-03 17:22:362020-12-15 01:49:28How to Both Measure & Increase Your Company Culture’s ROI
https://smallgiants.org/wp-content/uploads/2021/06/Website-Logo.png00Jason Armourhttps://smallgiants.org/wp-content/uploads/2021/06/Website-Logo.pngJason Armour2017-07-05 17:49:152020-12-15 01:54:34How Much to Spend on Company Culture to Truly Impact The Bottom Line
In this panel discussion, attendees heard two values-driven leaders share their succession stories: Kris Maynard of Essential Ingredients will share how he implemented an employee stock ownership plan (ESOP) and Jill Nelson of Ruby Receptionists will share how she sold her majority share to a culturally-conscious and responsible venture capitalist firm.
Hear how two values-driven leaders successfully transitioned ownership, implemented their decision, and the impacts of their decisions
Learn how to begin the process of an ESOP at your company
Learn how to vet and find a venture capitalist firm that you can trust
Gain insights on the timing and best practices for designing an exit strategy
Hear practical strategies for preserving your culture and values beyond your lifetime
https://smallgiants.org/wp-content/uploads/2021/06/Website-Logo.png00Jason Armourhttps://smallgiants.org/wp-content/uploads/2021/06/Website-Logo.pngJason Armour2017-05-30 17:48:312020-12-15 01:55:33A Small Giants Final Bow: How a Responsible Exit Strategy Impacts Your Legacy
https://smallgiants.org/wp-content/uploads/2021/06/Website-Logo.png00Jason Armourhttps://smallgiants.org/wp-content/uploads/2021/06/Website-Logo.pngJason Armour2015-08-18 17:02:382020-12-14 22:25:50Value(s) of the Sale
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