Course Overview

    1. Business Plans Overview Part 1

    2. Business Plan Overview Part 2

    3. Business Plans Overview Part 3

    4. Business Plans Overview Part 4

    5. Business Plan Overview Part 5

    1. CEA Business Planning Outline

    2. CEA Business Planning Worksheet & Checklist

    1. 1. Why Do A Business Plan

    2. 2. Components of a Plan

    3. 3. Company Summary

    4. 4. Market Analysis

    5. 5. Company Strategies

    6. 6. Pricing Strategy

    7. Business Planning Quiz 1

    8. 7. Product Life Cycle

    9. 8. Web Plan

    10. 9. Management Summary

    11. 10. Product Fulfillment

    12. 11. Financial Plan

    13. 12. Cost of Goods Sold - Broadband

    14. 13. Overhead

    15. 14. Break Even Analysis

    16. Business Planning Quiz 2

    1. 1. Market Assessment

    2. 2. Profitability Assessment

    3. 3. Cost Analysis

    4. 4. Financing Assessment

    5. 5. Legal Assessment

    6. 6. SWOT Assessment

    7. Business Planning Quiz 3

    1. 1. Understanding The Lean Start Up

    2. 2. Pivot or Persevere

    3. 3. What Management Must Do

    4. 4. Eric Ries Tactics

    5. 5. Lean Accounting

    6. 6. The Lean Canvas

    7. 7. Kinds of Pivots

    8. 8. Simplifying Lean

    9. 9. What's Wrong with the Lean Start-Up

    10. 10. A New Kind of Lean and Frugal

    11. 11. More Frugal Tips

    12. Business Planning Quiz 4

    1. Business Funding Basics

    2. Types of Investors - Angles

    3. The 3 Cs of Lending

    4. Funding from Customers and ROBS

    5. Understanding Business Debt

    6. SBA Loans

    7. Seller Financing

    8. Alternative Funding Resources

    9. Business Planning Quiz 5

Course Details

  • 67 lessons
  • 8 hours of video content
  • Category: Management
  • Online & Mobile
  • Level: Basic

Course Overview

Comprehensive Business Planning

Welcome to our immersive course on Comprehensive Business Planning, a step-by-step guide designed for entrepreneurs, startup founders, and business advisors. This NASBA-approved program is tailored to equip you with the necessary tools and insights to craft dynamic, effective business plans that adapt to the evolving needs of any enterprise.

Why This Course?

Embarking on a business venture requires more than just a great idea; it demands a robust framework that outlines your path to success. This course breaks down the complexities of business planning into digestible, actionable steps, ensuring you not only understand each component but also how they integrate to form a cohesive strategy.

This course is designed with flexibility and depth at its core, providing both theoretical knowledge and practical tools through interactive content, real-world examples, and expert advice. Whether you're drafting your first business plan or looking to refine existing strategies, this course offers valuable insights that can be immediately applied to ensure your business thrives in competitive environments.

Get ready to transform your business idea into a well-structured, actionable plan that addresses every aspect of business operations and strategy. Enroll now and start building the foundation for your business success!


Prerequisites: 

  • No advanced preparation needed

Accreditation Information:

  • NASBA Delivery: QAS Self-Study
  • NASBA Field of Study: Management
  • NASBA National Registry of CPE Sponsors: Pending
  • NASBA Publication Revision Date: 9/2023

Learning Objectives

Upon successful completion of this course, the user should be able to:

  • Articulate the Essential Components of a Business Plan: From the executive summary to the financial projections, understand the key elements that make up a comprehensive business plan.

  • Assess Business Viability: Learn to critically evaluate the feasibility of a business idea using structured analyses, including the 'five whys' to uncover the core concept of your business.

  • Develop Strategic and Operational Strategies: Define and delineate effective strategies and tactics that align with your business goals, alongside a robust web plan to ensure digital competitiveness.

  • Conduct Detailed Market and Management Analyses: Gain the skills to perform in-depth market research and management evaluations to identify strengths, weaknesses, and opportunities for improvement.

  • Create and Review Financial Plans: Understand how to compile necessary financial documentation and projections to ensure your business stays on track financially, including risk assessment and cash flow management.

  • Utilize Modern Tools and Software: Explore the use of specialized business planning software and resources to enhance the efficiency and quality of your business plans.

  • Implement, Review, and Revise Plans: Learn the dynamic process of business planning that involves regular reviews and adjustments to stay relevant in a changing market environment.

Supercharge Your Business Planning with Exclusive Bonus Materials!

  • Detailed Checklists

    Ensure no vital component of your business plan is overlooked with our comprehensive checklists. From pre-launch to operational reviews, our checklists cover every stage of the business planning process, making sure you’re fully prepared for each step.

  • Interactive Worksheets

    Put your knowledge into practice with our series of interactive worksheets. These tools will help you analyze your business concept, assess market potential, and strategically plan your finances. By filling out these worksheets, you'll be able to visualize your business plan’s structure and effectiveness more clearly.

  • Customizable Templates

    Save time and avoid the hassle with our ready-to-use templates. Whether you're drafting an executive summary, setting up financial projections, or outlining your marketing strategy, our templates make it easier to create a professional and organized business plan.

Become a Certified Entrepreneurial Advisor and discover your potential, today.

Learn. Advise. Prosper.

Your Instructor

CPA, MBA, CEA Carl Heintz

Carl Heintz earned his undergraduate degree in business Magna Cum Laude from the University of Southern California, and obtained his MBA degree from the USC's Marshall School of Business. He passed the CPA exam on the first try, and is licensed as a CPA in several states. He was a tax manager for Ernst & Young where he served on the firm's regional management advisory services committee and co-author the firm's first internal operational auditing manual. Later, he served as a partner in a several local CPA firms and has started and grown multiple CPA firms. Carl has been a consultant to a variety of Fortune 100 corporations, such as BP and Cigna, and many smaller companies, ranging from one-person “solopreneurs” to emerging public companies. He's helped companies in initial and secondary public offerings as well as providing “leading edge” engagements, such as sophisticated financial plans, modeling and multivariate analyses, stochastic analyses, ROI, NPV, and ratio analyses, sensitivity analyses, strategic plan formulation and complex business plan models, in addition to the “bread and butter” accounting and tax services. He's helped dozens of small businesses set up systems and use financial information to achieve operational success. Carl has owned interests in many businesses, including publishing, personnel placement, software, storage facilities and internet enterprises. He is the primary author of a financial accounting software system used by over 200 large businesses across the country, and he developed a rental property software system adopted by several large office buildings on both coasts. Recently, he's been a nationally recognized speaker and author for Thompson Reuter's Gear Up seminars. He has also been an instructor in taxation, accounting and data processing at the University of California, Los Angeles, University of Southern California and several community colleges. He is the author of dozens of published articles and three books, as well as serving on the editorial board for numerous tax, accounting and technology publications. He was the producer and presenter for National Public Radio's “tax tips” series.

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