Know Your End Up Before You Start Up

New entrepreneurs must quash some of their enthusiasm and desire to dive right into operations.

“Beginning with the end in mind” makes entity, growth, and funding decisions easier from start-up through maturity.

So many setbacks and mistakes can be avoided by just taking a step back to define a business model and prepare a plan for prudent execution based on the owner’s vision, because the owner’s motives really do matter.

Audience Members Will Learn:

     The entire life cycle of a business

     The spectrum of transition and exit options

     The pros and cons of entity selection and the life cycle of each

Money for Your Mission

Explore ways to turbocharge your business growth with other people’s money.

Where and how to raise the cash you need well beyond friends, family and your local bank.

Leverage and arbitrage stimulate growth and accelerate complexity. However, these should be approached with caution and realistic expectations.

Audience Members Will Learn:

     Various types of other people’s money (OPM)

     How and when to approach prospective investors

     Where to find funding and alternative capital sources

Getting Comfortable with Tax Compliance

Teresa Cherry offers a somewhat irreverent perspective on complex financial and tax concepts. She can simplify these for her audiences by demonstrating how their use can benefit and impact them and their businesses directly. Teresa is passionate about helping people become comfortable and confident about money, its sources and uses. She has a unique ability to recognize opportunities for integrating business and personal solutions to enhance the overall benefits and believes discord can change to delight when money works for the good of all parties.

She is highly credentialed as a Certified Public Accountant (CPA), Certified Financial Planner CFP), and Fellow of Wealth Strategies Planning Institute at Michigan State University. Teresa was the first CFP to become a Certified Mergers & Acquisition Advisor (CM&AA). Her background includes employment at an international public accounting firm, an investment banking house, and a national trust company, before founding her own firm.

She is a contributing author of Giving: Philanthropy for Everyone, 1001 Ways to Rock Your Life, and Ways & Means: Maximize the Value of Your Retirement Savings, as well as articles in Family Business magazine, among others.

She speaks frequently to entrepreneurs, business owners and advisors on a variety of financial topics.

Testimonials are eliminated due to licensing and FINRA regulations and limitations.