Financial survival for entrepreneurs

Understand the management of growth and expansion, how to seek financing and effective tax strategies.

Time frame: 60 mins

Audience: entrepreneurs beyond three years of operation

Learning objectives for participants:

  • understand the management of growth and expansion
  • identify the key numbers to understand and monitor
  • learn tactics of seeking out financing
  • learn effective tax strategies


  • managing growth and expansion
  • key numbers to understand and monitor
  • doing the math — the ratios that make or break you
  • Scarves from the North (case study)
  • financing — the big league
  • tax

Learning Materials:

  • Scarves of the North (case study)
  • The Matching Game 


For questions, please email us.

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We will provide a CPA volunteer to lead the session with a prepared presentation, activities, handouts and worksheets. Note: If more than one session is needed, please fill out a second form and submit.

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For more information, visit setting up a financial literacy session.

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