A healthy balance sheet and why it matters

Understand the concept of a healthy balance sheet and learn how to create one.

Time frame: 60 mins

Learning objectives for participants:

  • understand the key ratios that are used to measure a healthy balance sheet
  • be able to explain the actions necessary to fix any unhealthy parts of their balance sheet

Outline:

  • What does having a healthy balance sheet mean?
  • How do others look at my balance sheet?
  • What are measures of balance sheet health?
  • What does an investor look at?
  • What does the bank look at?
  • How can I “cure” an unhealthy balance sheet?

Questions?

For questions, please email us.

Want a session in your area?

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.

Request guidelines:

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

Request a session

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