Free operator toolkit
Cash, forecasting, credit, pricing, and pipeline. The spreadsheets and checklists I actually use with owners running established businesses. No fluff, no filler, nothing that needs setting up.
Download the lot, or just the one you need today.
Enter your sales, costs, and cash items. Out comes a full three-year picture: income statement, balance sheet, cash flow, a valuation estimate, and a J-curve showing when cash dips and when it recovers. Comes with a walkthrough video.
A one-year cash flow model with the instructions built in. Know your cash position before a crunch, not after it.
Offering terms like 2/10 net 30? This works out what that discount is costing you on an annualised basis. The number surprises most owners, and not in a good way.
What to establish before you extend credit to a business customer. Trade references, terms, and the risk indicators that get skipped when everyone wants the order.
Track opportunities by stage and forecast revenue from them. Shows you where deals are stalling, which is usually earlier than you think.
Your business model on one page. Useful for stress-testing assumptions, bringing a new leader up to speed, or sizing up a new product line before you commit.
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Who built this
Entrepreneur, educator, and author of three books on business operations and finance. Brad built mmWave Technologies into the number 8 company on Canada's Profit 100 list before taking it public, and has founded and exited several ventures since.
He teaches entrepreneurship and growth strategy at Toronto Metropolitan University. These tools come out of the work, not the classroom.
The free toolkit gives you the numbers. The Operator's Cadence gives you the system around them: a rolling annual, quarterly, and weekly rhythm that keeps the important work happening on a schedule instead of whenever a gap appears. $497 one time, with a 30-day money-back guarantee.
See The Operator's Cadence