Courtesy of Briony McKenzie [Untapped], David French [David French & Associates], Dan Roitman [Growth Harmony] and Mike Brown [The Palmares Companies]
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In March of 2023, we got together with Briony McKenzie, Mike Brown, David French and Dan Roitman to discuss strategies and best practices for building out financial models for your business….
Tune in For:
- The case for using excel, keeping it simple, and knowing what you’re optimizing for (5:22)
- Understanding the type of model you need (13:20)
- How to keep up with fast-changing data and ensure your model is working for you (18:28)
- How building and testing your own model helps you know what you dont know (25:20)
- How to decide over time if your model needs to be perfectly accurate or if you can work with estimates (29:30)
- Factors to consider as you build out your model (37:08)
- How to gauge how sophisticated your model should be (45:08)
More About Briony
Briony McKenzie is a corporate lawyer turned coach. She is the founder of Untapped – an education company that experts to build, grow and scale their impactful thought leadership practices! At Untapped, you’ll find Briony running online programmes, workshops and events alongside an amazing team or hosting the Untapped Podcast. At 15 years old, she & her Mum went to work in a community in Cambodia – an experience that profoundly shifted her lens on life and embedded the values of service and impact. She is passionate about social impact entrepreneurship & impact investing. You’ll find her in Lisbon, Portugal and in her spare time she loves snowboarding, waterskiing, hiking, all things outdoor adventure & deep chats.
More About Mike
Mike Brown is an entrepreneur, investor and wealth coach. Prior to founding and exiting an 8-figure oil and gas investment firm, Mike flew F/A-18 Super Hornets for the Navy and combines the tactical precision honed in the cockpit with real world experience in navigating the complex world of finance. His coaching programs focus on helping entrepreneurs bridge the gap between wealth and freedom. He lives with his wife, Claire, and two children in the foothills of Morrison, CO.
More About David
David’s experience spans across all industries, but some specialties include working with tech and E-commerce startups, oil and gas partnerships, investment funds, and real estate developers. David has extensive experience with corporate restructurings and M&A deals. He is a closet tax nerd and can be found reading tax code in the middle of the night; just ask his wife.
More About Dan
Dan Roitman founded Stroll in 2000, an ecommerce company specializing in marketing educational products to consumers. For a ten-year period it had a compounded annual growth rate in excess of 70% and made the Inc. 5000 list seven years in a row. By 2012, he grew the company to a professionally managed organization with $85 million in revenue and 166 employees. In 2012, Dan was named Ernst & Young Entrepreneur of the Year in the Philadelphia region. He’s also been recognized as a ‘40 Under 40’ by both Direct Marketing News and the Philadelphia Business Journal. Today, Dan is focused on his early education business, MindFinity. His mission is to create future leaders and innovators who have Inventive IQ and won’t be replaced by AI, robots and automation in the next 10 years. In his spare time, he also mentors and advises rapidly growing entrepreneurs.
