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)
