PLAN FOR PROFITS

PLAN FOR PROFITS

THE CASH FLOW PLAN

REGISTER HERE - $295

Get a HANDLE of your CASHFLOW.

CASH is KING. But, in our industry of seasonality and economic vulnerability, it can feel like we’re straddling feast and famine. I want you to be at a point where you are feasting!

Let’s work on this together! Create a cash flow plan.

A live online workshop taught by Michelle Loretta

REGISTER HERE - $297

What is the Cash Flow Plan Class?

Learn how to create a cash flow plan for your event business.

FINANCIAL REPORTING

  • Learn how to read a Profit & Loss Report
  • Learn how to read a Balance Sheet Report
  • Learn what to look for to gauge profitability and improve financial performance
  • Learn how to use financial reports to make better decisions

CREATE A SALES FORECAST

  • How to create sales goals
  • How to tie sales goals to your marketing plan

CREATE AN EXPENSE BUDGET

  • How to use your history to create a budget
  • How to make smart budgeting decisions

CREATE A CASH FLOW PLAN

  • How to tie your sales goals and expense budget to plan cash flow
  • How to forecast your cash flow for the upcoming 12 months
  • How to smooth out cash flow

STRATEGIES TO CONTROL YOUR FLOW

  • How to overcome seasonality
  • How to improve your cash balance
  • How to create a safety net
  • How to pay off debt
  • How to pay yourself

Schedule of Classes

  • September 26, 2023 – 12:30-2:30pm EST
  • October 24, 2023 – 1pm-3pm EST

Do the time zone math here.

Class Format

  • This is a live workshop. We’ll work together creating your cashflow plan!
  • IF you are unable to attend our class LIVE, a video and materials will be shared and you’ll be able to work through the material on your own.
  • We’ll meet virtually. All you need is a computer!
  • A week before class, I’ll send a prep packet to be ready for class.
  • I’ll provide a website link for our video call.
  • We’ll meet online with other event professionals nationwide. BUT – there is no sharing – unless you want to volunteer something. (Money matters are private IMO.)
  • You’ll have a chance to work on your cash flow plan during our class together.
  • If you are registered for Be Sage Conference 2024, this class is FREE! *

Class is limited to 20 registrants. Email Michelle with any questions.

* Want to join us at Be Sage Conference? Register here. If you plan on registering at a later date, you can apply the $295 from this class to the registration.

REGISTER HERE - $295

“Hiring Sage Wedding Pros was the best decision I’ve ever made for my company. Michelle helped me see where my money was going, how to streamline to make more profit, and created the most amazing cash flow spreadsheet I’ve ever seen. She is always fast to reply to my emails and has the best advice for my business challenges. Working with Sage Wedding Pros has taught me how to run a business that is profitable, debt-free, and smarter. She is honest, doesn’t sugar coat things, and is one of the smartest women in the wedding industry.”

Michelle Edgemont | Michelle Edgemont Design
Michelle Edgemont | Michelle Edgemont Design

“After 3 1/2 years in business and growing from husband and wife business partners to now 5 full time employees, another 5 part time employees, and a handful of contractors (which we can properly identify thanks to SWP) I can honestly say that Michelle and the tools from Sage Wedding Pros truly helped us get to where we are, and I’m not sure what I would do without the knowledge they’ve provided us. I would highly recommend using their services, it’s an investment and your business is worth it!”

Katie Blineau | Unearthed Rentals
Katie Blineau | Unearthed Rentals

“I came to Michelle because I had a vision for my company’s future but I needed someone with a calculator to hold my hand. Michelle is the consummate professional- she takes the time to understand your brand and overall goals, then patiently walks you through the process of understanding how the numbers play into it all. She’s the perfect balance between cheering you on and making sure you don’t spend too much on overpriced airport bottled water. I wouldn’t be where I am now without her.“

Meghan Ely | OFD Consulting
Meghan Ely | OFD Consulting

BE SAGE CONSULTING
formerly SAGE WEDDING PROS

Business Strategy and Financial Consulting for the Wedding Industry and Events Industry

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