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Financial Series - Understanding Financial Statements and Sustainability
by Raymond Vicks Jr.
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January 4, 2023
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We will introduce you to 3 financial statements that will give you a high level “dashboard” for how your business is performing financially so you can secure a business loan.

A pre-forum survey revealed that most respondents do not utilize financial statements to guide their business decisions, for example:

  • 75% do not know their gross profit margin
  • 78% do not rely on income statements
  • 73% do not generate balance sheets

Sign up and hear Ray make a case for the importance of the numbers, but more importantly their meaning!

View and download the presentation PDF here.

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About the author
Raymond Vicks Jr.
Ray retired after serving over thirty years as a Big Four CPA Firm audit and consulting executive, followed by three years as the CFO of a Washington, DC-based healthcare system. During his career he provided services to academic medical centers, health insurers, managed care plans, long-term care facilities, physician practice groups and public healthcare agencies.
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3 person meeting
Financial Series - Sources of Funding
Are you seeking a business loan or looking to improve your cash flow position? In this webinar, we present you with all the options available to secure more cash for your business including: Bank Loan, SBA Loan, Personal Loan, Friends & Family, Equipment Financing, Crowdfunding, Angel Investors and Grants & Awards.
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2801 Fruitville Road, Suite 280
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Sarasota, FL 34237
(941) 955-1029

Copyright © 2024 SCORE Association, SCORE.org

Funded, in part, through a Cooperative Agreement with the U.S. Small Business Administration. All opinions, and/or recommendations expressed herein are those of the author(s) and do not necessarily reflect the views of the SBA.

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