Financial Planning Tool for Wholesalers

Financial Planning Tool for Wholesalers

Financial planning and re-forecasting during these strange days will be an essential survival skill. In this post, we’ll review a financial template you can use to model out extreme changes in sales, margins and cash flows. “Nobody told me there’d be days like these.”...
Cash Flow Tracker for Wholesaler Planning

Cash Flow Tracker for Wholesaler Planning

The income statement measures sales, expenses and profit (or loss).  The balance sheet measures assets, liabilities and equity.  The Cash Flow Statement measures cash. Or at least it’s supposed to. One of the challenges with the Cash Flow Statement is that it...
Wholesaler Cash Flow Planning Process

Wholesaler Cash Flow Planning Process

“A smooth sea never made a skillful sailor.” — Franklin D. Roosevelt The seas are rough these days. And while we hope for smooth sailing to return soon, now is the time to work on your wholesaler financial skills. One important skill to learn during these rough seas...