Couverture de What Are DATA Principles for Realistic Projections with Jeffrey Kates

What Are DATA Principles for Realistic Projections with Jeffrey Kates

What Are DATA Principles for Realistic Projections with Jeffrey Kates

Écouter gratuitement

Voir les détails

À propos de ce contenu audio

 Welcome back to the B2B Growth Blueprint Podcast. What happens when a company is one bad decision away from real trouble? In this episode of the B2B Growth Blueprint Podcast, host Mark Osborne sits down with Jeffrey Kates, a veteran turnaround and M&A advisor who steps in when clarity and discipline matter most. Jeffrey shares why clean historical financials are important, but why forward-looking projections are what separate average operators from best-in-class leaders. He breaks down how strong projections must be tied to real operations, from workflow and supply chain timing to margins and conversion rates. You will also hear his DREAM Projections framework, a practical approach that builds credibility for owners, improves decision-making, and strengthens valuation when preparing for a future exit. Quotes: You can't pull the wool over their eyes, nor should you try. If you want to be next level. I'm shocked at the percentage of companies that we run into that don't even have their financials up to date, you know, or there are issues with them. Good exit planning is just good business planning, so… My answer is, where are you with 2025 numbers? Takeaways: Accurate historical financials matter because you need a trustworthy baseline before you can build projections you can actually use. Projections should be built from operational drivers like workflow, supply chain timing, margins, and conversion rates rather than hopeful growth targets. When projections are solid, variances become an early warning system that helps you find problems fast or spot opportunities sooner. Strong projections boost credibility in valuation and due diligence because they show a defensible path to future cash flows and growth. Keeping the original projection baseline prevents false confidence that comes from constantly adjusting the target during the year. Conclusion: This conversation highlights why financials are not just a reporting tool, but a decision tool. Jeffrey makes the case that the best operators do not rely on bank balances or backward-looking results to steer the business. Instead, they build projections grounded in real operational assumptions, then use variances to learn and respond quickly. He also connects projection discipline directly to valuation, buyer confidence, and smoother due diligence. If you are serious about growth or planning an eventual exit, this episode lays out the mindset and the framework to start doing it the right way. Links Mentioned: Website: www.foundersgroup.biz LinkedIn: https://www.linkedin.com/in/jeffreykates
Les membres Amazon Prime bénéficient automatiquement de 2 livres audio offerts chez Audible.

Vous êtes membre Amazon Prime ?

Bénéficiez automatiquement de 2 livres audio offerts.
Bonne écoute !
    Aucun commentaire pour le moment