Financial Planning Workshop

Overview

The Financial Planning Workshop helps Nashville business owners prepare their finances for the revenue spike (and challenges) of Super Bowl week. Led by Nashville-based CPAs and financial advisors, this workshop covers practical tools and strategies for managing seasonal demand.

Cash Flow Forecasting

Projecting game-week revenue based on business type and location. Modeling expenses: additional staff, inventory, marketing, insurance. Working capital requirements: how much cash do you need on hand? Seasonal cash flow management: preparing for the post-game slowdown.

Pricing Strategies

When and how to implement game-week pricing. Dynamic pricing models for hospitality businesses. Package and bundle strategies for higher average transaction value. Communicating price increases to customers without backlash. Competitor pricing analysis framework.

Inventory Management

Demand forecasting methodology. Supplier relationships: negotiating terms for large orders. Safety stock calculations for critical items. Perishable inventory management for food service. Returns and excess inventory planning for post-game.

Line of Credit Preparation

When to apply for a business line of credit (6-12 months before you need it). SBA loan options for small businesses. Documentation needed: 3 years of tax returns, financial statements, business plan. Nashville-area banks with SBA lending programs. Alternative lending options for businesses with limited credit history.

Pricing

Workshop: $197. Includes: financial planning workbook, templates, and 30-minute 1-on-1 consultation with a CPA.