C-Suite Series: Building a Focused Business Plan

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Quick Overview

4A's Members: $170 (Login with your 4A's Profile for Member Discount) / Non-4A's Members: $221

Create a focused business plan for your agency with these tips!

  • Learn to start a strong business plan.

  • Understand the best ways to organize your plan to drive business decisions.

  • Implement the tips in this course to stay operational.



Creating a solid business plan is the first step to laying a strong foundation for your agency.

What Will You Learn

  • How to start a strong business plan with proper preparation
  • How to organize your plans to drive business decisions
  • How to implement the guidelines here to stay operational
  • How to utilize 4A’s resources to assist with planning

Who Should Attend

  • C-level executives including agency owners, CEOs, and principals


  • 60 minutes

Course Description

Dread business planning but need to create a focused business plan for your agency? In this course, Sam Williams and Jim Upson of Green Consultancy will walk you through business plan templates and provide the necessary tips and guidelines you need to get the best out of your agency.

About the Thought Leader

Sam-Williams_Jim-Upson.png   Sam Williams and Jim Upson of Green Consultancy have more than 70 years of collective agency experience
  as owners, CFOs, COOs and managing partners. We have an additional 10-plus years of CPA experience,
  performing audits and creating personal financial plans for our clients. We’ve seen all the highs and lows.
  And yes, we both walked away from our agencies after achieving our personal financial goals.

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