Creating a solid business plan is the first step to laying a strong foundation for your agency.
What Will You Learn
Who Should Attend
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 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.