The Business

Regardless if you have one client or 100, if you are just opening your doors or are sustaining a well established firm, having your finger on its pulse is critical to running a healthy business.  PracticeBuilders Owner’s Series: The Business Volume is more than sample budgets, agreements, and office set up/maintenance lists, it is also a definitive guide of processes, the rationale behind the use of certain features of the program and full explanations such as how to read a balance sheet.

• Find
• Leverage
• Grow & Sustain

• Introduction
  • Mission, Vision, and Philosophy
  • Defining and Understanding your Business and Life Goalds
  • What's in a name?
  • Where are you today?
• The Essentials
  • The Business Plan
  • Determine your market
  • Setting goals based on MAP™
  • Budgeting and Budget Templates
  • Banking, Lines of Credit
  • The Ideal Office Setting
• Building a Team
  • Organization Chart
  • When to add staff
  • When to add an Associate
  • Sharing your business with a new partner
• Processes for Profit
• Disaster and Business Continuation Sample Plan

The Business Volume includes a CD library of forms, letters, tools and checklists that support the processes provided.