Business Owner Financial & Profit Literacy Workshop

Learn to manage money, invest wisely, and plan for a secure future with our Finance & Investment Courses in Sydney!

• How to build a simple cash flow operating system that reduces stress and creates predictability
• How to pay yourself consistently (without “whatever’s left” decision-making)
• The practical basics of tax timing and what to track (general education — not advice)
• How to lift profit with simple pricing/margin discipline and a few key KPIs
• How to manage debt and risk across both business and personal finances
• How to build wealth inside the business and outside it (diversification + long-term planning)
• How to prepare for exit or retirement, even if you’re years away

Learning outcomes

By the end of the course, participants will be able to: 

• Set up a weekly cash flow rhythm, buffer plan, and account structure that improves control
• Define and implement an “owner pay” system (salary/drawings approach) that matches lifestyle needs
• Identify the key tax provisions and timing checkpoints owners should plan for (general education)
• Establish basic profit targets and track a small set of KPIs to improve decision-making
• Make clearer decisions about debt, risk protection, and financial foundations
• Compare reinvesting back into the business vs investing outside the business using simple ROI logic
• Apply a straightforward framework for superannuation and retirement planning as a business owner
• Assess their “exit readiness” by understanding value drivers and reducing owner dependence

Course content

What will be covered in this course?

2 x full-day intensive (weekend format) 

 Day 1: Cash flow, profit, and the owner-pay system 

 Day 2: Tax basics (general), risk protection, investing inside/outside the business, and exit readiness

Intended audience

This course is ideal for:

• Small business owners and self-employed professionals (early stage through to established)

• Owners who want clearer financial control, smarter decision-making, and less stress

• People who are good at generating revenue, but want a simple system for: 

  - predictable cash flow and buffers  

  - paying themselves consistently 

  - understanding tax and structure basics (general education)  

  - building wealth inside and outside the business 

   - reducing risk and preparing for exit/retirement

Course materials

What to bring to class

• Notebook and pen or Laptop
• Calculator

Additional information

Please note the following:

• No prior financial knowledge required.