Business Analysis

Know where your business stands and where to go next.


The journey towards business success includes a thorough grasp of your unique set of circumstances and being able to see pivot points. Our library of do-it-yourself interactive workbooks will help you dramatically increase your understanding of small business in order to become a better business manager. Rather than presenting big ideas that seem to have no correlation in a small business setting, our guides are structured as “how-to” manuals. The key for implementing each topic is using your financial information. Order print or download digital versions of our workbooks from the categories below.

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Take Action Series: Analyzing Financial Statements

Financial statements reveal critical information about your business. Use this workbook to read and analyze your balance sheet, income statement, and cash flow statement.

Digital Copy: $49.95

Take Action Series: Analyzing Financial Statements
Include print copy (+$69.95)
Total price: $49.95
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Take Action Series: How to Analyze Fixed Asset Purchases

Although a fixed asset can benefit your business operations, it can also tie up cash. This workbook will help you determine if a purchase is economically justified.

Digital Copy: $49.95

Take Action Series: How to Analyze Fixed Asset Purchases
Include print copy (+$69.95)
Total price: $49.95
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Take Action Series: Analyzing Your Business’ Financial Performance

Take the mystery out of financial analysis with this workbook. Learn how to calculate and interpret your financial performance, so you can better evaluate your business progress.

Digital Copy: $49.95

Take Action Series: Analyzing Business Financial Performance
Include print copy (+$69.95)
Total price: $49.95
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Take Action Series: Analyzing Cash Flow

Cash is your most precious asset. This workbook will show you how to analyze your cash inflow and outflow, identify trends, and successfully manage your cash position.

Digital Copy: $49.95

Take Action Series: Analyzing Cash Flow
Include print copy (+$69.95)
Total price: $49.95
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Take Action Series: Stress Testing Cash

This workbook will help you assess your current cash position, determine your financing needs, and ensure your business is compliant with debt service coverage standards.

Digital Copy: $49.95

Take Action Series: How to Stress Test Cash
Include print copy (+$69.95)
Total price: $49.95
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Take Action Series: How to Prepare a Cash Budget

Learn the fundamentals of creating a cash budget with this workbook, enabling you to better predict any line-of-credit needs and forecast your ability to repay short-term loans.

Digital Copy: $49.50

Take Action Series: How to Prepare a Cash Budget
Include print copy (+$69.95)
Total price: $49.50
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Take Action Series: Making More Money

Everyone’s favorite topic. With this workbook, you’ll learn how your business can bring in more money, which approaches make the most sense—and how to stop losing money.

Digital Copy: $49.95

Take Action Series: Making More Money
Include print copy (+$69.95)
Total price: $49.95
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Take Action Series: Dealing with Your Banker

This workbook examines the most effective ways to build and maintain a trusted relationship with your banker—one of your most valuable business allies.

Digital Copy: $49.95

Take Action Series: Dealing with Your Banker
Include print copy (+$69.95)
Total price: $49.95
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Take Action Series: Managing Growth—The Silent Killer

Did you know that uncontrolled growth can kill a business? This workbook will help you determine a sustainable growth rate for your business based on proven strategies.

Digital Copy: $49.95

Take Action Series: Managing Growth—The Silent Killer
Include print copy (+$69.95)
Total price: $49.95
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Take Action Series: Preparing for Succession

When it’s time to retire, what will you do with your business? This workbook outlines key considerations and challenges to help you navigate the succession process.

Digital Copy: $49.95

Take Action Series: Preparing for Succession
Include print copy (+$69.95)
Total price: $49.95
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