• 425: How To Organize Your Business In 8 Simple Steps

  • Mar 28 2025
  • Length: 38 mins
  • Podcast

425: How To Organize Your Business In 8 Simple Steps

  • Summary

  • Today, Dave dives into why having a solid business plan is crucial for roofing contractors. He chats about how important it is to know where your business is headed and the reasons behind your goals. He also talks about the key role financial statements and cash flow management play in running a successful business. If you’re wanting to write a strong business plan, Dave will give you what you need to get it done, so tune in!

    What you’ll hear in this episode:

    • Importance of a well-rounded business plan for roofing contractors
    • Understanding the destination and "why" behind the business
    • Significance of financial statements and cash flow management
    • Common pitfalls faced by contractors in financial management
    • Development of a mentoring program for ongoing support and accountability
    • Eight essential steps to building a solid business plan
    • Importance of customer service and operational efficiency
    • Introduction of a free resource: the "one-page business plan"
    • Emphasis on tracking key performance indicators (KPIs)
    • Planning for long-term goals and exit strategies in business

    Resources:

    Check out this episode on our YouTube channel at @DaveSullivanRooferShow" or use this link - https://www.youtube.com/@DaveSullivanRooferShow

    Be sure to subscribe, like, and comment!

    Set up a FREE strategy call with Dave and get a few tips on how you can improve your business: https://davesullivan.as.me/free-strategy-call

    Interested in learning more about our 1-on-1 coaching, mastermind groups, or fractional CFO services? Email me or send me a text at (510) 612-1450.

    No Plan? No problem. Download our FREE 1-Page Business Plan For Roofing Contractors: https://theroofershow.com/plan

    The Roofer Show’s Vetted Sponsors

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