Small Business Finance Presentation: Creating Your Money Map

 Small Business Finance Presentation

Creating Your Money Map

 Title

 Small Business Finances - Creating your Money Map

Description  

Join us for this webinar that we have tailored for small business owners. We know that business owners are busy working in the business, and have little time to work on the business with things such as money management and financial planning.

In this webinar, we want to help business owners expand their awareness about money matters, including:

- the psychology of money
- how your perception and relationship with money can improve your business success
- overcoming the mental roadblocks to financial freedom
- tools and tips to remain cash-flow positive
- tax planning and tax-efficient investment ideas

Speakers:

Michelle Cooper, CEO, Alchemy Accounting & Bookkeeping

In her business, Michelle has built a solid team of bookkeepers, accountants, tax professionals, and business coaches who support impact driven entrepreneurs to have highly profitable, sustainable businesses while creating the peace of mind that comes from a solid financial foundation. Michelle supports the growth of her clients' businesses with strategic planning while also addressing the mindset issues that arise with growth, in order to bust through and rise up to levels they never dreamed possible.

Tara Lamond, Small Business Advisor, Vancity Savings Credit Union

Tara has been in the financial services industry since 2004 in a variety of roles. Today, she works with small business owners and solopreneurs to achieve their dreams and influence them to think differently when it comes to making a positive impact in their local economy.

Jordan Hopper Portfolio Manager, Vancity Savings Credit Union

Jordan provides personalized investment management services and solutions for families, individuals, businesses, trusts and not-for-profits groups.

Nazlin Sunderji, Portfolio Management Consultant, Vancity Savings Credit Union

Nazlin has 17 years experience in the financial services industry and works with portfolio managers in supporting their clients in achieving their financial goals.

Time  

Jun 17, 2021 11:00 AM in Pacific Time (US and Canada)

Registration

https://us02web.zoom.us/webinar/register/WN_xBVZtmK8RSevd77D4-Y85Q

 

VC Deals Only: HomeX Raises $90M to Provide Physical and Virtual ...

VC Deals Only: HomeX Raises $90M to Provide Physical and Virtual ...: On Tuesday, Chicago-based home services platform HomeX announced the close of a $90 million capital raise led by New Mountain Capital. Th...

HomeX Raises $90M to Provide Physical and Virtual Home Repair Services

On Tuesday, Chicago-based home services platform HomeX announced the close of a $90 million capital raise led by New Mountain Capital.

There are plenty of advantages to owning your own home: it gives you the freedom to do what you want with your space, it’s a proven way to build wealth and it means you don’t have to deal with landlords.

But there are drawbacks, and one of them is that you’re on the hook when something goes wrong. This can be intimidating for early homeowners who may not know what to do in these scenarios. What do you do if a pipe bursts? Or if your ceiling caves in? Most homeowners will call an expert like a plumber, electrician or other contractor. But doing so could easily result in a bill worth hundreds of dollars, if not more.

 HomeX wants to change the way we do home maintenance and repairs by blending the traditional with technology. Instead of “rolling a truck” to a person’s home every time a homeowner needs to address an issue, HomeX can use technology like natural language processing, machine reasoning and knowledge engineering to help diagnose what the problem is and how to solve it. From there it can determine whether a professional needs to be sent in, or if they can virtually guide the homeowner through the repair process.

The company says its platform can change the home services industry the same way telehealth changed healthcare. By adding virtual diagnoses, HomeX believes it can save professionals time and save customers money — and both parties benefit from the extra convenience.

“Home services is a $500 billion market, but it remains highly fragmented and needs meaningful innovation,” CEO and founder Michael Werner said in a statement. “This new partnership allows us to rapidly expand our offerings and reach new audiences, continuing to alleviate the headaches of homeownership, while helping contractors secure operational efficiencies and qualified appointments, not just leads.”

And just like telehealth services, the company’s virtual home service solutions saw a huge bump in demand during the COVID-19 pandemic. It says that its HomeX Remote Assist virtual diagnostic and repair solution grew more than 400 percent in less than a year.

This new funding will help HomeX expand its business and offer its services in more parts of North America.

“We are excited to support the growth of HomeX, a business that is primed to reshape the home and commercial services industry,” New Mountain Capital managing director Harris Kealey said in a statement. “The market is massive and the need for change and innovation is substantial — HomeX is at the forefront of this opportunity and we are eager to partner with the management team to help position the Company for continued success.”

Source. Built In Chicago, Gordon Gottsegen, April 13, 2021

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This post was brought to you by  The Woewoda Group of Companies that includes Media OneTwelve and Woewoda Communications. 

Media OneTwelve is a multimedia communications and production company that specializes in film, video and podcast production, photo journalism, and television, radio, newspaper, newsletter, journal and magazine publicity.   

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