For entrepreneurs and SME leaders

Finance training for entrepreneurs and SME leaders

You have created or taken over a company. You know how to run it, but when your banker asks for a 3-year plan, when an investor wants to know your valuation, or when your accountant talks about working capital requirement, you would like to speak the same language as them. Sagora gives you that language, with no academic detours.

What you want to solve

—Build a credible financial business plan that I can defend before a bank or an investor
—Anticipate my cash needs 6 to 12 months ahead rather than being at the mercy of month-end
—Put a defensible value on my company, before fundraising, a sale or a partner coming on board

What you walk away with

✓A 3-year financial plan that speaks to finance professionals (P&L, cash flow, forecast balance sheet, consistent with one another)
✓A reading of your BFR and a rolling cash plan: the number one tool to never be caught out by a nasty surprise
✓An argued valuation range: discounted cash flows (DCF) with explicit assumptions, market multiples as a consistency check

Which Sagora training based on your objective and your time?

The grid below brings together the Sagora wizard's recommendations for your profile, broken down according to your main objective and your availability.

Objective	2 days max	3 days	7+ days
Understand finance	Part A: Diagnosis, Planning and Financial SteeringWith 2 days available, target a single Part A module (Module 2 Budget or Module 3 Costs) for an immediate gain.	Part A: Diagnosis, Planning and Financial SteeringPart A lays the essential foundation: financial diagnosis, budget planning and cost control.	Tailored programme for your teamA long path for an entrepreneur often benefits from being aligned with the company's pace: a tailored programme is generally more effective.
Manage the finances	Part A: Diagnosis, Planning and Financial SteeringWith 2 days available, target a single Part A module (Module 2 Budget or Module 3 Costs) for an immediate gain.	Part A: Diagnosis, Planning and Financial SteeringPart A lays the essential foundation: financial diagnosis, budget planning and cost control.	Tailored programme for your teamA long path for an entrepreneur often benefits from being aligned with the company's pace: a tailored programme is generally more effective.
Assess & invest	Part A: Diagnosis, Planning and Financial SteeringTo move towards valuation, start with Part A: it lays the essential diagnostic foundations.	Part B: Valuation of projects and companiesPart B (2+2 days) directly targets investment criteria and company valuation.	Finance for Managers: Parts A + BValuing projects and companies requires mastering the prior diagnosis: the full Parts A + B path covers both.
Manage risk	Risk management governanceRisk management governance directly targets the strategic, operational and financial challenges of your organisation.	Risk management governanceRisk management governance directly targets the strategic, operational and financial challenges of your organisation.	Risk management governanceRisk management governance directly targets the strategic, operational and financial challenges of your organisation.

Frequently asked questions

Is a catalog program or a tailor-made one better for an SME?

Both work. Part A (Diagnosis, 7 days spread out) provides a solid skills upgrade for the leader themselves. To train several people internally (CFO + manager + partner), a tailor-made program on your premises is generally more cost-effective and better anchored in your sector context.

Is it compatible with an executive's schedule?

The catalog format is spread over several weeks precisely to allow a leader to keep running their company. For very constrained schedules, the tailor-made option can be delivered in short sessions (half-days) over a quarter.

Is there post-training support to apply it to my company?

Sagora offers a Consulting service (CFO-as-a-service, strategic support) that can extend the training to concrete cases: financial diagnosis, business plan, valuation. Training and advisory are separate but connected.

Want the personalized recommendation?

In less than 2 minutes, the Sagora wizard sends you the brochure tailored to your profile, your objective and your availability.

Launch the wizard