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Expand Your Business, Build a Financial Model, and Raise Capital Workshop

Emerging Transformational Ventures

Friday, February 27, 2015 from 9:00 AM to 5:00 PM (PST)

Expand Your Business, Build a Financial Model, and...

Ticket Information

Ticket Type Sales End Price Fee Quantity
RSVP + Business Model Ended $997.00 $0.00

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Event Details

Develop or Maximize your Business Performance and Build a Solid Financial Model Using the Revenue Tool Ultimate Platform ( Learn to Prospect and Sell Effectively. Research, Present to Investors and Raise Capital. A Workshop by Dr. Aaron Levy.

In this course, you will receive:

  • Revenue Tool Ultimate Financial Business Model ($199 Value) (
  • Learn to monetize your passion
  • Leadership fundamentals
  • Sales cycle: The effective sales process
  • Prospecting methods
  • The Proposal: The win-win proposal format and closing techniques
  • Marketing and social media strategies
  • SWOT analysis form to self evaluate your business and skills set
  • Growth strategies, profit and loss (P&L) methodologies
  • Ratios of expenses to total revenue necessary for effectively scaling a business
  • Crowdfunding: Learn effective tools and how to find investors
  • Implementation & business development principles
  • Human factors in business, selling, marketing, negotiations and contracts
  • Q&A session with Dr. Levy about your specific business questions


Are you challenged with starting, growing, or scaling your business? Are you challenged by a lack of enough capital for operation? Have you been faced with a reduction in sales and profits, new market challenges, stagnation in business growth, pressures from competition and pricing, time and crises management, cash flow, pressure from board of directors and/or investors, skilled human resources, employee behavior, and new laws? Do you have a business model based on a strong financial foundation.

What about generating leads and converting them to sales, prospecting, reaching your business and personal goals, organizational structure and quality control, customer satisfaction and/or mismatched expectations, breakdown in internal and external communication? Finding investors and raising capital?

In this interactive full day business workshop, Dr. Aaron Levy, an expert turnaround CEO, and his team will provide you with the foundation of business modeling, planning and growth: a copy of our master financial business model, and give you  lessons and tools to customize the model to your own business in a group training format as well as on one-on-one basis.

This workshop is beneficial for business owners and entrepreneurs in wide range of industries, including but not limited to retail and consumer, food and hospitality, healthcare, medical professionals, technology and manufacturing, apparel, fashion, jewelry, modeling, media and entertainment, business services, consulting, contractors, and real estate.

Dr. Aaron Levy will share emerging economic and new business principles important to help you better deal with and prepare for economic variables. You will be exposed to concepts such as lateral thinking, game theory, human behavior, selling effectively and financial modeling through interactive business simulation exercises, as well as sales strategies, marketing, and operational strategies. You will also have the opportunity for Q&A throughout the course.

Each ticket secures admission to a full day workshop, and a copy of the business simulation model (FBM).


During this interactive workshop we will give you the blueprint for effective business development, leadership, sales, marketing, social media strategies, crowdfunding and presenting to investors. We will start by helping you customize the business model to your own business needs. While customizing your own financial model, as a foundation for strategic development, we will guide you to develop key sales and marketing strategies, and show you how they relate to the rest of your business operation.

The course is very interactive. Each lesson will be focused on applying business development, sales, marketing, and social media principles to your specific business. You will learn the foundation of effective business and financial operation strategies, building and training sales teams, strategies to scale from your current level to a multimillion dollar operation using business modeling, social media, marketing, and sales strategies and processes to achieve sustainable, profitable growth. 


The key to business planning is building a strong financial business model for your business to simulate growth scenarios to better plan for growth.

Designed as an easy to use tool for business owners, at any level of business expertise and in any market, the Revenue Tool financial business model is the foundation for any plan and development of effective marketing and business strategies. It gives you a clear picture of where your business is, what the growth potential is, and what it will take to achieve profitability.

You can use Revenue Tool l to lay out the correct financial ratios of operational budgets to total revenue to help business owners assure a sustainable and profitable growth. During the course, you will receive a copy of Revenue Tool Ultimate (a $199 Value), and receive training on customizing the business model to your business.

more info at


A. Business Development, Leadership, Sales, Marketing, and Social Media Strategies 

Learn fundamental and emerging business development principles.

Principles of effective sales strategies, including the sales cycle, getting past the gatekeeper, tracking your progress, and how to talk to and email prospects.

Marketing strategies for your company. How to market yourself based on your company size, and your industry. Fitting marketing into your overall budget, and making it work with your overall business organization.

Social media strategies for your company. The social media platforms should you be on to reach your customers. The types of customer interaction you should create on social media platforms. Using social media to drive sales.

Crowd funding. Understand what's available and learn where to get information, how to present and find investors.

B. Revenue Tool: The Financial Business Simulation Model

The structure of the financial model: The simulation table: products and services, pricing and costs, projections and goals, sales revenue, cost of sales, gross profits, cost of operations, net profits and the ratio table.

G&A Cost of Operations: business operational costs, integrating financial factors and ratios to total revenue and forecasting future costs, set formulas into the operational model, and calculating net profits. The ratios table.

SWOT Analysis: Strengths, Weaknesses, Opportunities, and Threats. Organizational & financial performance review, products and pricing assessment, understand "hidden costs," financial practices and terminology.


Game theory and setting the stage for business simulation model. Developing growth strategies based on the business model including marketing, sales, proposals, and cash flow management.

Business Planning Principles

During the workshop, you will receive effective business operational principles: financial factors influencing performance, ratios to total revenue as indicators of performance, sales, marketing and social media strategies, leadership and management principles, and fundamentals for restructuring, turnaround strategies, and operational improvement.


Laptop and Excel software or access to the Internet and a Microsoft OneDrive Account.

Bring with you your own financial statements and accounting data.


Business fundamentals: Learn to overcome business challenges, and the basics to developing a business and scaling upwards

Financial principles: Understand influencing factors in managing business financials, P&L and cash flow

Learn about marketing/selling into international markets in both Western and Eastern worlds

Build a customized and practical business financial simulation model to simulate growth scenarios

Develop growth strategies based on the business financial model; integrate financial ratios of influencing factors in business operations

Learn to effectively use the business financial model to implement and execute on growth strategies

Network with other entrepreneurs



Dr. Levy is the founder and CEO of Emerging Transformational Ventures.  A turnaround CEO, an innovative technologist, and a published author with global operational experience, Dr. Levy led several privately held and publicly traded companies as CEO, president, director, and adviser, ranging from startups to over $125 million in annual sales and up to $1 billion in valuation.  He developed and marketed several products, built and trained international sales teams, manufacturing facilities, and led several business restructuring. 

Dr. Levy holds a PhD in management, leadership and organizational change, a Bachelors of Science in Electrical Engineering and a Master's of Science in Aerospace Engineering.  A patent holder for a manufacturing process, Dr. Levy authored "Factors Influencing CEOs" (2010) and "Digital Printing" (3rd ed. 2004).  He guides CEOs, business owners, and individuals in turnaround strategies, restructuring and business development, venture partnerships, and financial business simulation modeling as a foundation for executing effective marketing and strategies.


Jay Levin, Founder of LA Weekly

"I invited Dr. Aaron Levy to speak at the CEO Peer Group Advisory Board that I lead and facilitate. The group consists of a dozen CEOs whose companies are in various stages of growth and development, and the topic of a far more sophisticated way to analyze and manage their budgets and growth was highly appealing to them when I suggested we invite Dr. Levy. His presentation was remarkably illuminating and so engaging that the entire group asked that we discard our agenda and allow Dr. Levy to keep presenting for hours more than planned. Boiled down, Dr. Levy combines a treasure load of original and incisive thinking with vast knowledge of every facet of business. And he presents (call it a performance) as one of the most compelling business speakers one can imagine. Each CEO said later it was high up as perhaps the best and most eye-opening business teachings they had experienced." - Jay Levin, Founder of LA Weekly

More Testimonials:

Revenue Tool:



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Have questions about Expand Your Business, Build a Financial Model, and Raise Capital Workshop? Contact Emerging Transformational Ventures

When & Where

Phone: 310-919-6266

1999 Avenue of the Stars, 11th Floor Suite 1100 Century City, CA 90067

Friday, February 27, 2015 from 9:00 AM to 5:00 PM (PST)

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Emerging Transformational Ventures

Emerging Transformational Ventures is a strategic M&A business development firm specializing in organizational development and behavior, financial business modeling, marketing, branding and social media, research & product development, and venture partnerships.

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Expand Your Business, Build a Financial Model, and Raise Capital Workshop
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