Financial Forecasting and the Decision-Making Process
Essential skills for any entrepreneur, founder, or business leader aiming to qualify for loans, attract venture capital, or secure investors
Location
The Duck Club (IRWD)
15 Riparian View Irvine, CA 92612About this event
Event Description:
8 out of 10 small businesses fail within their first 18 months, and one of the top reasons is poor financial planning and forecasting? Studies show that over 60% of business owners struggle with financial forecasting, making it difficult to qualify for loans, attract investors, or seize new growth opportunities. Many founders are dedicated and passionate, but without the right financial tools or advisors, they miss out on critical funding and stall their business growth.
Join us on July 18 for an in-depth session on Financial Forecasting and the Decision-Making Process—essential skills for any entrepreneur, founder, or business leader aiming to qualify for loans, attract venture capital, or secure investors.
In this interactive event, we’ll cover the fundamental elements every business owner and investor should know about financials and forecasting. You’ll learn how to build reliable financial projections, understand what lenders and investors look for, and use forecasting to make smarter, more confident decisions for your business.
Key topics include:
- The basics of financial forecasting and why it matters
- How to use forecasts to improve business performance and growth
- What banks, VCs, and investors want to see in your numbers
- Tips for making better financial decisions
- Common mistakes to avoid and best practices to adopt
Whether you’re looking to secure funding or simply want to strengthen your business strategy, this event will provide actionable insights and practical advice to help you succeed.
Don’t miss this opportunity to network with fellow business leaders and gain the financial clarity you need to grow!
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What to Expect:
→ A guided group discussion on this month’s core topic: Financial Forecasting and the Decision-Making Process
→ Interactive breakout dialogue to share challenges and perspectives
→ A featured guest speaker
→ A relaxed, curated networking mixer (no pitches, no pressure)
All Bright Business events are designed to spark strategy, collaboration, and connection—not just another networking meetup.
This is not a pitch fest. No hard selling. Just real conversations with real people building real businesses. If you’re looking to join a group of founders, experts, and executives committed to doing business with clarity and purpose—this is where you begin.
Who Should Attend:
• Business owners & founders
• Subject matter experts, consultants, and service providers
• Executives and decision-makers at local companies
• Professionals exploring leadership and community-building
At the end of the session, we’ll share how you can become one of the founding members of the Bright Business Club and continue growing with us monthly.
Frequently asked questions
he Bright Business Operating Project integrates four key components: BBOS, a framework for business growth; BLAB, an ongoing learning program; Mastermind & Accountability Group, fostering collaboration; and Marketing & Sales Group, a monthly meeting on branding, marketing, and sales strategies. Plus
Entrepreneurs need a Business Operating System (BOS) to provide strategic clarity, streamline operations for efficiency and consistency, and lay a foundation for scalable growth. A BOS enhances decision-making, improves accountability and performance monitoring, and ensures agility and adaptability
Business owners need an ongoing learning and improvement program to stay adaptable, foster innovation, and develop essential skills for managing growth. These programs provide proactive problem-solving, networking, and collaboration opportunities, ensuring long-term success in an ever-evolving marke
Joining a Mastermind & Accountability Group provides strategic growth, peer support, and structured accountability. Gain insights, solve challenges, network with driven entrepreneurs, and stay focused on your goals. It’s a powerful way to grow, take action, and stay motivated in a supportive communi
Joining a Bright Business Club means networking with entrepreneurs, gaining expert insights, and collaborating for growth. Get support in marketing, sales, and business strategy, attend in-person and online meetings, and stay accountable. It’s a powerful community to help you scale and succeed!
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When you join a local Bright Business Club, you become part of a dynamic community of local business owners and experts. You also gain access to the Bright Business Platform, which includes the Bright Business Operating System (BBOS), the Business Lab (B Lab), a Mastermind Group, and the B2B Expert Club—components designed to enhance your business operations, provide continuous learning, and foster strategic collaborations.