• How To Build an Effective Annual Operating Plan

  • Nov 19 2024
  • Length: 4 mins
  • Podcast

How To Build an Effective Annual Operating Plan

  • Summary

  • In this $4M Strategies™ episode, Sean Healy shares essential advice for small and midsize businesses on creating a focused annual operating plan. Many business owners rely on their bank balance instead of a proactive budget. Sean breaks down three core principles to help entrepreneurs plan smarter, covering goal-setting, prioritizing key expenses, and learning from past performance.

    This episode provides actionable steps to move from reactive to strategic financial management. Start your year strong with insights to guide your business growth.

    Listen now and take charge of your financial future.

    Podcast Sponsor: Oswego Private Wealth Management

    Need help creating clear financial goals? Let us help!

    Connect with Sean:

    Website: https://accounted4llc.com

    LinkedIn: https://www.linkedin.com/company/accounted4-llc

    Where to find Carl:

    https://40strategy.com

    https://www.linkedin.com/in/carljcox/

    https://www.instagram.com/carljcox40/

    https://x.com/40Strategy

    🎧 Measure Success Podcast

    https://podcasts.apple.com/us/podcast/measure-success-podcast/id1552291579

    🎧 $4M Strategies Podcast

    https://podcasts.apple.com/us/podcast/%244m-strategies/id1741584100

    📖 Read Carl’s book "Lost at CEO: An Entrepreneur’s Guide to Strategy": https://a.co/d/iMiZVf2

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