Business Growth Financial Management (Video) (Course Id 2971)

1. Who is this course for?

This course is designed for CPAs, accountants, financial managers, and other professionals seeking CPE credits who want to strengthen their ability to evaluate, finance, and monitor business growth strategies.

2. What is this course about or what problem does this course solve?

This course teaches financial techniques for evaluating business growth opportunities while addressing challenges such as declining profit margins, working capital shortages, liquidity risks, funding constraints, and the financial complexities of expansion.

3. Where can the knowledge from this course be used?

The knowledge gained can be applied in corporate financial planning, business expansion decisions, investment portfolio analysis, cash flow forecasting, working capital management, and evaluating financing options for growth initiatives across products, locations, and business operations.

4. Why is this course important to a CPA or Accountant?

This course helps CPAs and accountants provide stronger financial guidance by analyzing growth profitability, estimating funding requirements, evaluating financing alternatives, and monitoring financial performance to support sustainable business expansion.

5. When is this course relevant or timely?

Released in 2026, this course is particularly relevant when organizations are considering expansion, evaluating new investments, experiencing rapid growth, facing cash flow constraints, or reassessing growth strategies in response to changing financial conditions.

6. How is a course like this consumed or used?

This 3.0 CPE credit course is delivered through QAS self-study video and text materials, includes 16 pages and 9 optional review questions, and requires passing a 15-question final examination with a minimum score of 70% within one year of purchase to earn CPE credit.

Business growth can create higher profitability, stronger cash flow, greater diversification, and improved ability to attract and retain talent. Yet rapid expansion can also erode margins, strain working capital, increase operational complexity, reduce customer satisfaction, and create liquidity crises. This course provides a practical framework for evaluating, funding, and monitoring growth initiatives so that companies can pursue sustainable value rather than simply larger sales volumes.

The course begins with the strategic case for growth and the risks that can undermine it. You will learn how to assess organizational readiness before committing resources.

You will build the financial skills needed to analyze a growth initiative. You’ll learn marginal profitability analysis, net contribution statements, cost-volume-profit analysis, and break-even analysis to test whether projected sales will support acceptable returns.

Because profitable growth can still fail without liquidity, the course places strong emphasis on cash flow timing. The course examines the cash conversion cycle and the role of inventory, receivables, payables, and permanent working capital in creating funding gaps. You’ll learn how to convert income projections into cash flow forecasts and estimate the amount and timing of funding needs.

The course then introduces essential investment and performance measures. The course then expands beyond single project considerations to portfolio thinking, showing how leaders can model multiple growth investments across products, locations, and initiatives while accounting for capital constraints and risk.

The course also examines the major sources of cash for growth. Participants consider sustainable growth rates, leverage, debt-term matching, loan covenants, equity dilution, and the trade-offs among funding sources.

The course addresses decision-making errors when considering growth and ways to mitigate these errors. You’ll discover why to use driver-based forecasting, rolling forecasts, and key performance indicators to monitor performance, update assumptions, and make timely decisions about whether to continue, modify, or abandon a growth strategy. By the end, you will be prepared to evaluate growth opportunities with stronger financial discipline and clearer insight into the relationship between expansion, risk, cash, and long-term value.

Course Learning Objectives

Upon completion of this course, participants will be able to do the following: