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Mastering Business & Personal Credit

  1. Module 1: Business Credit Foundations

    4 lessons
    1. Lesson 1: What is Business Credit & Why It Matters
    2. Lesson 2: Personal Credit vs Business Credit: How They Work Together
    3. Lesson 3: Why Lenders Look at Both Personal & Business Credit
    4. Lesson 4: The Major Business Credit Bureaus Explained
  2. Module 2: Setting Up a Fundable Business Profile

    5 lessons
    1. Lesson 5: Choosing the Right Business Structure for Credit Building
    2. Lesson 6: Essential Business Credentials
    3. Lesson 7: Building a Credible Business Identity
    4. Lesson 8: Understanding Industry Risk
    5. Lesson 9: Registering with Credit Bureaus
  3. Module 3: Building Initial Business Credit

    5 lessons
    1. Lesson 10: The Role of Vendor Accounts
    2. Lesson 11: Starter Vendors that Report and How to Use Them
    3. Lesson 12: Managing Vendor Credit Responsibly
    4. Lesson 13: Graduating to Store, Fleet, and Secured Business Credit Cards
    5. Lesson 14: Common Mistake That Hurt Both Business & Personal Credit
  4. Module 4: Understanding & Improving Credit Scores

    5 lessons
    1. Lesson 15: Business Credit Scoring Systems
    2. Lesson 16: Personal Credit Scores: How FICO Impacts Business Lending
    3. Lesson 17: Key Factors That Impact Business & Personal Credit Scores
    4. Lesson 18: Strategies to Improve Your Score & Get Better Approvals
    5. Lesson 19: Correcting Errors and Disputes
  5. Module 5: Scaling with Strong Credit

    5 lessons
    1. Lesson 20: Moving from Vendor Credit to Major Business Credit Cards
    2. Lesson 21: How Banks Evaluate You: Combining Personal and Business Credit Profiles
    3. Lesson 22: Using Credit for Growth
    4. Lesson 23: Protecting & Maintaining Strong Personal & Business Credit
    5. Lesson 24: Long-Term Strategy: Leveraging Credit for Expansion & Legacy
  6. Module 6: Types of Business Loans & How to Qualify

    6 lessons
    1. Lesson 25: Introduction to Business Financing Options
    2. Lesson 26: Traditional Bank Loans & SBA Loans
    3. Lesson 27: Lines of Credit & Revolving Credit
    4. Lesson 28: Alternative & Private Funding Options
    5. Lesson 29: Equipment & Real Estate Financing
    6. Lesson 30: How to Position Yourself to Qualify

BizKata Business Academy

  1. Module 1: Vision & Concept

    6 lessons
    1. Lesson 1: Clarify Your Why & Personal Goals
    2. Lesson 1 Clarity Worksheet
    3. Lesson 2: Choose a Model That Matches Your Lifestyle
    4. Lesson 2 Lifestyle Questions
    5. Lesson 3: Market Validation: Fast, Smart, Lean
    6. Lesson 3 Market Validation Questions
  2. Module 2: Structure & Strategy

    8 lessons
    1. Lesson 4: Choosing the Right Business Structure (LLC vs. S-Corp)
    2. Lesson 4 Business Structure Assessment
    3. Lesson 5: Registration, EINs, and Opening Accounts
    4. Lesson 5 - Registration, EINs, and Opening Accounts Worksheet
    5. Lesson 6: Building Lendable Value Early
    6. Lesson 6 - Lendable Value Questionnaire
    7. Lesson 7: Creating a Simple, Actionable Business Plan
    8. Lesson 7 Business Plan Questionnaire
  3. Module 3: Brand & Identity

    6 lessons
    1. Lesson 8: Picking a Brand Name That Connects
    2. Lesson 8 - Picking a Brand Questionnaire
    3. Lesson 9: Creating a Visual Identity on a Budget
    4. Lesson 9 Visual Identity Worksheet
    5. Lesson 10: Setting Up Your Website
    6. Lesson 10 Website Worksheet
  4. Module 4: Launch & Sell

    6 lessons
    1. Lesson 11: Build Your MVP
    2. Lesson 11 - MVP Worksheet
    3. Lesson 12: Payment Processors & Fulfillment Systems
    4. Lesson 12 Fulfillment Systems worksheet
    5. Lesson 13: Running a Soft Launch That Builds Confidence
    6. Lesson 13 Soft Launch Worksheet
  5. Module 5: Marketing & Growth

    8 lessons
    1. Lesson 14: Understanding Funnels (Awareness to Action)
    2. Lesson 14 - Creating Your Funnel Worksheet
    3. Lesson 15: Creating Lead Magnets That Convert
    4. Lesson 15 - Lead Magnet Worksheet
    5. Lesson 16: Paid vs. Organic: Channel Strategy
    6. Lesson 16 - Exploring Paid vs Organic Channels Worksheet
    7. Lesson 17: Smart Funding Options to Fuel Growth
    8. Lesson 17 - Exploring Smart Funding Options Worksheet
  6. Module 6: Operations & Systems

    8 lessons
    1. Lesson 18: Building SOPs That Scale With You
    2. Lesson 18 - Building SOPs Worksheet
    3. Lesson 19: Delegating Like a Pro
    4. Lesson 19 - Delegating Worksheet
    5. Lesson 20: Financial Systems That Attract Lenders
    6. Lesson 20 - Financial Systems Worksheet
    7. Lesson 21: Legal, Insurance & Risk
    8. Lesson 21 - Risk Worksheet
  7. Module 7: Legacy & Retirement

    6 lessons
    1. Lesson 22: Choosing Your Endgame: Sell, Succession, or Advisory Role
    2. Lesson 22 - Choosing your Endgame Worksheet
    3. Lesson 23: Business Valuation & Clean Books
    4. Lesson 23 - Business Valuation Worksheet
    5. Lesson 24: Retirement Planning for Founders
    6. Lesson 24 - Planning for Retirement Worksheet
  8. Bonus Module: Motivation & Execution

    6 lessons
    1. Lesson 25: Building Habits of a Successful Founder
    2. Lesson 25 - Building Successful Habits Worksheet
    3. Lesson 26: Overcoming Founder Fatigue
    4. Lesson 26 - Overcoming Fatigue Worksheet
    5. Lesson 27: REPS Scorecard: How to Stay on Track
    6. Lesson 27 - REPS Scorecard Worksheet

BizKata Built to Sell

  1. Module 1: Foundation & Mindset

    3 lessons
    1. Lesson 1: What Makes a Business Sellable? (Marketability vs. profitability)
    2. Lesson 2: Shifting from Operator to Builder Mindset
    3. Lesson 3: Understanding Valuation Basics (multiples, EBITDA, strategic buyers)
  2. Module 2: Structure & Compliance

    3 lessons
    1. Lesson 4: Legal Entity Health Check (LLC, Corp, ownership agreements)
    2. Lesson 5: Contracts, Licenses & Intellectual Property Protection
    3. Lesson 6: Red Flags Buyers Look For (and how to fix them)
  3. Module 3: Financial Readiness

    3 lessons
    1. Lesson 7: Clean Books = Higher Valuation
    2. Lesson 8: Building Recurring, Predictable Revenue
    3. Lesson 9: Debt, Taxes & Liabilities – How They Impact Sale Price
  4. Module 4: Operations & Systems

    3 lessons
    1. Lesson 10: Documenting SOPs (Standard Operating Procedures)
    2. Lesson 11: Building Dashboards for KPIs & Reporting
    3. Lesson 12: Creating a Business That Runs Without You
  5. Module 5: Growth & Market Position

    3 lessons
    1. Lesson 13: Establishing a Scalable Marketing Engine
    2. Lesson 14: Customer Diversification (no single-point dependency)
    3. Lesson 15: Branding That Increases Perceived Value
  6. Module 6: Team & Leadership

    3 lessons
    1. Lesson 16: Strong Management = Stronger Valuation
    2. Lesson 17: Key Employee Retention Strategies
    3. Lesson 18: Building Incentive Plans Buyers Love
  7. Module 7: Exit Planning

    3 lessons
    1. Lesson 19: Preparing a Pitch Deck for Investors or Buyers
    2. Lesson 20: Due Diligence Ready – What Documents You’ll Need
    3. Lesson 21: Timing Your Sale for Maximum Value
  8. Module 8: The BizKata Advantage

    3 lessons
    1. Lesson 22: Using the R.E.P.S Framework for Exit Readiness
    2. Lesson 23: Leveraging the Kata Flawless Execution Strategy (KFES)
    3. Lesson 24: Real-World Case Studies of Successful Exits
  9. Module 9 - Selling & Deal Execution

    5 lessons
    1. Lesson 25: Selling Options – The Full Landscape
    2. Lesson 26: Direct Sale vs. Broker vs. Marketplace
    3. Lesson 27: Preparing Your Business for Listing
    4. Lesson 28: How to List & Market Your Business
    5. Lesson 29: Negotiation & Closing Basics

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