Michael Lee
Financial Planning Specialist
About Michael's Mentorship
As a certified financial analyst with a background in helping small and medium-sized businesses, Michael is passionate about demystifying finance. He believes that strong financial health is the backbone of any successful business. His mentorship is focused on providing a clear roadmap that helps founders and leaders move beyond day-to-day bookkeeping and use their financial data to make strategic decisions.
He will help you:
- Gain clarity on your current financial standing.
- Build a robust financial model for the future.
- Develop a strong investment plan.
What You'll Learn
When you work with Michael, you will gain the skills to:
- Create a Winning Budget: Learn how to build a flexible and realistic budget that supports your growth goals without sacrificing profitability.
- Optimize Your Cash Flow: Discover strategies to manage your working capital and ensure your business has the liquidity to operate and expand.
- Understand Investment Readiness: Learn what investors look for, how to build a compelling financial narrative, and how to value your company.
- Make Data-Driven Decisions: Gain the ability to interpret key financial reports and use them as a tool for strategic planning.
What’s included?
What Our Mentees Say About Michael
"Michael made finance easy to understand. He helped us clean up our books and build a financial model that investors immediately responded to. Our seed round wouldn't have happened without him."
"For years, I've managed my business by instinct. Michael helped me implement a clear budgeting and forecasting system that gives me so much confidence in our financial future."
"I had a great business idea but no concept of how to get it funded. Michael's guidance was invaluable in helping me understand the fundraising process and build a pitch that got noticed."
"Michael helped us identify opportunities for cash flow optimization we didn't even know existed. His mentorship has directly impacted our bottom line and allowed us to invest more in our team."
