The Clear Path To Cash® Two-Day Seminar

Bring practical cash-flow training with Mike Milan to your SBDC, bank, or association.

Practical Training. Clearer Decisions.

When the numbers are clear — but the next decision isn’t.

Two focused days connect financial statements, working capital, forecasting, banker conversations, business value, and exit planning.

Mike Milan brings plain-spoken financial education, real business examples, and audience participation to the room.

For SBDCs, banks, and associations planning a business-owner program, the goal is practical: help people see the cash story behind their numbers and make better-informed decisions.

Planning training for bankers or advisors instead? Talk with Mike about the audience and learning goals so the program fits the people in the room.

Day One: See the Business

A business-owner seminar begins with four practical lessons:

  • Start With The End In Mind
    Connect today’s business model to the owner’s goals and future options.

  • The Home Run Financial System
    Read the income statement, balance sheet, and cash flow statement together.

  • Mining Your Business For Hidden Cash
    Use ratios and financial impact to find cash leaks and improvement opportunities.

  • The Fast Money Formula
    Understand the financial gap, working capital needs, and the levers that speed up cash.

Day Two: Build the Plan

Day two connects cash decisions to a practical plan:

  • Forecasting By The Numbers
    Connect a one-year plan, income statement, cash budget, and balance sheet forecast.

  • How To Deal With Your Banker
    Understand credit conversations, debt structure, the 5 C’s of credit, and sustainable growth.

  • The Simple Valuation Formula
    Explore the drivers of company value through practical asset and earnings approaches.

  • The Deliberate Exit Plan
    Connect succession, lifestyle, and exit choices to today’s financial habits.

This outline is for the business-owner program. Discuss the right focus for your audience with Mike.

What Participants Learn

The business-owner program helps participants:

  • Explain why profit and cash are not the same thing.

  • Identify where cash is tied up in the business.

  • Understand the cash impact of growth decisions.

  • Prepare for more productive banker and advisor conversations.

  • Build a practical plan for cash, business value, and future options.

A good fit for owners preparing for growth, financing, expansion, or transition—or profitable on paper but still unsure where the cash goes.

Why Hosts Invite Mike

  • Former business owner who lived the cash flow problem firsthand

  • Trained thousands of advisors, bankers, and business owners

  • Known for clear frameworks, not buzzwords or hype

  • Keeps conversations grounded, focused, and immediately usable

Audiences consistently appreciate how quickly ideas connect to situations they’re already facing.

See Mike in Action

Real conversations. Real rooms. Real moments.

If you’d like a feel for Mike’s style and approach, here are a few short clips from recent podcast conversations and live events.

These aren’t polished highlight reels. They’re real discussions, the same way Mike shows up for advisors, teams, and audiences.

Play Video
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Host a Two-Day Seminar

Planning a program for your SBDC, bank, or association? Tell Mike about your audience, preferred dates, location, and learning goals.

Talk About Hosting a Seminar

Use the existing speaking inquiry page to start the conversation.

Email: [email protected]
Phone: (210) 560-0056