In this episode, we go beyond the basics and dive deep into advanced financial metrics like EBITDA, Operating Leverage, Economic Value Added (EVA), and more. Discover how these metrics can drive profitability, optimise cash flow, and enhance strategic planning.

What You’ll Learn:

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• The importance of tracking advanced financial metrics

• How to use EBITDA and Operating Leverage to boost profitability

• Calculating Economic Value Added to assess value creation

• Strategies to optimise your Cash Conversion Cycle

• Using ROCE and Z-Score to assess financial health

Resources Mentioned:

- Podcast episode - 544 Understanding Business Finances Beyond the Basics: Advanced Metrics for Growth - https://www.annetteandco.co.uk/544-understanding-business-finances-beyond-the-basics/

- Strategic Financial Metrics Toolkit (Free Download) https://www.annetteandco.co.uk/strategic-financial-metrics-toolkit/

Connect with Me:

- Profit First UK Facebook Group: https://www.facebook.com/groups/915326342418247

- Instagram: https://www.instagram.com/annettefergs/

- LinkedIn: https://www.linkedin.com/in/annettefergusonuk/

- Website: https://www.annetteandco.co.uk/

Welcome back to the podcast! And today, we’re diving into an advanced topic that can transform your business: Understanding Advanced Financial Metrics to Optimise Performance.

We often hear about basic metrics like profit margins and cash flow, but today, we’re going to go beyond that and discuss metrics that can drive sustainable growth for your small business. Whether you’re a seasoned entrepreneur or just starting out, mastering these metrics will set you on the path to success. So grab your notebook because we’re about to get into the details!”

“Let’s kick things off by discussing why advanced financial metrics matter. As a business owner, you might be tracking your revenue and profit margins, which is great—but that’s just the beginning.

Metrics like EBITDA, Operating Leverage, and Return on Capital Employed (ROCE) provide a deeper understanding of your business’s health. They go beyond the basics to help you optimise efficiency, identify potential risks, and make strategic decisions.

By understanding these advanced metrics, you’re not just looking at the past—you’re using them to plan for a more profitable future.”

“Let’s start with EBITDA—that’s Earnings Before Interest, Taxes, Depreciation, and

In this episode, we explore actionable tax planning strategies to help UK small business owners reduce their tax liabilities and maximise their savings. From claiming deductions to leveraging tax-efficient investments, this episode is packed with tips to help you prepare for the end of the tax year.

What You’ll Learn:

• The importance of proactive tax planning

• How to maximise deductions and allowances

• Tax-efficient investments to reduce your taxable income

• Tips for preparing your self-assessment tax return

• Last-minute year-end tax planning strategies

Resources Mentioned:

• Download the FREE Comprehensive Tax Planning Toolkit

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Connect with Me:

- Profit First UK Facebook Group: https://www.facebook.com/groups/915326342418247

- Instagram: https://www.instagram.com/annettefergs/

- LinkedIn: https://www.linkedin.com/in/annettefergusonuk/

- Website: https://www.annetteandco.co.uk/

In this episode, we explore how to create a sustainable growth strategy for your small business. From setting SMART goals to managing cash flow and optimizing your operations, I cover all the essentials for growing your business sustainably.

What You’ll Learn:

• The importance of having a clear vision and SMART goals

• How to budget and allocate resources effectively

• Tips for streamlining operations and scaling your business

• Strategies for building a high-performing team

• Long-term planning and risk management

Resources Mentioned:

• Download the FREE Sustainable Growth Strategy Toolkit

Connect with Me:

- Profit First UK Facebook Group: https://www.facebook.com/groups/915326342418247

- Instagram: https://www.instagram.com/annettefergs/

- LinkedIn: https://www.linkedin.com/in/annettefergusonuk/

- Website: https://www.annetteandco.co.uk/