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Index/Finance/Strategy Meets Finance
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The Problem With Your Annual Budget (And What Actually Works) | Ep 252

Strategy Meets Finance · 2026-07-29 · 18 min

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Topics in this episode

Financial planningBusiness forecastingbusiness cash flowannual budgetrolling forecast

Episode notes

Know your numbers, fix your cash flow, and build a business that works for you. Start free with myColtivar. Every year business owners build a budget. They set targets, present the numbers, tie bonuses to it, and by March it is already wrong. In this episode Steve makes the case that a static annual budget is one of the most limiting financial tools a business can use and walks through exactly what to do instead. Not a tweak to the process. A fundamentally different way of thinking about your numbers and your future. If you have ever sat in a budget meeting that felt more like a negotiation than a plan, this will resonate. _______________________________________ Disclaimer: The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.

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