Adding A New Location: Key Financial Considerations (4 hrs)

Current Status
Not Enrolled
Get Started
Course Description

Adding a New Location Video Course

Growth is exciting. We can take what’s working and do more of it for increased profit and cash flow. Adding a location is one way to do this. A new location is a major commitment of time and money with the potential to expand our business and increase our profit.

A new location is a major commitment of time and money with the potential to expand a company’s business and increase profits. New locations also come with risks. Sales may be lower than expected while costs are higher. The new location may pull more resources from existing operations and strategy than anticipated. Could we have better anticipated this?

This video presentation will:

  • Explore some of the key financial considerations when opening a new location.
  • Describe how to project common revenue and expense items for a new location.
  • Explain how to build a net contribution and cash flow forecast.
  • Illustrate analysis methods like breakeven analysis and scenario analysis
  • Demonstrate scenario analysis and sensitivity analysis with Excel’s Goal Seek, Scenario Manager, and Data Table functions
  • Define common metrics like NPV, IRR, and Time to Breakeven. I’ll show multiple ways to analyze this in Excel. For Excel gurus, you can do this yourself. For others, this gives you an idea of what an accountant, analyst, or consultant can do for you.
  • Reveal common decision mistakes people make when analyzing new locations and how to avoid these mistakes.


Course information

Price: $39

Course No. S008
Format: Online video with final exam
Instructional Delivery Method: QAS Self-Study
Prerequisites: None
Advance Preparation: None
Level: Overview
CPE Credit: 4 hrs.
Field of Study: Management Services: Technical
Course expiration:  You have one year from date of purchase to complete the course.
Course Revision Date: September 2023


After completing this course, participants should be able to:

  • Identify key revenue and expense items for a new location analysis
  • Recognize sources of information for new location projections
  • Recall analysis metrics like Net Present Value (NPV), Internal Rate of Return (IRR), and Time to Breakeven
  • Recognize Excel What-If functions like Goal Seek, Scenario Manager, and Data Tables

Adding a New Location Table of Contents

Section 1: Welcome and Overview
1.1 Welcome and Overview
1.2 Are You Ready to Grow?
1.2 Profit or Cash Flow Analysis?

Section 2. Revenues and Expenses
2.1 Estimating Revenues
2.2 Buy or Lease the New Location?
2.3 Building Loan Considerations
2.4 Expenses

Section 3. Analysis
3.1 Net Contribution and Cash Flow Analysis
3.2 Modeling Scenarios with Scenario Manager
3.3 Break-Even Analysis
3.4 Using Excel Goal Seek for Break-Even Analysis
3.5 Two-Variable Analysis and Beyond
3.6 Analysis Metrics
3.7 Avoiding Decision Mistakes

Section 4. Key Takeaways
4.1 Key Takeaways

Ratings and Reviews

Avg. Rating
0 Ratings
What's your experience? We'd love to know!
No Reviews Found!
Show more reviews
What's your experience? We'd love to know!
Course Categories

Leave a Reply