Cheree Warrick writes business plans and creates financial forecasts for companies seeking funding from banks and angel investors. Cheree’s goal is to help over one thousand companies receive over $1 Billion in financing. She has helped clients from various industries (including dog daycare, restaurant, driving school, and catering company) raise the capital they need for growth. She has also coached or written business plans for close to 100 entrepreneurs.
Cheree’s Episode Outline:
- [03:45] What are you most grateful for right now?
- [05:50] What ignited your passion for business and finance?
- [08:30] What happened in that experience that made you realize there was something more to it?
- [10:30] What makes your heart sing in this work that you’re doing?
- [11:30] What are the parts of a solid business plan?
- [16:30] What are some of the obvious pitfalls that cause business plans to miss their mark and not be funded?
Cheree’s Favorite Book:
Connect with Cheree:
Cheree Warrick’s Bio
Cheree Warrick writes business plans and creates financial forecasts for companies seeking funding from banks and angel investors.
In 2009, the entrepreneurial bug bit her and she decided to leave the corporate world to join her family’s bookkeeping business. Her responsibilities included preparing monthly financial statements, producing annual budgets, and corresponding with CPAs in the preparation of corporate and personal taxes. As the company grew, management decided to seek bank financing for business expansion. The President of the Bank said Cheree’s business plan was one of the best he’d ever read. After receiving that compliment, Cheree decided to learn as much as she could about how companies position themselves to receive business financing.
Cheree’s goal is to help over one thousand companies receive over $1Billion in financing. She has helped clients from various industries (including dog daycare, restaurant, driving school, and catering company) raise the capital they need for growth. She has also coached or written business plans for close to 100 entrepreneurs.
In 2012, she authored the book – Creating Business Plans that Actually Get Financed – to help business owners understand exactly what investors want to know before making a commitment. The book and her strategies are praised by numerous angel investors and commercial bankers including Barbara Corcoran of the hit TV show Shark Tank and Valerie Gaydos – founder of the Angel Venture Forum of D.C.
Cheree holds a Bachelors degree in International Business from American University and a Masters degree in Finance from George Washington University.
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