Giving aspiring and existing entrepreneurs the financial knowledge, business skills, and access-to-capital education needed to build sustainable businesses.
Program Overview
Access to capital and financial mismanagement are the two leading causes of small business failure. Medley Innovation's Entrepreneurship & Small Business Financial Education program closes this gap — providing practical, real-world financial training that prepares entrepreneurs to start, manage, and grow financially healthy businesses.
Curriculum
Each module is practical, outcomes-focused, and delivered by experienced educators. Programs are customizable to meet the specific needs of your organization or participants.
Building a business financial plan, startup cost analysis, and projecting revenue and expenses.
Establishing business credit, separating personal and business finances, and building a bankable credit profile.
Understanding SBA loans, CDFIs, microloans, grants, and alternative funding sources for small businesses.
Reading cash flow statements, managing accounts payable and receivable, and maintaining positive cash flow.
Building relationships with banks and credit unions, understanding business accounts, and merchant services.
Understanding business tax obligations, deductions, quarterly payments, and working with an accountant.
QuickBooks basics, bookkeeping fundamentals, and setting up financial tracking systems.
Creating professional invoices, managing vendor relationships, and understanding payment terms.
Funding Alignment
This program is specifically structured to qualify for the following federal, state, and private funding sources.
Aligned with SBA's Community Navigator and Small Business Development Center ecosystems.
Community Development Financial Institution funding for underserved entrepreneur education.
State and federal programs supporting minority, women, and veteran-owned business development.
Local and regional economic development funding for entrepreneurship training.
Banks and credit unions funding small business financial literacy in underserved communities.
All Programs
Medley Innovation offers 7 workforce-aligned financial empowerment programs available nationwide.