Research and Publications
Link: Creating A Foundation for the Growing Enterprise at Amazon
By Dr. Phil Greenwood
Media Appearances
Creating the Long Term Plan - NBC 15 News at 4pm, with Leigh Mills, May `5, 2024.
Entrepreneurship
Entrepreneurship
The Flywheel
The Entrepreneurial Mindset - Six Rules
Strategies - Identifying your moat_The Hedgehog concept
SERVICES
Taking Your Business to
the Next Level
Business Plans
Assist and Prepare business plans for external use in raising financing or developing of internal strategic plans to assist in optimizing organization performance.
Finance and Accounting
Develop accounting systems including financial reporting and cost analysis processes.
Finance Optimization
Assist management in the development of effective budgeting and performance monitoring system to optimize financial and operational performance.
Dr.Phil Greenwood, CPA, PhD
Financial and Strategy Advisor to the Early Stage and Middle Market Enterprise
Dr. Phil Greenwood specializes in advising and developing middle market and early-stage businesses, focusing on strategic planning, finance, and accounting. He has a track record of helping companies secure equity financing ranging from $2 million to $10 million each, particularly in biotechnology, high-tech manufacturing, and other service sectors. Some of his notable clients include Deltanoid Pharmaceuticals, Imago Scientific, and Higher Dimension Medical.
Before his advisory role, Phil gained extensive business experience at Abbott Laboratories, McDonald's Corporation, and KPMG, where he served in various financial and auditing roles. As an educator, he has taught MBA and Executive MBA courses and currently serves as an adjunct faculty member at the University of Wisconsin-Madison School of Business, focusing on entrepreneurship. Phil has also taught entrepreneurship courses internationally, including in China, France, and Turkey.
In addition to teaching, Phil conducts management development seminars covering topics such as equity financing, financial analysis, and entrepreneurial strategies. He holds a CPA license in Illinois and holds degrees in accounting, finance, and entrepreneurship from the University of Wisconsin-Madison, including a recent Doctorate in Philosophy in Continuing Education with a minor in Entrepreneurship.
Key Accomplishments
Recent Articles and Publications
Books
NEW BOOK - Creating a Long-Term Plan for the Growing Enterprise, on Amazon
Research and Trade Articles
Operating Leverage Ratio - Imperative for Startups
Ten Common Accounting Mistakes in Startups
Zero Revenue Burn Rate - How long can your firm last without Sales?
Causal Analysis - Telling your Financial Story
How much can your firm grow Sales? The Sustainable Growth Rate
Measuring the Liquidity of your Firm - The Net Balance Position
CONTACT
Let’s Work Together