We Started With a Simple Question

Back in 2018, three of us sat around a coffee shop table in Toronto, frustrated. We'd all worked in different industries, but we kept seeing the same problem. Business owners making expensive decisions based on gut feeling instead of actual numbers. Not because they didn't care about data, but because financial analysis felt inaccessible.

From Frustration to Foundation

Our first workshop happened in a borrowed conference room with eight participants. We expected maybe three people to show up. The response told us something important—business owners were hungry for practical financial skills, not academic theory.

What started as weekend sessions turned into something bigger. By 2020, we'd helped over two hundred professionals understand their cash flow statements without falling asleep. Then came the shift to remote learning, which honestly made us better at what we do.

Now in 2025, we're focused on something specific: teaching financial analysis that actually gets used. Not frameworks that sit in binders gathering dust.

Modern workspace with financial documents and analysis tools

How We Think About Teaching

1

Real Scenarios Over Textbook Cases

We use actual anonymized business situations from Canadian companies. Last month, our cohort analyzed a manufacturing firm's equipment purchase decision. The numbers were messy, the context was complicated, and that's exactly why it was valuable. You won't find sterile examples here.

2

Context Matters More Than Formulas

Anyone can plug numbers into a spreadsheet. Understanding what those numbers mean for a specific business in a specific situation—that's the skill we're after. We spend more time discussing interpretation than calculation, because that's where decisions actually happen.

3

Learning Happens Through Doing

Our programs run six to eight months because meaningful skills take time. You'll work through financial statements, build models, present findings, and get feedback. It's structured more like an apprenticeship than a lecture series. Expect to be challenged, but also supported.

Who's Behind the Programs

Portrait of Ingrid Kestler, Lead Instructor

Ingrid Kestler

Lead Instructor

Spent twelve years doing financial due diligence for mid-market acquisitions before realizing she preferred teaching to dealmaking. Ingrid designs our core curriculum and has a gift for making complex valuation concepts click. She's also unreasonably passionate about cash flow forecasting.

Portrait of Torsten Bekker, Program Director

Torsten Bekker

Program Director

Former CFO of a logistics company who got tired of seeing smart operators make preventable financial mistakes. Torsten oversees program structure and works directly with participants on practical applications. He brings a no-nonsense approach and genuinely cares about outcomes, not just course completions.

What Makes Our Approach Different

Small Cohorts, Real Attention

We cap enrollment at twenty participants per session. This isn't scalable, and we're fine with that. You'll get individual feedback on your work, not automated responses. When someone's struggling with a concept, we notice and adjust.

Industry-Specific Applications

Financial analysis looks different across sectors. A retail operation has different priorities than a professional services firm. We organize exercises around industry contexts so the learning transfers directly to your actual work.

Flexible but Structured Timeline

Our next cohort begins in October 2025, running through March 2026. Weekly live sessions happen Tuesday evenings, with additional self-paced components. You'll spend about six hours per week total—manageable alongside a full-time role, but not trivial either.

Financial analysis session with spreadsheets and business data
Business planning materials and financial reports
Collaborative financial analysis workspace

Ready to Explore What We Offer?

Our program pages have detailed breakdowns of curriculum, timing, and what to expect. No sales pressure, just clear information about whether this might be a good fit for where you are professionally.

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