Build to Thrive | The Blueprint | Week of July 14th, 2025
One tool, tech and tactic. Delivered weekly
In this edition:
Challenge: Financial Management. You’re operating with unclear numbers or delayed reports. You’re unsure what’s driving margin, cash flow, or burn rate. You’re growing but don’t feel in control of the money.
Tool: Feroldi’s visual financial frameworks
Tech: Datarails
Tactic: The 3-Bucket Budget System
Business Diagnostic Test
Featured Article: How to Build Relationships with Investors (Family Offices | Ultra High-Net Worth)
Tool: Feroldi’s visual financial frameworks
Brian Feroldi is one of the clearest voices in financial education today. He is known for turning complex finance topics into easy-to-follow cheat sheets.
If you’ve ever felt overwhelmed by financial statements, this is for you.
👉 Here’s his free eBook features 7 visual frameworks
TECH: DATARAILS
TACTIC: The 3-Bucket Budget System
Is Your Business Aligned and Performing at Its Best?
The Business Diagnostic Test helps you step back and see your business clearly. In just a few minutes, you’ll assess how you're doing across eight essential areas—like sales, strategy, operations, financial health, team performance, and customer delivery.
You’ll get a simple, personalized report showing where you're strong, where you're exposed, and what to focus on next.
This isn’t a personality quiz. It’s a practical tool for founders and operators who want to grow with clarity, not guesswork.
If you’ve ever felt stuck, scattered, or unsure what’s holding you back, this is a smart first step.
Take the test. Get perspective. Move forward with confidence.
Featured Article: How to Build Relationships with Investors (Family Offices | Ultra High-Net Worth
Thank you for reading.
Build smart. Build with purpose. Build to Thrive.
Juan Salas-Romer