Profit Answer Man: Implementing the Profit First System!: Recent Episodes
Rocky Lalvani
Hi, I'm the Profit Answer Man!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We talk about the Profit First system and how you can implement the system in your busy. As a Chief Profitability Officer, I am the one person focused on ensuring you are always profitable!
More about making profitability simple: http://profitcomesfirst.com/
Profit Answer Man Facebook group: https://www.facebook.com/groups/496018144624882/
My podcast about living a richer more meaningful life: http://richersoul.com/
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Why $2M to $5M Is Where Owners Lose the Most Cash with Brad Sugars
Find Rocky Lalvani @ www.ProfitComesFirst.com or email him at rocky@profitcomesfirst.com
Make more, work less video: https://youtu.be/
You just had your best revenue month ever. And somehow, this morning, you were still moving money between accounts to make sure payroll clears. If that describes your week, you're not bad at business, and you're not alone. You're standing in the exact stage almost every growing owner hits somewhere between two and five million in revenue, the stage where cash and profit are supposed to show up and instead go missing.
In this episode, Rocky sits down again with Brad Sugars, founder of ActionCOACH, to break down why the instincts that built your first million become the thing that caps you at three or four. Brad has spent over 30 years building and coaching businesses through exactly this transition, and he lays out, in plain language, what actually has to change structurally, not personally, for growth to keep going.
In This Episode:
- Why cash and profit disappear specifically between $2M and $5M in revenue
- The five stages every business owner moves through: technician, operator, manager, leader, owner
- How to build the three managers that get a business from $1M to $10M
- What separates a documented process from a true operating system
- Why AI amplifies chaos in a business instead of fixing it
- The real percentage of businesses actually paying for AI tools versus just claiming to use them
- Why paid marketing gets a 90-day ceiling, not a 12-month one
Key Takeaways:
- The dead zone between $2M and $5M is a structural stage, not a personal failure. Build three managers: sales and marketing, finance and admin, operations.
- Score every manager on two things only: competency and productivity. A weak team score is a management score.
- AI cannot fix an undocumented process. If it isn't written down step by step, AI just moves the mess faster.
- Roughly 70 to 80% of businesses claim to use AI. Only about 3% are actually paying for it.
- Give every paid marketing effort a 90-day ceiling. Most of it shows signs of working inside 48 hours.
About Brad Sugars:
nternationally known as one of the most influential entrepreneurs, Brad Sugars is a bestselling author, keynote speaker, and the #1 business coach in the world. Over the course of his 30-year career as an entrepreneur, Brad has become the CEO of 9+ companies and is the owner of the multimillion-dollar franchise ActionCOACH®.
As a husband and father of five, Brad is equally as passionate about his family as he is about business. That's why, Brad is a strong advocate for building a business that works without you - so you can spend more time doing what really matters to you. Over the years of starting, scaling and selling many businesses, Brad has earned his fair share of scars.
Being an entrepreneur is not an easy road. But if you can learn from those who have gone before you, it becomes a lot easier than going at it alone. That's why Brad has created 90 Days To Revolutionize Your Life – It's 30 minutes a day for 90 days, teaching you his 30 years experience on investing, business and life.
Links:
Websites:
actioncoach.com
bradsugars.com
LinkedIn: https://www.linkedin.com/in/bradsugars/
Podcast: https://podcasts.apple.com/us/podcast/the-%24100m-entrepreneur-podcast/id1660990356
Previous Ep 129 90 Days To Revolutionize Your Business with Brad Sugars: https://youtu.be/OV7jswZfKDE
Profit Blueprint Calculator I Profit Comes First: https://lp.profitcomesfirst.com/profitblueprintcalc-page
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Free Copy of the Profit Blueprint Book: https://lp.profitcomesfirst.com/landing-page-page
Monthly Newsletter signup: https://lp.profitcomesfirst.com/newsletter-signup
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Why Your Business Won't Let You Go - Letting Others Take Ownership with Jason Henneberry
You have hired good people. You have tried to step back. And yet, every time something important goes sideways, it still lands on your desk. Jason Henneberry says that is not a people problem or a systems problem. It is a dependency problem, and it has a specific structural cause.
Jason is the founder of Dependency Design, a senior partner in a national Canadian mortgage brokerage with more than 600 professionals, and the author of "Why Your Business Won't Let You Go," which you can download free at dependencydesign.com. He built and sold a technology product to Rocket Mortgage, nearly went bankrupt in 2008 after committing a full consumer marketing budget into a market that was about to collapse, and has started from scratch at least twice. He knows what the trap looks like from the inside.
In This Episode:
- Why handing over a task and handing over accountability are two completely different acts
- The moment you step in to fix something, what you actually teach your business
- The blast radius principle: how to let your team fail safely and build real ownership
- Jason's three C's framework: Clarity, Capacity, and Commitment
- How to design compensation so salespeople, administrators, and leaders each care about what they actually control
- Why launching a new product line before your core is stable is a structural trap, not just a strategic mistake
- What Jason learned from losing nearly everything in 2008
Key Insights:
- Every time you rescue your team from a problem, you teach the entire business that you are the solution. The rescue and the trap are the same act.
- Real delegation means handing over the outcome, not just the task, including the outcome of failure.
- Before branching into anything new, ask honestly: could I generate the same return by doing five to ten percent more of what I am already good at?
- Compensation alignment is structural. Sales on revenue, administration on task fulfillment, and leadership on gross profit creates a team where everyone cares about what they control.
- Starting over with hard-won knowledge is not losing. It is compounding.
About Jason Henneberry:
Jason Henneberry is the founder of Dependency Design and the author of Why Your Business Won't Let You Go. He has built and operated multiple successful companies, serves as a senior partner in a national brokerage with more than 600 professionals, and has spent 30 years leading founder-driven organizations. Jason works with producing team leads, small business owners, and operators who feel the weight of growth but cannot clearly see where it's coming from.
His work challenges the common advice to simply delegate more, work harder, or install better systems. Instead, Jason helps leaders see where responsibility has quietly settled inside their organization. Through his structural lens, founders learn to distinguish between chosen dependency and accidental dependency, reduce invisible fragility, and build businesses that grow without getting heavier. His approach is observational, practical, and grounded in real operational experience, not motivation or hustle culture.
Links:
Website: https://dependencydesign.com/
LinkedIn: https://www.linkedin.com/in/jasonhenneberry/
Instagram: https://www.instagram.com/jasonhenneberry/
YouTube: https://www.youtube.com/@JasonHenneberry
Watch the full episode on YouTube: https://www.youtube.com/@richersoul
Richer Soul Life Beyond Money. You got rich, now what? Let's talk about your journey to purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let's figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It's about personal freedom!
Thanks for listening!
Show Sponsor: http://profitcomesfirst.com/
Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro appointment 15 minutes
If you like the show please leave a review on iTunes: http://bit.do/richersoul
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http://richersoul.com/
rocky@richersoul.com
Some music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Why 88% of Companies Leave Money on the Table with Per Sjöfors
Find Rocky Lalvani @ www.ProfitComesFirst.com or email him at rocky@profitcomesfirst.com
Make more, work less video: https://youtu.be/
You ran the math on a price increase once. It worked on paper. You still didn't pull the trigger.
That hesitation is not a character flaw, and you are not the only owner who has frozen at that exact spot. Per Sjöfors, the Price Whisperer, has spent decades studying why owners who clearly should raise prices behaviorally cannot, and what it costs them every month they wait.
In this episode of Profit Answer Man, Per and Rocky get into the behavioral science underneath pricing: why eighty-eight percent of companies leave money on the table, why a small discount does far more damage than owners realize, and how to stop letting a random competitor or a nervous sales rep set your prices for you.
In This Episode:
- The McKinsey data: why a one percent price increase can produce a six to twenty-one percent profit jump
- The brutal discount math: discount five percent on a thin margin and you have to double your sales volume to stand still
- Why you should pay salespeople on gross profit, not revenue
- The "paradox of price": raising price, volume, and customer satisfaction at the same time
- How excellent customer service becomes a pricing lever (the Apple support example)
- The three-tier product method: unique, in-between, and commodity, each priced differently
- Why AI can analyze your old prices but cannot tell you what to charge tomorrow
Key Takeaways:
- The flinch is behavioral, not financial. You already know the number. Fixing the behavior is the work.
- Discounting is more expensive than you think. On a ten to eleven percent margin, a five percent discount forces you to double volume for the same dollars.
- Pay your sales team on margin so protecting profit is their job, not yours alone.
- Sort your products into unique, in-between, and commodity, then price each on its own logic. This alone can double a company's margin.
- AI is backward-looking. It is useful for analyzing history, useless for setting tomorrow's price.
About Per Sjöfors:
Per Sjöfors, also known as The Price Whisperer®, is a distinguished American and Swedish national renowned for his expertise in pricing strategy. He is the best-selling author of "A Holistic Approach to Pricing Power" and serves as a member and thought leader at the Forbes Business Council and the C-Suite Hero Club.
Recently, Per Sjöfors was recognized as one of the "10 Most Visionary Leaders Making a Difference in 2025" by Inc. Magazine and was also named among the "Top 50 Global Thought Leaders in Sales" by Thinkers360. Notably, CEO View Magazine honored his company, Sjofors & Partners, as one of the Top 50 Most Innovative Companies in 2025.
As a prominent public figure, Per Sjöfors frequently appears on podcasts and business radio shows, often providing insightful commentary and quotes in the press. His expertise is widely recognized by publications such as Forbes, Fortune Magazine, Inc. Magazine, Industry Week, Business Insider, and the Financial Times.
Per Sjöfors's teaching philosophy centers around empowering executives to propel their companies forward through the application of behavioral science specifically tailored to pricing and go-to-market strategies. His company, Sjofors & Partners, offers intensely practical advice that consistently leads to a doubling of sales growth and a 25% to 40% increase in margins. By providing the necessary growth resources, Per Sjöfors enables companies to reach new heights.
Prior to founding Sjofors & Partners, Per Sjöfors dedicated 35 years to executive management, primarily as CEO. During his tenure, he successfully grew companies from inception to eight- and nine-figure revenue in four countries (the United States, the United Kingdom, Switzerland, and Sweden). Additionally, he organized joint venture firms in three other countries (Japan, Taiwan, and Korea) and engaged in business operations across more than forty nations. Further details can be found on their website at https://sjofors.com.
Links:
https://www.persjofors.com/
Previous Ep 137 The Price Whisperer, A Holistic Approach to Pricing Power with Per Sjöfors: https://youtu.be/Wvkaslsnepo
Profit Blueprint Calculator I Profit Comes First: https://lp.profitcomesfirst.com/profitblueprintcalc-page
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Free Copy of the Profit Blueprint Book: https://lp.profitcomesfirst.com/landing-page-page
Monthly Newsletter signup: https://lp.profitcomesfirst.com/newsletter-signup
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Problems Scale Faster Than Revenue. Here Is the Fix with Nick Avaria
Find Rocky Lalvani @ www.ProfitComesFirst.com or email him at rocky@profitcomesfirst.com
Make more, work less video: https://youtu.be/
You hired people so you could step back. Instead, you are more in the weeds than before, the business feels harder to run than it did at half the size, and profit is somehow lower despite the growth.
That is not a people problem. That is the missing middle, and it has a structure, a cost, and a fix.
Nick Avaria has bought and sold seven agencies, all profitably. He has watched founders hit this wall time after time at $3M, $5M, even $8M. And in this episode, he breaks down exactly why growth makes things worse before they get better, and what to do about it in the right order.
In This Episode:
- Why treating profit as a leftover instead of a design choice is the most expensive mistake in the $2M to $10M range
- The founder's premium: why you close sales at 10 to 20% higher rates than any salesperson you hire, and why delegating sales too early destroys revenue
- The missing middle: why scaling without a management layer sends businesses backward from $12M to $6M and costs 12 to 18 months to recover
- The specific order to replace yourself in your own business (and why most founders get it backwards)
- Why marketing is the hardest function to hand off and what a 3 to 9-month handoff really looks like
- Why the best executives do not work for founders, and what it takes to become the kind of leader they will work for
- AI as a win-more button: why it amplifies great people and makes mediocre work worse at speed
Key Takeaways:
- Profit must be designed in at the start. It is never a leftover.
- Your close rate as the founder is 10 to 20% higher than any professional salesperson you hire. That gap has a dollar value.
- Problems scale faster than revenue. A structural flaw at $2M is more expensive at $4M and potentially catastrophic at $8M.
- The delegation order: admin first, delivery second, marketing third, sales fourth, leadership last.
- The best managers and executives will not work for you while you are still operating as a founder. That shift is on you.
About Nick Avaria:
Nick is a serial agency entrepreneur who has scaled multiple companies to 7- and 8-figure success, buying and selling seven agencies along the way. With firsthand experience merging leadership teams and cultures, he now helps agency owners escape burnout and build highly profitable businesses that empower their teams and clients—without sacrificing their lives in the process. Still in the trenches as an agency owner himself, Nick brings real-world insights on scaling, leadership, founder burnout, and creating systems for sustainable growth.
Links:
Website: http://www.agencyacquisitions.io
LinkedIn: https://www.linkedin.com/in/nickavaria/
Instagram: https://www.instagram.com/nick_avaria/
YouTube: https://www.youtube.com/@AgencyAcquisitions
Profit Blueprint Calculator I Profit Comes First: https://lp.profitcomesfirst.com/profitblueprintcalc-page
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Free Copy of the Profit Blueprint Book: https://lp.profitcomesfirst.com/landing-page-page
Monthly Newsletter signup: https://lp.profitcomesfirst.com/newsletter-signup
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Why More Sales Won't Fix a Broken Business with Doug C. Brown
Find Rocky Lalvani @ www.ProfitComesFirst.com or email him at rocky@profitcomesfirst.com
Make more, work less video: https://youtu.be/
You had a strong year by every number that shows up on a dashboard. Revenue up. Team growing. More clients. And you still moved money around to make payroll, or woke up at 3am doing math that did not add up. This is not bad luck. It is what happens when a business is built on revenue logic instead of profit math, and the gap between what comes in and what goes out is not being measured, tracked, or managed.
Doug C. Brown has been inside 37 companies, generated more than $1 billion in revenue, and personally left more than $50 million on the table before he stopped chasing sales and started running the formula. In this episode, he and Rocky work through the math, the mindset, and the mechanics that separate owners who build real wealth from owners who just get busier.
In This Episode:
- Why most business owners are visionaries who were never taught to run the enterprise around their craft
- The 13% margin math: why a $100,000 revenue loss requires $760,000 to recover
- How denial keeps owners in the cash crisis even after the warning signs appear
- What a recession plan needs to include before the crisis hits
- Why predatory short-term loans turn a 3-month problem into a 2-year problem
- How to read the balance sheet as a wealth instrument, not a compliance document
- The budget-and-checkpoint framework for killing bad bets before they drain you
Key Takeaways:
- Money in plus money out equals a result, and that result equals the quality of life for everyone who depends on your business.
- At 13% margin, a $100,000 revenue loss requires $760,000 in new sales to break even. Most owners never run that math.
- Build the recession plan before you need it. When the emotion hits, you execute the plan instead of making reactive decisions that deepen the hole.
- The P&L tells you last period's health. The balance sheet tells you where wealth is actually accumulating. Most owners never look at the changes between two balance sheets.
- Set a budget, give the initiative a defined runway, hold a checkpoint, and be willing to pull the plug. Most owners keep trying things until they run out of money.
About Doug Brown:
Doug C. Brown is a revenue growth advisor with over 30 years of experience helping founder-led companies uncover hidden profit, improve margins, and capture cash already inside the business. Over his career, he has generated more than $1 billion in revenue, delivered a $17 million turnaround at Intuit, produced $14 million in one year for Tony Robbins' Business Breakthroughs International, and helped companies grow from $3.5 million to successful exits at 5x revenue.
Doug has worked with Fortune 500 brands, national companies, and more than 200 founder-led businesses across industries including manufacturing, healthcare, technology, and professional services. He is also the host of the CEO Sales Strategies Podcast, ranked in the top 2.5% globally, where he shares insights on revenue growth, profit improvement, and business scalability.
Link to prior episode - https://profitcomesfirst.com/ep-280-how-to-solve-the-real-problem-killing-your-profit-with-doug-c-brown/ Links:
YouTube: https://www.youtube.com/@dougcbrown
Facebook: https://www.facebook.com/Dougcbrown123/
LinkedIn: https://www.linkedin.com/in/dougbrown123/
Instagram: https://www.instagram.com/dougcbrown_/
Twitter: https://twitter.com/dougcbrown123
Profit Blueprint Calculator I Profit Comes First: https://lp.profitcomesfirst.com/profitblueprintcalc-page
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Free Copy of the Profit Blueprint Book: https://lp.profitcomesfirst.com/landing-page-page
Monthly Newsletter signup: https://lp.profitcomesfirst.com/newsletter-signup
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
You're Losing Profit When Your Competition Uses AI with Peter McCarroll
Find Rocky Lalvani @ www.ProfitComesFirst.com or email him at rocky@profitcomesfirst.com
Make more, work less video: https://youtu.be/
It is 9 am. You have a ChatGPT tab open in your browser. You have had it open for six months. This week you used it to write a follow-up email and summarize a vendor contract. And in the back of your head you have been telling yourself: we are doing the AI thing.
You are not doing the AI thing. You are paying for a receipt.
Peter McCarroll has built AI into the actual operations of a 15-year accounting practice. Not as an experiment. As infrastructure. And what he found is that the owners stuck on email drafting are missing two levers that are already reshaping the competitive landscape in their market.
In This Episode:
- Why a 15-year client is now in a forced sale, and the one cash decision she kept delaying that made it inevitable
- The three levers of AI value, and why the third is the one almost no one is pulling
- How Peter arrives at every client meeting already knowing the last 10 calls, the patterns, and what the owner will resist
- The year-end review skill that catches errors before the partner sees them, raising quality while saving partner time
- Why an AI subscription is not a strategy, and what a real transformation looks like inside a working business
- Rocky's system for turning every client transcript into a searchable coaching database
- Competitor compression: why the business that adopted AI 18 months ago is already changing your pricing power
Key Takeaways:
- Cost reduction is the floor. Decision quality and revenue growth are the ceiling. Most owners never leave the floor.
- If you are not occasionally maxing out your AI plan, you are probably not using it enough. The subscription is not the strategy.
- The Profit First vault is the difference between choosing when you exit and being forced out on someone else's timeline.
- AI used as a thinking partner that challenges you produces better output than you or the AI alone.
- Competitor compression is happening now. Businesses that adopted AI 18 months ago are already faster and cheaper at the same work.
Aboout Peter McCarroll:
Peter McCarroll is a Chartered Accountant (NZ), CPA (Canada), and the founder of The AI Accountant — the only AI training and implementation platform built exclusively for CAS practices. He runs a full-service accounting practice at Fuel Accountants, where he has spent the past two years deploying AI across real client workflows. Peter helps accounting firms move from experimentation to operational transformation — not with theory, but with systems built inside a working practice.
Links:
Website: theaiaccountant.ai/
LinkedIn: https://www.linkedin.com/in/petermccarroll/
YouTube: https://www.youtube.com/@TheAIAccountant-ai
Profit Blueprint Calculator I Profit Comes First: https://lp.profitcomesfirst.com/profitblueprintcalc-page
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Free Copy of the Profit Blueprint Book: https://lp.profitcomesfirst.com/landing-page-page
Monthly Newsletter signup: https://lp.profitcomesfirst.com/newsletter-signup
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Your Best Customers Are Quiet-Quitting. Here's the Proof with Ethan Giffin
Find Rocky Lalvani @ www.ProfitComesFirst.com or email him at rocky@profitcomesfirst.com
Make more, work less video: https://youtu.be/
You haven't lost the account. The customer still picks up the phone. But somewhere in the last 18 months the reorder volume dropped, and nobody flagged it because the relationship still looks fine.
That's how B2B quiet quitting works. Your customers don't cancel and don't complain. They just route their consumables to whoever made buying easiest, while keeping your account open for the orders that still need a conversation. By the time it reaches your revenue line, the relationship has already moved.
Ethan Giffin has spent nearly two decades inside mid-market manufacturing and distribution watching this happen. In this episode, he and Rocky break down how to find it in your own data, why most digital fixes fail before they launch, and the one alignment conversation that changes the outcome.
In This Episode:
- How to find B2B quiet quitting in your order data before it hits your revenue
- The $5 vs. $50 order-processing gap and how to calculate your exposure
- Why the five-team alignment failure kills most digital projects before launch
- The hero vs. arsonist dynamic and why your most indispensable people may protect the friction
- Private equity's playbook for modernizing legacy manufacturers and capturing the multiple
- The three-year sequence from zero to a digital channel customers actually use
- Why AI makes things worse without clean operational systems first
Key Takeaways:
- Pull your top 20 accounts and look at order frequency, not just revenue. Frequency drops first.
- A call center order costs about $50; a portal order about $5. Run that across your volume.
- Salespeople don't lose when customers self-serve. Quotas rise, territory grows.
- Start with the SKUs customers actually reorder, not the full catalog.
- Test your own buying process. You don't know how hard it is until you do.
About Ethan Giffin:
Ethan Giffin is the Founder and CEO of The B2B eCommerce Agency and author of Closing the Digital Revenue Gap. Since 2007, he has worked with mid-market manufacturers and distributors across the U.S., helping executive teams find the structural leaks in their revenue, modernize how their customers buy, and build digital systems that actually get used. He also hosts The B2B eCommerce Summit, an annual gathering of operators shaping the future of B2B commerce.
Ethan's approach focuses on three things most digital projects skip: sequence, alignment, and adoption. His book and consulting work give executive teams a practical blueprint to protect margins and build buying experiences that keep customers coming back. Away from the agency, he performs as DJ Opie, producing nonprofit galas across Baltimore since the age of 16, helping charitable organizations create events that raise more money and leave a lasting impression on donors.
Links:
Website: https://ethangiffin.com/
https://b2becommerceagency.com/
LinkedIn: https://www.linkedin.com/in/ethangiffin/
https://www.linkedin.com/company/b2becommerceagency/
YouTube: https://www.youtube.com/@B2BeCommerceAgency
Podcast: TheB2BeCommercePodcast
Free Copy of the book: https://b2becommerceagency.com/free-consultation/
Profit Blueprint Calculator I Profit Comes First: https://lp.profitcomesfirst.com/profitblueprintcalc-page
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Free Copy of the Profit Blueprint Book: https://lp.profitcomesfirst.com/landing-page-page
Monthly Newsletter signup: https://lp.profitcomesfirst.com/newsletter-signup
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
The Messaging Problem Draining Your Marketing Dollars with Malcolm Reid Sr.
Find Rocky Lalvani @ www.ProfitComesFirst.com or email him at rocky@profitcomesfirst.com
Make more, work less video: https://youtu.be/
You hired the marketing company. You approved the budget. You watched the invoices come in every month. And the calls from the kind of customer you actually want are still not coming.
That is not a platform problem. That is not a volume problem. That is a messaging problem, and it is sitting inside your business right now costing you buyers who researched your category, decided who to trust, and called someone else.
Malcolm Reid Sr. spent more than 11 years working inside the world of coaches who serve small business owners. What he has learned is consistent: the business owner is usually talking about their business when they should be speaking to the buyer's specific problem. Until that changes, the marketing spend is noise. This episode is the fix.
In this Episode:
- Why 97 to 99 percent of your best buyers are in research mode right now and how to be the source they trust before they call anyone
- The conversion formula Malcolm's advisors use: captivate, fascinate, educate, offer, and why forcing a close destroys all four
- Why the commissioned sales team structure may be the thing quietly undermining your client trust
- How to use Amazon reviews and Google autocomplete to find the exact words your buyers use when they are in pain
- How to spot a fake guru and a high-pressure closer before you write a check
- What business owners are actually looking for in an advisor, and why most never find it
- Why build it and they will come is a cash-killing growth strategy and what to do instead
Key Takeaways:
- Your message must name the buyer's specific problem before anything else in your marketing matters.
- Buyers have already researched you before they call. Build trust in the research phase or you will not be on the shortlist.
- Read 20 negative Amazon reviews for the top books in your category before you write a word of copy. Your buyers already wrote your message for you.
- Align your team's compensation to the client's success, not the transaction. The person who delivers is the best person to enroll the next client.
- Let the revenue come, then build behind it. Never build ahead of the cash.
About Malcolm Reid Sr.:
For more than 11 years, Malcolm Reid Sr. has helped over 1,000 coaches worldwide build profitable, values-driven practices through his company, ProGlobal Business Advisors, using a proven business-in-a-box model. His work emphasizes execution over theory, equipping coaches with positioning, systems, enrollment processes, delivery frameworks, software, and long-term operational support, all branded to the individual coach. Guided by a deep respect for small business owners, Malcolm is known for his stance against hype-driven coaching and fake gurus, advocating instead for integrity, measurable results, and lasting client impact. He and his team work exclusively with coaches who demonstrate strong values and a genuine desire to serve, helping them operate as true business owners and deliver real results for the businesses they support.
Links:
Website: https://proglobalba.com/
100kleak.com
LinkedIn: https://www.linkedin.com/in/proglobalexpert/
Instagram: https://www.instagram.com/proglobalba/
Profit Blueprint Calculator I Profit Comes First: https://lp.profitcomesfirst.com/profitblueprintcalc-page
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Free Copy of the Profit Blueprint Book: https://lp.profitcomesfirst.com/landing-page-page
Monthly Newsletter signup: https://lp.profitcomesfirst.com/newsletter-signup
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
The $1.4M Pricing Gap Most Owners Never Find with Emily Bowie
Find Rocky Lalvani @ www.ProfitComesFirst.com or email him at rocky@profitcomesfirst.com
Make more, work less video: https://youtu.be/
You pull up the P&L at the end of the month. Profit looks fine. Revenue is up. And you still moved money around to cover payroll. You're not mismanaging your business. You're making decisions off an incomplete report, and nobody told you what it was missing.
Emily Bowie spent years auditing companies inside Big Four accounting before she started helping business owners see past the P&L. What she finds most often isn't bad decisions. It's good decisions made without the right numbers. Pricing set without overhead accounted for. Subscriptions compounding unnoticed for years. Tax strategy that arrived in December, too late to do anything that actually mattered.
In This Episode:
- Why the P&L leaves out some of the most important cash movements in your business
- The $1.4M pricing gap one owner never knew was costing him, and how Emily found it
- How to run a quarterly expense audit and what it reliably turns up
- Why your bookkeeper, CPA, and CFO need to talk to each other, not through you
- The real cash cost of the "go buy something for the tax deduction" advice
- What Profit First actually protects you from beyond just saving money
- Why personal financial stability determines how clearly you can think about your business
Key Takeaways:
- Your P&L does not show loan principal payments or balance sheet movements. Cash flow visibility requires a different lens.
- Pricing without overhead math costs real money on every invoice. One client had $1.4M in recoverable margin sitting uncaptured in a single year.
- Quarterly expense audits surface subscriptions you've forgotten, monthly plans that cost more than annual options, and tools you stopped using that are still billing.
- If you are the only person relaying information between your bookkeeper, CPA, and CFO, things are getting lost in translation. They need to talk to each other directly.
- A year-end "buy something" tax move often costs three to four times the tax saved in cash drag over the following months.
About Emily Bowie:
Emily Bowie is a Cash Flow Strategist with 15+ years of experience, including her time as an audit manager in Big Four accounting. She's known for bringing calm, clarity, and structure to financial conversations that often feel stressful or avoided. Outside of Thorne Advisors, Emily leads her church's financial ministry, is a mom to three young kids, and enjoys a good DIY project almost as much as a well-organized set of financials.
Links:
Website: https://www.thorneadvisors.com/
Instagram: https://www.instagram.com/thorneadvisors/
Freebie: 5 Cash Leaks & 5 Missed Tax Deductions: https://www.thorneadvisors.com/cashleaks
Profit Blueprint Calculator I Profit Comes First: https://lp.profitcomesfirst.com/profitblueprintcalc-page
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Free Copy of the Profit Blueprint Book: https://lp.profitcomesfirst.com/landing-page-page
Monthly Newsletter signup: https://lp.profitcomesfirst.com/newsletter-signup
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
How to Grow a Flower Shop from 600k to 9 Million with Michael Jacobson
Find Rocky Lalvani @ www.ProfitComesFirst.com or email him at rocky@profitcomesfirst.com
Make more, work less video: https://youtu.be/
Most business owners think their profit problem is a sales problem. It often is not. More often, the real issue is waste, weak systems, and not knowing where margin is leaking out of the business.
In this episode of Profit Answer Man, Rocky Lalvani talks with Michael Jacobson about how he took a struggling flower shop and transformed it into a multi-location business by focusing on supply chain, technology, and operational discipline. This is not just a story about flowers. It is a lesson in how small business owners can increase profit, improve cash flow, and scale without chaos.
In This Episode:
- How Michael bought a failing flower shop and turned it around
- Why supply chain optimization improved both quality and margin
- How predictive data helped reduce waste in a perishable business
- Why guardrails can make creative teams better, not worse
- The difference between growth mode and profitability mode
- Why some business owners should pay key employees more than themselves
- Rocky's take on hidden waste and margin erosion
Key Takeaways:
- Waste is one of the biggest profit killers in any business.
- Data-driven systems help owners stop guessing and protect cash flow.
- Standardization and creativity can work together when guardrails are clear.
- Hiring stronger people is a growth strategy, not just a staffing decision.
- Sustainable growth requires knowing whether you are optimizing for profit or scale.
Money Lesson from Michael:
Profit improves when you stop guessing. Michael explains how direct sourcing, better inventory forecasting, and tighter operational systems helped reduce waste and improve margins in a business where spoilage can destroy profitability fast. He also makes the case that the right investments in technology, talent, and systems may feel expensive upfront, but they often pay for themselves many times over when they eliminate inefficiency and protect cash flow.
Why This Conversation Matters:
Too many business owners are growing revenue without building the systems needed to keep that growth profitable. Michael's story shows what happens when an owner moves beyond instinct and starts using data, guardrails, and better people to scale the business. Rocky brings it back to the real issue business owners face every day: if you do not understand where waste is hitting your margins, growth alone will not fix the problem.
About Michael Jacobson:
Michael Jacobson didn't walk into a flower shop expecting anything. It was a favor, helping his uncle sell a business most people would've driven past without noticing. The kind of place with dusty corners, a poorly-lit sign, and just enough life left to survive. For Michael, standing there, looking around, it sank in.
This was how America gave flowers now. Flowers were rushed, impersonal, and often treated as just a transaction. No ritual. Just product moving through a pipeline. And yet, this was how people were trying to say "I love you." "I miss you." "I'm sorry." The most emotional gesture in human history had been flattened into a transaction. And no one seemed to notice.
It began with a refusal to accept that this was good enough for flowers. He stripped the entire system to its studs and rethought everything. Every process, every touchpoint. He built a new system from scratch.. One that cut out the noise. One that honored the hands, the farms, the designers, the clients giving and receiving. Because when people send flowers, they are trusting us with their heart. And that should never be taken lightly.
To Michael there's a permanence in flowers that goes much beyond how long they last. The blooms eventually experience their circle of life, but the feeling stays. The moment they carry becomes part of us.
Inspired by the European tradition of living with flowers daily, Michael wants to shift how Americans see them—not as a luxury, but as an essential meaning they bring to life. Flowers are love, and they are how we know that life can be beautiful. Everyone deserves to feel that.
Today, French Florist has grown from a quiet neighborhood shop into a rising national brand, expanding across the country. But to Michael, scale was never the point. The point was to protect a standard.
In a culture addicted to efficiency, French Florist is building something a little more human. Every stem is placed with intention. Every arrangement is an offering. Every delivery is a quiet rebellion against the idea that love and beauty are optional.
For Michael, it's always been about the flowers.
And through them, a more loving world.
Links:
www.frenchflorist.com
www.frenchfloristfranchise.com
Profit Blueprint Calculator I Profit Comes First: https://lp.profitcomesfirst.com/profitblueprintcalc-page
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Free Copy of the Profit Blueprint Book: https://lp.profitcomesfirst.com/landing-page-page
Monthly Newsletter signup: https://lp.profitcomesfirst.com/newsletter-signup
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
How a 10% Price Increase Can Double Profit with Erin B. Haag
Find Rocky Lalvani @ www.ProfitComesFirst.com or email him at rocky@profitcomesfirst.com
Make more, work less video: https://youtu.be/
Are you working harder every year but paying yourself less?
Top-line gross revenue is often just a vanity metric that hides the fact that a business has zero cash.
In this episode with Erin Haag, we unpack the exact math and mindset required to stop underpricing your services and start paying yourself abundantly.
In This Episode:
- Why a simple 10 percent price increase can double your net profit.
- How to calculate your monthly client value and cover your break-even with recurring revenue.
- The strategic rollout: why new clients should see your price increase before existing ones.
- How to bucket your clients into easy, maybe, and difficult categories for smoother transitions.
- Why high-ticket buyers are much easier to sell to than mid-ticket buyers.
- Transitioning your client flow to a Ritz-Carlton level experience.
Key Takeaways:
- Stop treating gross revenue as the primary goal and target a 30 percent profit margin.
- Secure enough recurring revenue to completely cover your monthly break-even costs.
- Test your higher prices on new clients for 30 to 60 days to build your own sales confidence.
- Target high-ticket buyers who make decisions based entirely on outcomes, not price.
- Simple math reveals that you do not need more volume if you price your offers correctly.
Money Learning from Erin:
Pricing is not just a sales decision; it is a profit decision. She explains that when business owners calculate the monthly client value required to cover break-even, pay themselves well, and protect margin, pricing becomes far more strategic. Instead of chasing more volume, they can make smarter decisions about recurring revenue, premium positioning, and the kind of clients they actually want to serve.
Why this conversation matters:
Too many business owners celebrate revenue milestones while quietly carrying stress, thin margins, and little to no cash in the bank. This episode reframes success around profit, owner pay, and financial stability. If you have ever felt like your business looks healthier from the outside than it feels on the inside, this conversation will help you see exactly where pricing may be the problem.
About Erin Haag:
Erin B. Haag is the creator of Pricing Overhaul®, a proven method helping entrepreneurs shift their money mindset, restructure pricing for profitability, and pay themselves abundantly. With over 20 years of pricing strategy experience, she works with global corporations and small businesses to increase profit with ease. Erin founded Pricing Overhaul® Academy, certifying coaches to use her method with their clients, and she is also the bestselling author of Give Yourself a Raise: The Mindset and Math You Need to Get to Your First Million. Off the clock, Erin is a mom of 2 who enjoys travel, wine, and cheese.
Links:
Website: https://pricingoverhaul.com/
LinkedIn: https://www.linkedin.com/in/erin-b-haag-25a8406/
Facebook: https://www.facebook.com/pricingoverhaul/
Instagram: https://www.instagram.com/pricingoverhaul/
FREE BOOK SAMPLE:
Give Yourself a Raise: The Mindset and Math You Need to Get to Your First Million
https://pricingoverhaul.mykajabi.com/freebooksample2024
Profit Blueprint Calculator I Profit Comes First: https://lp.profitcomesfirst.com/profitblueprintcalc-page
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Free Copy of the Profit Blueprint Book: https://lp.profitcomesfirst.com/landing-page-page
Monthly Newsletter signup: https://lp.profitcomesfirst.com/newsletter-signup
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
3 Cash Flow Leaks Draining Your Profit with Natalia Zacharin
Find Rocky Lalvani @ www.ProfitComesFirst.com or email him at rocky@profitcomesfirst.com
Make more, work less video: https://youtu.be/
Most business owners think they have a revenue problem when they really have a cash flow problem. In this episode, Rocky Lalvani talks with Natalia Zacharin about the hidden leaks that drain profit, the financial habits that help owners scale with more confidence, and why waiting until payroll gets tight is already too late. If you want better cash flow, stronger profit, and clearer financial decisions, this conversation gives you a practical framework for what to watch and what to fix.
Natalia Zacharin built her business from a bookkeeping side gig in 2019 into a 16-person firm that provides accounting, bookkeeping, and fractional CFO services. In this conversation, she shares what happened when she lost a major client, why high profitability gave her room to respond, and how owners can use financial data to make smarter decisions before a problem turns into a crisis.
In This Episode:
- Why cash flow problems often begin long before the bank balance shows it
- How forecasting helps owners see problems 3, 6, or 9 months early
- What Natalia learned after losing $250,000 in revenue
- Why hiring because you are busy can create bigger financial pressure
- The warning signs of weak pricing and poor payroll capacity
- How to judge marketing ROI faster and stop wasting money
- Why founders should usually own sales longer than they want to
Key Takeaways:
- Cash flow problems usually start months before the bank balance makes them obvious.
- Forecasting helps business owners see trouble coming 3, 6, or even 9 months ahead.
- If you are too busy to keep up but still cannot afford to hire, you may have a pricing problem.
- Marketing should be measured by booked calls, sales, and ROI, not vague activity.
- Founders should usually lead sales longer than they want to, especially before the business reaches roughly $750,000 to $1 million in revenue.
Natalia's Money Lesson:
Natalia's biggest money lesson is that financials have to be used proactively, not reactively. She explains that strong profit margins, six months of cash reserves, and regular forecasting helped her navigate the loss of $250,000 in revenue without panicking. Her point is clear: if you understand your numbers early, you can spot trends, catch leaks, and make adjustments before you end up borrowing for payroll, missing tax obligations, or making emotional decisions under pressure.
Why This Conversation Matters:
This conversation matters because it gets to the heart of what many small business owners experience but do not always understand: revenue can grow while profit and cash flow still get weaker. Natalia and Rocky talk about the slow trends that create pressure long before the bank account reveals it, including weak pricing, bad hiring timing, wasted marketing spend, and avoiding the numbers. For owners trying to grow without creating more chaos, this episode is a reminder that financial clarity is not optional. It is the tool that gives you time, options, and control.
About Natalia Zacharin:
Natalia Zacharin is the founder of Zacharin Consulting and an Inc. 5000 entrepreneur. She helps 7 and 8 figure business owners turn financial data into a forward-facing GPS. Natalia will reveal the silent cash leaks draining your profits, exactly when to make your next hire, and how to build a highly sellable asset. Get ready to stop guessing and start scaling with absolute financial clarity!
Links:
Website: https://zacharinconsulting.com/
https://www.linkedin.com/in/growyourbottomline/
https://www.facebook.com/zacharinconsulting/
https://www.instagram.com/growyourbottomline/
Profit Blueprint Calculator I Profit Comes First: https://lp.profitcomesfirst.com/profitblueprintcalc-page
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Free Copy of the Profit Blueprint Book: https://lp.profitcomesfirst.com/landing-page-page
Monthly Newsletter signup: https://lp.profitcomesfirst.com/newsletter-signup
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Small Business Exit Strategy: What Makes a Business Sellable? with Mike Finger
Find Rocky Lalvani @ www.ProfitComesFirst.com or email him at rocky@profitcomesfirst.com
Make more, work less video: https://youtu.be/
Are you building a business that you can actually sell, or have you just created a demanding job for yourself? In this episode of The Profit Answer Man, Rocky Lalvani sits down with Mike Finger, founder of Exit Oasis, to discuss the realities of preparing a small business for a successful exit. Mike, who identifies as "unapologetically small business," shares his hard-learned lessons from owning eight different businesses.
In this episode:
- A business that is enjoyable to own is more likely to be attractive to a buyer.
- Sellable businesses produce results that are desirable, duplicatable, and documented.
- Revenue growth without profit does not automatically create business value.
- Hiding profit to reduce taxes can significantly hurt valuation at exit.
- Systems such as Profit First and EOS can help remove the owner as the bottleneck.
Key Takeaways:
- Sellability and ownability are next-door neighbors.
- You must build desirable, duplicatable, and documented systems.
- The expected "silver tsunami" of business sales hasn't materialized.
- Hiding profit to save on taxes actively destroys your business's valuation multiple.
- Relying blindly on a business sale for retirement is a dangerous strategy.
Mike Finger's Money Learning:Mike Finger's core money lesson is that small business owners often sacrifice long-term wealth for short-term tax savings. His point is clear: when you hide profit to reduce taxes, you may also reduce the value of your business in the eyes of a buyer. Mike's message is that provable profit, clean financials, and strong systems are what create real enterprise value.
Why This Conversation Matters: Most small business owners assume that if they work hard enough, grow revenue, and keep the company going long enough, the exit will eventually take care of itself. This conversation matters because Mike makes it clear that sellability is not automatic. A business only becomes valuable to a buyer when it can produce results without being fully dependent on the owner.
About Mike Finger:
Mike Finger is "unapologetically small business". Over the last 25 years Mike has bought, built and sold multiple businesses. Building his first business was a rewarding challenge, but what really captivated him was selling his first business.
"Selling that business was a miracle in my life. It changed everything, but it almost didn't happen."
He was 10 years in with 50 employees when he found out his business was unsellable. It was devastating. But he moved forward and focused on changing a few simple elements in the business. Those changes made that first sale possible, and it changed his life.
He wants to help other small business owners make their business ready, so they can experience the incredible impact of a small business sale.
Links:
Website: https://exitoasis.com/
LinkedIn: https://www.linkedin.com/in/mike-finger/
Profit Blueprint Calculator I Profit Comes First: https://lp.profitcomesfirst.com/profitblueprintcalc-page
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Free Copy of the Profit Blueprint Book: https://lp.profitcomesfirst.com/landing-page-page
Monthly Newsletter signup: https://lp.profitcomesfirst.com/newsletter-signup
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Turning Chaos into Systems: The 90-Day Growth Framework That Scales Any Business with Kathie Feng
Find Rocky Lalvani @ www.ProfitComesFirst.com or email him at rocky@profitcomesfirst.com
Make more, work less video: https://youtu.be/
What does it actually take to build a marketing system that drives predictable, sustainable revenue? In this episode of The Profit Answer Man, Rocky Lalvani sits down with Kathie Feng, founder of Signal Growth and fractional CMO with over 13 years of experience leading growth for Fortune 500 brands including Constellation Brands (Corona and Modelo), Pave (an a16z-backed fintech unicorn), Discover, Capital One, and Shiseido. Kathie breaks down the frameworks, strategies, and hard truths that separate businesses that scale from businesses that stall.
In This Episode:
-
Why most small business owners jump to paid advertising before answering the most important question about their product and audience
-
What the "winning triangle" of product fit, market fit, and pricing fit really means and how to use it before spending a single dollar on ads
-
How to build a customer feedback loop that validates your assumptions and identifies your true target audience
-
Why Meta and Google campaigns fail for so many entrepreneurs and what the real problem usually is
-
How to structure a test and learn strategy that gives your campaigns the best possible chance of working
-
Why the first two seconds of a Meta ad are the most critical and how creative structure directly impacts algorithm performance
-
How to evaluate a marketing agency before you hire one and what questions to ask to separate a polished pitch from proven results
-
What benchmarks and KPIs you should be holding your agency accountable to from day one
-
The difference between closing high ticket offers of $7,000 and above versus lower ticket offers under $2,000 and why the sales process should look completely different
-
How the consumer decision journey has shifted away from a linear funnel and what that means for how you show up across channels
-
What AI is doing to the content landscape and how founders can use it as a growth tool without losing the authenticity that builds trust
-
What a 90 to 120 day revenue framework actually looks like and what milestones you should expect within that window
Key Takeaways:
-
Start with the winning triangle before you advertise.
-
Build a customer feedback loop early.
-
Your Meta and Google campaigns need a structured test and learn approach.
-
The first two seconds of your ad determine everything on Meta.
-
Hold your agency to real benchmarks from day one.
-
Run a pilot before committing to a full scope of work.
-
Match your sales process to your price point.
-
The consumer decision journey is no longer linear.
-
AI is a tool that amplifies capacity, not a replacement for strategy.
-
A 90 to 120 day framework should produce measurable results.
About Kathie Feng:
Kathie Feng is a founder and Growth Architect who helps businesses turn momentum into market dominance.
With more than 13 years of experience leading growth for global brands, Constellation Brands (Corona, Modelo), Pave (a16z-backed fintech unicorn), Discover/Capital One, and Shiseido, she brings enterprise-grade strategy to founder-led companies ready to scale with clarity and intention.
Through her company, Signal Growth, Kathie and her team, with combined experience of 5 decades, engineer predictable revenue by installing the same data-driven, AI-powered frameworks used by Fortune 500 and multinational brands.
Her work blends systems thinking, consumer psychology, and operational discipline, giving founders access to the rigorous, scalable infrastructure normally reserved for billion-dollar organizations.
Her multicultural background—having been to 6 continents, 42 countries, and speaking 5 languages, shapes her ability to decode human behavior, refine messaging across cultures, and unlock deeper emotional resonance in markets crowded with noise. She believes growth isn't luck; it's engineered. And the right system transforms both the business and the founder leading it.
Kathie speaks on:
• AI-powered growth systems
• Modern-day growth funnel architecture
• Founder psychology and decision-making
• Consumer-centric positioning, messaging & behavioral strategy
• Building 90-day revenue engines
• Scaling without chaos or burnout
Links:
Website: https://signalgrowth.webflow.io/
LinkedIn: https://www.linkedin.com/in/kathiefeng/
Profit Blueprint Calculator I Profit Comes First: https://lp.profitcomesfirst.com/profitblueprintcalc-page
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Free Copy of the Profit Blueprint Book: https://lp.profitcomesfirst.com/landing-page-page
Monthly Newsletter signup: https://lp.profitcomesfirst.com/newsletter-signup
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
How Bad Pricing Cost This Business $300K with Heide Olson
Find Rocky Lalvani @ www.ProfitComesFirst.com or email him at rocky@profitcomesfirst.com
Make more, work less video: https://youtu.be/
A business owner doubled his revenue, kept working hard, and still lost $300,000 in a single year — and had no idea it was happening. That is not a rare story. That is what happens when your pricing falls behind your costs and your financials are not current enough to warn you. If you are growing but not keeping more of what you make, this episode is required listening.
In This Episode:
-
Why most entrepreneurs focus on revenue over profit early on and when the painful reality finally hits
-
The pricing mistake that cost one concrete company $300,000 in a single year
-
Why accurate financials mean nothing without timely financials and how to close that gap
-
How to use budget vs. actual analysis to instantly see what is off track in your business
-
Why your balance sheet tells the story your P&L will never show you
-
How requiring ACH or credit card payment from every client cleaned up 500 accounts overnight
-
The escalating threat of wire fraud and what All-In-One Accounting does to stop it in 15 minutes or less
Key Takeaways:
-
A 10% price increase on a 10% profit margin doubles your profit. Raise prices every year without apology.
-
Budget vs. actual is one of the most powerful financial tools available to any business owner and almost no one uses it in the first few years.
-
Your balance sheet is where the cash actually disappears. Review it monthly and demand your financial person explain every line.
-
If you are constantly managing cash, you have a profitability problem. Fix the root cause instead of the symptom.
-
Accounting is not an expense. It is an investment that should return tenfold through profitable growth, protected assets, and strategic clarity.
The Money Lesson:
Heidi's core message is one that every business owner needs to hear more than once: accounting is not a cost of doing business. It is the mechanism through which your business either builds wealth or quietly leaks it. The businesses that thrive are not necessarily the ones with the most revenue or the most customers — they are the ones where someone is consistently asking what the numbers mean, what changed, and what to do next. Profit does not happen by accident. It is engineered through accurate, timely financials, disciplined pricing, and the strategic clarity that only comes when someone is actually reading the reports and acting on what they find. Heidi built All-In-One Accounting on that belief, and after 23 years and nearly 500 clients, the evidence is hard to argue with.
Why This Conversation Matters:
Most financial conversations aimed at business owners are either too theoretical to act on or too basic to be useful. This one is neither. Heidi Olson has sat inside hundreds of businesses across nearly 23 years and watched the same preventable patterns destroy margins, lock up cash, and leave owners working harder than they should for results that never seem to match the effort. What she shares in this episode is not textbook accounting — it is field-tested reality from someone who has seen what the numbers look like when nobody is paying attention, and what is possible when someone finally does. If you have ever felt like your business should be further ahead than it is, this conversation will show you exactly why that gap exists and what to do about it.
About Heide Olson:
Inspired by her love of small business and drive to serve, Heide has spent the last 22 years committed to guiding entrepreneurs and nonprofit leaders from financial chaos to clarity and strategic insight, enabling them to scale their operations efficiently. As founder and CEO, Heide firmly believes that entrepreneurs are the backbone of our economy, driving growth through ingenuity, boldness, and willingness to take risks. At the same time, nonprofits have a crucial impact on the communities they serve and the greater good.
Founded in 2004, the All In One Accounting team offers comprehensive services spanning general accounting, bookkeeping, controller, and CFO needs to thousands of clients. They advise entrepreneurs on profitable growth and help nonprofit leaders amplify their impact. Yet, Heide's vision extends far beyond mere financial management; she and her team play a crucial role in increasing value, fueling innovation, and solving real-world
problems, making a substantial impact on society and the economy.
Heide has mastered the art of financial connections. Her passionate pursuit of long-term relationships drive the customized, hands-on implementation planning she is known for and that clients rely on. Every mission partner gets the highest level of service from a trusted adviser who knows precisely what it takes to give any company or nonprofit the financial lift they need.
Links:
Website: https://allinoneaccounting.com/
LinkedIn: https://www.linkedin.com/in/heide-olson/
https://www.linkedin.com/company/allinoneaccounting/
Profit Blueprint Calculator I Profit Comes First: https://lp.profitcomesfirst.com/profitblueprintcalc-page
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Free Copy of the Profit Blueprint Book: https://lp.profitcomesfirst.com/landing-page-page
Monthly Newsletter signup: https://lp.profitcomesfirst.com/newsletter-signup
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
5 M&A Crime Scenes That Cost You Millions with Holli Moeini
Find Rocky Lalvani @ www.ProfitComesFirst.com or email him at rocky@profitcomesfirst.com
Make more, work less video: https://youtu.be/
You have worked years to build your business. Revenue is up. You are finally thinking about an exit, or maybe someone has already called asking for your financial statements. But here is the problem most owners never see coming: there are at least five moments in the M&A process where money and risk change hands, and most sellers walk right through them without knowing they just lost hundreds of thousands of dollars.
In this episode, Rocky Lalvani sits down with Holli Moeini, a 35-year CPA and fractional CFO who has guided buyers and sellers through mergers and acquisitions at every level. Holli breaks down the five "crime scenes" of M&A, shares a real story of a seller who nearly lost $989,000 the night before close, and explains why your balance sheet is the most important financial document no one is reading.
In This Episode:
-
Why the balance sheet matters more than the P&L and how errors there silently destroy your EBITDA
-
The 30-20-10 rule for diagnosing whether your P&L is healthy or broken
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The five M&A crime scenes: financial story, working capital, due diligence, earn-outs, and integration
-
How a seller almost lost nearly $1 million at the closing table and did not even know it
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Why earn out language written in "accounting speak" can cost you your entire payout
-
What private equity buyers do with your accounting the day after close
-
How EIDL loans created a 30-year albatross on business balance sheets
Key Takeaways:
-
If your balance sheet is wrong, your P&L is wrong. You are making decisions based on half the story.
-
Use the 30-20-10 rule: gross margin above 30%, SG&A below 20%, net income above 10%. If any number is off, you have a specific problem to fix.
-
Being ready to sell does not mean you are selling. It means you have the financial discipline, clean records, and systems that make your business both profitable and bankable today.
-
Every term in your deal documents must be defined in plain language. Accounting and legal gray areas are where sophisticated buyers take your money.
-
You need cash to grow. Owners who extract too much from the business become unbankable when they hit a blip.
Conclusion:
This episode is a wake-up call for any business owner who has been running their company without looking at the full financial picture. Holli Moeini brings 35 years of experience to a conversation that most owners never have until it is too late. If you are growing but not seeing proportional profit or cash flow, if you have ever wondered whether your business could survive a bank's scrutiny, or if you are even beginning to think about what an exit might look like someday, this is the episode to listen to. The crime scenes are real, but every one of them is fixable. Start with your balance sheet. Fifteen minutes could change everything.
About Holli Moeini:
Holli Moeini is a CFO, CPA, and M&A advisor who helps buyers and sellers strengthen their companies, reduce risk, and maximize value at every stage of a deal. Known for blending financial rigor with real operational experience, she brings clarity and confidence to complex decisions.
Early in her career, Holli played a key role in a nine-figure exit, using GAAP discipline to improve performance and strengthen valuation. That experience shaped her precise, transparent approach to value creation. As an EVP and CFO, she led finance, operations, IT, security, and companywide strategy, guiding organic growth, acquisitions, and major systems implementations. She understands what it takes to run a business, not just analyze one.
Most recently, Holli helped a founder move from not being ready to sell to a successful eight-figure exit in 12 months, uncovering and protecting millions of dollars of value while keeping risk balanced from preparation through closing. A graduate of Pacific Lutheran University, Holli is trusted for her steady leadership, practical insight, and ability to simplify complexity while delivering exceptional outcomes.
Links:
Book: https://www.amazon.com/Finding-Missing-Millions-Holli-Moeini/dp/1967386501
Instagram: instagram.com/hollimoeini
LinkedIn: linkedin.com/in/hollimoeini
Profit Blueprint Calculator I Profit Comes First: https://lp.profitcomesfirst.com/profitblueprintcalc-page
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Free Copy of the Profit Blueprint Book: https://lp.profitcomesfirst.com/landing-page-page
Monthly Newsletter signup: https://lp.profitcomesfirst.com/newsletter-signup
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Run Your Business in 2 Hours a Week with Vance Morris
Find Rocky Lalvani @ www.ProfitComesFirst.com or email him at rocky@profitcomesfirst.com
Make more, work less video: https://youtu.be/
Your revenue is growing but you are working more hours than ever and your profit has not caught up. You are the bottleneck, the answer person, the one who touches everything. What if the problem is not your team or your market but the fact that you have no system running your business?
Vance Morris spent over 10 years as a Disney leader in Orlando. Then he started a carpet cleaning company, added an oriental rug washing facility and a mold remediation business, and built all three to the point where he manages them in 90 minutes a week. His secret is not a hack or a shortcut. It is the same three-word operating framework Disney uses to get minimum wage employees to deliver extraordinary experiences: What to do, How to do it, and Why we do it that way.
In this episode Rocky and Vance break down exactly how to install that system in a small business, build a referral engine that eliminates cold outreach, and keep customers coming back without constantly selling to them.
In This Episode:
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The three-word Disney system you can install in your business this week
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How Vance runs three companies in 90 minutes a week with one general manager
-
The "candy bowl" referral partner strategy that built 70 plus consistent referral sources
-
Why Chick-fil-A does over $8M per unit while closing one day a week and what that means for your hiring
-
How to use a print newsletter to retain customers without ever feeling salesy
-
The accountability framework Vance uses in weekly meetings and when to fire fast
-
Why trading $10/hour work for $100/hour work is the fastest path to freedom
Key Takeaways:
-
Systems give you freedom. Record yourself doing a task on your phone, upload the transcript to AI, and have it create a What/How/Why SOP you can hand to your team immediately.
-
Referral partners beat cold leads every time. Provide value for five to six weeks before you ask for anything. One to two referrals per month from 70 partners is a pipeline that runs itself.
-
Your newsletter should entertain, not educate. Stupid criminal stories, family photos, and puzzles keep customers connected. The selling happens separately on a postcard.
-
If an employee misses targets two weeks in a row without a strong reason, move on. You cannot afford people who do not follow the system.
-
Pick one idea from this episode and implement it today. Information without implementation moves nothing.
The Big Takeaway:
The business owners who break free are not the ones working the longest hours or chasing the most revenue. They are the ones who build systems simple enough for anyone to follow, hire people who fit their culture, and then get out of the way. Vance Morris manages three businesses in 90 minutes a week not because the businesses are small or simple but because the systems running them are. If Disney can get a minimum wage employee to deliver a world-class experience using three words, you can get your team to run your operation without you being involved in every decision. The system is the freedom. Without it, you are just buying yourself a job.
Conclusion:
More revenue will not fix a business that has no system. More hours will not either. What Vance proved is that a carpet cleaning company, a rug washing facility, and a mold remediation business can all run on autopilot when the owner commits to documenting what works, delegating the execution, and holding people accountable to the standard. The tools are simpler than ever. Your phone, an AI tool, and the discipline to start with one process today. If your business cannot run without you, it is not a business yet. This episode is the blueprint for changing that.
About Vance Morris:
Vance is a former Birth Control Factory Security Guard and turned that into a wild journey from Disney leader to bankrupt out-of-work executive to carpet cleaner to successful entrepreneur.
Today, he's the guy businesses call when they're bleeding profit and can't figure out why. He delivers real-world systems that stop customers from quietly disappearing and stop money from leaking out the back door. He's the only expert on the planet, who blends direct-response marketing with engineered customer loyalty and retention.
Links:
https://www.vancemorris.com
https://www.deliverservicenow.com
https://www.linkedin.com/in/vancemorris/
Link to the gift "52 Ways To Wow Your Customer". https://wow52ways.com
Profit Blueprint Calculator I Profit Comes First: https://lp.profitcomesfirst.com/profitblueprintcalc-page
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Free Copy of the Profit Blueprint Book: https://lp.profitcomesfirst.com/landing-page-page
Monthly Newsletter signup: https://lp.profitcomesfirst.com/newsletter-signup
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Why 70% of Your Growth Plans Fail: The Real Reason with Casey Woo
Find Rocky Lalvani @ www.ProfitComesFirst.com or email him at rocky@profitcomesfirst.com
Make more, work less video: https://youtu.be/
The Generalist Advantage
Most business owners hire deep specialists and hope they'll coordinate. But what if the person who actually moves the needle isn't the one who knows one thing brilliantly it's the person who understands everything moderately well? In this episode, Rocky Lalvani speaks with Casey Woo, founder of the Operators Guild and general partner of FOG Ventures, about why operators (or "scalers") have become the special forces of modern business. If you're scaling a company from $1M to $25M in revenue, this conversation could fundamentally change how you think about hiring, growth, and profitability.
Learning Insights
-
Operators are the connective tissue between silos. Sales doesn't understand cash flow. Marketing doesn't think about unit economics. Operators are the ones who coordinate across functions and prevent misalignment that kills growth.
-
Operators have a distinctive personality and it's innate. They're deeply curious, risk seeking, impatient, creative, and often neurodivergent. Spot them by looking at career paths with multiple functions, side hustles, and systems thinking traits you can't train.
-
Test small before scaling. If a dollar invested generates three dollars back, keep going. If it generates nothing, stop. Always test with 10k before committing 100k. Measure results. Then scale.
-
AI is replacing specialists, not operators. Repetitive work like bookkeeping will be automated first. The coordinator who manages multiple AI agents and integrates their outputs becomes more valuable. Specialists are at risk; integrators are secure.
-
Scaling is the art of coordination, not expertise. WeWork had great product but went bankrupt because it didn't scale correctly. Finance, legal, and operations coordination failures matter more than raw product quality at hypergrowth stage.
The Big Takeaway
The business world is experiencing a fundamental shift. For decades, success came from hiring the best specialist in each domain. But as companies scale faster and markets become more complex, the real bottleneck isn't specialist quality it's coordination. The operator is the person who stitches together sales, product, finance, operations, and customer success. They're the special forces of business, operating in small, fast moving teams where unpredictability is the norm. What's remarkable is that this is a learnable professional category that barely existed fifteen years ago. It's now the most valuable hire you can make at the $1M to $25M revenue stage. If your company has coordination problems, silos between functions, and decisions that take too long because no one has a bird's eye view, you don't need more specialists. You need an operator.
Conclusion
Casey Woo's work through the Operators Guild and FOG Ventures represents a sea change in how the business world thinks about talent and coordination. The generalist operator is no longer a quirky founder who does a little bit of everything. They're a professional category with distinctive traits, proven value, and a growing recognition that they're essential for scaling. As AI automates more specialist work, operators become even more valuable. The question isn't whether you need an operator. The question is whether you'll bring one in before the lack of coordination creates a crisis, or after. The companies that win will be the ones who recognize this shift and build their operator function early.
About Casey Woo
Casey Woo is the Founder of the Operators Guild and General Partner of FOG Ventures, the leading community and investing platform for the world's top operators.
A former public market investor turned high-growth technology CFO/COO, Casey has spent over two decades guiding companies through the complexities of scaling. As a 6x CFO and 2x COO, he's led businesses from early-stage startups to pre-IPO powerhouses across software, hardware, marketplaces, and eCommerce. His specialty lies in strategic finance, operational excellence, and scaling execution, transforming ambition into measurable performance.
As the Founder and CEO of the Operators Guild, Casey built a global network of over 1,200 elite operators, the minds behind some of the fastest-growing companies in tech. Building on that foundation, he launched FOG Ventures, now recognized as the top operator-led investing group, investing in the modern operator tool stack.
Casey's passion lies at the intersection of strategy, execution, and community. He continues to advise and invest in startups and funds, helping leaders navigate hyper-growth with precision, discipline, and heart.
Links
Website: https://www.operators-guild.com/
LinkedIn: https://www.linkedin.com/in/caseywoo
Profit Blueprint Calculator I Profit Comes First: https://lp.profitcomesfirst.com/profitblueprintcalc-page
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Free Copy of the Profit Blueprint Book: https://lp.profitcomesfirst.com/landing-page-page
Monthly Newsletter signup: https://lp.profitcomesfirst.com/newsletter-signup
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Double Your Profit by Doing Less: The Subtraction Strategy with Yarin Gaon
Find Rocky Lalvani @ www.ProfitComesFirst.com or email him at rocky@profitcomesfirst.com
Make more, work less video: https://youtu.be/
The Profit Paradox—Why More Revenue Is Killing Your Business
In this episode, Rocky Lalvani sits down with Yaron Gaon, a serial entrepreneur and investor who's mentored over 400 founders, to discuss why most businesses get stuck between $2-4 million in revenue. They explore the counterintuitive truth that revenue growth often masks declining profitability, and break down the exact framework private equity firms use to build truly profitable businesses. This conversation challenges conventional wisdom about growth and reveals the strategic shift every founder needs to make to scale profitably.
Key Learning Insights
-
Most businesses fail to recognize that not every revenue stream is equally profitable.
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Revenue and profit are not the same thing; most founders can't identify where actual profit comes from.
-
EOS and operational systems work best only after you've answered the upstream strategic questions.
-
Most founders test ideas without a clear hypothesis, making failure data meaningless.
-
The 80/20 principle applies to business: 20% of activities generate 80% of profit.
-
Most founders only make the shift when they hit rock bottom and can't make payroll.
The Big Takeaway
The difference between a business that grows revenue and a business that grows profit isn't luck or market conditions. It's a deliberate strategic shift that happens at the $2-3 million revenue mark. At this stage, founders must stop thinking about addition and start thinking about subtraction. They must create financial clarity by understanding exactly where profit comes from, not just where revenue comes from. Then they must create strategic clarity by deciding what they're doubling down on and what they're eliminating. Only after these two forms of clarity exist should they implement operational systems like EOS. The businesses that make this shift become 3-5x more profitable, create better work environments for their teams, and become far more valuable if they eventually want to sell. The businesses that don't make this shift get stuck, burning out founders with increasing revenue but stagnant or declining profit. The framework isn't complicated. The barrier is that it requires stopping, analyzing, and making hard decisions. But the return on that investment is usually obvious within 90 days.
Conclusion
Building a profitable business isn't about working harder or chasing more revenue. It's about working smarter by understanding where your profit actually comes from and having the discipline to focus on what matters most. Yaron Gaon and Rocky Lalvani both emphasize the same core truth: financial clarity creates the foundation for strategic clarity, which then enables operational excellence. The businesses that win aren't the ones that do the most. They're the ones that do the right things exceptionally well. If you're stuck between $1-5 million in revenue, the moment to make this shift is now, before the crisis forces your hand.
Meet Yarin Gaon
Yarin Gaon is an entrepreneur-turned-investor with a proven track record of founding, scaling, and exiting companies. He launched his first company at age 14 and went on to build Israel's largest e-commerce platform for military goods, which he later sold before relocating to the U.S. He also served as an Entrepreneur-in-Residence at a venture capital firm, where he specialized in turning around distressed startups. With an MBA from Tel Aviv University (and time spent at Kellogg School of Management), Yarin now helps growing companies mature into strong, cash-flowing assets.
Yarin has mentored over 400 businesses through SCORE and the University of Chicago's Polsky Center. Today, he shares a free playbook built for $1–20M companies based on the exact growth systems private equity firms use—democratized for founders who don't have access to elite investor networks. His approach focuses on strategy before tactics, helping founders align their goals and scale with clarity and confidence.
Links
Website: https://www.fractional.partners/
LinkedIn: https://www.linkedin.com/in/yaringaon/
https://playbook.fractional.partners/
Profit Blueprint Calculator I Profit Comes First https://lp.profitcomesfirst.com/profitblueprintcalc-page
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Free Copy of the Profit Blueprint Book: https://lp.profitcomesfirst.com/landing-page-page
Monthly Newsletter signup: https://lp.profitcomesfirst.com/newsletter-signup
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Think Like a Business Buyer: Cash Flow, Profitability, and Valuation Strategy with David Hori
Find Rocky Lalvani @ www.ProfitComesFirst.com or email him at rocky@profitcomesfirst.com
Make more, work less video: https://youtu.be/
How to Buy Profitable Businesses Without Destroying What Founders Built
David Hori has spent 25+ years scaling businesses, executing three successful exits, and most recently, buying profitable local businesses with a focus on preserving founder legacy. In this conversation with Rocky Lalvani, David breaks down what actually drives business value, why 70-80% of listed businesses never sell, and how to position your company whether you're scaling or planning an exit. Unlike typical acquisition talk, David thinks like an operator, not a financial engineer, and his insights challenge conventional wisdom about revenue, multiples, and what buyers actually want.
Key Learning Insights
-
Buyers care about cash flow, not valuation multiples. A serious buyer will pay whatever multiple the cash flow supports, not what industry standards suggest.
-
Ownership of production or exclusive distribution rights removes middlemen that eat into margins. These structural advantages are what create defensible cash flow.
-
Different revenue levels require fundamentally different playbooks. What worked to get you to $3M will not get you to $5M. It's not incremental improvement; it's a complete strategic shift.
-
Ability to deliver outcomes comes before culture fit. The person who got you your first 100 customers will likely not be the person who gets you the next 5,000.
-
Cash flow buyers like David don't engage with turnarounds. The business must already be profitable. Everything else filters through that requirement.
-
Seller financing or earnouts tied to metrics you don't control are dangerous. If the buyer controls the company and cash flow, they control your fate, as evidenced by cautionary tales of private equity extractions.
-
Profit First works by starting with the end in mind: owner pay, taxes, profit, then operations. Every bank is different; some charge excessive fees for account transfers that make the system impractical.
-
AI is not a silver bullet. Garbage in, garbage out. Implement AI to enhance processes you already understand well, not to replace decisions you can't make.
The Big Takeaway
The difference between a business that sells for what you want and a business that sits on the market unsold comes down to one factor: cash flow. Not revenue. Not growth rate. Not your personal vision. Cash flow. A serious buyer will never pay a price that doesn't leave them room to pay themselves, grow the business, and service the acquisition debt. This is why David, as a cash flow buyer, doesn't even look at businesses until they're already profitable. Everything else—systems, team, culture, playbooks—filters through this reality. But here's what changes your entire approach: if you build your business with this buyer's mentality from day one, you're not just positioning yourself for a potential exit. You're building a business that generates the freedom and flexibility you actually wanted when you started. You're not chasing revenue that never seems to solve your problems. You're building cash flow. You're working with people aligned to your values. You're operating playbooks appropriate to your scale. You're thinking like an operator, not a grinder. Whether you eventually sell or scale, this mindset delivers the actual outcome you set out to achieve.
Conclusion
David Hori's perspective on business acquisition and growth challenges the narrative most entrepreneurs hear. It's not about bigger multiples, faster growth, or finding the right private equity partner. It's about building businesses that actually work: businesses that generate reliable cash flow, operate with systems that don't depend on founder heroics, and preserve what the founder actually built. The path to that business is clear, but it requires thinking like a buyer even if you're planning to scale indefinitely. The metrics matter. The playbooks matter. The team matters. But they all matter because they determine whether your business can actually support the financial and operational reality of growth. Start there, and the rest follows.
Don't chase revenue that never solves your problems. Build cash flow that gives you the freedom you wanted.
About David Hori
David buys profitable local businesses (8-120 employees, $1.5M-$15M revenue) with a focus on preserving what founders built—their employees, culture, and legacy. No private equity gutting or quick flips.
He also advises established owners stuck between growth and exit, but thinks like a buyer, not a consultant. They get the same honest assessment he'd give if acquiring their business—no billable hours busywork, just proven systems that let them step back or exit cleanly.
His track record: 25+ years scaling businesses including three exits.
Bottom line: Whether buying or advising, you're talking to someone who's been in the operator's seat. Fast decisions, real solutions, no fluff.
Links
Website: https://toplineops.com/
LinkedIn: https://www.linkedin.com/in/iamdavidhori/
Facebook: https://www.facebook.com/profile.php?id=61582098929191
Instagram: https://www.instagram.com/toplineops/
YouTube: https://www.youtube.com/@toplineops
Profit Blueprint Calculator I Profit Comes First https://lp.profitcomesfirst.com/profitblueprintcalc-page
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Free Copy of the Profit Blueprint Book: https://lp.profitcomesfirst.com/landing-page-page
Monthly Newsletter signup: https://lp.profitcomesfirst.com/newsletter-signup
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
From High Revenue to High Profit: The Missing Piece in Your Business with Chris Hallberg, EOS
Find Rocky Lalvani @ www.ProfitComesFirst.com or email him at rocky@profitcomesfirst.com
Make more, work less video: https://youtu.be/
Hire a Green Beret: Why Veterans Transform Your Business
In this episode, Rocky Lalvani sits down with Chris Hallberg, ranked #9 on Inc. Magazine's Top 50 Leadership & Management Experts, to discuss why hiring the right people and implementing disciplined systems are the real keys to building a profitable business. Chris shares insights from his military background, his veteran-powered recruiting company Business Sergeant, and his work implementing the Entrepreneurial Operating System (EOS) with hundreds of companies. Learn why Green Berets might be your secret weapon, how to stop bleeding money through bad hiring decisions, and why your profit problem might not be a revenue problem at all.
Learning Insights
-
The true cost of bad hiring: A single bad hire in a $100,000 role costs approximately $500,000 when accounting for turnover and lost productivity. A-players cost only 1.2X to 1.6X more but deliver 2 to 10 times the value.
-
Veterans are exceptionally rare and valuable: Only half of 1% of the US population has special operations training. They don't cost more to hire than regular candidates but deliver exponentially more value through proven leadership under pressure.
-
High revenue does not equal high profit: The biggest pattern Chris sees is companies saying yes to every opportunity. Without a strong number two person (COO/integrator) to say no and protect margins, you get high sales but low profit.
-
Your yes person needs a no person: Visionary CEOs naturally seek opportunities. They need a strong integrator to say no and protect profit margins. Without this balance, money disappears and profit suffers.
-
Accountability is natural with the right people: When you hire aligned, quality people who share your values, accountability happens without friction. If you can't hold someone accountable, you have the wrong person in that seat.
-
Use math, not gut feeling, to make decisions: Create a go/no-go matrix based on realistic data. Input assumptions about revenue, time, and resources. Let the numbers tell you yes or no instead of relying on passion or intuition.
-
Discipline beats opportunity every single time: The road to business failure is paved with companies that couldn't decide what to say no to. Clear, disciplined decisions about strategy and fit matter more than saying yes to everything.
The Big Takeaway
The difference between businesses that struggle and businesses that thrive isn't complicated. It's not about working harder, better marketing, or a superior product. It's about two things: the right people in the right seats, and the discipline to say no to opportunities that don't fit your strategy and profit model. Most visionary founders and CEOs are wired to say yes. They're opportunity seekers. That's their strength. But without a strong integrator, COO, or number two person who protects profit margins by saying no, companies end up with high revenue and low profit. They're exhausted, understaffed, and serving too many customers at too thin a margin. Additionally, most business owners are flying blind when it comes to hiring and decision making. They rely on gut feeling instead of math. Veterans, particularly those from special operations backgrounds, bring a rare combination of perseverance, problem solving, accountability, and calm under pressure that most candidates can't match. They've been selected and tested in environments where failure isn't an option. They understand what real adversity looks like, which makes business challenges feel manageable by comparison. The math is simple: invest more upfront in the right person, hold them accountable, create systems for evaluation and improvement, and say no to opportunities that don't fit. Do this, and your business transforms.
Conclusion
Building a profitable, scalable business requires more than good ideas and hard work. It requires the right people in the right seats, clear systems for making decisions, and the discipline to say no. Chris Hallberg's work with hundreds of leadership teams and his experience as a veteran demonstrate that these principles work regardless of industry or company size. Whether you hire a Green Beret through Business Sergeant or simply apply the framework Chris and Rocky outlined, the message is the same: your people and your discipline are what create profit. Everything else is a distraction.
About Chris Hallberg
Chris Hallberg—known as the "Business Sergeant"—is a top-ranked leadership expert, military veteran, and serial entrepreneur who transforms good companies into great ones, fast. Ranked #9 on Inc. Magazine's Top 50 Leadership & Management Experts—ahead of Simon Sinek—Chris blends battlefield-tested leadership with the Entrepreneurial Operating System (EOS) to deliver proven results.
He scaled and sold a startup during the Great Recession at an 8× multiple, built royalty-generating sales systems, and became Colorado's first EOS Implementer, guiding 100+ teams to achieve 90%+ employee engagement rates and 100+ Best Places to Work awards. Today, he co-builds a $5M AI-driven EOS platform while coaching billion-dollar contractors, national chains, and franchises with a remarkable 85% success rate.
With his no-nonsense, high-energy style, Chris simplifies strategy, strengthens culture, and shows leaders how to drive 30%+ EBIT on predictable systems—making him a powerhouse guest for any podcast.
Links
Website: https://goexpand.com/
LinkedIn: https://www.linkedin.com/in/chris-hallberg-01516315/
Facebook: https://www.facebook.com/people/GoExpand/61577326657347/#
Instagram: https://www.instagram.com/goexpandplatform?igsh=MXV5N2I1Mml0MXF4aw%3D%3D
YouTube: https://www.youtube.com/@GoExpand
Profit Blueprint Calculator I Profit Comes First https://lp.profitcomesfirst.com/profitblueprintcalc-page
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Free Copy of the Profit Blueprint Book: https://lp.profitcomesfirst.com/landing-page-page
Monthly Newsletter signup: https://lp.profitcomesfirst.com/newsletter-signup
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Numbers Don't Lie- Why Your Finances Are Your Best Strategy with Nate Littlewood
Find Rocky Lalvani @ www.ProfitComesFirst.com or email him at rocky@profitcomesfirst.com
Make more work less video: https://youtu.be/
From Denial to Enlightenment: The 4 Stages of Financial Mindset
In this episode, Rocky Lalvani sits down with Nate Littlewood, founder of Future Ready CFO, to explore why 80% of business owners avoid their finances and how to break free from that pattern. They discuss the psychological barriers to financial engagement, the framework for moving from denial to enlightenment, and why your product might be your best marketing tool in an AI driven world. Whether you're bootstrapping an e-commerce brand or scaling a CPG company, this conversation reveals how financial clarity becomes your competitive advantage.
Learning Insights
-
Cognitive Dissonance is Why Founders Avoid Finances: Most founders hold two conflicting narratives believing they're building an amazing company while their numbers tell a different story. This psychological discomfort causes them to push financial data out of their focus rather than confront the reality.
-
The 4 Stages of Financial Mindset: Denial to Overwhelm to Intrigue to Enlightenment. Most founders start in denial (80% of business owners), and many get stuck in overwhelm when they try to go it alone without proper guidance.
-
Your Bookkeeper, CPA, and Banker Are Not Financial Strategists: Each plays a specific role in your business, but none are focused on helping you use financial data for strategic decision making. You need a fractional CFO or financial advisor for that function.
-
Gross Profit, Not Revenue, Is Your Real Business: An $8 million business with $1 million in gross profit is really a $1 million business. You can't run your company on revenue you run it on gross profit after covering all overhead and owner compensation.
-
Lifetime Gross Profit Determines Customer Acquisition Profitability: Understanding your repeat purchase rate and lifetime gross profit allows you to evaluate whether your CAC (customer acquisition cost) actually makes economic sense across different marketing channels.
-
Product Quality Is Becoming the Differentiator: As AI democratizes marketing capabilities, brand differentiation will shift from marketing execution to product excellence. The businesses that win are those with products so good they market themselves.
-
Finance Is the Language of Business: If you're not understanding your numbers or getting professional help to understand them, you're burning cash. This is a primary reason why businesses fail.
-
Contribution Margin Is Critical for E Commerce: For e commerce businesses specifically, it's important to understand contribution margin (gross profit less customer acquisition spend) as a key profitability metric, since customer acquisition costs are often a major expense category.
-
Most Founders Haven't Learned This Framework Before: The vast majority of seven figure founders don't know how to evaluate marketing profitability using lifetime value and CAC metrics before working with a fractional CFO.
-
People Only Care When They Experience Pain: Founders become receptive to financial guidance only after they've encountered their own version of pain whether that's stress about personal income, cash flow challenges, or uncertainty about which initiatives are working.
The Big Takeaway
The most transformative insight from this episode is that financial avoidance isn't a character flaw it's a natural psychological response to cognitive dissonance. When the narrative your business tells conflicts with what your numbers reveal, your brain works to suppress the uncomfortable truth. But here's what changes everything: once you move through the stages from denial to enlightenment, you realize that your numbers aren't your enemy. They're your most powerful strategic ally. When you understand your finances the lifetime value of your customers, your true gross profit, which marketing channels are actually profitable, and how cash flows through your business you gain clarity that transforms decision making. You stop guessing about where to allocate resources and start knowing. You stop chasing vanity metrics like revenue and start optimizing for metrics that actually matter. This shift from financial avoidance to financial empowerment isn't just about better accounting; it's about reclaiming your power as a business owner. It's about moving from a state of chaos and confusion to one of strategic clarity where your numbers give you confidence to make bigger, bolder decisions about the direction of your company.
About Nate Littlewood
Nate Littlewood is the founder of Future Ready CFO, where he supports early stage purpose-led founders in the eCommerce and CPG space achieve their business and financial goals by bringing clarity to their numbers and showing them how to use financial data to make better decisions on topics like marketing budgets, product portfolio, sales channel focus, team and business strategy.
Unlike other CFOs in the space, Nate has walked the walk - having bootstrapped his own eCommerce business, served as Lead Mentor for a NYC based startup accelerator program, and he spent nearly a decade on Wall St with a global investment bank before entering the world of entrepreneurship.
Through content, courses and 1:1 coaching, he's on a mission to make finance education and support more accessible for startup founders, and ultimately aspires to put an end to finance being the #1 reason that startup businesses fail.
Links
Website: futurereadycfo.com
LinkedIn: https://www.linkedin.com/in/nathanlittlewood/
YouTube: https://www.youtube.com/@Nate_Littlewood
Conclusion
Financial literacy is not a luxury for business owners it's a necessity. Whether you're bootstrapping your first e commerce brand or scaling a multi million dollar CPG company, understanding the fundamentals of your business finances will determine your long term success. The good news is that this doesn't require an MBA or years of Wall Street experience. It requires understanding basic math: what comes in, what goes out, what's left over, and what that means for your strategy. If you're currently avoiding your numbers, remember that pain is often the catalyst for change. Use it as your wake up call. If you're overwhelmed by the process, seek professional guidance. And if you're already enlightened, use your financial clarity as your competitive advantage in a market where most of your competitors are still flying blind.
Ready to move from financial denial to enlightenment? Connect with Nate Littlewood to explore how fractional CFO services can bring clarity to your e commerce or CPG business. Visit futurereadycfo.com or find Nate on LinkedIn for daily insights on startup finance and business profitability.
Want to learn more about using financial data for strategic decision making? Check out Rocky Lalvani's resources on fractional CFO services and the Profit First methodology at profitanswerman.com.
#FractionalCFO #EcommerceBusiness #FinancialClarity #SmallBusinessFinance #CPGBusiness #CashFlowManagement #BusinessProfitability #ProfitFirst #FounderMindset #FinancialLiteracy #EntrepreneurshipTips #BusinessStrategy #GrossProfit #CustomerAcquisitionCost #BusinessOwnerSalary #FinancialFreedom #SevenFigureBusiness #MarketingROI #BusinessMetrics #ProfitAnswerMan
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Free Copy of the Profit Blueprint Book: https://lp.profitcomesfirst.com/landing-page-page
Monthly Newsletter signup: https://lp.profitcomesfirst.com/newsletter-signup
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Why Your Business Is Always Short on Cash (Even When You're Busy)with John Scott
Find Rocky Lalvani @ www.ProfitComesFirst.com
or email him at rocky@profitcomesfirst.com
Make more, work less video: https://youtu.be/
Your business is busy. Revenue is coming in. The team is working hard.
So why does cash still feel tight?
In this episode of Profit Answer Man, Rocky Lalvani sits down with John Scott, Partner at Anders and leader of their Virtual CFO services for law firms, to unpack why profitable businesses still struggle with cash flow.
This conversation goes beyond theory. It breaks down the real financial levers that drive profit, capacity, and long-term stability.
Learning Insights
-
Many businesses discount the finance function by assigning bookkeeping to someone without proper expertise or keeping books months behind
-
You cannot make smart business decisions without current and accurate financial data
-
Working capital targets should range between 10 percent and 30 percent of expected annual revenue depending on risk
-
Setting aside 40 percent of monthly profit in a separate tax account prevents emotional and financial stress at tax time
-
Two to five additional productive hours per week per employee can dramatically increase profitability in service firms
-
Capacity determines pricing power. If you are at full capacity, you either raise prices or say no
-
Revenue drivers exist in every business. You must identify and track yours instead of relying on gut instinct
-
Segregating funds such as retainers, deposits, and sales tax prevents accidental overspending
-
Subscription pricing removes friction, encourages proactive conversations, and strengthens client relationships
-
Cash flow problems are often operational problems such as slow billing, lack of reconciliation, or unmanaged productivity
Big Takeaway
Cash flow is not a mystery. It is a management discipline. When owners define cash targets, track capacity, understand revenue drivers, and keep financial data current, clarity replaces stress. Small operational improvements such as tightening billing cycles, increasing utilization by a few hours, or segregating tax funds can dramatically change the financial health of a business. Profit and cash flow improve not through luck, but through consistent attention to the right levers.
Bio
John C. Scott, CPA, AEP, CGMA, is a partner in tax at Anders and a leading authority in law firm financial management. With over 30 years of experience, he heads Anders' legal industry efforts for their Virtual CFO team, offering law firms the dedicated resources, forward-looking financial insight, and critical thinking they need to thrive. Author of Judicial Dollars and Cents, John specializes in helping firms optimize processes, improve profitability, and position themselves for successful succession or managing partner transitions.
Drawing on deep expertise in tax planning, estate planning, and closely held business valuations, John partners with law firms to implement data-driven decision-making, streamline operations, and strengthen cash flow. His approach blends strategic foresight with handson financial leadership, ensuring firms can scale confidently and sustainably. Whether guiding a million-dollar boutique or a $30M multioffice practice, John helps ambitious legal leaders turn complexity into clarity—and profitability into lasting success.
Links
Website: https://anderscpa.com/
https://anders-virtual-cfo.scoreapp.com/p/profit-focused-accounting-maturity-assessment
LinkedIn: https://www.linkedin.com/in/john-c-scott-cpa/
https://www.linkedin.com/company/andersvcfo/posts/?feedView=all
Facebook: https://www.facebook.com/vcfobyanders/
Instagram: https://www.instagram.com/andersvcfo/
Podcast: https://anderscpa.com/learn/podcasts/
Book: https://go.anderscpa.com/judicial-dollars-and-cents
Conclusion
Busy does not equal profitable. Revenue does not automatically create cash stability.
The businesses that win are the ones that understand their numbers, reconcile accounts regularly, forecast using real data, and make decisions based on facts instead of feelings.
When you treat cash as a strategic asset instead of an afterthought, everything changes.
If you want practical strategies to strengthen your cash flow and increase profitability, listen to this full episode of Profit Answer Man now and start applying these financial levers in your business today.
#ProfitAnswerMan #CashFlow #BusinessFinance #Entrepreneurship #VirtualCFO #ProfitFirst #SmallBusinessGrowth #FinancialClarity #BusinessOwners #WealthBuilding
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Free Copy of the Profit Blueprint Book: https://lp.profitcomesfirst.com/landing-page-page
Monthly Newsletter signup: https://lp.profitcomesfirst.com/newsletter-signup
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Become a Pattern Hunter: Own Your Revenue or Remove the Chaos, Grow Your Profit with Rion Westfall
Find Rocky Lalvani @ www.ProfitComesFirst.com or email him at rocky@profitcomesfirst.com
Feeling busy but the business isn't getting more profitable?
In this episode, Rocky sits down with Rion Westfall, founder of the Own Your Revenue program, to break down why most SMBs struggle to scale, and how to fix it with systems, SOPs, and a healthier definition of accountability. You'll hear practical frameworks to reduce chaos, get your team engaged (without micromanaging), and start spotting the revenue patterns that drive 7–8 figure growth.
Learning Insights
- Accountability isn't punishment, it's engagement. When people treat accountability as "I'm going to get in trouble," they avoid it. When it's framed as ownership and mental presence, it becomes a culture driver.
- Systems are what make scale possible, not talent. McDonald's-level consistency comes from procedures that allow any capable person to step in and produce the same result.
- If it's not written down, it's a liability. If it is written down, it's an asset. Documentation (SOPs, checklists, recordings) turns fragile tribal knowledge into a transferable business asset.
- Leaders must stop being the bottleneck. If the owner is always the one who "just does it faster," the business can't grow beyond the owner's time and energy.
- Train once, capture it, and turn it into an SOP. Record the training (video/screen/audio), use tools to organize it into steps, then hand ownership to the team member to maintain and improve the system.
- Don't organize the company by titles; organize it by problems to solve. Rebuilding an org chart around the actual problems the business must solve reveals gaps, overlaps, and misaligned roles fast.
- "Busy" is not the same as "effective." A company (or leader) can log massive hours and still lack clarity on expectations, outcomes, and priorities; time spent doesn't equal results.
- Small improvements in the right lever create outsized profit. The game isn't doing more work; it's finding the few operational/financial levers where a slight change materially improves profit.
- Engage the frontline to extract "gold nuggets." Employees often know what's broken and what would fix it; the owner's job is to pull those insights out, quantify them, and systemize the best ideas.
- Documented systems increase enterprise value and sellability. When processes are clear and repeatable, the business is easier to transfer, scale, franchise, or sell, often at a better multiple.
Big Takeaway
If your business feels "busy" but profits aren't improving, the problem usually isn't effort; it's a lack of a documented, repeatable system that creates accountability and consistent results. This episode's core message is that accountability works best when it's treated as engagement and ownership, not punishment, and that sustainable growth happens when leaders stop doing the work themselves and instead invest in building the procedures, standards, and feedback loops that let the team execute without constant oversight. When you turn tribal knowledge into written (or recorded) SOPs and invite employees to improve them, you reduce chaos, strengthen culture, and create a business that can scale and sell.
Bio
Rion is the founder the Own Your Revenue program. Built specifically for SMBs to tactically hunt revenue patterns that expedite 7-8 figure growth.
Rion is not your average entrepreneur—he's a battle-tested builder of businesses with global experience and gritty stories that resonate with founders at every stage.
From specialty projects with the Department of Defense as a mechanical engineer with secret clearance…
To scaling companies internationally through strategic business development and high-stakes industrial projects…
Rion's journey is anything but conventional.
He's worked in over 15 countries.
He speaks fluent English and Spanish.
And he's built nine companies—across solo ventures, family-run businesses, joint ventures, and private equity-backed disruptors.
Rion doesn't just talk about business success—he's lived through the wins and the tough lessons. And now, he's channeling all of that into a mission-driven approach to help SMBs thrive.
If your audience is made up of founders, operators, or growers of small or mid-sized business…
Rion brings stories, strategies, and frameworks that inspire and deliver immediate value. He's passionate, sharp, and brings real talk about what it takes to scale in today's landscape.
Links
Website: https://www.537bd.com/
LinkedIn: https://www.linkedin.com/in/rion-westfall-own-your-revenue-business/
Conclusion
Rion's perspective blends an engineering mindset with real-world operator experience: clarity creates power, and power creates action. When owners slow down long enough to build systems, define what "good" looks like, and assign roles based on the real problems the company must solve, they stop being the bottleneck. The result is a business that runs with less stress, stronger accountability, and more predictable revenue without the owner having to be the daily enforcer.
If you got value from this episode, do me a favor: share it with one founder or operator who's stuck being the doer instead of the leader. Text it to them, post it to LinkedIn, or drop it in your ops group. This is the stuff that helps businesses scale in the real world. And if you want to connect with Rion and learn more about Own Your Revenue, check the show notes for his links.
#SmallBusiness #SMB #BusinessGrowth #BusinessSystems #Accountability #Leadership #Operations #StandardOperatingProcedures #SOP #ProcessImprovement #ScalingBusiness #RevenueGrowth #Entrepreneurship #BusinessDevelopment #Founder #COO #EOS #Traction #Profitability #CashFlow
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Free Copy of the Profit Blueprint Book: : https://lp.profitcomesfirst.com/landing-page-page
Monthly Newsletter signup: https://lp.profitcomesfirst.com/newsletter-signup
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
From Chaos to Control: Simple Systems That Actually Scale with Tim Martinez
Find Rocky Lalvani @ www.ProfitComesFirst.com or email him at rocky@profitcomesfirst.com
If your business feels like it's growing… but also getting messier, heavier, and more dependent on you, this conversation will hit home.
Rocky Lalvani sits down with Tim Martinez, a seasoned operator and advisor with 20+ years of experience helping founders, CEOs, and executive teams build companies that actually scale. Tim has worked across software, media, retail, gaming, and finance, and he's also owned, operated, invested in, and exited multiple businesses, so the insights here are practical, not theoretical.
Learning Insights
- Why so many owners get stuck in "manageable chaos" (Tim's $3M wall observation) and what it really takes to break past a plateau
- How to use Profit First and Traction/EOS as flexible tools, and why adapting frameworks beats trying to follow them perfectly
- The difference between busy work and scalable execution (and how founders accidentally become the bottleneck)
- What "simplicity is the ultimate sophistication" looks like in real operations and decision-making
- How to spot vanity spending vs. investments that actually create ROI (systems, tech, training, leadership)
- Why culture = what you allow (and how standards at the top shape everything downstream)
- How to identify performance drag: A-players, C-players, and why top performers won't stay in a low-standard environment
- Why time is currency, and how meetings, rework, and unclear ownership quietly destroy margin
- What Tim looks for when evaluating companies: profitability (EBITDA/SDE lens), customer concentration risk, and realistic growth story
- How to create accountability after meetings so action items don't disappear (clear owners + follow-through)
Big Takeaway
Scaling isn't about adding complexity, it's about removing friction. Tim's core message is that the businesses that "feel in control" don't have fewer problems; they have clearer systems, clearer ownership, and higher standards, so problems get handled without everything funneling back to the founder. When you treat time like currency, invest intentionally (not emotionally), and build accountability into execution, you stop relying on heroics—and that's when growth becomes sustainable.
Bio
Tim is a seasoned business operator and advisor with more than twenty years of experience helping founders, CEOs, and executive teams build companies that actually scale. His work spans operations, strategy, leadership, and growth, with hands-on experience across software, media, retail, gaming, and finance. Having owned, operated, invested in, and exited multiple businesses, Tim brings a practical, real-world perspective to building durable companies that create value for employees, customers, and communities.
Links
Website: https://www.theinsideman.biz/
LinkedIn: https://www.linkedin.com/in/theinsideman/
Substack: https://timtheinsideman.substack.com/
Conclusion
If you're tired of being the glue holding everything together, this episode is a blueprint for shifting from reactive to repeatable. The goal isn't just to grow revenue—it's to build a durable company that creates value for employees, customers, and your community, while giving you more freedom and better options (including a future exit).
If this episode helped you, share it with one business owner who's stuck in firefighting mode—text it to them or post it to your LinkedIn/IG stories. And if you haven't already, follow/subscribe and leave a quick rating/review so more owners can find these conversations.
#BusinessSystems #ScalingBusiness #Operations #Leadership #Entrepreneurship #SmallBusinessOwner #Profitability #CashFlow #ProfitFirst #EOS #Traction #StandardOperatingProcedures #TeamPerformance #Accountability #ExitPlanning
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Free Copy of the Profit Blueprint Book: : https://lp.profitcomesfirst.com/landing-page-page
Monthly Newsletter signup: https://lp.profitcomesfirst.com/newsletter-signup
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
How to Scale a Business Without Killing Profit and Cash Flow with Aaron Trahan
Find Rocky Lalvani @ www.ProfitComesFirst.com or email him at rocky@profitcomesfirst.com
Most businesses don't fail because they can't grow; they fail because growth exposes weak priorities, sloppy execution, and fragile cash flow.
In this episode, Rocky Lalvani talks with Aaron Trahan about why revenue can be a "vanity metric," how companies "grow into insolvency," and what to install so scaling improves profit and cash not just topline numbers.
Rocky Lalvani interviews Aaron Trahan, a seasoned executive who was thrust into leading a $100M division at age 24 and later helped operate at a billion-dollar revenue run rate. Aaron explains why revenue growth is often misunderstood: if growth isn't efficient, it can crush profitability, consume cash, and push a business toward insolvency. He shares the "Inc. 5000 rule" (68% of fast-growers fail or stall within 5–7 years) and introduces his "Golden Five" framework—Priority Management, Communication, Focus, Execution, and Accountability—as the operating system that keeps scaling sustainable. The conversation also covers quarterly OKR sprints, the 24/12/6/3 planning protocol, and "red teaming" as a way to stress-test assumptions before they become expensive mistakes.
In This Episode, You'll Learn:
- If growth dilutes execution, growth becomes the risk.
- Revenue without profitable delivery and cash conversion can be dangerous.
- Focus is a competitive advantage, but only after priorities are crystal clear.
- "Scaling" isn't "doing more", it's getting more outcome per unit of effort/cost.
- Install a quarterly cadence so strategy doesn't drift into "someday."
- Stress-test assumptions early; weak growth stories break fast under scrutiny.
Big Takeaway:
Scaling isn't "more revenue." Scaling is creating more profit and cash flow with better execution. If growth is costing you as much as it's earning (or it's breaking your team's ability to prioritize, communicate, focus, execute, and stay accountable), you're not scaling, you're treading water and increasing risk. Aaron's core message is simple: treat revenue like a vanity metric unless it converts into profitability + cash + operational discipline, and install a cadence (Golden Five + quarterly OKRs + 24/12/6/3 planning) so growth strengthens the business instead of stressing it.
Bio:
Big goals don't build great businesses. Great systems do.
His mission is helping businesses create the bridge that connects vision to strategy to execution, using systems that scale.
Born from real-world experience & lessons learned from scaling a billion-dollar consumer company, He designed a business operating system that takes a system-driven approach to scaling smarter, through enhancing effectiveness in the areas that matter most to any business:
- Prioritization
- Communication
- Organizational Focus
- Accountability
- Execution
His methodology combines the hard-earned lessons of a seasoned operator with the mindset of a performance coach. The outcome: leaders can scale smarter, teams will execute sharper, and businesses are able to generate sustained high-performance... without the chaos.
Links:
Website: https://performancemindsetcoaching.co/
Facebook: https://www.facebook.com/aaron.trahan.664525
LinkedIn: https://www.linkedin.com/in/aarontrahancoaching/
Instagram: https://www.instagram.com/aarontrahan/
X: https://x.com/trahanAD
Conclusion:
If you've felt like your business is "growing" but somehow getting tighter—more complexity, more firefighting, and less cash—this episode is your reset. Start by validating that leadership can name the same top priorities, then lock in a quarterly execution rhythm with clear OKRs, and pressure-test your growth assumptions through red teaming before betting the company on them. The goal isn't to grow fast—it's to grow sustainably, so profit and cash flow expand with revenue and you build a business that can survive (and thrive) through change.
If you're tired of "growth" that creates more stress and less cash, take one action from this episode and apply it this week: get your leadership team aligned on the top 3 priorities, then set quarterly OKRs that protect execution and cash flow. Sustainable scaling isn't about chasing revenue—it's about building a business that throws off profit and cash while staying operationally disciplined.
#ProfitFirst #CashFlow #Profitability #BusinessScaling #SustainableGrowth #Leadership #OperationalExcellence #OKRs #StrategicPlanning #Accountability #Execution #BusinessOwner #Entrepreneurship #BusinessCoaching #RiskManagement #SmallBusiness #ScalingUp
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Free Copy of the Profit Blueprint Book: : https://lp.profitcomesfirst.com/landing-page-page
Monthly Newsletter signup: https://lp.profitcomesfirst.com/newsletter-signup
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Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Contractor Cash Flow Fix — The 4 Numbers Every Subcontractor Must Track with Dustin Young
Find Rocky Lalvani @ www.ProfitComesFirst.com or email him at rocky@profitcomesfirst.com
Pay-When-Paid Cash Flow: How Subcontractors Survive Long Payment Terms
Subcontractors and GCs don't usually go broke because they don't have work—they go broke because cash timing, contract terms, and decision-making lag quietly squeeze them until payroll becomes a crisis.
In this episode, Rocky Lalvani sits down with Dustin Young, a fractional CFO who works specifically with construction companies doing roughly $3M–$30M in annual revenue. Dustin shares the patterns he sees across contractors: "pay-when-paid" bottlenecks, contracts signed without understanding payment terms, books that are months behind, and owners stuck fighting fires instead of building systems.
In This Episode, You'll Learn:
- Why subcontractors often get stuck with "pay when paid" terms—and how to reduce the damage with cash forecasting and up-front negotiation before you sign.
- The question Rocky asks that exposes a common blind spot: most contractors don't know payment terms before signing, and that can mean funding payroll for 90 days without cash coming in.
- The 4 numbers Dustin wants contractors tracking consistently (weekly/monthly): cash, sales, gross profit, net profit—so you can make decisions based on reality, not vibes.
- Rocky's gross profit mindset shift: top-line revenue can fool you, but gross profit tells you what size business you can actually run.
- Why Dustin's "field + finance" background matters: construction companies often have a disconnect where field operations and accounting don't speak the same language, which leads to waste, margin surprises, and chaos.
- The failure pattern Dustin sees: businesses die when they can't make decisions fast enough—especially when job margins are unknown and the books are months behind (he mentions a company six months behind that still "thinks" they did ~$40M).
- Why the hardest bottlenecks aren't spreadsheets—they're people problems (trust breaks, safety incidents, long-time employees) and why owners delay decisions even when they know what has to happen.
- The real cost of "tax advice" spending and shiny purchases (like the $120,000 truck example), plus how to pressure-test big spends (including marketing retainers) using a cash forecast before you commit.
The Big Takeaway:
If you don't know your contract terms, don't measure job-level profitability, and don't keep your books current, you're not running a construction business—you're financing projects for other people and hoping you survive the wait.
Forecasting and a few core numbers create the clarity to negotiate better, avoid cash traps, and make faster decisions before problems become payroll emergencies.
Bio:
helps construction company owners get their lives back. Most contractors he meets are doing good with sales but are trapped—working 70-hour weeks, constantly putting out fires, missing their kids' games, and wondering why they built a business that owns them instead of the other way around. He knows because he's been there.
He grew up around construction and spent the last decade building and scaling construction companies—some successful, some that taught expensive lessons. He's been in the field getting projects through the finish line and in the back office building financial systems to make the whole thing work.
What he learned is this: revenue growth without the right systems just means you're working harder for less freedom. And freedom—time with family, the ability to step away, actually enjoying the business you built—that's what matters most.
Now, as a Fractional CFO for $3M+ construction firms, he helps owners build the financial clarity and systems they need to scale profitably and get their time back. Because hitting $5M or $10M in revenue means nothing if you're still drowning in cash flow problems and can't take a week off without everything falling apart.
Links:
Website: https://www.raveninsights.co/
LinkedIn: https://www.linkedin.com/in/dustinhyoung/
Instagram: https://www.instagram.com/dustinhyoung/
Conclusion:
Dustin's message is simple: construction businesses don't need more hustle—they need visibility. Know what you signed, know when cash actually arrives, and track the numbers that tell the truth. Then build systems so the owner isn't the firefighter, estimator, and bottleneck all at once.
Want to stop guessing and start running your business with real numbers? Listen to the full episode and then pick one action to implement this week:
- review your next contract's payment terms before signing,
- build a simple cash forecast for the next 13 weeks, or
- start tracking Dustin's 4 numbers consistently.
#ProfitAnswerMan #ProfitFirst #ProfitComesFirst #ConstructionBusiness #Subcontractors #GeneralContractor #CashFlow #CashFlowForecast #JobCosting #GrossProfit #NetProfit #ConstructionAccounting #FractionalCFO #ConstructionFinance #BusinessSystems #Operations #Leadership #SmallBusiness #Entrepreneurship
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Free Copy of the Profit Blueprint Book: : https://lp.profitcomesfirst.com/landing-page-page
Monthly Newsletter signup: https://lp.profitcomesfirst.com/newsletter-signup
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Outgrowing Your Team: The Loyal "Mike" Problem Every Business Owner Faces with Kurt Wilkin
Find Rocky Lalvani @ www.ProfitComesFirst.com or email him at rocky@profitcomesfirst.com
"Every growing business has a 'Mike'—the loyal early employee who quietly becomes your biggest bottleneck."
Most entrepreneurs don't fail because they lack hustle.
They get stuck because the team that got them here… can't get them there.
In this episode of Profit Answer Man, Rocky Lalvani talks with Kurt Wilkin—entrepreneur, former founder of HireBetter (a recruiting firm that partnered heavily with EOS companies), and author of Who's Your Mic?—about the moment every growing business eventually faces: you outgrow a "key person," and your loyalty delays the decision that growth requires.
Kurt breaks down the "Mike" problem (the early employee who handled the finance/ops/integrator work), why founders wait too long, and what to do before the bottleneck starts costing you profit, time, and momentum.
In This Episode, You'll Learn:
- What "Who's Your Mike?" really means—and why every entrepreneur either has, had, or will have a "Mike" if they keep growing.
- The classic growth pattern: how "Mike" goes from bookkeeper → accountant → controller → "CFO"… until the business hits a level where he's in over his head (banks, credit lines, bigger deals).
- Why business owners delay the hard conversation—and why it feels like firing a lifelong friend.
- Why you don't always have to fire Mike (reassignment can work)—but keeping a struggling leader creates a ceiling on the whole team.
- A key hiring truth: you can't attract A-players to join a team when a C-player is running the department.
- The "Pipeline Paul" warning for sales hiring—and the red flag Kurt calls out (repeated ~18-month stints).
- Why founders struggle to hire salespeople: the owner can sell because they are the business, but a salesperson can't replicate that without a real sales system.
- The difference between traditional sales and business development (solving the customer's problem vs. forcing a fit).
- The integrator affordability question ("Next Level Natalie")—and Kurt's view that many businesses have "money in the couch cushions" through waste and inefficiency.
- Rocky's take on the "everyone is busy" trap—and how sometimes one person is effectively creating fires the team constantly fights.
- Why peer communities matter: Kurt's perspective on EOS as a business operating system, and YPO as a broader peer group that includes family and personal balance.
The Big Takeaway:
Growth doesn't just demand better strategy—it demands better people alignment.
If you're scaling and your leadership team hasn't scaled with you, you may be running a "lifestyle business" for everyone except the owner: the team hits goals, stays busy, and the founder is left holding the stress (and sometimes the lack of profit/cash flow).
The question isn't whether you'll face a "Mike." The question is whether you'll address it early—before it becomes the reason growth stalls.
Bio:
Kurt Wilkin is an entrepreneur and former founder of HireBetter, a recruiting firm that helped entrepreneurs build next-level teams and partnered with EOS companies. He previously built and sold a finance and accounting consulting firm (growing to ~120 employees), and he hosts the podcast Unlocking Moves. Kurt's work focuses on helping entrepreneurs build strong teams and healthy businesses—what he calls "capitalism for good."
Links:
Instagram: @Kurt.Wilkin and @UnlockingMoves
Facebook: @KurtWilkin
Twitter: @KurtWilkin
LinkedIn: Kurt-Wilkin
Conclusion:
If you want to grow, you can't avoid hard people decisions forever.
Start by identifying your "Mike," getting clear on where the business is going next, and mapping the real gaps on your leadership team. Then have the honest conversations early—because once you see misalignment clearly, waiting only makes it more expensive (in profit, time, and momentum).
Listen to the full episode to learn how to spot your "Mike," make the hard people decisions sooner, and build a team that scales profitably.
#ProfitAnswerMan #ProfitFirst #ProfitComesFirst #CashFlow #BusinessOwners #Leadership #TeamBuilding #Hiring #Recruiting #PeopleOps #CompanyCulture #LegacyEmployees #EOS #Traction #Integrator #Operations #ScaleUp #Entrepreneurship #SalesHiring #BusinessDevelopment #SalesProcess #SmallBusinessGrowth
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
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Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hourly Billing Is Nuts: How to Boost Profits with Value Pricing with Jonathan Stark
Find Rocky Lalvani @ www.ProfitComesFirst.com or email him at rocky@profitcomesfirst.com
Most business owners don't realize the hidden cost of hourly billing.
It's not just that it can feel annoying.
It's that it can cap your income, misalign incentives, and create friction and distrust with clients—especially when estimates blow up.
In this episode of Profit Answer Man, Rocky Lalvani sits down with Jonathan Stark, former software developer and author of Hourly Billing is Nuts, who's been on a mission since 2006 to help experts stop selling time and start pricing for outcomes. Together they break down why hourly billing creates an "artificial ceiling," how fixed pricing changes the client relationship, and how to protect yourself from scope creep by tying everything back to outcomes.
In This Episode, You'll Learn:
- Why hourly billing creates an artificial ceiling on income (even at high hourly rates).
- Why clients hate hourly projects when estimates go wrong—and how it destroys trust.
- How fixed pricing rewards efficiency (and why hourly pricing financially punishes smart shortcuts).
- The difference between selling inputs/deliverables vs selling the outcome.
- Why most people think "value pricing won't work in my industry"—and what's really missing (the "why" conversation).
- How to handle "scope creep" by using the agreed outcome as a filter—and parking non-essential requests.
- A practical bridge for hourly billers: offering an estimate vs a higher fixed-price option to shift risk and provide certainty.
The Big Takeaway:
Hourly billing isn't just a pricing method.
It's an incentive system—and it often incentivizes the wrong things.
When you price by the hour, you cap your upside and risk creating tension with clients when projects run long. When you price for outcomes, you align incentives so both sides win when the work gets done faster (without sacrificing quality), and you create a healthier, more trusting relationship.
Bio:
Jonathan Stark is a former software developer who is on a mission to rid the world of hourly billing. He is the author of Hourly Billing Is Nuts, the host of Ditching Hourly, and writes a daily newsletter on pricing for independent professionals.
Links:
Website: valuepricingbootcamp.com
LinkedIn: https://www.linkedin.com/in/jonathanstark/
YouTube: https://www.youtube.com/c/TheJonathanStarkShow
Conclusion:
Hourly billing feels normal in a lot of industries—but as Jonathan explains, it often creates an artificial ceiling on your income and puts the client in the risky position of betting on an estimate that may not hold up. That's when trust erodes, projects get contentious, and both sides lose.
A fixed price (and ultimately value-based pricing) changes the game: incentives align, efficiency gets rewarded instead of punished, and you can protect the work by filtering scope decisions through the agreed outcome—parking anything that doesn't contribute until after you "declare victory."
If you're currently billing by the hour, this episode is your reminder that the goal isn't just to charge more—it's to price in a way that supports better relationships, better results, and a business model that doesn't depend on maxing out your calendar.
Ready to stop selling time and start selling outcomes? Explore Jonathan's work at https://jonathanstark.com/ and check out http://valuepricingbootcamp.com to learn practical ways to move away from hourly billing.
#ProfitAnswerMan #ProfitFirst #ValuePricing #HourlyBilling #PricingStrategy #Consulting #ProfessionalServices #BusinessProfit #CashFlow
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
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Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Mid 8-Figure Exit Lessons: How to Avoid Millions in Taxes and Regret After the Sale with Nathan Collins
Find Rocky Lalvani @ www.ProfitComesFirst.com or email him at rocky@profitcomesfirst.com
Most business owners think the hardest part of selling a business is the deal.
But the real danger often shows up after the sale:
- the taxes you didn't plan for
- and the identity shift you didn't expect
In this episode of Profit Answer Man, Rocky Lalvani sits down with Nathan Collins, a former CEO who sold his business for a mid-eight-figure exit—and then realized he wasn't personally prepared for what came next. Nathan shares what he wishes he'd done differently, how business owners should think about diversifying outside the business, and why "exit readiness" is about far more than financials.
In This Episode, You'll Learn:
- Why many business owners hesitate to take money out of the business and invest elsewhere—and how that lack of diversification increases risk.
- The difference between preparing your business for sale vs preparing your life for the exit.
- The common "cheap" mistake founders make that can cost millions in avoidable taxes.
- Why your CPA and financial advisor often don't proactively plan together—and how that gap hurts business owners.
- What happens emotionally the day after the sale (and why so many owners feel lost even after a big win).
- The "liminal phase" after an exit—and how to prepare for it with purpose, community, and health.
- How systems like EOS/Traction and having the right people in the right seats can make your company stronger—and more sellable.
- Why many exits are forced (not planned) and why "exit-ready" equals resilience.
The Big Takeaway:
A profitable exit is not the finish line.
If your identity, purpose, and community are built entirely around your company, selling can create a void—fast. And if you haven't done personal tax planning ahead of time, the IRS can take a bigger share than necessary.
Exit planning is not just about maximizing the sale price. It's about being ready financially and personally—so you can enjoy the outcome you worked so hard to create.
Bio:
Nathan Collins is a wealth manager at Raymond James and a former CEO who sold his business through a successful middle-market process. He now helps business owners optimize business value, plan for liquidity events, and avoid the costly personal and financial mistakes that often happen around exits.
Links:
Website: https://www.raymondjames.com/founderwealthstrategies/
LinkedIn https://www.linkedin.com/in/nate-collins/
Exit Planning Workshop Webinar: https://www.raymondjames.com/founderwealthstrategies/events
nate.collins@raymondjames.com
Conclusion:
Whether you plan to sell in 3 years or 30 years, the best time to prepare is now. Build a business that can run without you, diversify so you're not financially trapped in one asset, and make sure you're building a life you actually want to "retire into."
#ProfitAnswerMan #ProfitFirst #BusinessProfit #CashFlow #BusinessOwners #ExitPlanning #TaxPlanning #WealthManagement #EOS #Traction
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman Source
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Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Find Rocky Lalvani @ www.ProfitComesFirst.com or email him at rocky@profitcomesfirst.com
From Bankruptcy at 24 to $35M: Building Profitable Business Through Discipline and Purpose with Mike Chaput
What if the worst business failure of your life became the foundation for 26 years of unbroken profitability?
At 24, Michael Chaput bought a business that went bankrupt. At 50, he runs a $35 million company that hasn't had a single unprofitable month in 26 years—not through 2008, not through COVID, not ever. In this episode, Michael shares the hard-won lessons from hitting rock bottom and how financial discipline, tough decisions, and the right philosophy about profit built a business that never bleeds red.
In this episode, you will learn:
- Why "caring too much" kills deals: How poor due diligence and bad leases destroyed Michael's first business and the bankruptcy lessons that changed everything.
- The 17% margin discipline: How Michael uses peer benchmarking to spot expense ratio problems (like rent at 20% vs. industry standard of 3-6%) and maintains profitability every single month.
- Why keeping poor performers is cruel: The science of play vs. economic pressure and why letting underperformers go is the kindest thing you can do for them and your team.
- Profit as constraint, not purpose: Michael's philosophy that profit is like staying in bounds in basketball—necessary, but not the point of the game.
- How operating systems create alignment: Using Rockefeller Habits and EOS to turn vision into action and inspire "play" instead of toil.
- The 1,000-book advantage: Why reading one business book per week for 20 years built the foundation for every major decision.
Key Takeaway:
Profitability isn't luck—it's discipline and hard decisions made quickly. Michael Chaput's 26-year track record without a single red month proves that success comes from three non-negotiables: (1) knowing your numbers cold (benchmark expense ratios, target specific margins like his 17%), (2) making tough calls fast (letting poor performers go is kindness, not cruelty), and (3) treating profit as a constraint, not your purpose. Bad deals have long tails, so care enough to walk away. Build a clear vision that inspires "play" instead of just paychecks. And never stop learning—Michael read 1,000+ business books over 20 years. That's how you build a business that never bleeds red, no matter what the economy throws at you.
Bio:
Mike Chaput bought his first company at 24 with borrowed money and no experience, a move that led to early failure and bankruptcy, but also ignited a lifelong drive to understand what makes businesses succeed. He took those hard-won lessons and built a new company from the ground up, scaling it to $35M in revenue with 140 employees, best-in-class margins, and a values-driven culture. With degrees from Columbia Business School and UC Berkeley's Haas School of Business, Mike blends top-tier strategy with real-world execution. As a founder and the CEO of Endsight, as well as a board member and trusted advisor to multiple high-growth companies, Mike brings a grounded, operator's perspective to leadership, sustainable growth, and building resilient teams with purpose.
Links:
Website: https://www.endsight.net/
LinkedIn: https://www.linkedin.com/in/michaelchaput/
Instagram: https://www.instagram.com/thechaputperspective/
YouTube: https://www.youtube.com/@thechaputperspective
Conclusion:
Michael Chaput's journey from bankruptcy at 24 to building a $35 million company with 26 years of unbroken profitability isn't just inspiring—it's a masterclass in what separates businesses that thrive from those that merely survive. The lessons are clear: financial discipline beats hope, tough decisions beat comfort, and a uniting vision beats just working for a paycheck.
If you've been struggling with profitability, tolerating poor performers, or feeling like you're constantly firefighting, this episode gives you the blueprint to break free. Start by knowing your numbers, set your margin target, benchmark against your peers, and have the courage to make the hard calls. Remember: profit is necessary, but purpose is what makes the game worth playing.
#ProfitAnswerMan #Profitability #BusinessGrowth #Entrepreneurship #SmallBusiness
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
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Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
How to Legally Pay Less Tax as a Business Owner with Former IRS Agent Carlotta Thompson
With Former IRS Agent Carlotta Thompson
Most business owners believe high taxes are just the price of success.
They're wrong.
In this episode of Profit Answer Man, Rocky sits down with former IRS agent turned tax strategist Carlotta Thompson to reveal how the tax system really works, what actually triggers audits, and how profitable business owners legally keep more of what they earn.
This is not about loopholes or risky moves. It's about understanding the rules well enough to play the game correctly.
In This Episode, You'll Learn:
- What actually triggers IRS audits and why most business owners worry about the wrong things.
- The common tax and bookkeeping mistakes that quietly raise red flags with the IRS.
- Why home office and mileage deductions are usually not the real problem.
- How poor recordkeeping costs business owners money even when deductions are legitimate.
- Why constantly moving money between Profit First accounts is a warning sign, not a solution.
- When an S Corp makes sense and when it can actually cost you more in taxes.
- Why starting as an LLC gives you more flexibility as your business grows.
- How to shift from asking "Can I deduct this?" to "How can I deduct this legally?"
The Big Takeaway:
Paying less tax is not about gaming the system.
It's about:
- Knowing what the IRS actually looks for
- Building clean, consistent financial systems
- Aligning profit, tax strategy, and long-term vision
When you do that, audits become less scary, profit becomes more predictable, and your business stops leaking money quietly.
Bio:
Carlotta Thompson is a Founder + CEO
When Carlotta was 14, she remembers becoming enthralled with a booklet on preparing taxes.
She decided then that she wanted to work for the IRS, so at 14 years old, she began studying tax law with the dream of working for the Internal Revenue Service (IRS).
Shortly after attaining her dream of working for the IRS, Carlotta realized that the IRS isn't actually in place to help small businesses like she'd thought and it felt like she was working for the wrong side. As an auditor, she saw tons of tax returns with sometimes hundreds of thousands of dollars of missed deductions that were detrimental for the client. Carlotta had a bigger dream and mission to directly help business owners pay the least tax legally possible, so what began as a ministry has evolved into Tax Strategists of America!
She now has a Pathway to Zero™ program helping business owners pay the least taxes legally possible!
Links:
Website: https://taxstrategistsofamerica.com/
Facebook: https://www.facebook.com/carlotta.thompson.1
Instagram: https://www.instagram.com/carlottathompsonfinance?utm_source=ig_web_button_share_sheet&igsh=ZDNlZDc0MzIxNw%3D%3D
TikTok: https://www.tiktok.com/@carlottathompsonfinance?is_from_webapp=1&sender_device=pc
YouTube: https://www.youtube.com/@carlottathompsonfinance
Conclusion:
Paying less tax is not about shortcuts or loopholes. It's about clarity, structure, and intention. When you understand what the IRS actually looks for, keep clean records, and align your entity and profit strategy with your long-term goals, taxes stop feeling like a constant threat. This episode with Carlotta shows that real tax savings come from running a better business, not from taking bigger risks.
#ProfitAnswerMan #ProfitFirst #BusinessProfit #TaxStrategy #CashFlow #SmallBusinessFinance #BusinessOwners #IRS #TaxPlanning #FinancialClarity #EntrepreneurLife #KeepMoreProfit #BusinessSystems #MoneyMindset
Find Rocky Lalvani @ www.ProfitComesFirst.com or email him at rocky@profitcomesfirst.com
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
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Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
The Financial Model Every 7–8 Figure Business Needs for Predictable Profit with Salvatore Tirabassi
Most business owners don't lack data.
They lack clarity.
They have a P&L, a balance sheet, maybe even a dashboard. But when a real decision shows up—Can I afford this hire? Should I scale marketing? Why did margins drop again?—the numbers don't give a clear answer.
That's where growth starts to feel chaotic.
In this episode of Profit Answer Man, Rocky Lalvani sits down with fractional CFO and former private equity investor Salvatore Tirabassi to unpack what separates "clean books" from a finance function that actually drives predictable profit.
The core insight is simple but uncomfortable: bookkeeping is not finance. And confusing the two is one of the biggest reasons growing businesses stall, leak cash, or scale problems instead of profit.
In This Episode, You'll Learn:
- Why clean books and tax-ready reports are not the same as decision-ready financials
- How a single, integrated financial model replaces disconnected spreadsheets and gut decisions
- What driver-based forecasting looks like and why it creates predictable profit at scale
- How funnel math, capacity planning, and cash flow must work together to support growth
- Why tracking customer acquisition cost by channel matters more than obsessing over lifetime value
- How private-equity thinking exposes hidden profit leaks in people, process, and culture
Key Takeaway:
If your financial reports are technically accurate but not helping you decide what to do next, the problem isn't effort—it's the model.
Upgrade from bookkeeping to real finance, and your numbers will finally start working for you instead of against you.
Bio:
As a seasoned finance professional with over 24 years of experience, his journey began with a passion for helping businesses thrive. After earning his degrees from Harvard and Wharton, he spent 15 years in venture capital, where he learned the ins and outs of what makes businesses successful. This experience provided him with a deep understanding of the challenges entrepreneurs face, especially in emerging and family-owned businesses.
Transitioning to the role of CFO in a high-growth company, he discovered his true calling: empowering business owners to take control of their financial futures. He founded CFO Pro + Analytics to provide virtual and fractional CFO services that demystify finance and make it accessible to all. His approach is built on a business owner-first mindset, where he prioritizes the unique needs of each client, helping them see their financial data not just as numbers, but as powerful tools for growth.
Throughout his career, He developed a methodology that combines strategic financial modeling with actionable insights. His goal is to simplify complex financial concepts so that entrepreneurs can make informed decisions confidently. Whether it's guiding them through capital raising or enhancing their operational efficiency, he strives to provide clarity and direction that drives real results.
He believes that every business has the potential to reach new heights with the right financial strategy.
Links:
Website: https://cfoproanalytics.com/
Facebook: https://www.facebook.com/SalvatoreTirabassi
LinkedIn: https://www.linkedin.com/in/stirabassi
Instagram: https://www.instagram.com/salvatoretirabassi/
Substack: https://salvatoretirabassi.substack.com/
Conclusion:
Chaotic growth is rarely a revenue problem. It's a clarity problem.
As this conversation with Salvatore Tirabassi makes clear, most businesses don't struggle because they lack effort or ambition. They struggle because their numbers are built for compliance, not for decisions. When financial reports are shaped by tax rules instead of business drivers, owners are left guessing, reacting, and hoping growth will eventually smooth things out.
Predictable profit comes from upgrading how you think about finance. One integrated model. One source of truth. Clear drivers that connect marketing, sales, capacity, and cash. When those pieces line up, the noise disappears. Decisions get easier. Teams align. And growth becomes intentional instead of exhausting.
Whether you plan to sell or simply want a calmer, more profitable business, running your company with CFO-level discipline gives you options. And options are what real freedom looks like.
#ProfitAnswerMan #BusinessFinance #FinancialClarity #CashFlowManagement #Profitability #FractionalCFO #FinancialModeling #DriverBasedForecasting #PredictableProfit #MarginManagement #BusinessGrowth #ScalingBusiness #RevenueDrivers #CEOInsights #7FigureBusiness
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
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My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
How to Build a Business Fortress: Liquidity, Cash Flow, and Exit Readiness with David Barnett
Build a Business Fortress: Why Liquidity Beats Leverage and Most Businesses Never Sell
Most owners assume the big payoff will come when they finally sell the business. The hard truth is that roughly 80 percent of small businesses listed for sale never actually sell as going concerns. The real payoff is in the years of ownership: the cash flow you extract, the wealth you build outside the business, and the resilience you create so you can survive the next punch in the face. In this episode of Profit Answer Man, David Barnett, author of The Business Fortress, joins me to talk about how to make your company stronger, safer, and more valuable long before you ever talk to a buyer.
In This Episode, You'll Learn:
- Cash Flow Problems Are Symptoms, Not Causes. Owners often shout "I have a cash flow problem" and immediately reach for more sales or more debt. David reminds us that cash flow pain is usually a symptom of a broken model: mispriced services, hidden payroll costs, or not truly knowing what it costs to deliver your product. A missing 4–5 percent in labor burden or benefits can wipe out half your planned profit before you even notice.
- Liquidity Is More Powerful Than Leverage. Everyone celebrates "other people's money." David flips the script: leverage depends on someone else's lending decision; liquidity is under your control. Lines of credit can be cut, termed out, or called just when you need them most. A healthy cash reserve inside your business lets you ride out downturns and seize opportunities when competitors stumble.
- Growth Can Quietly Crush Your Cash. On paper, growth looks amazing. In reality, fast growth often demands a massive "investment in accounts receivable." You hire staff, buy equipment, and deliver work long before you get paid. Without a plan for the cash gap, owners end up borrowing heavily just to float receivables, which weakens the balance sheet and increases risk.
- The Real Risk: Will Cash Flow Continue After You Leave? Buyers ask two questions: "What is the cash flow?" and "Will this cash flow continue after I become the owner?" The second question determines whether they do the deal at all and what terms they demand. If all the goodwill lives in you as the owner, or in a few concentrated customers, the risk to the buyer skyrockets and the value of the business drops.
- Most Businesses Never Actually Sell. David shares a sobering statistic: about 80 percent of businesses listed on the big marketplaces never sell as operating companies. Some equipment may get sold off, but the business itself doesn't transfer. That's why he urges owners to build wealth both inside and outside the business, treat the company as a cash-flowing asset, and have a plan B that does not depend on a big exit check.
Key Takeaway:
Treat your business like a fortress you're slowly building over time: strengthen cash flow, build liquidity, reduce dependence on debt, and design the company so cash flow continues even after you step away.
Bio:
Barnett loves to say that it took him 10 years to un-learn what he was taught in business school. University had trained him to be a middle-manager in big enterprises, he was totally unprepared for the realities of small business.
After a career in advertising sales, Barnett started several businesses including a commercial debt brokerage house. Helping to finance small and medium sized businesses led to the field of business brokerage. Over several years, Barnett sold dozens of businesses for others while also managing his own portfolio of income properties and starting his career as a local private investor.
Barnett regularly consults with professionals and banks on business and asset values. Presently he also works with entrepreneurs and would-be entrepreneurs around the world who are buying, selling or trying to improve their businesses.
Links:
Blog: www.DavidCBarnett.com
LinkedIn: http://ca.linkedin.com/in/davidbarnettmoncton
Facebook: https://www.facebook.com/DBarnettMoncton/
YouTube: https://www.SmallBusinessAndDealMakingPodcast.com
Soundcloud: https://soundcloud.com/dbarnettmoncton
Instagram: https://www.instagram.com/dbarnettmoncton/
Twitter: https://twitter.com/DBarnettMoncton
Email List Signup: https://www.DavidCBarnettList.com
Conclusion:
Building a Business Fortress isn't about chasing bigger numbers or hoping for a heroic exit someday. It's about creating a company that produces steady cash flow, protects you when the economy tightens, and gives you real options for the future. As David Barnett reminds us, the real payoff is in the years you own the business—not in a sale that may or may not happen. When you prioritize liquidity, understand your true costs, reduce dependence on debt, and build wealth outside the business, you create a fortress that can withstand storms and deliver lasting freedom. The question isn't whether your business will sell someday—it's whether it's strong enough to support the life you want today.
#ProfitAnswerMan #BusinessFortress #CashFlow #SmallBusinessFinance #Liquidity #ExitPlanning #BusinessSale #Entrepreneurship #BusinessOwner #FinancialFreedom
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
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Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
The Referable Client Experience with Stacey Brown Randall
Most business owners say they want more referrals. Very few are actually drowning in them. The default strategy is to do good work, hope people notice, and maybe ask for introductions when things get slow. In this episode of Profit Answer Man, I sit down again with referral expert and author Stacey Brown Randall to talk about why that approach does not work and how to build a truly referrable client experience.
Stacey has spent years helping small business owners generate referrals without asking, without incentives, and without feeling manipulative. Her new book, The Referrable Client Experience, dives into how your day to day client journey can become your most powerful referral engine.
In This Episode, You'll Learn:
- Referrals, Introductions, and Word-of-Mouth Are Not the Same Thing. One of the first big shifts Stacey brings is simply defining our terms. A referral happens when a referral source connects you directly to a prospect, clearly identifies a need, and positions you as the solution. An introduction is just a connection. There is no identified need. Word-of-mouth buzz is when someone talks about you or gives out your name, but you are never actually connected. Most business owners lump all three together. The problem is that only one of them consistently leads to new clients. If all you are getting is introductions and vague "I mentioned you to someone" comments, you are not really running a referral strategy.
- Your Small Size Is Your Superpower. When we talk about "client experience," most people picture big company initiatives, software, and dashboards. Stacey defines client experience more simply as how your client feels while they work with you. That is where small business wins. You can: Make clients feel seen and remembered, Adjust quickly when something is off, Add personal, human touches that big companies could never scale, If you want to go from a good client experience to a referrable one, you have to understand the emotions you are creating along the way and be intentional about them.
- The Science Behind Why Referrals Happen. Referrals are not magic. Stacey frames them through three lenses: What happens in the brain of the referral source. When someone makes a great referral, "feel good" chemicals fire in their brain. They get to be the hero who solved a problem for someone they care about. It is about them helping the prospect, not about you. The psychology of trust. Referral sources do not need to know every credential or detail about you. What matters is that they trust you as a person and do not forget you. That trust is nurtured by consistent, human touch points, not by dumping your resume on them. Behavioral economics. Instead of manipulating reciprocity, Stacey focuses on the positive side: using surprise, delight, and variety in your touch points so people remember you and feel connected to you.
- Gifts, Touch Points, and What Actually Lands. Gifts can be powerful but they are often used poorly. Stacey's guidance: A gift should not be tied directly to a single referral, or you train people to expect a payout each time. For each referral source, build a plan of five to seven touch points over the year that happen whether or not referrals come in. Use gifts sparingly, and make them meaningful, humorous, or heartfelt enough to be memorable. If it took you two seconds to choose and send, it probably will not stand out. For actual referrals as they happen, Stacey recommends something simple and powerful: a handwritten thank you note.
- Be Strategic, Not "Spray and Pray". When owners want more referrals, they often default to more networking. More coffee dates, more events, more people. Stacey calls out the problem with this "spray and pray" approach. Instead, she encourages business owners to: Identify their ideal referral sources by asking, "Who regularly sees my ideal client before I do?" Focus on building real relationships with those few instead of trying to convert every person in the room. Accept that it is a numbers game, but a strategic one: you may meet a hundred people and end up with three or four true referral partners.
Key Takeaway:
Referrals are not a mystery reserved for the lucky few. They are the predictable result of a client experience that makes people feel seen, cared for, and confident enough to put their reputation on the line for you. When you understand the science behind referrals and build a simple plan around your best referral sources, you can stop chasing cold leads and start welcoming more ideal clients who already trust you.
Bio:
Stacey Brown Randall is the author of the new book, The Referable Client Experience, and the multiple award-winning book, Generating Business Referrals Without Asking. She is also the host of the Roadmap to Referrals podcast.
Stacey teaches business owners how to generate referrals naturally…without manipulating, incentivizing, or even asking.
She has been featured in national publications like Entrepreneur magazine, Investor Business Daily, Forbes, and more.
She received her Master's in Organizational Communication and is married with three kids.
Links:
Websites:
https://staceybrownrandall.com/
https://referableclientexperience.com/
Social Media:
www.linkedin.com/in/staceybrandall
https://www.instagram.com/staceybrownrandall/
https://www.facebook.com/StaceyBrownRandall
https://www.youtube.com/@referralswithoutasking
Conclusion:
Referrals don't come from luck, pressure, or clever tactics—they come from the way your clients and referral sources feel throughout their experience with you. Stacey's insights remind us that when you create a journey rooted in trust, care, and thoughtful connection, referrals become a natural byproduct—not a struggle. By understanding the science behind why people refer and building a simple, intentional plan around your best referral sources, you can replace unpredictable lead generation with a reliable, relationship-driven system that grows your business sustainably and profitably.
#ProfitAnswerMan #SmallBusinessGrowth #Referrals #ClientExperience #BusinessProfit #CashFlow #TrustedAdvisor #BusinessStrategy
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Free Copy of the Profit Blueprint Book: https://lp.profitcomesfirst.com/landing-page-page
Monthly Newsletter signup: https://lp.profitcomesfirst.com/newsletter-signup
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
How to Build a Business You Can Actually Sell with Saul Cohen
Most business owners say the same thing: "I want to grow as big as I can."
But when you press them on what they really want—time freedom, a great income, flexibility with their family—they're actually describing a lifestyle business, not a high-growth scale-up destined for a huge exit.
In this episode of Profit Answer Man, Rocky Lalvani talks with Saul Cohen, an accountant and advisor who helps ambitious entrepreneurs grow through acquisition and prepare for a successful exit. Together, they unpack the difference between chasing revenue and deliberately building assets and wealth inside your business.
In This Episode, You'll Learn:
- Lifestyle Business vs Scale-Up: What Are You Really Building? Saul explains the critical fork in the road most owners never consciously choose. A lifestyle business is built to deliver strong income and flexibility now; a scale-up is built to reinvest profits into assets for a bigger exit later. The decisions, trade-offs, and timelines are totally different.
- Why Hustle Isn't a Strategy—and Maturity Wins. Saul shares the story of his first business, launched in his early twenties, and how a competitor with more experience and maturity quietly built a far more valuable company. The lesson? Execution, focus, and intention beat hustle and blind optimism every time.
- How Wealth Is Really Built: Assets and the Balance Sheet. Rocky reminds us that profit is only part of the story. Real wealth shows up on the balance sheet—in assets, not just income. The problem? Most owners never read their balance sheet as a series and have no idea whether they're actually building wealth or just spinning their wheels.
- Where Acquirers Find Hidden Profit After the Sale. When a "mediocre" business is sold, a new owner often finds profit quickly—not because they're smarter, but because they're less emotionally attached and more objective. Saul explains how strategic add-on acquisitions (like buying a supplier or complementary service) can boost margins, cross-sell opportunities, and overall business value.
- The Investor Mindset: Working On the Business, Not Just In It. Both Rocky and Saul emphasize the need to step out of firefighting mode, take time away from the office, and think like an investor. When you step back and ask, "What are my real opportunities and threats? Where's the biggest payoff for my time and capital?" the path to better cash flow and a stronger exit becomes much clearer.
Key Takeaways:
- Most owners are accidentally building lifestyle businesses while pretending they're building scale-ups.
- Wealth is created by assets, not just hustle or revenue.
- Gross margin and business model clarity matter far more than top-line bragging rights.
- Your second business will often scale faster—if you integrate the lessons from your first.
- Taking time out to think like an investor is one of the highest-ROI activities you can do.
Bio:
Saul Cohen is a chartered accountant and founder of SC Digital Advisory, a boutique firm helping business owners grow through acquisition, optimize profit, and prepare for successful exits. With more than 20 years in finance and entrepreneurship, Saul blends hands-on operational insight with deep financial acumen to help owners turn complex challenges into scalable systems. He's advised seven- and eight-figure founders across sectors on strategy, M&A, and value creation.
Links:
https://www.scdigitaladvisory.com
LinkedIn: https://www.linkedin.com/in/saulcohenuk
Conclusion:
You don't need to copy the tech unicorns or chase a nine-figure exit to win. You just need to be honest about the kind of business—and life—you actually want, then align your decisions with that reality.
For some, that's a highly profitable lifestyle business with strong margins, great clients, and plenty of free time. For others, it's a focused scale-up strategy, reinvesting profits to build assets and position for a major exit.
Either way, the path runs through the same disciplines:
knowing your numbers, understanding your business model, building real assets, and learning to think like an investor, not just an operator.
If you're ready to turn your business into a true wealth-building engine—not just a stressful job with a logo—this episode with Saul Cohen is a powerful place to start.
#ProfitAnswerMan #ProfitFirst #BusinessExit #LifestyleBusiness #ScaleUp #BusinessValuation #CashFlow #WealthBuilding #EntrepreneurMindset #FractionalCFO #FinancialClarity
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
From Chaos to Cash Flow: How Business Owners Can Scale with Less Stress with David Forster
"Slow is smooth, smooth is fast."
If you're stuck reacting all day, this episode with David Forster hands you the blueprint: clarify roles, codify the 80%, install scorecards that measure what matters, and make Profit First automatic so cash is where you need it—when you need it.
In This Episode, You'll Learn:
- Why "boring, repeatable systems" beat heroics—and how to build them for people who crave structure.
- The clarity–consistency–accountability trio: what each really means in day-to-day ops.
- The 90–180 day "adoption dip" and how to push through it.
- Scorecards: tie activity → ratios → results (and stop tracking vanity metrics).
- Onboarding that sets the fence lines (and uses QR'd micro-videos for field teams).
- The "Think Like Me" cheat sheet so crews can make good calls without you.
- Profit First with Relay: reducing "move-the-money" friction to near zero.
Key Takeaways:
- Build for the 80%. Don't rewrite SOPs for one-off edge cases; keep them simple and usable.
- Adoption is a habit curve. Expect drop-off at 90–180 days; consistency wins.
- Scorecards must link effort to outcomes (e.g., calls → close ratio → sales). If it doesn't predict success, drop it.
- "Fence lines" create safety. Reward following process; improve the process when outcomes miss.
- Systemize onboarding. Use bite-size clips + QR codes; new hires set the tone for the rest.
- Cash discipline ≠ harder work. Automate allocations (Relay) so Profit First happens without willpower.
Bio:
David Forster is the founder of Systems Over Sweat and a strategic expert in business operations for home service businesses scaling past $1M - $5M in revenue. With over 20 years of experience building, scaling, and exiting service companies, David helps owners escape the chaos by fixing the processes that are quietly draining their time, profit, and energy. He's not a theorist—he's a tactician. David works with business owners to eliminate inefficiencies, simplify operations, and build scalable systems that allow the business to grow without the owner needing to be involved in every little decision. He's the guy that makes sure your operations actually operate.
Links:
Website: https://www.systemsoversweat.com/
Facebook: https://www.facebook.com/rdavidforster
LinkedIn: https://www.linkedin.com/in/rdavidforster/
Conclusion:
Scale doesn't come from working harder—it comes from designing clarity, codifying the 80%, and reviewing scorecards with courage. Pair that with automated Profit First allocations and you'll stop firefighting and start compounding profit.
#ProfitFirst #CashFlow #SmallBusiness #Trades #EOS #SOPs #Scorecard #OwnerPay #RelayBanking #Operations #Accountability #CFO
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Profit First with Megan Schwan
Most owners chase revenue and wonder why cash keeps disappearing.
In this episode, Rocky sits down with Megan Schwan—CEO of Sidekick Accounting and a certified Profit First Professional—to unpack the simple systems that turn chaos into cash: clean books, pricing discipline, expense sweeps, and a short list of actionable KPIs. If you want fewer surprises and fatter reserves, start here.
In This Episode, You'll Learn:
- Why "good books" are your #1 tax saver—and the foundation for pricing and fraud control.
- How Profit First creates guardrails, gut-checks overspending, and builds real reserves.
- The expense analysis that finds instant profit (and all those "I thought I canceled" subs).
- The handful of KPIs to watch: break-even, month-end bank balance trend, gross & net margins, plus 1–2 lead metrics.
- Why owners must read the balance sheet (AR, debt, cash) to explain the "profit but no cash" mystery.
- S-Corp myths vs reality: costs, payroll, compliance, and when it doesn't save you a dime.
- The mindset gap: let data overrule fear and emotion—especially in weird markets.
Key Takeaways:
- Clean books first; dashboards second. Messy inputs = misleading decisions.
- Profit First is a behavior system that forces lean ops and automatic reserves.
- Trim subscriptions and non-ROI spend quarterly. Every line needs a purpose.
- Track few, not many: break-even, margin, cash trend, and one lead indicator.
- Entity choice is strategy—don't elect S-Corp on hype; do the math.
Bio:
Megan Schwan is the CEO and Founder of Sidekick Accounting Services, a national, virtual accounting firm working to change the statistic that 8 out of 10 small businesses fail. For over a decade, Megan and her team have educated 1000's of owners on their business accounting and taxes in order to create sustainable and successful businesses. Being in the accounting industry for over 2 decades, Megan has seen and experienced plenty of businesses' red flags and triumphs.
Links:
Website: www.sidekick-accounting.com
LinkedIn: https://www.linkedin.com/in/meganmschwan/
Facebook: https://www.facebook.com/mmschwan/
Instagram: https://www.instagram.com/mompreneurof4/
Conclusion:
Revenue is loud. Cash is quiet. Use Profit First to build guardrails, clean up the books so pricing and KPIs tell the truth, and revisit entity and expenses with a strategic eye. A 20-minute weekly review beats a 20-hour crisis. Start small; stay disciplined; let the numbers lead.
#ProfitFirst #CashFlow #Bookkeeping #SmallBusiness #KPIs #PricingStrategy #Entrepreneurship #CFO #TaxPlanning #BusinessSystems
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Simple Numbers, Big Profits with Greg Crabtree: How to Scale Without Debt or Chaos
Most business owners chase revenue—and lose sight of profit. In this episode of Profit Answer Man, Rocky Lalvani sits down with Greg Crabtree, author of Simple Numbers, Straight Talk, Big Profits, to cut through the noise and talk about what really drives a successful business. A self-described "recovering accountant," Greg shares how data—not opinions—can transform how entrepreneurs see their numbers, make decisions, and grow sustainably.
If you've ever felt like your financial reports are confusing or your growth isn't showing up in profit, this conversation will show you exactly where to look and what to fix.
In This Episode, You'll Learn:
- Why accounting data is often misleading—and how to use "simple numbers" instead.
- How to measure labor efficiency so your team drives profit, not just revenue.
- The power of gross margin as the real top line of your business.
- Why debt-free growth is possible with strong cash discipline.
- What Greg's 100-company study reveals about the real state of today's economy.
Key Takeaways:
- Gross Margin is King – Stop paying attention to revenue. Profit lives in the margin.
- Know Your Labor Efficiency Ratio – Every $1 in labor should create $2 in gross margin.
- Cash is a Strategy – Keep two months of operating expenses in the bank—your safety net for growth.
- The Economy is Shifting – Growth won't come from the market; it'll come from taking share from weaker competitors.
- Simplify Your Dashboard – If a number doesn't drive a decision, take it off the report.
Bio:
Greg Crabtree, speaker, author, entrepreneur and financial expert. Greg founded his own firm Crabtree, Rowe and Berger to focus on helping entrepreneurs build their economic engine. After being named to the INC 5000 list for 2019, Greg's firm merged with Carr, Riggs & Ingram CPA's and Advisors, a top 20 U.S. Accounting firm to help broaden their impact on the entrepreneur community. Greg serves as the Partner in Charge of the Simple Numbers Consulting unit.
In 2011, Greg's first book "Simple Numbers, Straight Talk, Big Profits" shares his core principles of how to turn your business into a wealth building engine. In 2014, Greg contributed a chapter to Verne Harnish's book, "Scaling Up" on how to improve profits though labor efficiency. In 2020, Greg released his newest book, "Simple Numbers 2.0: Rules for Smart Scaling". Greg is a frequent speaker to groups like EO, Scaling Up (Gazelles), Metronomics, Bloom Growth, Vistage, ACETECH and many Mastermind groups and has presented in over 15 countries.
Greg also chairs the EO@Wharton Executive Education program for the last 7 years and serves as an EO Accelerator trainer since inception of the Accelerator program.
Both books are available on Amazon, Kindle and Audible.
Links:
Simple Numbers - https://www.simplenumberscri.com/
Greg Speaking - https://gregcrabtree.net/
Conclusion:
Greg Crabtree reminds us that business success isn't about how much you sell—it's about how efficiently you turn effort into profit. The future belongs to entrepreneurs who understand their numbers, make decisions from data, and lead with discipline. As Greg says, "You don't need more data—you need the right data."
Whether you're running a $1M or $10M business, this episode will help you stop guessing, start measuring, and finally take control of your profits.
#ProfitFirst #SimpleNumbers #GregCrabtree #BusinessProfitability #CashFlow #Entrepreneurship #FinancialClarity #FractionalCFO #ProfitAnswerMan #SmallBusinessFinance #GrossMargin #BusinessGrowth #CashManagement #LaborEfficiency #ProfitabilityMatters
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
How to 4X your Revenue in 4 Years with Alexis Sikorsky
Most business owners dream about growth, but few know how to scale without chaos.
In this episode of Profit Answer Man, Rocky Lalvani talks with Alexis Sikorsky, a strategic advisor who helps founders scale fast and exit strong. Alexis doesn't speak from theory—he built and sold his own Switzerland-based software company, New Access, in a $100M+ private equity deal.
He learned firsthand what it takes to go from exhaustion to exponential growth—and how the right strategy, mindset, and systems can help you 4X your revenue in just four years.
Key Lessons from the Conversation:
- Buy, Don't Just Build: Most founders try to grow by grinding harder. Alexis shows why M&A can be a faster, smarter route when done strategically—with the right due diligence and cultural alignment.
- Don't Confuse Urgent with Important: Entrepreneurs often get stuck fighting fires instead of building vision. The CEO's real job is direction and value creation—not firefighting.
- Know What You Don't Know: Private equity buyers make money because they see what founders can't. Your blind spots could be worth millions, so get help from people who've done it before.
- Fire Yourself from the Day-to-Day: If your business can't run without you, it's not scalable—or sellable. Alexis teaches founders to identify the tasks only they can do and delegate the rest.
- Build a War Chest: Business cycles are inevitable. You need 9–12 months of cash reserves to weather storms and seize opportunities instead of scrambling to survive.
Key Takeaway:
What you don't know about your business could be costing you millions.
Clarity, cash reserves, and courage to think bigger are what separate sustainable success from burnout.
About Alexis Sikorsky:
Alexis Sikorsky is a strategic advisor to founders who are serious about scaling fast and exiting strong. With a nine-figure private equity exit under his belt, Alexis isn't speaking from theory—he's lived the entrepreneurial highs and lows across decades of company building, boardroom negotiation, and international leadership. His flagship book Cashing Out lays out the APEX methodology, a four-part framework (Assess, Plan, Execute, Exit) that demystifies the journey to private equity for founders feeling stuck or overwhelmed by growth and decision fatigue.
Alexis founded, scaled, and sold New Access, a Switzerland-based software company, ultimately closing a $100M+ exit and transitioning into a new chapter as a Special Advisor to ambitious CEOs. Today, through Sikorsky Consulting and KnightScale Partners, he works with growth-stage businesses, typically doing $5M+ in annual revenue, who want to engineer their next chapter or PE exit.
Links:
Website: https://www.asikorsky.com/
LinkedIn: https://www.linkedin.com/in/alexis-sikorsky-consulting/
Instagram: https://www.instagram.com/alexissikorsky/
Conclusion:
Growth without strategy is just motion.
As Alexis shared, success comes when you think like an investor—anticipate risk, build systems, and plan your exit long before you need it.
So, how many seven-figure mistakes are you willing to make?
Even six-figure owners can make million-dollar errors without financial clarity.
That's why Profit Answer Man exists—to help you keep more of what you earn and build a business that truly serves your life.
#ProfitAnswerMan #BusinessGrowth #PrivateEquity #ScaleYourBusiness #EntrepreneurMindset #MergersAndAcquisitions #CashFlow #ProfitFirst #FinancialFreedom #BusinessStrategy #Leadership
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Scale Smarter: Use EOS to Add Another Zero with Rick Benton
When business growth starts to feel like chaos, it's time to add structure. EOS (the Entrepreneurial Operating System) gives you a clear roadmap to align people, processes, and profit — but when you combine it with the right financial systems, that's when the real transformation happens.
In this episode, Rick Benton, EOS Implementer and former multi-state business owner, joins Rocky Lalvani to unpack how EOS helps entrepreneurs simplify, scale, and create freedom. Together, they explore how visionaries can step back from the whirlwind, let go of control, and finally build a business that runs on systems — not stress.
5 Key Lessons from the Conversation:
- Let Go of the Vine. Growth starts when you release control. EOS helps visionaries trust their team, delegate effectively, and stay focused on the high-value activities that drive impact.
- Weekly Scorecards > Monthly Panic. Measure what predicts the future, not what reports the past. Weekly scorecards with 5–15 KPIs give you 52 chances a year to course-correct instead of 12.
- Finance Is the Missing Gear. EOS brings clarity, but without a financial dashboard tied to gross profit and cash flow, you can hit your goals on paper and still miss in the bank account. When EOS and Profit First systems work together, growth becomes predictable and profitable.
- From Rock Bottom to Rock Foundation. The lessons you've learned — and the systems you've built — become the foundation you can always stand on. You're not starting over; you're building from strength.
- Stop Hustling, Start Delegating. Hustle culture leads to burnout. Smart owners out-delegate, not out-work. Systems and scorecards let you scale without grinding yourself or your team down.
Key Takeaway:
EOS gives you the structure; Profit First systems make sure the structure actually pays.
Together, they align your people, vision, and numbers so your business grows with ease — and adds another zero without adding more chaos.
About Rick Benton:
Rick's entrepreneurial journey started in high school when he and a friend started an event company. Dedicated to a vision of creating the most exciting and energetic experiences, the business quickly found successes that extended far beyond the local Detroit market. Fast forward a few decades and this multi-state, award winning company provided event planning, coordination, entertainment, and AV production services for national corporate, social and educational clients.
After a successful sale and exit of the business in 2018, Rick has been a teacher, a coach, and a business consultant. His superpower is his energy and passion for business, learning and growth, always challenging the existing status quo to find better solutions. He personally understands and experienced the power of EOS and how it offers freedom for entrepreneurs to break through their ceiling, clarify and achieve their vision, while improving the lives of leadership teams, employees and their families.
Rick is excited to share that EOS power with you to achieve your VISION, gain TRACTION, and build a HEALTHY, cohesive, and fun-loving leadership team.
Links:
EOS: https://www.eosworldwide.com/rick-benton
LinkedIn: https://www.linkedin.com/in/rickbenton/
Facebook: https://www.facebook.com/rick.benton/
Conclusion:
Scaling isn't about doing more — it's about doing the right things in the right order, backed by clear numbers. EOS brings operational discipline. Profit First adds financial confidence. When those two worlds meet, your business becomes scalable, self-managing, and sustainably profitable.
If you're ready to connect your EOS scorecard to real profit and cash flow, schedule a Profit Assessment Call with Rocky and start turning structure into wealth.
#ProfitFirst #EOS #Entrepreneurship #BusinessGrowth #CashFlow #FractionalCFO #Scorecard #Visionary #Integrator #Delegation #Systems #FinancialFreedom #SmallBusiness #ProfitAnswerMan
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
From Bankruptcy to 60 Million: The Systems Behind a Successful Exit with Jason Sisneros
Most business owners think success means more sales and more hustle.
But Jason Sisneros discovered the opposite — freedom comes from systems, not speed.
After crashing three businesses and digging himself millions into debt, Jason rebuilt from scratch. Over time, he created, scaled, and sold 26 companies with 6,800 employees for more than $60 million — all without investors or partners.
Today, through his company Built to Exit, he helps business owners do what he finally mastered: design a business that creates wealth and freedom instead of chaos and burnout.
5 Key Lessons from the Conversation:
- Every Business Exits — It's Your Choice How. You'll leave your business one way or another. Build for a custom exit, not an involuntary one.
- Assess Honestly Before You Act. A turnaround begins with clarity — know your numbers, your relationships, and what truly drives value.
- Reignite Your "Why." Many entrepreneurs lose their original purpose. Rediscovering it reignites motivation and smart decision-making.
- Profit and Cash Flow Are Different Beasts. Jason uses the Profit First envelope system to separate profit, operating cash, and free cash flow — protecting the money that builds freedom.
- Systems Create Sellable Companies. Businesses that run on process, not personality, scale faster, stress less, and are worth more when it's time to exit.
Key Takeaway:
Revenue looks impressive — but free cash flow buys freedom. Structure your money so it serves your life, not the other way around.
About Jason Sisneros:
Jason Sisneros is a battle-tested Chairman obsessed with the game of business. His focus is consistently and predictably building 5% companies and 1% business owners. Renowned as one of the brightest minds in business and innovation, Jason has worked with Fortune 500 companies like Nike, Comcast, and Microsoft. His passion, however, is for the over 100 small—to mid-cap companies he has helped optimize for maximum cash flow or wealth-harvesting exits.
Jason is sought after by business owners worldwide as a trusted resource for creating competitive advantages for their companies. His proprietary systems are called "Built To Exit" or B2X. He currently owns multiple businesses, has personally exited more than two dozen companies, and has spoken for hundreds of thousands of business owners on stages and podcasts around the world.
Jason's commitment extends beyond business. He volunteers as an undercover operative and helps fund a child sex trafficking rescue unit called SERT Ministries. Actively involved in anti-domestic violence and food insecurity initiatives, Jason believes ethical capitalism improves the world.
He champions that successful business owners are among the most generous, driving positive change globally. He considers a well-trained, robust small and mid-sized enterprise environment, where we all do business with each other, one of the most potent engines of freedom.
Links:
YouTube Channel: https://www.youtube.com/@BuiltToExit
Facebook: https://www.facebook.com/jason.sisneros.1
Instagram: https://www.instagram.com/thejasonsisneros
Linkedin: https://www.linkedin.com/in/jason-sisneros/
X: https://twitter.com/thejsisneros?lang=en
B2x Website: https://builttoexit.biz/about/
Conclusion:
Jason's journey proves that even failure can become fuel when you apply the right systems.
Whether you plan to sell someday or simply want a business that runs without you, start now: know your numbers, separate your accounts, and define your end game.
Because at the end of the day, every business exits — the smart ones are built to.
Richer Soul Ep. 459 From Drug Runner to 60 Million Exit: Jason Sisneros' Redemption Story: https://richersoul.com/ep-459-from-drug-runner-to-60m-exit-jason-sisneros-redemption-story/
#ProfitFirst #BusinessExit #CashFlow #EntrepreneurMindset #FinancialFreedom #BuiltToExit #ProfitAnswerMan #SmallBusinessGrowth #BusinessStrategy #WealthBuilding
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Maximizing Business Value: Lessons from 800+ Deals with Matt Uhler
The Cash Discipline That Saves—or Sells—Your Business
Most companies don't go under because they lack revenue.
They go under because they run out of cash.
And the worst part? It doesn't happen overnight. It happens slowly… then suddenly.
One month, you're profitable.
The next, you're panicking over payroll and wondering what went wrong.
In this episode, I sit down with Matt Uhler—a business broker and owner who's evaluated over 2,500 companies, completed 800+ transactions, and personally owned more than 35 businesses. Matt has seen it all: the slow leaks, the bad habits, and the simple financial blind spots that quietly destroy good companies.
He's also seen what fixes them—disciplined cash management, clear financial dashboards, and owners who treat their business like an asset, not an ATM.
Key Lessons from the Conversation with Matt Uhler:
- Cash Is the Real Failure Point. Most businesses don't collapse because of competition or bad strategy — they fail when they run out of cash. Profit on paper doesn't equal money in the bank. Lesson: Cash flow is oxygen. Without reserves, one slow quarter can suffocate your business.
- Protect Your Operating Capital Floor. Matt's formula: Accounts Receivable (avg. days outstanding) + 1 Month of Fixed Expenses = Your Minimum Reserve. Lesson: Treat this number like sacred ground. No owner draws or distributions until you're above that floor.
- Watch the Percentages, Not Just the Dollars. Only about 10% of business owners track financials by percentages — yet that's where the truth hides. Lesson: A 2% increase in labor, 1% rise in COGS, and a few missed invoices can quietly erase your entire profit margin.
- "Creep" Will Kill Your Profit. Profit erosion happens quietly — small leaks across pricing, payroll, or waste. Lesson: Five small 2% inefficiencies equal a 10% hit to profit. Track it monthly and fix leaks early before they become habits.
- Run Sale-Ready, Even If You're Not Selling. Buyers pay a premium for companies with systems, diversified revenue, and consistent cash flow — but those same traits make your business easier and safer to run today. Lesson: Operate like you'll sell in three years. You'll earn more now and later.
Key Takeaway:
Cash discipline isn't boring—it's freedom.
When your reserves are full, you sleep better, make smarter decisions, and stop chasing bad business just to survive.
A profitable business is one that's calm, clear, and ready for whatever comes next.
Bio:
Matt Uhler is far from a typical business broker and acquisition strategist. Over the course of his 27-year career, he has evaluated more than 2,500 businesses, completed over 800 transactions, and successfully owned and operated more than 35 businesses across multiple industries.
Matt's journey was not without its challenges. In fact, he attributes much of his expertise to the early setbacks he faced, where he learned firsthand the pitfalls that derail many entrepreneurs. What set him apart, however, was his ability to turn those experiences into powerful lessons. This mindset, combined with his focus on strategic partnerships and creative deal structures, has allowed him to help countless clients build wealth through small business acquisitions.
Matt is founder of Amped Success, a company dedicated to educating and empowering entrepreneurs, business owners, and investors with the tools they need to confidently navigate acquisitions. He is also the creator of the Buyer's Acquisition Formula, a proven framework that is designed to reduce risk and maximize opportunities for long-term success.
27 Years Experience
Over 35 Businesses Owned
Over 800 Deals Closed
Over 2,500 Deals Evaluated
$250+ Million Transactions Funded
Links:
Website: http://www.ampedsuccess.com/
Facebook: https://www.facebook.com/profile.php?id=61557299191227&mibextid=wwXIfr&rdid=uV765w5z0S5PYnmb&share_url=https%3A%2F%2Fwww.facebook.com%2Fshare%2F19x2KTYQCb%2F%3Fmibextid%3DwwXIfr#
LinkedIn: https://www.linkedin.com/in/matt-uhler-a9896612?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app
Instagram: https://www.instagram.com/ampedsuccess?igsh=MWRrOTA1MWthOThlcA%3D%3D&utm_source=qr
TikTok: https://www.tiktok.com/@ampedsuccess?_t=ZP-8tXABIpBHxu&_r=1
YouTube: https://www.youtube.com/@AmpedSuccess
Conclusion:
Most businesses don't fail from lack of opportunity — they fail from lack of cash discipline.
It's not the big mistake that kills them, it's the small 1–2% leaks that add up over time.
Matt reminded us that every owner needs a cash reserve floor — your operating capital formula of accounts receivable plus one month of fixed expenses. That's your safety net. Never draw below it.
He also showed how tracking percentages instead of just totals helps you catch problems early — before the slow slide becomes a sudden crash.
And finally, the mindset shift: run your business as if you'll sell it someday. Whether you do or not, that discipline makes your company stronger, more profitable, and less stressful to run.
So take a moment after this episode — look at your numbers.
Where has "creep" slipped in?
How much runway would you have if revenue stopped for 60 days?
And do you have the systems and reserves that let you sleep well at night?
#ProfitFirst #CashFlow #OperatingCapital #BusinessFinance #OwnerPay #SmallBusinessProfit #Profitability
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Build a Business That Serves Your Life (Not the Other Way Around) with John Nieuwenburg
Small business owners are great technicians—but often underpowered CEOs.
Coach John Nieuwenburg breaks down why most owners feel squeezed by time, team, and money—and how to fix it. We cover building a simple, real-time dashboard (so you stop driving by the rear-view mirror), the "three-legged stool" of systems-people-leadership, recruiting a bench before you're desperate, plus hiring for culture over skills. The goal: a business that funds—and fits—your life.
In This Episode, You'll Learn:
- Why most small business owners struggle with time, team, and money—and how to regain control.
- How to build a dashboard with 3–5 KPIs that actually predict success, instead of relying on lagging P&Ls.
- The three-legged stool of systems, people, and leadership—and why systems must run the business.
- The 85/15 rule: systematize the routine, humanize the exceptions.
- How to shift from avoidance to mastery in crucial conversations with your team.
- Why recruiting should be ongoing—build a bench before you need it.
- The truth about culture: you don't get the one you want, you get the one you deserve.
- Why you must hire for culture and train for skills, not the other way around.
- The real purpose of a small business: to fund the life of its owner.
Key Takeaways:
- Dashboards beat rear-view P&Ls: pick 3–5 KPIs owners can act on weekly.
- The 3-legged stool: systems run the business; people run systems; you lead people.
- Systematize 85% (routine), humanize 15% (exceptions). Seek system fixes, not people fixes.
- Recruit before you need it—build a bench so you can enforce standards without fear.
- Hire for culture, train for skill; most terminations are culture, not skill.
- Crucial conversations are a core leadership skill; avoidance is expensive.
- Purpose check: Your small business should serve your life. If not, change it.
Guest Bio:
John Nieuwenburg is a business coach (since 2004) who's helped 320+ small-business owners increase profits, remove chaos, and reclaim their lives. Formerly President of BC Liquor Stores (>$3B revenue; 4,000 employees), he was named MacKay CEO Forums' "Canada's CEO Trusted Advisor—Small Business" in 2019. He leads W5 Coaching, applying a Socratic approach to help owners think clearly and act decisively.
Links:
https://w5coaching.com/
https://www.facebook.com/john.nieuwenburg/
https://ca.linkedin.com/in/business-coach-canada
Conclusion:
At the end of the day, your business should exist to serve you—not consume you. As John Nieuwenburg reminds us, small businesses thrive when owners stop running by the "rear-view mirror," build dashboards that give them clarity, systematize their operations, and lead with courage in conversations and culture. The reward? A business that creates both profit and peace of mind. If your company isn't giving you the freedom and financial security you started it for, it's time to make the shifts that put your life back at the center.
#ProfitFirst #SmallBusiness #CashFlow #BusinessCoach #KPIs #Dashboards #Systems #Leadership #Hiring #CompanyCulture
The Next Level Revenue Formula with Kyle Mealy
Business growth doesn't have to be complicated. In this episode of Profit Answer Man, I welcome back Kyle Mealy, Fractional Chief Revenue Officer and author of The Next Level Revenue Formula. Kyle has helped small businesses double their top line and, in many cases, 10x their profit by applying simple math to sales and marketing.
We dive into the new world of GEO (Generative Engine Optimization), niching through the "Snow Globe Economy," and the power of his Revenue Cascade framework. This isn't abstract theory—it's practical math that shows you where your leads are leaking, how to align your EOS scorecards, and how to make sure revenue actually turns into profit.
Key Lessons from Kyle:
- GEO > SEO. SEO alone won't cut it anymore. Buyers are finding answers through AI-driven engines and social platforms. To win, you need to focus on thought leadership, trust, and influence where your niche actually lives.
- The Snow Globe Economy. Kyle calls today's business landscape a snow globe—self-contained worlds where ultra-niche companies thrive. The key is to niche by problem. Even if your product isn't narrow, you must get crystal clear on the specific problem you solve better than anyone else.
- The Revenue Cascade. Sales and marketing aren't separate—they're two sides of the same coin. Kyle's Revenue Cascade simplifies lead flow into measurable stages. By tracking conversion at each step, you quickly see where leaks are happening and where to focus your efforts.
- ROASS vs. ROAS. Traditional ROAS (Return on Ad Spend) ignores profitability. Kyle's upgrade—ROASS—puts revenue on top and marketing + sales below. If your operations eat up the rest, you could be running at break-even or worse. This simple math makes sure "growth" isn't draining your profit.
- Scorecards That Predict Cash. Many EOS scorecards track metrics that don't correlate to profit. Kyle emphasizes designing scorecards that align directly with your P&L and forecast cash flow 8 weeks out. Done right, your scorecard becomes an early-warning system for profit and growth.
Key Takeaway:
Profit doesn't come from more tactics—it comes from simple math. By mapping your buyer journey with the Revenue Cascade, calculating ROASS to protect margins, and aligning your scorecard to predict cash, you can stop guessing, plug leaks, and scale your business with clarity and confidence.
About Kyle Mealy:
Kyle Mealy is a small business Fractional Chief Revenue Officer. His clients have achieved an average of 35% year-over-year top-line growth, with many experiencing 10x profit improvements.
Links:
https://www.readyforthenextlevel.com/
ENRG - https://enrg.life/
Conclusion:
As Kyle reminds us: "Measure first, strategy second." Too many business owners chase tactics—Facebook ads, new sales hires, trade shows—without knowing the math behind them. When you build your Revenue Cascade, calculate ROASS, and align your scorecard with profit, you stop guessing and start scaling with clarity.
Profit isn't magic—it's math. And when you know the math, you win the game of business.
#ProfitFirst #CashFlowFix #RevenueCascade #ROASS #GEO #SmartScaling #BusinessProfit #OwnerPay #BusinessClarity #ProfitMindset
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Scorecards, Not Gut Calls: How to Run Profitable Weeks with Austin McMillan
Build a Profitable Business Buyers Can’t Resist
Most business owners dream of selling one day—but the reality of what buyers actually pay can be sobering. In this episode of Profit Answer Man, Rocky sits down with Austin McMillan, founder of Flywheel Financial, to break down how investors truly evaluate businesses, why contractual revenue beats hype, and how Profit First and a handful of simple ratios can transform your company into a business worth buying.
Key Lessons from the Conversation:
- Buyers Value Contracts, Not Stories. When Austin worked on acquisitions in the landscaping industry, he learned buyers cared far more about signed contracts than the stories in a P&L. Relationships matter, but recurring revenue is what sets your valuation. Reflection: How much of your revenue is secured by contracts vs. one-time sales?
- Your Books Tell the Truth. Clean, accurate financials can instantly raise your sticker price. Many owners think they’ll get a big payout, only to find sloppy accounting drags down value. Reflection: If you had to sell tomorrow, could you prove your profit?
- Profit First is a System—Not a Straitjacket. Austin loves Profit First because it forces owners to prioritize profit—but he stresses that you must adapt the allocations to your business, not force your business to fit the book. Reflection: Where do your Profit First allocations need adjusting?
- Obsess Over the Labor Efficiency Ratio. For every $1 in total labor costs (including admin, taxes, contractors), service businesses should aim to generate about $2 in gross profit. This simple ratio is often the fastest lever for boosting margins. Reflection: What’s your current labor efficiency ratio with and without owner labor?
- Run on a Simple Weekly Scoreboard. Instead of drowning in a 100-line P&L, Austin runs his firm with five weekly metrics: Sales activity (lead generation), New client onboarding experience, Operations consistency, Cashflow & receivables, Customer service response time (the “Queen Bee” role). This keeps the team aligned, accountable, and focused on leading indicators that drive real results. Reflection: What five numbers would tell you if your business is winning or losing?
- Fix Process Before People. If a metric stays in the red for three weeks, Austin first checks the process before blaming the person. Only after validating the process does he shift focus to coaching or replacement. Reflection: Where might broken processes—not bad people—be costing you profit?
Key Takeaway:
A business that runs on clean books, clear systems, and a handful of key ratios isn’t just more profitable today—it’s more attractive to buyers tomorrow. Stop guessing by your bank balance. Start running the scoreboard that investors (and your future self) will thank you for.
About Austin McMillan:
Austin McMillan is the founder of Flywheel Financial, an accounting firm that helps business owners scale with financial clarity and build companies of lasting value. He believes healthy businesses create healthy families, and healthy families create healthy communities.
Links:
https://www.flywheel.financial/
Instagram: https://www.instagram.com/austindmcmillan/
Conclusion:
At the end of the day, buyers don’t purchase your hustle—they purchase proof. Proof in the form of recurring contracts, clean books, efficient labor, and systems that keep a business running smoothly. Austin reminds us that profitability isn’t just about bigger numbers on the top line—it’s about clarity, discipline, and building a machine that works whether you’re in the office or not.
The businesses that win—whether you keep them or sell them—are the ones designed with profit and process at the center. Start small: track the right five numbers, implement Profit First in a way that fits you, and focus on turning every $1 of labor into $2 of profit. Do that consistently, and you’ll create a business worth keeping… and worth buying.
#ProfitFirst #CashFlowFix #BusinessProfit #FinancialClarity #SmartScaling #LaborEfficiency #Scorecard #ServiceBusiness #BusinessValuation #OwnerPay #EntrepreneurFinance #RevenueLeaks #SystemsAndProcesses #SmallBusinessGrowth #ProfitMindset
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
How Small Businesses Beat Big: Profit Lessons from McKinsey to Main Street with Sri Kaza
Most small business owners feel like underdogs—limited resources, endless responsibilities, and constant pressure just to keep up. But what if those very constraints were the secret to outpacing billion-dollar corporations?
That’s exactly what Sri Kaza, former McKinsey consultant and now small business advocate, reveals in his book Unconventional and in our latest conversation on the Profit Answer Man podcast.
After years advising Fortune 500s and later scaling and selling private-equity backed companies, Sri discovered something surprising: small businesses that embrace their unique strengths can outmaneuver the giants.
Key lessons from our conversation:
- Profit Struggles Aren’t Just for the Small Guys. Even Fortune 500 companies wrestle with profit pressures—just on a different scale. Every quarter, CEOs are forced to deliver “more” to investors. Small business owners feel the same weight, but without the safety net of massive budgets. The lesson? Pressure is universal—discipline is optional.
- Stop Digging, Take the Ladder. Many business owners keep “digging” harder when they’re in a hole—working more hours, cutting corners, or avoiding debt even when smart investment could be the ladder out. Climbing requires perspective. Look up, not down, and take the smarter path to profit.
- The Underdog Advantage: Positioning, Proximity & Purpose. Sri’s underdog principles are what separate resilient small businesses from the rest: Positioning – Know exactly who you serve, and stop trying to please everyone. Proximity – Stay close to your customers; your agility and speed are advantages no big corporation can match. Purpose – Profit matters, but purpose keeps you and your team going when times are tough.
- Build Jobs Around People, Not Just Seats. Unlike big corporations that design roles and then try to squeeze people into them, small businesses can craft jobs around people’s strengths and passions. It’s not just about skills—it’s about values, culture, and fit.
- Trust Is the Invisible Profit Driver. There’s no line on the P&L for trust, yet it may be your most valuable asset. Sri highlights the Trust Equation: credibility × reliability × intimacy ÷ self-interest. The more authentic, reliable, and human you are, the more customers and employees will follow you.
Key Takeaway:
Small doesn’t mean weak. It means nimble, personal, and resilient. By leaning into what makes you different—your closeness to customers, your unique positioning, and your purpose—you can outmaneuver the giants and build a business that’s both profitable and fulfilling.
Abou Sri Kaza:
Sri Kaza is a seasoned business leader and small business advocate with a background in corporate strategy and entrepreneurship. After earning degrees from the University of Michigan and Northwestern, he began his career at PricewaterhouseCoopers and Blue Martini Software before advising Fortune 500 companies at McKinsey & Co.
He later transitioned to executive roles, including a leadership position at Viking Cruises, before shifting his focus to small business support. Sri founded Talytica, a data analytics startup that helped small businesses assess job applicants, and led the employment tax credit division at Tax Credit Co. (now part of Experian), supporting thousands of businesses in securing government incentives. Most recently, as CEO of ForwardLine Financial, he scaled the private equity-owned company and guided its sale to new investors.
His book, Unconvention, draws on this extensive experience, challenging conventional corporate thinking and empowering small businesses to succeed by staying true to their unique strengths.
Links:
Website: Sri-Kaza.com
LinkedIn: https://www.linkedin.com/in/srikaza
Conclusion:
The story of small business isn’t about competing on size—it’s about competing on strengths. While big corporations drown in bureaucracy and quarterly pressures, small businesses have the power to stay close to their customers, move quickly, and lead with purpose.
Sri Kaza reminds us that profitability isn’t just about spreadsheets and strategies. It’s about positioning yourself where you can truly make an impact, crafting a business around your people and values, and never underestimating the invisible currency of trust.
At the end of the day, being the underdog can be your greatest advantage. The question is: will you use it?
#ProfitFirst #BusinessProfit #CashFlow #Entrepreneurship #SmallBusinessGrowth #BusinessClarity #Profitability #UnderdogAdvantage #SmartScaling #EntrepreneurTips
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Your P&L Is Lying—Here’s What to Track with Laresa McIntyre
Stop Chasing Revenue: How Fractional CFOs Clear the Financial Fog
Most business owners measure success by one thing: revenue growth. The problem? Revenue isn’t cash—and it doesn’t always translate into profit.
In this episode of Profit Answer Man, I sat down with Laresa McIntyre, founder of Rockbridge CFO, to uncover the blind spots that keep owners stuck in financial fog. Laresa brings over 15 years of CFO experience and now helps service-based businesses scale smarter with fractional CFO insight—without the six-figure price tags.
Key Lessons:
- Profit Lives in Margins, Not Revenue. Chasing top-line growth without tracking margins is a recipe for burnout. Know which products and clients actually contribute to the bottom line, and be willing to cut or reprice the ones that don’t.
- A CFO Looks Forward, Not Backward. Bookkeepers and controllers record history. A CFO interprets that history to help you forecast the future and make smarter decisions 6–24 months out. That’s where clarity—and profit—comes from.
- Cash Forecasting Prevents Panic. Revenue timing rarely matches expense timing. A 12-week rolling cash forecast shows when money will actually land in your account and when bills come due, so payroll never sneaks up on you.
- Growth Can Be Dangerous if Mis-Timed. Hiring ahead of sales is one of the fastest ways to destroy profitability. Use metrics like revenue per employee or labor efficiency ratio to know when it’s safe to add headcount.
- Dashboards Need Action, Not Pretty Charts. Software may give you colorful graphs, but what matters is knowing which levers to pull: raise prices, renegotiate vendor terms, or shift client mix. Insight beats aesthetics.
- Benchmark Yourself, Not the Industry. Industry averages often include failing businesses. The best benchmark is your own improvement over time—measured by profit, not just revenue.
- Financial Fog Is Optional. Most founders walk around in a financial fog because the numbers feel intimidating. The cure? Honest conversations with someone who can translate financials into simple, actionable steps.
Key Takeaways from the Conversation:
- The P&L Is Not Cash. Your profit and loss statement is an important report—but it leaves out distributions, debt payments, and sometimes even taxes. Use it in context with your balance sheet and cash forecasts, or risk flying blind.
- Margins > Revenue. A “big client” may look impressive on paper, but if their gross margin is weak, they’re draining your business. Focus on products, services, and customers that actually add to the bottom line.
- Forecast Cash Like Payroll Depends on It (Because It Does). A 12-week rolling cash forecast helps you avoid Friday panic. It reveals not just what’s in the bank today, but what’s coming in and going out over the next three months.
- Hire After Sales, Not Before. Scaling too fast with payroll is one of the biggest traps. Track revenue per employee and labor efficiency to know when it’s really time to bring on the next hire.
- Dashboards Are Useless Without Insight. Pretty graphs won’t grow your profit. The value is in translating numbers into action: what’s working, what’s broken, and what needs to change this month to protect your margins and cash flow.
About Laresa McIntyre:
Laresa McIntyre is the founder of Rockbridge CFO, where she helps service-based businesses scale smarter by providing executive-level financial insight without the cost of a full-time CFO. A Certified Management Accountant with an MBA and Master’s in Accounting, Laresa specializes in turning financial chaos into clarity, improving margins, and bringing calm to growth.
Links:
https://www.rockbridgecfo.com/
LinkedIn: https://www.linkedin.com/in/laresamcintyre
Conclusion:
Too many business owners work harder and harder for revenue, only to wonder why their bank balance never seems to catch up. The truth is, profit clarity comes not from chasing sales but from mastering margins, timing cash, and knowing when to grow.
As Laresa McIntyre reminds us, the P&L isn’t cash, growth without discipline creates fragility, and dashboards without insight are just noise. When you cut through the fog with the right forecasts, metrics, and financial guidance, you finally get what every business owner craves: calm, control, and consistent profit.
#ProfitFirst #BusinessFinance #CashFlowFix #FractionalCFO #FinancialClarity #Profitability #SmartScaling #EntrepreneurFinance
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
The Profit Pitfalls Most Business Owners Miss with Lisa Hennigar
Most business owners don’t lose profit because of one big mistake — it’s usually a thousand tiny leaks. From not knowing your why, to ignoring customer service, to failing to track the right numbers, the truth is this: profit slips away quietly while you’re busy working hard.
In this episode of Profit Answer Man, I sit down with Lisa Hennigar, Vice President of Franchise Development at ERA Group and a nationally recognized franchise strategist with over 22 years in the industry. Lisa has worked with everyone from household-name brands to emerging concepts, and she knows exactly where businesses get stuck — and how to turn things around.
In This Episode, You’ll Learn:
- Why your “why” matters more than you think — and how it fuels resilience, team buy-in, and long-term success.
- The danger of ignoring your P&L — why most owners don’t understand it, and what metrics you actually need to track.
- Scaling without losing profit — why growing too fast, or in the wrong way, can turn you into an employee of your own business.
- Customer service as a profit driver — how fast response times and the right client mix can outperform bigger competitors.
- The hidden costs that eat your margins — from bad leases to auto-renew contracts, to discounting that destroys profitability.
Key Takeaway:
Profit doesn’t come from working harder — it comes from working smarter. That means knowing your numbers, understanding your why, and being intentional about both the clients you serve and the systems you build. As Lisa reminds us, “Doing simple is hard — but simple is where the money is.”
About Lisa Hennigar:
Lisa Hennigar is a nationally recognized franchise growth strategist with over 22 years in the franchising industry. She currently serves as Vice President of Franchise Development at ERA Group, an executive cost intelligence consulting firm, where she has been instrumental in helping ERA achieve its highest ranking in 30 years in Entrepreneur Magazine and secure the #1 Global Franchise Brand designation.
Her expertise spans franchise recruitment, operations, and unit economics—bridging the gap between sales and ongoing franchisee success. She has worked with brands from iconic household names to emerging concepts, creating scalable growth strategies, improving validation, and streamlining onboarding.
Lisa is known as a true change agent, keeping culture, unit economics, and KPIs at the forefront of every transformation she leads—powered by grit, resilience, and a relentless work ethic.
Beyond corporate leadership, Lisa served as Chair of SCORE in Michigan, sat on the YMCA Board in Michigan where she helped drive donor fundraising, and was active in Toastmasters, contributing to membership growth.
Earning a Certified Franchise Executive, with the International Franchise Association in 2011, Lisa has also been instrumental in attracting top-tier executive talent into franchising and converting independent businesses into thriving franchise locations.
Links:
LinkedIn: https://www.linkedin.com/in/lisahennigar/
Conclusion:
Profit isn’t accidental — it’s the result of clarity, discipline, and intentional choices. As Lisa Hennigar reminds us, too many business owners ignore their why, overlook their numbers, or scale without strategy — and those blind spots quietly drain their wealth. The good news? Profit is always within reach when you track the right metrics, serve the right clients, and make simple, focused improvements.
Remember, your business should give you both time and money. If it’s not, it’s time to plug the leaks and reset your strategy.
#ProfitFirst #BusinessProfit #SmartScaling #EntrepreneurFinance #CashFlowFix #RevenueLeaks #BusinessClarity #OwnerPay
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Right People, Right Seats: The Hidden Profit Killer in Your Business with Pam Meissner
When profit is slipping, most businsess owners look to cut costs or push sales harder. But what if your biggest drain isn’t on the P&L at all—it’s in your people?
In this episode of Profit Answer Man, Pam Meissner—COO and CFO at CathCap—pulls back the curtain on why “right people, right seats” isn’t just an HR slogan. It’s one of the most powerful levers for profit growth that most companies ignore until it’s too late.
The Gap: Why Profit Leaks Hide in Your People:
You can have a stellar product, growing sales, and tight cost controls—and still lose money. The reason? People issues that don’t show up as a neat line item on your P&L.
Pam sees it all the time: companies hanging on to team members who no longer fit, tolerating culture-killers because they perform well in one area, or promoting loyal employees into roles they can’t succeed in.
The Four Quadrants Every Leader Needs to Know:
Pam breaks down the four categories of employees, based on competency and alignment with core values:
- Stars – High performers who live your values.
- Puppies – Aligned with values but lack skill; worth investing in if trainable.
- Rats – Low competency, no values alignment; they have to go—fast.
- Gremlins – Highly competent but toxic to your culture; they hold you hostage and quietly drain profit.
Ignoring the “rats” and “gremlins” doesn’t just hurt morale—it actively drives away your stars.
Why Core Values Aren’t Just a Poster on the Wall:
Most companies have core values, but few hire, fire, and promote based on them.
Pam’s advice:
- Define your values clearly.
- Interview with them in mind (AI tools like ChatGPT can help craft questions).
- Involve peers in hiring to assess fit.
- Hold quarterly conversations so performance and alignment are never a surprise.
The Real Cost of a Bad Hire:
Replacing someone can cost multiple times their salary—especially if you use recruiters. But the hidden costs of keeping the wrong person are even higher:
- Lost productivity
- Star employee turnover
- Extra resources to “work around” problem employees
Pam stresses: The cheapest solution is to hire right the first time—and act quickly when you don’t.
The Profit Plan: Align People, Process, and Purpose:
- To plug these hidden leaks:
- Audit your team using the four quadrants.
- Invest in “puppies” with clear timelines and training plans.
- Remove “rats” immediately and plan a strategic exit for “gremlins.”
- Keep your stars engaged and appreciated.
💡Bonus Listening: For a real-world example of how to build and keep an all-star team, check out Episode 141 with Emily Cole, co-founder of the Savannah Bananas. Her approach to hiring for culture fit will inspire you to rethink how you find your next great hire.
Key Takeaway:
Profit isn’t just about cutting costs or selling more—it’s about aligning the right people in the right seats. When you protect your culture and your core values, profit follows.
Ready to uncover your hidden profit leaks? Let’s talk. Book a time at ProfitComesFirst.com
and start building a team that fuels—not drains—your bottom line.
About Pam Meissner:
Pam Meissner is a powerhouse in the world of finance and leadership, with a career that spans CFO, COO, and CEO roles across industries. Known for her ability to drive business growth, she has helped companies scale while navigating the complexities of financial strategy and operations. Her expertise lies in turning numbers into narratives—helping business leaders make informed, confident decisions that fuel long-term success.
Beyond her financial acumen, Pam brings a global perspective to her work. She has lived and worked across multiple countries, experiences that shaped her leadership philosophy and reinforced the importance of adaptability and innovation.
Pam’s journey is also one of resilience. Recently widowed after 30 years of marriage, she continues to lead with strength and purpose. Her son, who has autism, recently graduated from college, and her daughter, a marathon runner, raises funds for autism research—both reflecting the family’s spirit of perseverance and impact.
When she’s not advising business leaders, Pam is an award-winning baker, avid reader, and self-taught fashion designer. Whether she’s strategizing financial turnarounds, perfecting the art of the cake, or learning a new skill, she brings the same passion, precision, and problem-solving mindset to everything she does.
Links:
LinkedIn: https://www.linkedin.com/in/pam-meissner/
Website: https://cathcap.com/
Cathcap LinkedIn: https://www.linkedin.com/company/cathcap/
Conclusion:
Profit isn’t just about financial spreadsheets—it’s about people. As Pam Meissner shared, the wrong person in the wrong seat can quietly drain resources, culture, and profit. The real path to sustainable growth is aligning your team with your core values, investing in potential where it exists, and having the courage to let go when it doesn’t.
Remember: profit follows people. When you get the right people in the right seats, you unlock not just financial performance, but a business that truly thrives.
Episode 141- Profit First Success with Savanah Bananas and Emily Cole-
https://profitcomesfirst.com/ep-141-profit-first-success-with-the-savanah-bananas-and-emily-cole/
#ProfitFirst #BusinessClarity #ProfitLeaks #TeamPerformance #CultureFit #SmartScaling #OwnerPay #LeadershipMatters #BusinessGrowth #CoreValues
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Freedom by Design: How to Build a Profitable Business That Serves Your Life with Michael Walsh
Most entrepreneurs start their journey with the dream of freedom—yet many quickly find themselves trapped by the very businesses they built. Revenue grows, responsibilities pile up, and the joy of entrepreneurship fades into overwhelm.
In this Episode of the Profit Answer Man, I sat down with Michael Walsh, founder of the Walsh Business Growth Institute and author of Freedom by Design, to unpack how business owners can create companies that support—not suffocate—their lives.
Michael has spent over 30 years guiding business owners through the predictable “danger zones” of growth. His message is clear: profit and freedom come when you design your business around your life, not the other way around.
Key Insights from Michael Walsh:
- Business Must Serve Life, Not Just Profit. Too many owners chase revenue milestones—$1M, $5M, $10M—only to find bigger problems waiting at each stage. Michael warns: if profit is your only motivator, satisfaction will always elude you. The companies that thrive long-term are those designed to support the owner’s life and impact. Reflection: Is your business structured to fuel your life’s goals—or is your life revolving around your business?
- Growth Brings Predictable “Danger Zones”. Michael outlined the common revenue milestones where owners hit walls: $1M–$1.2M → the “zone of hell” where you’re too big for DIY systems but too small to afford enterprise solutions. $5M and $10M → structures and systems must evolve or growth stalls. $12M–$20M → the toughest chasm, where people complexity and outdated processes collide. Takeaway: Each new level requires reinventing systems, structures, and leadership—not just “working harder.”
- Systems Alone Don’t Scale—People Do. Rocky and Michael both love spreadsheets, but Michael cautions: numbers tell the story, but people drive the result. A well-designed business empowers its people to excel rather than constraining them with rigid systems. Reflection: Are your processes freeing your team to use their strengths—or boxing them in like cogs in a machine?
- Freedom Comes from Teamwork, Not Control. Michael stresses that leaders must shift from command-and-control to building intelligent ecosystems. True management is about helping people think, thrive, and work together. When teams are supported—not micromanaged—2+2 can equal 6. Question: How much time do you spend training people how to work together, not just what to do?
- The Future Belongs to the Creative Business Owner. AI is transforming the business landscape, but Michael warns that owners who outsource thinking to machines lose their edge. The next era isn’t the Information Age—it’s the Age of Creativity. Those who combine human insight with AI tools will thrive. Action Step: Don’t fear AI—learn to use it as a creative partner to free you up for high-value problem solving.
Key Takeaways:
- Profit Alone Won’t Bring Fulfillment. Chasing revenue milestones without purpose leads to burnout. Businesses built around life goals—not just profit—create more satisfaction and sustainability.
- Growth Has Predictable “Danger Zones”. Each revenue milestone ($1M, $5M, $10M, $20M) comes with hidden challenges. Systems, structures, and leadership must evolve at every stage, or growth will stall.
- Systems Must Support People—Not Control Them. Processes should free your team to use their strengths, not box them in like cogs. Businesses thrive when systems empower people to excel.
- Freedom Comes Through Teams, Not Micromanagement. Leaders must shift from command-and-control to cultivating intelligent ecosystems. Strong teamwork multiplies results and creates freedom for owners.
- The Next Age is Creativity, Powered by AI. AI won’t replace entrepreneurs—but those who creatively combine human judgment with AI tools will have a massive advantage in the years ahead.
About Michael Walsh:
Michael Walsh is the founder of the Walsh Business Growth Institute and author of Freedom by Design: The Business Owner’s Guide to Grow, Make an Impact, and Find Joy Again. For over 30 years, he has helped business owners in Canada, the U.S., and Europe scale profitably by aligning their companies with their life goals.
Links:
Website: http://www.walshbusinessgrowth.com
LinkedIn: https://www.linkedin.com/in/michael-walsh/
Conclusion:
Freedom in business isn’t about hitting the next revenue milestone—it’s about designing a company that grows with you, supports your lifestyle, and empowers your team. Michael Walsh reminds us that profit follows purpose, systems must evolve with scale, and people—not spreadsheets—ultimately drive success. As the business landscape shifts into the age of creativity, those who align vision, systems, and people while leveraging tools like AI will unlock both profitability and freedom.
Your business should give you life, not take it away. The choice to design it that way is yours.
Richer Soul Ep 440 The AI Driven Leader with Geoff Woods: https://richersoul.com/?s=Geoff+Woods
#ProfitFirst #BusinessGrowth #FinancialFreedom #SmartScaling #EntrepreneurLife #BusinessStrategy #LeadershipMatters #CashFlowFix #PurposeDrivenBusiness #CreativeEntrepreneur
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst
Boost Sales Without Spending a Dime with Tracy Beavers
Why “More Sales” Isn’t Fixing Your Profit Problem (And What It’s Really Costing You)
Ever wondered why your revenue is growing, but your bank account still feels empty? You’re not alone. Most business owners equate more sales with more profit, only to find themselves in the same cycle of financial stress. The truth? Sales without strategy create a dangerous illusion of success—and the hidden cost is your peace of mind, cash flow, and ultimately, your business’s survival.
The pain goes deeper:
- Financial Cost: Ballooning expenses, zero clarity on where money goes, and the constant scramble to cover payroll.
- Emotional Cost: Late-night anxiety, decision fatigue, and the nagging thought—“Why am I working so hard for so little?"
- This episode of The Profit Answer Man peels back the layers of that illusion and gives you actionable steps to stop chasing revenue and start building true profit stability.
In This Episode, You’ll Learn How To:
- Apply Profit First principles to regain control of your cash flow and eliminate money stress.
- Build a sales strategy that fuels profit instead of just increasing workload.
- Identify the hidden costs in your business model that erode margins—before they sink you.
- Create systems to move from hustle mode to sustainable, scalable growth.
- Protect your financial future with small, strategic changes that compound over time.
Key Takeaways: 3 Costly Blind Spots Stealing Your Profits
- Sales Obsession Over Profit Clarity – Chasing more revenue without analyzing margins creates cash flow chaos.
- Neglecting Simple Systems – Without processes, scaling multiplies inefficiencies (and headaches).
- No Financial Guardrails – Using your bank balance as a budget leads to feast-and-famine cycles.
Meet Our Guest: Tracy Beavers
With over 20 years of award-winning sales and marketing experience, Tracy left the corporate world to help entrepreneurs build businesses they love—without sacrificing profitability. As the owner of three businesses, a business and sales coach, and a creator of the “Be a Confident Entrepreneur” program, Tracy understands the real struggles business owners face when trying to grow without losing their sanity (or their cash).
She’s been featured on top business podcasts and is a regular contributor on major media outlets. Learn more at www.tracybeavers.com.
Links:
Website: www.tracybeavers.com
FB Business: https://www.facebook.com/tracybeaverscoaching
FB Personal: https://www.facebook.com/tracy.l.beavers
FB Group: https://www.facebook.com/groups/1029969944188688
LinkedIn: https://www.linkedin.com/in/tracy-beavers-b650449/
Pinterest: https://www.pinterest.com/TracyBeaversCoaching/_created/
Instagram: https://www.instagram.com/tracybeaverscoaching/
YouTube Channel: https://www.youtube.com/channel/UCB8NNwKqXvwE0D9YokfMUvQ
Conclusion
Profit doesn’t happen by accident—it happens by design. Chasing more sales without a plan for profitability is the fastest way to end up exhausted and broke, even when your revenue chart looks great.
By embracing systems like Profit First, creating clear financial guardrails, and focusing on strategies that align sales with profit, you can build a business that actually supports your life instead of draining it.
#ProfitFirst #CashFlow #SmallBusinessTips #BusinessGrowth #EntrepreneurMindset #ScalingUp #ProfitPlanning
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst
Profitable But Worthless? How to Build a Business Buyers Actually Want with Justin Goodbread
Why High Profit ≠ High Value—And How That Mistake Could Cost You Millions
Most business owners are chasing profit…
But what if the very thing you’re chasing is keeping you trapped?
Imagine this: You’re running a “successful” business with strong margins and great income. You’re paying yourself well, your spouse is on payroll, and life feels comfortable.
Until the day you try to sell… and no one wants to buy.
This episode of Profit Answer Man reveals the dangerous trap most entrepreneurs fall into: confusing a profitable lifestyle business with a valuable one. Justin Goodbread—who scaled and sold multiple 7-, 8-, and 9-figure companies—breaks down the hard truth behind “ugly babies” (a.k.a. unsellable businesses) and how to turn yours into a cash-rich, investor-ready machine.
In This Episode, You’ll Learn:
- Why profit doesn’t always equal enterprise value (and what to focus on instead).
- The 8 core areas of a business that drive value (and where most owners get stuck).
- How to move from being the business to owning the business.
- The mindset shift that changed Justin’s net worth trajectory forever.
- Why laser focus, not more hustle, is the real multiplier.
Key Takeaways (AKA Profit-Killing Blind Spots):
- Mistake #1: Believing high profit = high exit value. Investors don’t buy income streams—they buy systems.
- Mistake #2: Staying at the center of everything. If your business wobbles when you step away, it’s not a business. It’s a job with a title.
- Mistake #3: Failing to define your ideal client. Serving everyone = attracting no one (and commoditizing your brilliance).
- Mistake #4: Reinventing the wheel. Frameworks like Profit First, EOS, and Justin’s value-growth model already exist—use them.
- Mistake #5: Not taking the hard vacation. If your team can’t survive six weeks without you, your valuation will reflect that.
Guest Bio:
Justin Goodbread is a globally recognized business strategist, bestselling author, and founder of multiple ventures focused on helping service-based businesses maximize enterprise value. With 30+ years of entrepreneurial grit—including exits at the 7-, 8-, and 9-figure levels—Justin has worked with thousands of owners to turn profitable chaos into scalable, transferable wealth.
Whether he's simplifying complex business systems or calling out the lies owners tell themselves, Justin is known for his no-nonsense, deeply practical insights that get results. His bestselling book, Your Baby’s Ugly, challenges owners to look at their business through the eyes of a buyer—and transform it into an asset worth paying for.
Links:
Websites:
- Official Website: https://www.justingoodbread.com/
- Freedom Formula: https://www.masteringvaluegrowth.com/freedom-formula
- The Value Growth Academy: https://thevaluegrowthacademy.com/
Media Profile/Bio:
- Justin's Media Profile: https://podfol.io/profile/justin-goodbread
Social Media Channels:
- LinkedIn: https://www.linkedin.com/in/justingoodbread/
- Twitter: https://x.com/justingoodbread
- YouTube: https://www.youtube.com/@justingoodbread
- Instagram: https://www.instagram.com/justingoodbread/
- Facebook: https://web.facebook.com/justingoodbread
Conclusion: Is Your Business Valuable—or Just Profitable?
Profit is a great starting point… but it’s not the finish line.
If your wealth is locked inside a business that can’t run without you, it’s time to ask the hard question:
👉 Would anyone pay top dollar for what you’ve built?
If you’re not sure—or if your gut says “probably not”—this episode is your wake-up call. Listen now and explore where your real profit leaks and blind spots might be.
🎧 Listen to the full episode and start building a business that can run, grow, and sell—without you.
#ProfitFirst #BusinessGrowth #CashFlowFix #SmartScaling #RevenueLeaks #ProfitClarity #OwnerPay #StrategicFinance
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst
Why Most Marketing Fails—And How to Make Yours Finally Pay Off with Andrew Gregory
Why Most Marketing Fails to Deliver Profit—And How to Fix It
Marketing agencies promise leads. But what if leads aren’t your problem?
Thousands of small business owners are stuck in the same trap: they’re spending money on ads, but their bank accounts still feel tight. The real issue? Bad leads, broken follow-up systems, and a total disconnect between sales and profitability.
In this episode of Profit Answer Man, marketing expert Andrew Gregory breaks down the hidden cost of poor marketing strategy—and the profit leaks most home service businesses never see coming.
The Real Cost of “Just Getting More Leads”
· Every business wants more leads. But what happens when:
· The leads don’t convert?
· The wrong people answer the phone?
· You can’t track what’s working?
The result is wasted ad spend, missed revenue, and a whole lot of frustration.
Andrew walks us through how most service businesses are focusing on the wrong end of the marketing funnel—and what to do instead.
In This Episode, You’ll Learn:
- Why response time is the #1 lead conversion factor (and most teams fail here).
- How to calculate Customer Lifetime Value (and why it changes your ad strategy).
- The difference between top-of-funnel vanity ads and bottom-up revenue generation.
- What it means to build trust at scale—and how Google is measuring it.
- Simple ways to fix your lead handling process before spending another dollar.
Costly Blind Spots You Might Be Missing:
- You’re paying for leads without tracking who actually called.
- Your website creates friction instead of conversions.
- Your intake team doesn’t follow up fast enough (or at all).
- You're treating referrals as luck, not a strategy.
- You’re advertising like a national brand—without the budget or systems.
Meet Andrew Gregory:
Andrew Gregory is the COO and Partner at UpRoute, a marketing agency focused on helping home service businesses grow profitably. With deep entrepreneurial roots—he’s owned a winery, served on business boards, and helped hundreds of small businesses—Andrew blends real-world experience with practical marketing strategy. His specialty? Turning advertising into measurable, scalable profit.
Links:
Email: andrew@uproute.com
Website: www.uproute.com
LinkedIn: www.linkedin.com/in/andrewcgregory/
Your Next Move: Fix the Leaks Before Scaling Up
- Before you spend another dollar on ads, ask yourself:
- Are we tracking lead sources with clarity?
- Is our intake team converting calls with consistency?
- Do we know our true customer value (including referrals)?
- Is our follow-up fast, friendly, and frictionless?
If you’re not 100% sure, this episode is your wake-up call.
Listen now and plug the profit leaks before they drain your next ad campaign.
#ProfitFirst #BusinessGrowth #CashFlowFix #SmartScaling #RevenueLeaks #ProfitClarity #OwnerPay #StrategicFinance
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst
How to Solve the Real Problem Killing Your Profit with Doug C. Brown
Why Sales ≠ Profit—And the Blind Spots That Bleed Cash
The Profit Gap: Why More Sales Might Be Making You Broke
You’re pushing for more revenue. Your team is grinding. But your bank balance isn’t growing. In fact, you're more stressed, your margins are tighter, and your team is overwhelmed.
Why? Because most businesses chase symptoms—like “bad sales teams” or “slow growth”—instead of finding and fixing the true root cause.
Doug C. Brown, a $900M revenue growth expert, exposes the hidden math, decision blind spots, and operational leaks that silently kill profit… even in high-revenue companies.
If you’re running faster but falling further behind, this episode is your wake-up call.
In This Episode You’ll Learn:
- Why your biggest profit leaks never show up on your P&L.
- How a simple math-based model predicts revenue and risk.
- The deadly myth of “more sales = more profit” (and what to do instead).
- Why follow-up failures cost you more than bad leads.
- How to stop being held hostage by top salespeople.
Key Takeaways (Costly Mistakes & Blind Spots):
- You’re solving symptoms, not root causes.. Most owners blame sales teams, not systems. Doug shows how tracking lagging indicators masks the real issues.
- Revenue can bankrupt you. One client scaled from $5.7M to $8.2M in three weeks—and imploded because ops couldn’t handle the growth.
- You’re losing 6–7 figures in slow follow-up. Many companies take 28+ days to follow up on leads. Doug’s framework closes this loop—and closes more deals.
- Poor cash flow ≠ pricing problem—it’s a terms problem. A utility pole company nearly collapsed waiting 180 days for payments. Doug explains how to fix your pay-cycle math.
- You don’t need more clients—you need better ones. 90% of profit often comes from 10% of clients. But you’re spending your energy on the wrong 90%. Doug teaches how to flip that math.
About Doug C. Brown:
Doug C. Brown is CEO of CEO Sales Strategies and a globally recognized sales revenue and profit growth expert. He’s built 35+ businesses and driven over $900 million in sales—helping companies like Intuit, Procter & Gamble, and Tony Robbins’ organizations scale smarter.
Former President of Sales for Tony Robbins & Chet Holmes, Doug is known for his math-based, cause-first approach to revenue growth. His latest venture, Vibitno, is revolutionizing follow-up automation to fix one of the biggest leaks in sales: speed to response.
Links:
Website (CEO Sales Strategies): https://ceosalesstrategies.com/ Vibitno: https://vibitno.com/ Facebook: https://www.facebook.com/Dougcbrown123/ LinkedIn: https://www.linkedin.com/in/dougbrown123/ Instagram: https://www.instagram.com/dougcbrown_/ Follow-Up Masterclass: http://ceosalesstrategies.com/stoptheleak
Ready to Stop the Bleed?
If you’re tired of “working harder” and want to make more by fixing less, it’s time to stop solving symptoms and start fixing root causes. Listen to this episode and ask:
Where are you bleeding cash—without even knowing it?
Listen now. Then look at your scoreboard.
Small shifts = big profit.
#ProfitFirst #BusinessGrowth #CashFlowFix #SmartScaling #RevenueLeaks #ProfitClarity #OwnerPay #StrategicFinance #MathOverMyth #FixTheCauseNotTheSymptom
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst
The Purpose of Business is to Make Money with David Schomer
Why Scaling an E-Commerce Brand Can Bankrupt You (Unless You Fix This First)
The Hidden Cost of Growth Nobody Talks About
It’s every entrepreneur’s dream: launch a brand, grow revenue, and finally fire your boss. David Schomer lived that dream—scaling a pet supply company on Amazon before going full-time in e-commerce. But what most business owners don’t realize (until it's too late) is that scaling too fast without financial structure can choke your cash flow and starve your business of profit.
You can hit record sales and still be broke. The reason? You're playing the wrong financial game.
Too many business owners confuse top-line growth with bottom-line success. David learned the hard way—and then rewired his entire approach using Profit First principles.
In This Episode You’ll Learn:
- Why Profit First changed the game for David’s business—and how he applied it to multiple brands.
- How he scaled a side hustle while working a full-time consulting job (without burning out or going broke).
- The mindset shift from “revenue chaser” to strategic operator—and why most e-commerce brands don’t survive that jump.
- Where most Amazon and e-comm sellers leak cash—and what to do instead.
- How to build a business that supports your life (not the other way around).
Key Takeaways: The Costly Blind Spots Killing Profit
- Revenue ≠ Profit. Most sellers obsess over revenue milestones. But as David puts it, “If you’re not reading Profit First, you’re leaving money on the table.”
- No Capital = No Exit. David delayed launching a business after college because he didn’t have capital. But later learned you don’t need investor money—you need smarter cash flow systems.
- Growing Without Guardrails. David scaled his Amazon brand before implementing Profit First—and the stress of staying ahead of vendor payments nearly broke the business.
- The Risk of Ignoring Financial Education. With a background in M&A and fraud investigations, David understood numbers. Yet even he struggled with cash flow until he embraced simple, behavior-based money management.
Guest Bio: David Schomer
David Schomer is the CEO of Build Grow Scale, an e-commerce conversion optimization company, and the host of the Firing The Man podcast. He started his entrepreneurial journey selling pumpkins at 12, then worked in M&A, fraud investigation, and business valuation before launching multiple successful private label brands. With over 300 SKUs across Amazon, Etsy, Shopify, Walmart, and more, David brings street-smart financial experience and digital scale savvy to today’s business owner.
Links:
https://firingtheman.com/
Facebook: https://www.facebook.com/FiringTheMan/
Instagram: https://www.instagram.com/firingtheman/
YouTube: https://www.youtube.com/channel/UCidVyf9RjDBFK8RTlERaq0Q
Tiktok: https://www.tiktok.com/@firingthemanpodcast
Conclusion: What’s Your Profit Leak?
David’s story is proof that financial clarity—not just product-market fit—is what separates hobby businesses from real wealth builders. If your e-commerce brand is growing but your bank account is shrinking, it’s time to get strategic.
#ProfitFirst #BusinessGrowth #CashFlowFix #SmartScaling #RevenueLeaks #ProfitClarity #OwnerPay #StrategicFinance
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst
How Storytelling Can Drive Your Profits with Seth Donlin
Why Visibility ≠ Growth—And How It’s Quietly Costing You Profits
Most business owners think the next breakthrough in revenue will come from ads, funnels, or more hustle.
But what if the real opportunity is getting in front of someone else’s audience—without spending a dollar on ads?
In this episode of Profit Answer Man, we expose the costly visibility gap most owners don’t realize is bleeding their business. Seth Donlin shares why chasing attention isn't enough—and how strategic podcast guesting can generate inbound leads, higher trust, and profit-rich conversations.
The GAP Framework:
GAP – Business owners invest heavily in visibility, but not all attention converts. They spray money across ads, content, and social without ever becoming trusted in a specific space. This “spray and pray” method burns cash and time.
ALTERNATIVE – Many default to building their audience one follower at a time, ignoring the leverage of podcast guesting—a proven method to build instant credibility with zero ad spend.
PROFIT PLAN – Use Seth’s approach to land curated podcast appearances where your audience already exists. Create content that scales your voice, authority, and cash flow—while fixing your visibility-to-revenue bottleneck.
In This Episode You’ll Learn:
- How podcast guesting builds trust faster than any cold pitch or paid ad ever could.
- The three types of audiences—and how to find the ones that convert.
- Why owning your message (through storytelling) is the most profitable marketing move.
- How to get in front of thousands without building your own audience.
- The silent sales advantage of “borrowed trust” from podcast hosts.
Key Takeaways:
- Marketing ≠ Monetization – Many owners show up everywhere but never become memorable anywhere.
- You Can’t Afford to Be a Commodity – Without a unique story, you’re just noise.
- Podcast Guesting Isn’t PR—It’s Pipeline – Done right, it’s one of the highest-ROI lead sources for service businesses.
- You're Missing Buyer-Ready Audiences – The average podcast listener is a high-intent decision-maker. You just need the right pitch and positioning to reach them.
Guest Bio: Seth Donlin
Seth Donlin is a marketing and communications coach with over 20 years of expertise in storytelling and strategic brand-building. He’s the founder of Awen A/F, a boutique agency helping coaches, consultants, and fractional executives grow their authority and client base by tapping into borrowed audiences—primarily through podcast guesting tours.
He’s helped clients leverage this “earned stage” to generate demand, build trust, and grow without the grind of ads or algorithm-chasing.
Links:
Website: sethdonlin.com/rocky
LinkedIn: https://www.linkedin.com/in/sethdonlin/
Instagram: https://www.instagram.com/seth.donlin/?hl=enm
Ready to Fix Your Profit Leaks?
If your sales are up but your calendar’s still empty… if you’ve been seen but not sought out… it’s time to explore your visibility-to-profit gap.
#ProfitFirst #BusinessGrowth #CashFlowFix #SmartScaling #RevenueLeaks #ProfitClarity #OwnerPay #StrategicFinance
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst
Ep 277 Why VAs Fail (And How to Fix It) with Barbara Turley
If your A-players are bogged down in busywork—or worse, you’re the bottleneck—then this episode is your wake-up call. The true cost of bad delegation isn’t just time—it’s lost momentum, missed profit, and mental burnout.
Why Your Team’s Wasting Time (And Bleeding Profit)
Most business owners know they’re leaving money on the table—but they don’t realize just how much it’s costing them.
The real profit leak? It’s not your marketing. It’s not your pricing. It’s your people strategy—or more accurately, your lack of one.
When your A-players spend half their day buried in tasks a trained assistant could do, you’re not just wasting time. You’re eroding profit, burning out staff, and stunting growth. In this eye-opening episode, Barbara Turley exposes the hidden cost of messy operations, bad delegation, and hiring without process—and offers a blueprint to fix it.
In This Episode, You’ll Learn:
- The #1 reason delegation fails (hint: it’s not your VA).
- How to build systems that free your best talent to focus on growth.
- Why your P&L doesn’t show your biggest profit leak.
- The profit-first approach to optimizing human capital.
- What scalable delegation really looks like in a 350-person company.
Key Takeaways (A.K.A. Expensive Blind Spots):
- Hiring a VA without systems is like putting a race car driver in a junkyard car.
- Most businesses bleed profit by forcing A-players to do admin work.
- Bad delegation isn’t about bad people—it’s about bad process.
- High growth with low structure = burnout, churn, and cash chaos.
- Without an operational foundation, strategy is worthless.
Meet Barbara Turley:
Barbara Turley is the Founder & CEO of The Virtual Hub, a 350-person global VA firm that’s helped over 200 founders escape the weeds and scale smarter. With a background in equity trading and financial strategy, Barbara brings a sharp operational lens to business growth. Her company boasts a 95% Net Promoter Score, a 4.8-star client rating, and a track record of 50% year-over-year growth. She’s the systems whisperer behind countless business transformations—and a fierce advocate for optimized human capital.
Links:
https://www.linkedin.com/in/barbara-turley/
www.thevirtualhub.com
FREE Delegation Masterclass:
https://www.thevirtualhub.com/outsourcing-mastery-masterclass-sign-up/
Your Business Is Only as Scalable as Your Systems
If your A-players are bogged down in busywork—or worse, you’re the bottleneck—then this episode is your wake-up call. The true cost of bad delegation isn’t just time—it’s lost momentum, missed profit, and mental burnout.
Listen now and discover how to systematize your delegation, optimize your people strategy, and finally scale with sanity.
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#ProfitFirst #BusinessGrowth #CashFlowFix #SmartScaling #RevenueLeaks #ProfitClarity #OwnerPay #StrategicFinance
Outsourcing To Grow Profitably with Yoni Kozminski
What if you could scale your business into eight figures using an offshore team, lean capital, and rock-solid systems?
On this episode of The Profit Answer Man, we sit down with Yoni Kozminski – a global entrepreneur who built not one but two bootstrapped companies past the $10M revenue mark. He shares the exact strategies he used to scale using top-tier talent from the Philippines, all while maintaining high profitability and operational control.
If you’re looking to reduce margin-killing inefficiencies and systematize your way to profit freedom, this episode is your game plan.
In This Episode, You’ll Learn:
- How Yoni bootstrapped two companies past $10M+ with just $100K in capital.
- Why hiring offshore isn’t about cheap labor – it’s about buying leverage strategically.
- The difference between SOPs that gather dust and those that create clarity and scale.
- How to avoid the hidden tax of operational chaos and stop being the bottleneck in your business.
- Why process improvement is your best risk management tool.
- The playbook to build an EOS-aligned, system-driven company with profit-first thinking at its core.
Key Takeaways:
- You don’t need VC money to scale. Yoni’s blueprint shows how leveraging talent and process beats chasing capital.
- 95% offshore doesn’t mean lower quality – it means higher ROI. When done right, this approach creates margin-rich scale.
- Process is the new profit lever. SOPs aren’t just for compliance; they’re the foundation of sustainable growth.
- Hiring top talent isn’t about geography – it’s about alignment, clarity, and culture.
- Financial freedom starts with operational freedom. If your business can’t run without you, you don’t own a business—you own a job.
About Yoni Kozminski:
Yoni brings 15+ years of global marketing and strategy expertise, having worked with brands like Mercedes-Benz, Sony, and Mastercard. After scaling and selling a $5M Amazon business, he founded MultiplyMii and Escala – powerhouse agencies that specialize in elite offshore hiring and process optimization.
His companies were bootstrapped with just $100,000 and now generate over $10M in combined revenue annually, with a team that’s 95% based in the Philippines. Yoni now helps entrepreneurs systematize, scale, and reclaim their time – all while growing their bottom line.
Conclusion:
If you're serious about scaling without stress and multiplying your profits without multiplying your headaches, this episode is a masterclass in operational leverage.
Links:
LinkedIn: https://www.linkedin.com/in/yonkoz/?originalSubdomain=il
Website: https://www.multiplymii.com/multipliers
Facebook: https://www.facebook.com/multiplymiicareers
Instagram: https://www.instagram.com/multiplymiiofficial/
LinkedIn: https://www.linkedin.com/company/multiplymii/
YouTube: https://www.youtube.com/c/MultiplyMiiCareers
Salary Guide:
https://hubs.ly/Q03lYNhH0
https://www.multiplymii.com/salary-guide
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst
The 7 Profitable Parts of a Business with James Brown
If you think scaling a business means sacrificing your life, family, and freedom—this episode will shatter that belief.
In this week’s episode of The Profit Answer Man, we talk to James Brown, the founder of Perseverance Squared and the Business Accelerator Institute, who shares how he built an $8M law firm across four cities—without grinding 80-hour weeks. Instead, he built a business that bought back his time, gave him freedom, and funded his life purpose.
Whether you're a solo operator, multi-location service provider, or scaling a firm—this episode gives you the roadmap to do it profitably and sustainably, all while putting Profit First.
In This Episode, You Will Learn:
How James went from GM assembly lines to law school to running an $8M firm.
- The myth of the hustle and why "buying back your time" must be part of your strategy.
- The game-changing moment Profit First reshaped how he viewed business finance.
- How he systematized his firm so well, he could travel for weeks—and revenue didn’t drop.
- The difference between a business owner and an operator (and how to become the former).
- What you can implement today to take your hands off the wheel without crashing your business.
Key Takeaways:
- Build to Exit Before You Need To. James sold his law firm at 49—not because he had to, but because he planned for it. “I never wanted to be 60 and still reviewing client files,” he said.
- Profit is a Habit, Not an Event. Switching to Profit First forced him to be intentional. He stopped hoping for leftovers and started allocating profit first—literally.
- If You’re the Bottleneck, You’re the Problem. The business didn't need him. That was the goal. "I designed my firm so I could leave at a moment's notice," James shared. The systems ran the business.
- Business Should Fund Your Life—Not Consume It. When his son got a last-minute hockey invite in Europe, he packed up and went for three weeks. No stress. That’s the power of designing the right systems from day one.
- Coaching Is a Force Multiplier. James has now helped over 450 business owners scale smarter—not harder—through his coaching and accelerator programs.
Guest Bio:
James Brown is the CEO and Founder of Business Accelerator Institute and Perseverance Squared. He launched his first business in 1994 and scaled it to $8M in revenue, eventually selling it to pursue his passion for coaching entrepreneurs. As a former fractional CEO and SLFU Program Manager, he launched Small Law Firm University and developed a marketing program generating $2M annually. James is the co-author of the best-selling book Shift Happens and holds a JD from St. Louis University and a business degree from Lindenwood University.
Conclusion: Are You Running a Business or Just Working a Job?
James’ story proves what we teach: a business should be built to give you time, money, and freedom—not steal them from you.
If you’re stuck in the weeds, constantly solving problems, and unsure where your profit is going—it’s time for a change. You don't have to build alone. We're here to help you implement Profit First, take control of your cash flow, and scale strategically.
Links:
Website: BusinessAccelerator.Institute
LinkedIn: https://www.linkedin.com/company/businessacceleratorinstitute
Instagram: https://www.instagram.com/business.accelerator.institute/
Facebook: https://www.facebook.com/businessacceleratorinstitute
Tiktok: https://www.tiktok.com/@business.accelera
YouTube: https://www.youtube.com/@Business.Accelerator.Institute
Podcast episode landing page: BusinessAccelerator.Institute/profitanswerman
Course: https://courses.businessaccelerator.institute/?am_id=ProfitAnswerMan
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst
Increase Agency Profit with Eli Rubel
From Burnout to Bankable: How Eli Rubel Built $10M+ in Profit Working 25 Hours/Week
What if the secret to explosive agency profits isn’t grinding harder—but designing smarter?
Meet Eli Rubel, the founder of Profit Labs and serial agency entrepreneur who’s racked up over $10 million in net profit since 2020—all while working just 25 hours per week. In this powerhouse episode of The Profit Answer Man, Rocky sits down with Eli to uncover the playbook that’s helping agency owners stop the hustle and start keeping real money in their pockets.
If you're tired of scaling your revenue only to watch profits vanish, this conversation will flip your mindset and give you the tools to build a cash-printing agency that works for you.
In This Episode, You Will Learn:
- Why revenue means nothing without profit—and how Eli structures his agencies to maximize take-home income.
- How Profit First shaped Eli’s philosophy on agency finance (including lessons learned on a beach in Hawaii).
- The financial blind spots killing your margins—and how to flip your decision-making process.
- How to reverse-engineer your agency’s operations from profit, not pressure.
- Why Eli is betting big on specialized, agency-focused bookkeeping and financial services.
- The overlooked math mistake almost every creative entrepreneur makes—and how to fix it fast.
Key Takeaways:
- Net Profit > Vanity Metrics. Eli focuses on what matters: how much you keep, not just what you make. Revenue without profit is just ego.
- Design the Business Around the Life You Want. Working 25 hours a week with high profit is not luck—it's intentional structure, delegation, and data-driven decisions.
- Profit First Isn’t Optional—It’s Essential. Implementing Profit First early on gave Eli the foundation to control cash flow and stop “hope” from being his strategy.
- The Reverse Budgeting Shift. Don’t spend and hope there’s profit left. Define profit first, then determine what’s left to spend—Eli’s agencies live by this rule.
- Pain Builds Purpose. Eli launched his agency finance firm because he lived the pain—and now helps others avoid the same traps.
Guest Bio:
Eli Rubel is a serial entrepreneur and founder of Profit Labs. He owns a portfolio of agencies and has generated over $10 million in net profit since 2020—all while working part-time. His latest venture, Profit Labs, is laser-focused on helping creative and digital agency owners stop losing money through tailored financial insights, clean books, and actionable data.
Conclusion:
This episode is your wake-up call: Stop measuring your business by how busy you are. Start measuring by how profitable it is.
If Eli’s journey showed you anything, it’s this—agencies don’t need more work; they need better financial systems. And if you’re ready to create a business that pays you like the owner—not the operator—it’s time for a conversation.
Links:
Website: https://www.profit-labs.co/
LinkedIn: https://www.linkedin.com/in/elirubel/
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst
Stop the Stupid, Proactive Problem Solving with Doug Hall
Stop the Stupid, Increase Profits: Unlocking the Hidden Power of Proactive Problem Solving with Doug Hall
Imagine running a business where your team is fully engaged, dumb processes are eliminated, and profits grow as a byproduct of operational clarity. That’s not a fantasy—it’s the Profit First future that innovation expert Doug Hall lays out in this episode of The Profit Answer Man. Doug has spent nearly 50 years innovating and coaching at the highest levels—from Procter & Gamble to launching his own distillery. Today, he’s here to help you “stop the stupid” and start leading a high-performance, high-profit team.
Doug isn't just talking theory. He’s lived this transformation, and in this episode, he gives you the blueprint to build a culture of ownership, continuous improvement, and scalable profit.
Ready to turn your employees into proactive problem solvers? Read on…
In This Episode, You Will Learn:
- Why "stop the stupid" is more than a catchphrase—it's a profitability strategy.
- How Doug created cultural buy-in with frontline distillery workers and turned skeptics into profit generators.
- The #1 mindset shift leaders must embrace to get their team aligned with business goals.
- A real-life system for transforming your business from chaos to clarity—without burning everyone out.
- The simple opening line that Doug used to flip disengagement into excitement (you’ll want to steal this!).
Key Takeaways:
- Proactive Problem Solving Begins With the Frontline. Doug’s strategy starts with fixing what employees already hate. When you solve their problems first—like back pain from poor equipment—you earn the right to solve your business problems next.
- Broken Systems Are Margin Killers. You’re not losing profit because of the market—you’re losing it because of inefficiency. Doug shows how identifying daily process friction is the first step to improving cash flow and boosting morale.
- Innovation Isn’t Just Big Ideas—It’s Fixing Dumb Stuff. We often chase grand strategies while tripping over small, solvable issues. Doug’s framework filters ideas based on feasibility and ROI, turning every team member into a profit multiplier.
- Employees Don’t Want to Be ‘Managed’—They Want to Matter. This episode explores how to lead with clarity, accountability, and trust. Doug shares how to train staff to think, solve, and take ownership—even if they’re working the bottling line.
- Real Innovation Happens When Systems Support People. From Procter & Gamble to his own distillery, Doug explains how scalable growth comes from clear systems, engaged people, and leadership that empowers both.
Meet Doug Hall:
Doug Hall, author of PROACTIVE Problem Solving, is the founder of Eureka! Ranch and Brain Brew Distillery. Named one of America’s top innovation experts by Inc. and The Wall Street Journal, Doug has helped Fortune 500 companies and gritty entrepreneurs alike find, filter, and fast-track big ideas. A former Master Marketing Inventor at P&G, Doug brings an engineer’s precision and a rebel’s mindset to the business world.
Fun fact: He’s been awarded two honorary doctorates—for engineering and laws—for his game-changing work in business innovation.
Conclusion: Innovation Without Profit Is Just Noise
If your team is disengaged, if systems are broken, or if profits are inconsistent—stop the stupid. You don't need more revenue to fix this. You need better alignment, smarter problem solving, and the courage to challenge business-as-usual.
Links:
http://doughall.com
http://eurekaranch.com
LinkedIn: https://www.linkedin.com/in/doughallinventor/
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst
Scaling In The Age of Digital Disruption with Mike Peterson
Are your teams helping you scale—or silently sabotaging your margins? In today’s episode, we dig into the critical intersection of people, process, and technology with Mike Peterson, author of Leading in the Age of Digital Disruption and founder of Apex Consulting Partners. Mike brings a rare combination of HR and IT expertise to the table—two departments that can either clash or collaborate to drive exponential growth when led strategically.
Mike’s story is one of corporate reinvention. After a health scare, he left the executive grind to help leaders build high-performing teams that don’t just work—but work profitably. If you're stuck with cultural friction, technology that no one uses, or leadership that lacks alignment, this episode is for you.
In This Episode, You Will Learn:
- Why most businesses underutilize their IT teams and how to align tech with the bottom line.
- How to turn human capital into a strategic multiplier, not an overhead line item.
- How digital transformation fails when change management and culture are ignored.
- Mike’s framework for identifying misalignment between people, process, and profit goals.
- The simple but powerful question leaders should ask to unlock performance (and it's not about KPIs).
Key Takeaways:
- HR and IT must stop operating in silos. When united, they become the backbone of scalable, high-margin operations.
- Technology is not a cost center—unless you make it one. ROI from systems comes when people understand the "why" behind the tools.
- High-performing teams aren’t built by perks. They're built by clarity, alignment, and accountability—especially in hybrid or remote environments.
- If your team isn't supporting your vision, it's draining your cash flow. Mike explains how to recalibrate roles and culture to support strategic goals.
- Profitability comes from process discipline and people performance. Get both wrong, and growth turns toxic.
Guest Bio:
Mike Peterson is the founder and managing partner of Apex Consulting Partners LLC and the author of Leading in the Age of Digital Disruption. With nearly two decades of global experience in HR and IT leadership at companies like BioMarin and Structure Therapeutics, Mike now helps companies strategically integrate people and technology to build high-performing, scalable operations. He’s a certified HR professional through SHRM and the HRCI.
Conclusion
The true cost of poor team performance isn't just friction—it’s profit erosion. Mike Peterson reminds us that the businesses that scale profitably aren’t the ones with the flashiest tools or the busiest calendars. They’re the ones with high alignment, disciplined execution, and a culture that’s built to last.
If your team feels like a tax on your time and wallet, it’s time to recalibrate. Let’s make your people your greatest profit center.
Links:
www.apexconsulting.partners
LinkedIn: https://www.linkedin.com/in/mpeterson3/
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst
Business Growth Do's and Don'ts with Carolyn Lowe
Scaling Smarter – How Carolyn Lowe Uses Profit First to Power High-Growth Amazon Brands
Are your people profitable—or just payroll? In this episode of The Profit Answer Man, we're diving deep into the often-ignored truth of agency growth: labor isn't your biggest expense—it’s your biggest risk. Carolyn Lowe, founder of ROI Swift and a fierce advocate for Profit First, reveals the real math behind scaling service businesses profitably and sustainably.
Carolyn isn’t just another agency owner. She’s scaled brands from $30K to $600K/month profitably on Amazon, lived the corporate gauntlet at Dell, and now advises brands on how to grow without burning through their cash. From Fortune 100 boardrooms to scrappy startup trenches, she’s seen it all—and she’s here to break down what works.
If you're serious about growing your business without losing your sanity or your margins, this is an episode you can't afford to miss.
In This Episode, You’ll Learn:
- Why overstaffing is the silent killer of service businesses—and how Carolyn avoids it with a simple ratio.
- How ROI Swift uses labor efficiency ratios to guide every hiring decision.
- The surprising connection between lean teams and explosive profit margins.
- Why Profit First is a must-have playbook in low-margin, high-volume industries like Amazon services.
- How Carolyn applies EOS-style thinking to team structure and profitability.
Key Takeaways:
- 85% of expenses = people. In a service-based agency, margin management begins (and ends) with smart staffing.
- Labor Efficiency Ratio (LER) is Carolyn’s north star. For every $1 in wages, her team must generate $2–$3 in revenue.
- Profit First is not optional. Even in hyper-growth, ROI Swift sticks to its allocations to avoid chaos and cash crunches.
- Growth ≠ headcount. Carolyn scaled a brand 20x by improving systems—not just hiring more people.
- If your profit is shrinking, look at your payroll first. Staffing bloat is the most common margin killer in scale-stage businesses.
About Carolyn Lowe:
Carolyn Lowe founded ROI Swift in 2015 after seeing too many small brands overpay for underwhelming agency results. Her mission? Help 500 emerging brands grow profitably on Amazon. With a track record of turning brands from red to roaring—in one case from $30K/mo unprofitable to $600K/mo profitably in under 2 years—Carolyn walks her talk. She's also the author of Business Do’s and Absolute Don’ts, distilling wisdom from her work at Dell, Costco, Amazon, and multiple startups.
Oh, and fun fact? She’s a licensed pilot (though these days she’s too busy helping brands take off).
Conclusion: Growth is a Math Problem—So Do the Math
Carolyn Lowe doesn’t scale businesses by guessing. She uses math, metrics, and Profit First to create profitable growth without chaos. If you're tired of hiring ahead of revenue—or watching your payroll eat your profit—this episode gives you the blueprint.
Links:
Website: https://roiswift.com
LinkedIn ROI Swift - https://www.linkedin.com/company/roi-swift/
LinkedIn Carolyn Lowe – https://www.linkedin.com/in/carolynbyronlowe/
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst
Profit First for Lawyers and You with Rjon Robins
Unlocking Profits for Lawyers: RJon Robins on Escaping the Trap of Traditional Accounting
Are you unknowingly flying blind in your business? If your accountant is giving you a rearview mirror of what already happened, instead of a roadmap to where you’re going, you may be sabotaging your profits—and not even know it.
In this high-impact episode of The Profit Answer Man, we sit down with legendary entrepreneur, attorney, and author RJon Robins to blow the lid off common financial myths that are keeping small law firm owners broke, overworked, and stuck. If you’re running a law firm—or any service-based business—this is the financial intervention you didn’t know you needed.
In This Episode, You’ll Learn:
- The shocking truth about why your accountant may be hurting your business.
- The difference between a financial accountant and a management accountant—and which one you actually need.
- Why Profit First is more than a book—it's a strategic doctrine of freedom.
- How to build businesses that are instantly profitable—and run without you.
- The mindset shift from sacrifice to profit (and why this matters more than your marketing plan).
Key Takeaways:
- Not All Accountants Are Created Equal: RJon breaks down why most small business owners rely on the wrong type of accountant and what that costs them in clarity and cash flow.
- Rearview vs. Roadmap: Traditional CPAs are historians. What you need is a strategic partner who helps you see ahead and build profit into your future.
- Law Firm? No Excuses: If RJon can help lawyers (the ultimate billable-hour addicts) become profitable business owners, the rest of us have no excuse.
- Doctrine of Profit: RJon’s core philosophy turns the typical entrepreneurial suffering narrative on its head. You don’t need to burn out to be successful.
- Only 90 Days a Year: RJon now works in his main business just 90 days a year. He spends the rest of his time launching ventures that are immediately profitable. That’s not luck—it’s strategy.
About RJon Robins:
RJon Robins is the 8-figure founder of How to Manage a Small Law Firm, author of Profit First for Lawyers, and a serial entrepreneur who has grown his business by 8,000% since starting from his kitchen table. A licensed attorney who speaks to thousands of law firm owners every year, he’s built a business that runs largely without him—and now teaches others how to do the same.
His latest book, Profit First for Lawyers, is a #1 Amazon bestseller, helping professionals stop sacrificing and start profiting.
Conclusion:
Are You Stuck in the Doctrine of Sacrifice?
If you’re still treating profit like a leftover instead of a priority, it’s time to flip the script. RJon and Rocky expose the lie behind the “work harder” trap and deliver the truth: profit is a choice, not a mystery.
Links:
https://rjonrobins.com/
https://www.facebook.com/rjonrobins2/
https://www.instagram.com/rjonrobins/?igshid=YmMyMTA2M2Y%3D
https://www.linkedin.com/404/
https://www.youtube.com/user/RJONROBINS?app=desktop
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst
Implementing Entrepreneurial Operating Systems (EOS) in Your Business with Derek Newcomer
Have you ever felt like you were great at your craft—but struggling to build a real business around it? You're not alone. In this episode of The Profit Answer Man, we talk to someone who lived that exact journey and came out stronger for it. Meet Derek Newcomer—a former fitness entrepreneur who learned the hard way that being a great coach isn't enough. Today, he's a certified EOS Implementer guiding business owners to gain control, clarity, and consistent results using the Entrepreneurial Operating System.
If you're a business owner feeling stuck, overwhelmed, or unable to delegate without chaos, this episode is your wake-up call. Derek's story is proof that you can align your vision, structure your team, and scale without losing your mind—or your money.
In This Episode, You Will Learn:
- Why being great at your craft doesn't mean you're great at running a business.
- The hard lessons Derek learned about delegation, leadership, and control.
- How EOS (Entrepreneurial Operating System) became the framework that changed everything.
- The step-by-step process he uses to help teams execute on vision without burning out.
- Why "letting go of the vine" is one of the hardest—and most profitable—moves you’ll ever make.
Key Takeaways:
- Don’t Confuse Skill with Strategy: Derek was a top-tier fitness coach, but success in business required a whole new skill set—systems, delegation, and financial discipline.
- Delegation Requires Process, Not Just Trust: One of Derek’s biggest mistakes was failing to train his team with structured systems. He learned the power of documenting what works and holding others accountable to results.
- Vision Without Execution Is a Fantasy: EOS helped him—and now his clients—translate big goals into daily actions that actually move the needle.
- Pain Leads to Clarity: Derek’s business struggles became the training ground for the financial and operational clarity he now brings to his clients.
- Entrepreneurs Need Coaches Too: EOS Implementers act as that strategic, outside perspective to keep business owners out of the weeds and focused on growth.
About Derek Newcomer:
Derek Newcomer is a Certified EOS Implementer who’s guided over 20 companies through more than 225 full-day EOS sessions. With a background in fitness coaching, leadership development, and executive coaching, Derek brings a unique mix of hands-on experience and strategic insight. He combines business systems, leadership development, and personal growth to help entrepreneurs lead well, scale effectively, and build businesses that serve their lives—not consume them.
Conclusion:
Ready to Work On Your Business Instead of In It?
This episode is more than just a story—it’s a roadmap. If Derek’s journey resonated with you, maybe it’s time to evaluate your own systems, margins, and team accountability. Want help? Our coaching programs are built around Profit First, EOS, and Scaling Up principles that help business owners like you get back control and boost profitability. Let's start that conversation.
Links:
EOS Webpage: https://www.eosworldwide.com/derek-newcomer
LinkedIn: https://www.linkedin.com/in/dnewcomer
Facebook: https://www.facebook.com/eosworldwide/
Instagram: https://www.instagram.com/entrepreneurialoperatingsystem/
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst
Scale Without the Stress with Nick Keesey
Ever feel like your business is running you instead of the other way around?
You’re not alone—and today’s guest proves it’s possible to escape that trap and scale with less stress and more profit. Nick Keesey is a battle-tested entrepreneur who’s built multiple 6- and 7-figure businesses—and burned a few to the ground along the way. But instead of staying down, Nick turned failure into fuel, discovering how organization, clarity, and ruthless focus are the keys to sustainable business growth.
If you’ve ever struggled with shiny object syndrome, burnout, or scaling chaos—this episode is your wake-up call. We dig into the exact mindset shifts and strategic frameworks that helped Nick (and now his clients) go from “overwhelmed operator” to “organized owner.”
In This Episode, You’ll Learn:
- Why most entrepreneurs fail not from lack of opportunity—but from lack of focus.
- How to identify the offer that’s working (and stop pivoting away from it!).
- The organizational strategy Nick uses to turn ideas into systems and profits.
- The #1 mental shift that separates 7-figure business owners from burnout-prone hustlers.
- How to step back, see the big picture, and build a business that aligns with your life—not just your P&L.
Key Takeaways:
- Focus is Fuel: If you’re always chasing the next opportunity, you’ll miss the one right in front of you. Lock in on what’s working and double down.
- Burnout = Misalignment: Too many owners scale offers they secretly hate. Nick reminds us—if you don’t like your business, it won’t last.
- Organize to Optimize: Business chaos isn’t a badge of honor. It’s a profit leak. Systems, structure, and space to think are your unfair advantages.
- See Beyond the Bank Account: Money problems keep you short-sighted. Clear the fog with a strategic plan that connects day-to-day tasks to long-term vision.
Meet Nick Keesey:
Nick Keesey is a serial entrepreneur who’s built (and lost) multiple six- and seven-figure businesses. His background in home organization translated perfectly into the entrepreneurial world—where clutter, chaos, and confusion kill momentum.
Nick helps entrepreneurs cut the noise, simplify operations, and build scalable businesses that align with their personal goals. If your business feels overwhelming, Nick has a blueprint for clarity.
Conclusion:
Don’t Scale a Business You Hate
If you’re scaling without a strategy or ignoring the warning signs of burnout, today’s episode is your permission slip to stop… and rethink everything.
Nick’s journey proves that chaos is optional—and profitability comes when you align focus, structure, and purpose.
Links:
Instagram: https://www.instagram.com/nickkeesey/
LinkedIn: https://www.linkedin.com/in/nickkeesey/
https://premierclosers.com/
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst
Profitable Exit Strategy and Succession Planning with Eric Brotman
Are you building a business you can actually walk away from?
What if the problem isn’t how to exit—but how you think about it? This week on The Profit Answer Man, we sat down with the legendary Eric Brotman, CEO of BFG Financial Advisors, who’s flipping the script on succession planning. For him, retirement isn't the end—it's a graduation into a new, exciting chapter.
In this episode, we’re not just talking theory—we’re breaking down the actual moves Eric made over 15 years to build a business that thrives without him. If you’re serious about maximizing the value of your business and exiting on your terms (without private equity hijacking your legacy), this is the playbook you need.
In This Episode, You’ll Learn:
- Why Eric hates the word retirement—and what mindset shift could unlock your next level.
- How to start building your exit strategy a decade before you plan to leave.
- The difference between building a sellable company… and just owning your job.
- Real-world examples of internal succession done right—without sacrificing culture or control.
- The one metric you’re probably not watching that could destroy your transition plan.
Key Takeaways:
- Start Your Exit Long Before You Need It. Eric started building his succession plan at 38. Today, he’s gradually transferring ownership to internal partners—protecting culture, profitability, and legacy.
- “Graduation” Beats “Retirement”. Instead of stepping away into boredom, Eric talks about moving into a chairman/advisory role, staying engaged with strategic vision without day-to-day stress.
- Internal Buyouts Aren’t Always Lucrative—But They’re Often More Fulfilling. He could’ve taken a big check from PE. Instead, he chose continuity, values, and staying true to the mission.
- Team Building Is Strategic Planning. This wasn’t just about creating a leadership team. It was about building equity, commitment, and a business that thrives without dependency on one person.
- Succession = Culture + Cash Flow + Control. Get these right, and you’ve got options. Ignore them, and you’re the bottleneck holding the whole thing back.
About Eric Brotman:
Eric D. Brotman, CFP®, is the CEO of BFG Financial Advisors, founder of Brotman Media Group, and author of Don’t Retire…Graduate! With 30+ years in the financial planning world and over $700 million AUM, Eric is a true architect of long-term business and financial legacies. His firm’s unique internal succession model offers a rare roadmap for owners who want to graduate instead of retire.
Conclusion:
Will Your Business Outlive You?
Too many founders build a business that dies when they leave. Eric Brotman is living proof that with vision, systems, and intentional planning—you can build a company that survives and thrives without you.
If you're not exit-ready, you're not growth-ready. It's time to change that.
Links:
https://www.facebook.com/BFGFinancialAdvisors/
https://www.linkedin.com/company/bfgfa/
https://www.linkedin.com/in/ebrotman/
https://www.instagram.com/bfgfinancialadvisors/
brotmanmedia.com
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst
Predictable Profitable Membership Models with Stu McLaren
What if your current business model is quietly killing your freedom? That’s the harsh truth Stu McLaren uncovered—and when he made the switch, everything changed. In this episode of The Profit Answer Man, Stu shares the pivotal moment he realized his business, while successful on paper, wasn’t scalable or sustainable for the life he wanted. What followed was a transformation into one of the most respected minds in the world of membership-based business models.
If you’re a coach, creator, consultant, or service provider, and you’re stuck in the time-for-money trap—this episode is your wake-up call.
In This Episode, You Will Learn:
-
Why a good business can still be built on a broken model
-
How switching to a membership model unlocks scalable income and time freedom
-
The key mindset shift needed to move from 1:1 to 1:many service
-
Tools and strategies Stu used to build a wildly successful recurring revenue business
-
How to identify whether your current business model is serving your goals—or sabotaging them
Key Takeaways:
-
Your Business Model Should Serve Your Life, Not the Other Way Around. Stu realized his “successful” consulting business was incompatible with being a present father. The solution? A model that scaled beyond his hours.
-
Memberships Create Leverage. Instead of solving the same problem over and over in 1:1 settings, he teaches at scale. That gave him freedom, impact, and exponential revenue.
-
Look for the Friction. When business success causes anxiety instead of joy, it’s time to reassess the model. Profit is important, but peace is the ultimate metric.
-
Teach What You Know, and Package It Smart. Your skills can be transformed into recurring revenue if structured properly. Stu has helped thousands—from fitness to finance—launch profitable memberships.
About Stu McLaren:
Stu McLaren is a renowned membership site expert who has been helping entrepreneurs, authors, coaches, and content creators build recurring revenue since 2008. He co-founded multiple platforms and programs dedicated to scaling membership businesses and is the author of Predictable Profits. Stu’s specialty? Helping you turn your expertise into a sustainable business model that works for your life, not against it.
Conclusion:
More hours won’t solve a broken model. Stu’s journey is a reminder that entrepreneurship isn’t just about income—it’s about freedom. If you’re burning out trading time for dollars, this episode is your signal to shift.
Links:
Website: https://stu.me/
Facebook: https://www.facebook.com/stumclaren/
Instagram: https://www.instagram.com/stumclaren
YouTube: https://www.youtube.com/channel/UCIInFLE5DHNFC3xM7-E4NyA
X: https://x.com/stumclaren
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst
Systems & Processes That Drive Profit with Adi Klevit
Chaos is expensive. In this episode of The Profit Answer Man, we crack the code on how documented systems aren’t just nice-to-have—they’re the missing multiplier in your business’s profitability formula. If you're tired of being the bottleneck, constantly putting out fires, and never getting ahead, it's time to trade the hustle for high-performance systems that scale. Our guest, Adi Klevit, reveals how business owners can create a self-operating machine by implementing and optimizing their processes.
Spoiler alert: Systems aren’t the enemy of creativity—they’re the foundation of freedom.
In This Episode, You’ll Learn:
- Why most entrepreneurs resist creating processes—and how that resistance kills profitability.
- The difference between organized chaos and scalable clarity.
- How systematization frees up your mental space AND cash flow.
- The connection between process documentation and higher business valuations.
- Why your SOPs are your secret weapon in scaling and exiting.
Key Takeaways:
- “Freedom comes from structure.” Entrepreneurs crave autonomy, but lack of documented processes is what traps them in day-to-day firefighting. Systems are your escape hatch.
- Systematize for scalability. Want to sell your business or open new locations? Investors and buyers care about repeatability. That means documented processes.
- Retention tool: Losing a key employee shouldn’t threaten your operations. When SOPs are in place, you retain knowledge even if you lose people.
- Consistency = trust = profit. Standardized delivery builds a brand customers trust—and trust drives referrals and lifetime value.
- Build your business to sell, even if you’re not planning to. Systematizing gives you options—scale, step back, or cash out.
About Adi Klevit:
Adi Klevit is the visionary founder of Business Success Consulting Group, where she helps business owners build scalable, efficient organizations. With a 25+ year background as an Industrial Engineer and management consultant, Adi turns complexity into clarity. She's a process queen and people whisperer—combining strategy and operations into a powerhouse system that frees business owners to thrive.
She's also the host of the Systems Simplified podcast, where she interviews top entrepreneurs about the systems behind their success.
Conclusion:
Systems Drive Profit. What’s the true cost of not having processes? Missed profits. Burnout. Lost opportunities. Adi makes a compelling case that processes are profit levers—and that the business owner's role is to step back, build systems, and lead with clarity. As EOS, Traction, and Scaling Up all emphasize: documented, followed-by-all processes are a non-negotiable for sustainable growth.
If you’re ready to turn chaos into cash flow, this episode will show you how.
Links:
Website: https://bizsuccesscg.com
Podcast: https://bizsuccesscg.com/podcast/
LinkedIn: https://www.linkedin.com/in/adiklevit/
Link to schedule free process mapping session: https://calendly.com/meetwithadi/free-process-mapping-session
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst
Profitable Exits: How to Build and Sell For Maximum Value with Cameron Bishop
Are you sitting on the edge of explosive business growth—but don’t know how to scale profitably or exit wisely? Want to know how the pros turn $7 million companies into $400 million powerhouses while pocketing $100 million in profit?
In this episode of The Profit Answer Man, we sit down with Cameron Bishop, a serial acquirer, turnaround expert, and strategic advisor who’s bought, built, and exited dozens of businesses. From the front lines of private equity deals to the nitty-gritty of turnaround strategy, Cameron drops pure gold for any entrepreneur ready to grow smart, scale fast, and exit rich.
Whether you're thinking about your first acquisition or preparing to sell your life's work, this conversation is your shortcut to clarity.
In This Episode, You’ll Learn:
- Why acquiring a business isn’t just for private equity players (and how YOU can do it).
- How to assess if a business is worth buying—and what red flags to avoid.
- Why most deals die in due diligence, not over price (hint: it's all about the details).
- The biggest mistakes business owners make when trying to sell (and how to prepare YEARS in advance).
- Why having clean books, clear systems, and competent leadership make your company far more valuable than just revenue.
- How to de-risk your business before you scale—or sell.
- What it really takes to grow from $7M to $400M in revenue (and $100M in EBITDA!).
Key Takeaways:
- Acquisitions are a strategic growth lever, not a gamble—if you understand what to look for.
- Culture and leadership matter more than you think when acquiring or exiting a business.
- You must plan your exit 3–5 years before you're ready to sell. Otherwise, you're leaving millions on the table.
- Profitability and simplicity beat growth for growth’s sake—especially in a sale.
- Most sellers are unprepared. Buyers will see through the fluff, so get your house in order.
Who is Cameron Bishop?
Cameron Bishop is a battle-tested CEO, investor, and M&A expert who scaled Intertec Publishing from $7M to $400M and $100M in EBITDA through 35+ strategic acquisitions. He’s led turnarounds, advised billion-dollar firms, and now helps business owners maximize value through strategic exits. As a partner at Raincatcher, he specializes in helping entrepreneurs navigate the complex world of mergers, acquisitions, and business transitions.
Conclusion:
Don’t Wait to Build a Sellable Business
If you're serious about scaling or exiting, this episode is a masterclass. Whether you want to grow through acquisition, clean up your books, or understand what really drives value in a sale—Cameron brings decades of wisdom to help you get there faster and with less risk.
Links:
raincatcher.com
https://www.linkedin.com/in/cameron-bishop-19b6804/
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst
A Profitable Legal Strategy with Jeff Holman
Is your professional service firm just a glorified job? Are you stuck in the time-for-money trap, wondering where the profit is?
In this eye-opening episode of the Profit Answer Man, we sit down with Jeff Holman, a serial entrepreneur and attorney who cracked the code on building true profitability into a law firm—without working 80 hours a week or billing by the hour.
If you're running a service-based business, this episode is a masterclass in aligning cash flow, value creation, and scalable legal support. You’ll hear how Jeff transitioned from paycheck-chasing attorney to scalable business owner using a fractional legal team model—and how he implemented Profit First in an industry that often ignores profit altogether.
In This Episode, You’ll Learn:
- Why most law firms (and professional services) operate at a financial loss—even when they look successful.
- How to escape the “next client, next invoice” cycle and start building enterprise value.
- The secret behind Jeff’s Fractional Legal Team model—and how you can apply the same thinking to your industry.
- Why implementing Profit First was a game-changer for Jeff’s firm—and how you can do it too.
- Why professional service providers MUST stop thinking like employees and start acting like business owners.
Key Takeaways:
- Profit Isn’t Optional: Running a law firm—or any business—without a clear profit strategy is just self-employment in disguise. Jeff shares how he flipped the script and began designing profit into the business.
- The Time-for-Money Trap is Real: Many lawyers, consultants, and service professionals stay broke by chasing billable hours. Jeff explains how he stepped out of the "lawyer job" mindset and into the role of a true business owner.
- Build with the End in Mind: “If you’re going to run this business for 10–15 years, why not build something that’s actually worth something?” Jeff dives into how he intentionally built enterprise value instead of just cash flow.
- Fractional Legal is the Future: Jeff’s team model puts the right attorney with the right client at the right time—maximizing value while minimizing overhead. It’s not just smart law—it’s smart business.
- Profit First for Professionals: Learn how Jeff applied the Profit First system to create clarity, control, and cash flow in a notoriously chaotic industry—and why more professionals need to do the same.
About Jeff Holman:
Jeff Holman is the founder of Intellectual Strategies, a firm revolutionizing how startups and growth-stage businesses access legal help. His Fractional Legal Team approach gives companies the right legal expertise when they need it—without the cost of a full-time legal department.
With a background in engineering, law, and business, Jeff bridges the gap between technical teams and legal strategy. He’s admitted to practice in California, Utah, and before the U.S. Patent and Trademark Office, and brings over two decades of experience tackling complex business and legal problems.
Jeff’s mission is simple: help clients grow smarter, faster, and more profitably.
Conclusion:
You don’t need to be a lawyer to learn from this episode. Whether you're running a design agency, a coaching practice, or a consulting firm, Jeff Holman’s story is your wake-up call: your business should serve YOU—not the other way around.
Stop building a job. Start building a business that pays you now and has value when you’re ready to step away.
Links:
Website: https://www.intellectualstrategies.com
LinkedIn: https://www.linkedin.com/in/holman/
YouTube: https://www.youtube.com/@intellectualstrategies9742
Instagram: https://www.instagram.com/intellectualstrategies/
Facebook: https://www.facebook.com/61554259033445
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst
Turn Your Business into a Freedom Machine with Leslie Hassler
Scaling a business is the dream of many entrepreneurs, but for most, it turns into a nightmare filled with burnout, financial struggles, and inefficiencies. What if there was a way to grow and scale profitably without sacrificing your health, sanity, and freedom?
On this episode of The Profit Answer Man, we sit down with Leslie Hassler, founder of Your Biz Rules, to discuss how entrepreneurs can create predictable profits, sustainable growth, and a thriving business—without the common pitfalls of burnout. Leslie shares her personal journey, key lessons from her Scaling Rich™ framework, and how business owners can shift their mindset to unlock real financial success.
If you’ve ever felt stuck or overworked or wondered if scaling is really worth it, this episode is for you.
In This Episode, You Will Learn:
- How to break free from the feast-and-famine cycle of business growth.
- The biggest mistake business owners make when trying to scale (and how to avoid it).
- Why most entrepreneurs get in their own way—and how to shift your mindset to unlock success.
- The importance of implementing systems and processes before you scale.
- How to build a business that supports your ideal lifestyle, not just revenue goals.
- Practical steps to start creating predictable profits today.
Key Takeaways:
- Scaling Isn’t Just About Growth—It’s About Predictable, Sustainable Profits. Many business owners push for aggressive growth without ensuring their business can handle it. Leslie emphasizes that scaling profitably requires a strong financial foundation, repeatable processes, and a business model that doesn’t solely depend on the owner.
- Entrepreneurs Often Get in Their Own Way. Leslie explains that business owners tend to believe their business is “different” or “special,” which prevents them from learning proven strategies that work. The truth? Business growth follows predictable patterns, and entrepreneurs must be willing to adjust their approach.
- Systems and Processes Are Key to Freedom. A common reason businesses struggle to scale is the lack of documented systems. Leslie shares how implementing structure allows entrepreneurs to step out of the daily grind and focus on growth.
- Profit First: A Must-Have for Scaling. Without a clear cash management system, many businesses scale out of control—leading to financial chaos instead of success. Leslie highlights the importance of using Profit First principles to ensure that growth is both profitable and sustainable.
- Burnout Is a Symptom of Poor Business Design. Leslie’s approach emphasizes designing a business that supports the owner's life, rather than one that consumes it. She shares strategies to ensure scaling doesn’t lead to exhaustion, but rather to more freedom and profitability.
About Leslie Hassler:
Leslie Hassler is the founder of Your Biz Rules, a business strategist, and author of First This, Then That and the upcoming book Scaling Rich™. With over 17 years of entrepreneurial experience, she specializes in helping small business owners scale without burnout by creating predictable profits and sustainable business models.
Her holistic approach blends financial strategy, leadership development, and systemization to help business owners reclaim their time, energy, and wealth.
Conclusion:
Scaling a business should lead to more profit, more freedom, and less stress—not the other way around. Leslie Hassler’s insights prove that with the right mindset, systems, and financial strategies in place, business owners can grow and scale without falling into the burnout trap.
Links:
Website: https://www.yourbizrules.com/PAM
LinkedIn: https://www.linkedin.com/in/lesliehassler/
X: https://x.com/YourBizRules
Facebook: https://www.facebook.com/YourBizRules
Instagram: https://www.instagram.com/leslie.hassler/
YouTube: https://www.youtube.com/@LeslieHassler
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst
Increase Profit and Cash Flow with Paul Maskill
Are you a business owner looking to scale your operations without drowning in the chaos of daily management? Paul Maskill, a seasoned entrepreneur and financial expert, joins us on The Profit Answer Man podcast to reveal how systematizing your business can lead to sustainable growth and financial freedom. With years of experience in owning and selling service-based businesses, Paul now serves as an outsourced CFO, helping blue-collar businesses create predictable, positive cash flow.
If you’re tired of feeling like your business owns you instead of the other way around, this episode is for you. Learn how to shift from technician to leader, attract the right talent, and implement the financial systems necessary for lasting success.
In This Episode, You Will Learn:
- Why systems and processes are critical for freeing up your time and scaling your business efficiently.
- How treating employee recruitment like customer acquisition solves staffing challenges.
- Why most business owners struggle with cash flow management—and how to fix it.
- How Paul transitioned from corporate finance to building, scaling, and selling multiple businesses.
- The biggest financial mistakes business owners make and how to avoid them.
Key Takeaways:
- You Must Systematize Your Business to Scale. Paul emphasizes that many business owners get trapped in the "technician mindset" (a concept from The E-Myth by Michael Gerber). Instead of focusing on high-level strategy, they’re consumed by daily operations. The solution? Implementing repeatable systems and processes.
- Recruiting Should Be a Constant Process. One of the biggest challenges business owners face is finding good employees. Paul flips the script and treats recruiting like business development.
- Cash Flow is King—Understand Your Numbers. Paul explains that many business owners don’t truly understand their financials. They mistake revenue for profit and fail to manage their cash flow effectively.
- The Power of Fractional CFOs for Small Businesses. Most small businesses can’t afford a full-time CFO, but they still need financial strategy and oversight. That’s where fractional CFOs like Paul come in.
About Paul Maskill:
Paul Maskill is an entrepreneur, financial strategist, and the founder of Blue Collar Business Advisors. After leaving corporate finance in 2010, he built and sold multiple service-based businesses, including an electrical service company that scaled by over 500% in three years. Now, he helps blue-collar business owners increase profitability, improve cash flow, and create businesses that don’t depend on them.
Conclusion:
Scaling a business doesn’t mean working harder—it means working smarter. By implementing systems, hiring strategically, and managing cash flow effectively, you can create a thriving business that runs without you. Paul Maskill’s insights are a game-changer for business owners who want to break free from the daily grind and achieve financial freedom.
Links:
Email: paul@thebluecollaradvisors.com
Website: thebluecollaradvisors.com
LinkedIn: LinkedIn/paulmaskill
Instagram: @paul_maskill
BusinessFreedomFormula
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst
From Startup to Multi-Million Dollar Brand with Matt McLean
What does it take to turn a backyard business into a nationwide brand? How do you scale profitably while staying true to your mission? And what are the biggest mistakes entrepreneurs make when growing their companies?
This week on The Profit Answer Man, we dive deep with Matt McLean, founder and CEO of Uncle Matt’s Organic, America’s top-selling organic orange juice brand. With distribution in 20,000+ stores nationwide, including Walmart, Whole Foods, and Kroger, Matt has mastered the art of scaling a business while staying profitable.
But it wasn’t always easy. Matt’s journey is one of resilience, adapting to economic downturns, market competition, and supply chain disruptions while keeping his company thriving. If you’re an entrepreneur looking for real-world lessons on business growth, financial discipline, and staying ahead in a competitive market, this episode is for you.
In This Episode, You Will Learn:
- How Matt McLean grew Uncle Matt’s Organic from 3 acres to a national brand.
- The profit-first strategies he uses to maintain financial stability.
- The #1 mistake most businesses make when trying to scale.
- Why competition can destroy your margins—and how to fight back.
- How to stand out in an overcrowded industry and build a loyal customer base.
Key Takeaways:
- Why Every Business Needs a “Day One” Mentality. Even after 25 years in business, Matt still thinks of Uncle Matt’s Organic as a startup. He believes that success comes from constantly innovating, staying lean, and never becoming complacent—a mindset Amazon’s Jeff Bezos also champions.
- The Hardest Part About Scaling? Profitability. Most entrepreneurs believe that more revenue = more profit. WRONG!. As Matt explains, when you create a highly profitable niche, competitors swarm in, driving down margins.
- The Biggest Mistake That Kills Businesses. Matt shares how many businesses fail because they don’t plan for market fluctuations. After surviving industry downturns and major economic shifts, his advice is clear: “Always have a financial cushion. If you don’t manage your cash flow, you won’t survive long enough to see the next big opportunity.
- The Secret to Standing Out in an Overcrowded Market. Organic food brands are everywhere. So how did Uncle Matt’s Organic dominate? Matt attributes their success to: Brand authenticity- Their commitment to real organic farming builds trust. Consistent quality- Cutting corners kills brands. Consistency wins, and Customer education- They don’t just sell juice; they educate consumers on health benefits.
- Want to Grow Faster? Master These Profit First Principles. Matt credits financial discipline as the key to staying profitable.
About Matt McLean:
Matt McLean is a pioneer in the organic food industry, an entrepreneur, and an advocate for sustainable farming. A 7th-generation Floridian, his citrus-growing heritage inspired him to launch Uncle Matt’s Organic in 1999—before the USDA even had an organic certification.
Today, Uncle Matt’s Organic is the #1 selling organic orange juice brand in America, with products available in over 20,000 stores nationwide. Matt is passionate about organic farming, sustainability, and helping other entrepreneurs navigate the challenges of growing a business profitably.
Conclusion:
Matt McLean’s journey is a masterclass in resilience, smart growth, and financial discipline. If you’re looking to scale your business without losing sight of your bottom line, his Profit First approach is a game-changer.
Links:
Website: Uncle Matt's Organic – Organic Juices and Beverages | Love at First Sip
Media Kit: Matt McLean - Kitcaster
Instagram: https://www.instagram.com/#
Facebook: https://www.facebook.com/unclematts
Twitter: www.twitter.com/unclematts
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst
Profitable Entity Structures with Alex Langan
In this episode of The Profit Answer Man, we sit down with Alexander Langan, an attorney and financial advisor who brings a unique perspective to wealth management and strategic financial planning. As the Chief Investment Officer of Langan Financial Group, Alex is well-versed in helping business owners build sustainable financial strategies.
Our conversation covers the importance of aligning financial, tax, and legal strategies, the impact of business entity structures on profitability, and how business owners can adopt a Profit First mindset—even if they don’t realize they’re already doing it.
If you're looking for ways to improve your business's financial health, ensure your advisors are working together effectively, and make smarter financial decisions, this episode is for you.
In This Episode, You’ll Learn:
- Why business owners need a cohesive financial team consisting of a CPA, attorney, financial planner, and a business strategist.
- How entity structures impact tax savings and long-term financial growth.
- The hidden financial pitfalls that could be draining your profitability.
- Why a Profit First approach can simplify financial management—even if you don’t formally follow the system.
- How to set up multiple bank accounts to manage cash flow more effectively.
- How financial advisors and business strategists can work together to maximize your bottom line.
Key Takeaways:
- Your Business Needs a Financial Dream Team. Alex emphasizes that business owners should have a CPA, attorney, financial planner, and profit coach who communicate regularly. Without alignment, owners can end up making costly decisions—like structuring their business in a way that benefits their CPA or attorney but hurts their long-term wealth.
- Entity Structures Can Make or Break Your Finances. Choosing the right business entity isn’t just a legal decision; it’s a profitability decision.
- Financial Planning Isn't Just About Investments. Most business owners think of a financial advisor as someone who just manages stocks and retirement funds. But Alex brings a broader perspective—financial planning should start at the business level.
- Optimizing tax strategies, structuring cash flow, and ensuring liquidity in business operations are just as important as planning for personal wealth.
- Profit First Is a Mindset, Not Just a System. While Alex wasn’t formally using Profit First, he realized he was already following many of its principles. Even if you’re not implementing Profit First exactly as written, adopting a cash flow allocation strategy ensures you’re setting aside money for taxes, profit, and future growth before spending.
- Simplicity Wins When Managing Finances. A complicated financial plan is one that doesn’t get followed. Whether it’s investing, tax strategies, or cash flow management, the simpler the system, the more effective it is.
Guest Bio:
Alex Langan is the Chief Investment Officer of Langan Financial Group, a leading financial planning and wealth management firm. As a second-generation leader in the family business, Alex specializes in strategic investments, business finance, and wealth-building strategies.
Alex holds a Doctor of Law from Widener University and serves as an Adjunct Professor of Law. He has been featured in major media outlets, including MarketWatch, Yahoo Finance, and ABC 27. Beyond his work in financial planning, Alex is also a Board Member for multiple nonprofits and is passionate about helping business owners build long-term financial success.
Conclusion:
If you’re a business owner struggling to connect the dots between accounting, legal strategy, financial planning, and business growth, this episode is a must-listen. Aligning your advisors, choosing the right business structure, and adopting a Profit First mindset can transform your financial success.
Links:
https://www.linkedin.com/in/alexander-langan-26017b40
https://langanfinancialgroup.com/
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst
Scaling Success: Transforming Your Business into a Powerhouse with Courtney De Ronde
Welcome to another insightful episode of The Profit Answer Man! In this episode, we sit down with Courtney De Ronde, CEO of Forge Financial and Management Consulting, to discuss the crucial intersection of financial management and business growth. Many businesses struggle not with generating revenue but with understanding what their numbers mean and how to take action on them. That’s where Courtney and her Simple ScaleUp System™ come in, helping business owners move from financial confusion to confident decision-making.
If you’re looking to scale your business while keeping financial clarity, this episode is a must-listen.
In This Episode, You Will Learn:
- How your financials tell the story of your business and why most accountants stop short of helping you act on them.
- Why management consulting and financial expertise should go hand in hand for business success.
- The Simple ScaleUp System™ and how it helps entrepreneurs translate financial insights into action.
- How small businesses can bridge the gap between financial data and strategic decisions.
- The key factors that separate thriving companies from those that struggle financially.
Key Takeaways:
- Financial Reports Are Just the Beginning. Most business owners get financial reports but struggle to act on them. Courtney highlights how her firm goes beyond the numbers, ensuring business owners understand the "why" behind their profit margins.
- The Missing Piece in Accounting – Business Strategy. Many accountants provide historical financial data but don’t connect the dots to operational decisions. Courtney’s firm helps entrepreneurs answer the big question: "Now that I know my financials, what should I do next?" This bridges the gap between data and strategy.
- Scaling Requires Systems, Not Just Growth. Scaling a business isn’t just about increasing revenue—it’s about ensuring your systems, leadership, and financial clarity grow alongside it. The Simple ScaleUp System™ provides a structured framework for making scaling intentional and profitable.
- Profitability Isn’t Just a Math Problem – It’s a Leadership Issue. Your profit and loss statement won’t explicitly tell you if you have poor leadership, a toxic culture, or inefficient systems—but it will show up in your bottom line. Courtney shares how business leaders can spot these inefficiencies early and take action before they eat away at profits.
- CFO Services Aren’t Just for Big Companies. Many small businesses think they can’t afford financial leadership, but outsourced CFO services provide big-business financial strategy on a small-business budget. Whether through bookkeeping, tax strategy, or high-level consulting, having a financial expert on your team is a game-changer.
About Courtney De Ronde:
Courtney De Ronde is the CEO of Forge Financial and Management Consulting and the creator of the Simple ScaleUp System™. With 20+ years as a CPA and 15 years in leadership, she helps business owners understand their numbers and take action toward growth. Her firm provides a mix of financial expertise and management consulting to help businesses and nonprofits scale successfully without financial blind spots.
When she’s not helping businesses thrive, Courtney enjoys road-tripping with her husband and three kids from their home base in Des Moines, Iowa.
Conclusion:
Scaling a business isn’t just about making more money—it’s about making smart, sustainable financial decisions. Courtney De Ronde delivers a refreshing perspective on the power of financial clarity, showing how combining numbers with strategy is the ultimate formula for success.
If you’ve ever felt like you’re drowning in financial reports but don’t know what to do next, this episode is for you.
Links:
Website: ForgeAhead.com
LinkedIn: in/CourtneyDeRonde
Facebook: /ForgeFMC
https://www.forgeahead.com/resources/simple-scaleup-system-e-book/
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst
The Most Important Numbers and Drivers with Lee Benson
Welcome to another episode of The Profit Answer Man, where we dive deep into the strategies and mindsets that drive business profitability and sustainable growth. Today, we’re joined by Lee Benson, a serial entrepreneur who has successfully built and sold multiple businesses, including a nine-figure exit to Textron.
Lee brings decades of experience in business strategy, leadership, and value creation. His passion for helping organizations increase their impact and profitability is evident in his work as the CEO of Execute to Win, a firm dedicated to enhancing organizational effectiveness.
If you’re a business owner looking to scale profitably while navigating growth challenges, you won’t want to miss this episode!
In this episode, you will learn:
- How Lee took a failing company, assumed its debt, and turned it into a highly profitable venture.
- The key lessons from scaling a business from $0 to a nine-figure exit.
- Why hitting plateaus in business growth is normal and how to break through them.
- The importance of aligning leadership with the needs of the company at different stages.
- How to develop a sustainable growth strategy that maintains profitability.
- The biggest mistakes entrepreneurs make when scaling and how to avoid them.
Key Takeaways:
- Take Smart Risks and Own the Outcome – Lee turned a struggling company around by assuming its debt, securing customers, and focusing on value creation. Many entrepreneurs hesitate at the idea of taking on debt, but when done strategically, it can be a powerful tool for business growth.
- Growth is Not Linear – Scaling a business involves hitting revenue plateaus before making the next big leap. Lee experienced these plateaus, such as being stuck at $8 million for a few years before unlocking the next growth phase.
- Be the CEO Your Company Needs – One of the biggest lessons Lee shared is that business owners must evolve as leaders. Each stage of business growth requires different skills, mindsets, and strategies.
- Focus on Profitability Over Revenue – A mistake many business owners make is chasing top-line revenue without ensuring profitability. Lee emphasized the importance of maintaining strong profit margins while scaling.
- Execution is Everything – Scaling isn’t just about strategy; it’s about execution. Lee’s company maintained a 20%+ annual growth rate by continuously refining operations and executing with discipline.
Guest Bio:
Lee Benson is the founder and CEO of Execute to Win, a company dedicated to helping organizations maximize their value. He is a serial entrepreneur who has started and grown multiple businesses, including Able Aerospace, which he successfully sold to Textron in a nine-figure deal.
Lee is also a sought-after speaker, author, and podcast host of Show Your Value. His expertise lies in value creation, leadership, and execution, and he has been featured in major publications like The Wall Street Journal, Forbes, and Inc.
Conclusion:
Scaling a business isn’t just about growth—it’s about profitable growth. Lee Benson’s journey demonstrates the importance of strategic risk-taking, leadership evolution, and disciplined execution.
If you’re an entrepreneur looking to break through revenue plateaus and build a high-value business, start by implementing the key lessons from this episode.
Links:
https://www.linkedin.com/in/lee-j-benson/
https://www.etw.com/
https://www.facebook.com/ETW.executetowin
https://www.instagram.com/executetowin/
https://www.youtube.com/@execute-to-win
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst
Scaling Businesses Across Industries: Lessons from a Serial Entrepreneur
In this episode of The Profit Answer Man, we sit down with Philip Taylor (PT), a CPA turned entrepreneur, to discuss his journey in building multiple successful businesses. From launching a finance blog in 2007 to creating major conferences like FinCon and TravelCon, and now running a CPA firm for content creators, PT shares his insights on diversification, adapting to industry changes, and maintaining profitability.
If you're an entrepreneur looking to build multiple income streams, navigate the shifting digital landscape, and optimize your financial strategies, this episode is packed with actionable insights!
In this episode, you will learn:
- How Philip built and scaled multiple businesses in blogging, events, and accounting.
- The major shifts in blogging and digital content creation over the years.
- How AI and search engines have disrupted traditional content models.
- Strategies for running a profitable conference and event business.
- Key financial mistakes content creators make—and how to avoid them.
- The importance of tax planning, retirement strategies, and financial systems for entrepreneurs.
- Why building a financial war chest is crucial for long-term success.
Key Takeaways:
-
Diversification is Key to Long-Term Success. Philip didn’t rely on just one business—he built multiple streams of income:
-
PTMoney.com – A personal finance blog that started in 2007.
- FinCon – A major annual conference for personal finance content creators.
- TravelCon – A travel content creator event.
- The Creator CPA – A tax and accounting firm focused on digital entrepreneurs.
Each of these businesses operates differently, but Philip has found ways to integrate them so they support each other.
-
The Changing Landscape of Blogging and AI's Impact. Blogging used to be a hub for conversations, but social media took that engagement away. AI-powered search engines now provide direct answers, reducing website traffic for independent bloggers. Google prioritizes big media brands over independent creators, making it harder for small content sites to rank. Many creators are shifting to email newsletters, YouTube, and social media platforms where they can directly engage audiences.
-
Running a Profitable Conference Business. Philip runs two major creator-focused events, but COVID and rising travel costs disrupted the event industry. His advice: Build financial reserves so you can weather downturns. Continuously evolve your model—smaller events, hybrid events, or alternative pricing strategies may be needed. Understand the true cost for attendees—it’s not just the ticket price; flights, hotels, and food add up significantly.
-
Financial Mistakes Entrepreneurs Make. Philip sees common financial pitfalls among entrepreneurs, especially content creators:
-
Not setting aside 20% of income for taxes.
- Ignoring retirement planning (e.g., Solo 401(k)s, SEP IRAs).
- Mixing personal and business expenses.
- Failing to build a financial war chest to handle downturns.
Solution: Work with a CPA, separate personal and business finances, and prioritize long-term financial stability over short-term spending.
- Tax Planning vs. Tax Preparation. Most CPAs focus on tax prep (reactive) instead of tax planning (proactive). Strategic tax planning can help business owners reduce taxable income, plan for retirement, and optimize deductions. Meet with your CPA in September/October to plan before year-end.
Tip: If your business revenue fluctuates, consider using Roth conversion strategies during low-income years to maximize tax advantages.
About Philip Taylor:
Philip Taylor (PT) is a CPA, entrepreneur, and founder of FinCon. He also runs The Creator CPA, a tax firm specializing in financial services for content creators. His insights have been featured in The New York Times, Forbes, The Washington Post, and other major media outlets.
Conclusion:
Philip Taylor’s journey proves that multiple revenue streams, financial planning, and adaptability are key to long-term entrepreneurial success. Whether you’re a content creator, business owner, or service provider, his advice on tax planning, cash flow management, and business diversification can help you increase profitability and protect against economic downturns.
Links:
LinkedIn: https://www.linkedin.com/in/ptmoney/
Twitter: https://x.com/ptmoney
https://taylorassociatescpa.com/cpa-for-content-creators/
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst
The Psychology of Growing Profit with Matthew Stafford
Welcome back to The Profit Answer Man! In today’s episode, we sit down with Matthew Stafford, a self-made entrepreneur who went from pouring concrete to optimizing Shopify stores with data-driven strategies. Matt shares his journey of transformation, the power of mindset, and the tools and systems that have helped countless businesses scale. Prepare to gain actionable insights that will revolutionize how you approach e-commerce, profitability, and breaking through mental barriers.
In this episode you will learn:
- Breaking Mental Barriers: How limiting beliefs cap your growth potential and the strategies to overcome them.
- The Science of Revenue Optimization: Tools and tactics to improve the customer journey and maximize Shopify profitability.
- Leveraging Mindset for Growth: The role of personal growth and coaching in scaling businesses.
- Key Lessons from a Concrete Entrepreneur Turned Data Scientist: The pivotal shifts that turned Matt’s story into a blueprint for success.
Key Takeaways:
- Your Mindset Shapes Your Reality: Matt emphasizes that many entrepreneurs hit plateaus because of internalized limiting beliefs. Recognizing and rewriting these "scripts" can unlock new potential for growth.
- Focus on the Customer Journey: As the architect of BGS’s “Revenue Optimization” system, Matt stresses the importance of removing friction points in the customer experience to increase conversion rates and drive profits.
- The Role of Data in Decision-Making: Data isn’t just numbers—it’s the story of your business. Learning to read and react to what the data tells you can mean the difference between stagnation and scaling.
- Tools and Techniques for Scaling: From Shopify optimization to mindset coaching, Matt shares practical tips to help entrepreneurs succeed both personally and professionally.
About Matthew Stafford:
Matthew Stafford is a pioneer in the world of Shopify optimization and the mastermind behind Build Grow Scale’s "Revenue Optimization" system. With over 27 years of entrepreneurial experience, Matt has built a reputation for his no-nonsense, data-driven approach to scaling e-commerce businesses. His ability to spot and remove customer journey impediments is unmatched, making him a sought-after expert in the industry.
When Matt isn’t turning e-commerce businesses into profit machines, he’s coaching entrepreneurs on overcoming limiting beliefs and achieving new heights in their personal and professional lives.
Conclusion:
This episode with Matthew Stafford is packed with lessons for entrepreneurs looking to scale their business while breaking free from self-imposed limits. Whether you're looking to optimize your Shopify store, shift your mindset, or understand the stories your business data is telling you, Matt’s insights are sure to inspire action.
Be sure to connect with Matthew Stafford on social media and check out the tools offered at Build Grow Scale. As always, remember: more revenue does not equal more profit. Stay focused on the bottom line, and let’s make your business thrive!
Links:
Website: https://buildgrowscale.com/
https://www.facebook.com/matthewjacobstafford
https://www.instagram.com/build.grow.scale
https://www.linkedin.com/in/matthewstafforddotcom/
https://x.com/BuildGrowScale
https://www.youtube.com/channel/UC-g_rSibfzEBc3Q9Ye5sMHA
https://www.tiktok.com/@build_grow_scale
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst
Living the Profit First Life with Eric Dingler
In this episode of The Profit Answer Man, we welcome Eric Dingler, a seasoned digital marketing expert and entrepreneur who has successfully merged his love for travel with business. Eric has been living the dream of many business owners by becoming location-independent. For the past three years, he and his family have been traveling the world while scaling his digital marketing agency. In this inspiring episode, we explore how Eric leveraged the Profit First system to stabilize his business finances and enjoy the freedom many entrepreneurs strive for but rarely achieve.
In this episode you will learn:
- How the Profit First system transformed Eric’s cash flow and business discipline.
- Practical strategies for running a location-independent business.
- Why having a clear framework and system in place can simplify financial management.
- The importance of integrating family and business goals for a fulfilling entrepreneurial journey.
- How automation tools can make managing multiple accounts and financial allocations easier than ever.
Key Takeaways:
- The Power of Profit First: Eric credits Profit First for giving him the financial clarity and discipline he needed to scale his business. He highlights how the system helped him create a consistent cash flow while keeping operational expenses in check.
- Frameworks Matter: Being a self-proclaimed framework nerd, Eric emphasizes the importance of adopting systems that align with your thinking style. Profit First gave him a structured approach that didn’t require constant oversight but ensured results.
- Automation Makes It Easier: Eric shared how he automated his Profit First allocations using banking tools. This eliminated the friction of manual transfers and ensured consistent adherence to the system.
- Quarterly Profit Checks Are Motivating: A pivotal moment in Eric’s journey was when he brought home the first quarterly profit check—a milestone that motivated both him and his wife to stick with the system.
- Family Integration: By aligning his personal goals with his business operations, Eric managed to create a lifestyle that balances work, family, and exploration.
About Eric Dingler:
Eric Dingler has over 25 years of experience in marketing and is passionate about helping businesses develop cohesive strategies. He is the founder of a digital marketing agency and a digital nomad, traveling full-time with his wife and four children. His entrepreneurial journey is a testament to how intentional financial management and strategic planning can lead to the life of your dreams.
Conclusion:
Eric’s story is an inspiring example of how the right financial system can help you achieve both business growth and personal freedom. Whether you're looking to travel more, spend more time with family, or simply reduce the daily stress of managing your business finances, implementing Profit First can be a game-changer.
Links:
EricDingler.com
https://mymarketingscorecard.com
https://www.facebook.com/coastalcitycreative
https://www.instagram.com/intransitstudios/
https://www.youtube.com/@intransitstudiosteam
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst
The 5 Numbers to Run Your Business Profitability with Edward Patton
Welcome to another episode of The Profit Answer Man podcast! Today, we dive into a fascinating conversation with Ed Patton, a finance expert dedicated to helping privately owned businesses gain financial clarity. Ed’s unique approach simplifies business financials down to just five critical numbers, empowering leaders to understand their financial health without the overwhelming jargon.
Ed’s extensive experience, including roles in public accounting and investment banking, gives him a wealth of knowledge in improving financial performance for small and mid-sized businesses. If you've ever felt that understanding your financials is a daunting task, this episode is for you.
In this episode you will learn:
- The Five Key Numbers for Financial Clarity: Ed explains his proprietary method for breaking down complex financial data into five essential numbers that every business owner can easily comprehend.
- Why GAAP Cash Flow Statements Fall Short: Discover Ed’s custom cash flow statement and why it provides a clearer picture of a company’s liquidity than traditional methods.
- How to Gauge Financial Health with a Simple Metric: Ed shares how to assess your company’s financial well-being in dollar terms, making it easier for owners to act quickly and confidently.
- The Importance of Borrowing Capacity and Business Valuation: Learn how understanding your borrowing potential can open doors to growth opportunities and ensure long-term sustainability.
Key Takeaways:
- Simplicity is Power: By reducing financial reports to five key numbers—cash flow, operating earnings, financial health, value, and borrowing capacity—business owners can make informed decisions without getting bogged down in details.
- Custom Financial Reporting: Ed’s approach emphasizes actionable insights rather than traditional financial ratios, ensuring that business leaders can quickly grasp the financial state of their companies.
- Improving Borrowing Power: Knowing your exact borrowing capacity can give you leverage when negotiating with financial institutions or planning for growth.
- Focus on Value Creation: Understanding how your business creates value—and how to measure it—is essential for long-term success.
About Ed Patton:
Ed Patton is a seasoned finance professional with over 30 years of experience in accounting, investment banking, and financial advisory services. He has dedicated his career to helping small and mid-sized businesses improve profitability and increase their value. His firm offers a unique approach to financial management by simplifying complex financial data into easily digestible metrics.
Through his tailored services, Ed enables business leaders to gain confidence in their financial decision-making, ensuring that they can scale effectively while maintaining financial health. You can learn more about Ed’s work and connect with him via his website, Patton Trender.
Conclusion:
Understanding your business’s financials doesn’t have to be intimidating or complex. With experts like Ed Patton offering clear, actionable frameworks, you can gain the confidence needed to drive profitability and growth. Remember, mastering cash flow, profitability, and financial health is key to building a resilient business.
Links:
https://www.pattontrender.com/
info@pattontrender.com
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst
Increase Profits While Working Less with Kyle Smith
This episode features a conversation with Kyle Smith, CPA, co-founder of Strata Cloud Accountants. With a unique journey from professional poker to strategic financial leadership, Kyle brings a wealth of insights into building scalable, profitable businesses.
In this episode, you will learn:
- Decision-Making Through Numbers: Kyle's journey from poker to finance shows the importance of probabilities and financial forecasting in driving business success.
- Lessons from Onboarding Small Businesses: Insights from Kyle’s time at ScaleFactor, where he worked with a high volume of businesses and observed patterns of success and failure.
- The Evolution of Accounting Services: How Kyle and his partners created Strata Cloud Accountants to prioritize client service and small business empowerment.
- Profit First Applications: How Kyle integrates Profit First principles to improve financial clarity and profitability for clients.
Key Takeaways:
- Align Goals with Financial Strategy: Understand how personal and company objectives can align to build a sustainable, fulfilling business.
- Probability-Based Decision Making: Use scenario analysis and financial forecasts to inform strategic decisions.
- Build Scalable Systems: Invest in systems and processes that grow with your business while keeping operations efficient.
- Empower Small Business Owners: Tailored accounting and CFO services can unlock new levels of profitability and ease operational burdens.
About Kyle Smith:
Kyle Smith, CPA, co-founder of Strata Cloud Accountants, transitioned from professional poker to becoming a financial leader. His early career included roles in consumer packaged goods and hospitality, giving him diverse experience. Kyle honed his expertise during his time at ScaleFactor, onboarding dozens of small businesses weekly and learning industry-wide best practices. Since 2020, Kyle has focused on empowering small businesses with high-touch financial services tailored to their unique needs.
Conclusion:
In today’s episode, Kyle Smith exemplifies how combining innovative strategies with financial principles like Profit First can lead to impactful results. Whether you're refining your business systems, aligning personal and professional goals, or learning how to scale effectively, there’s a wealth of actionable insights to implement.
Links:
https://stratacloudaccountants.com/pam
LinkedIn: in/Kyle-Smith-CPA
LinkedIn in/Strata-Cloud-Accountants
Facebook: /StrataCloudAccountants
Instagram @StrataCloudAccountants
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst
Work Less Make More Profit with Eric Williams
In this episode of The Profit Answer Man, I had the pleasure of hosting Eric Williams, founder of Willity. Eric's passion lies in helping overworked and overwhelmed business owners regain control over their schedules, delegate effectively, and build businesses that create freedom, impact, and profitability. He shares his experiences and strategies on how entrepreneurs can break free from burnout cycles, focus on what truly matters, and intentionally design a profitable business aligned with their goals.
In this episode, you will learn:
- Why the root cause of many business problems often lies with the entrepreneur and not the business itself.
- The importance of being intentional about finances and implementing systems like Profit First.
- How to transition from reactive decision-making to a proactive approach for better financial and time management.
- Practical steps to systematize, delegate, and automate your business for sustainable growth.
Key Takeaways:
- Business Problems vs. Entrepreneur Problems: Eric highlights that most business issues are straightforward to solve compared to the personal challenges entrepreneurs face. By addressing personal growth and mindset, business owners can unlock the true potential of their companies.
- The Power of Profit First: Eric shares how the Profit First methodology has transformed his and his clients’ businesses. It’s not just about understanding revenue and expenses but allocating profit intentionally to align with business and personal goals.
- Intentionality in Business Design: Eric emphasizes designing a business that fits the life you want. This includes deliberate planning for time, finances, and processes to ensure your business serves your life rather than controls it.
- Delegation and Automation: A recurring theme is the need to step away from the day-to-day grind by delegating effectively and implementing systems to automate routine tasks. This enables entrepreneurs to focus on scaling their businesses without being bogged down by operational details.
Guest Bio:
Eric Williams is the founder of Willity, a consulting firm dedicated to helping business owners and leaders streamline their operations and regain control over their time and schedules. Through his work, Eric helps entrepreneurs reduce stress, achieve financial clarity, and create impactful businesses that align with their values. His expertise lies in guiding clients out of burnout and into a space where their businesses work for them—not the other way around.
Conclusion:
This episode with Eric Williams is packed with actionable insights and practical advice for any entrepreneur striving to build a more profitable and sustainable business. If you’ve ever felt overwhelmed by the demands of running your business, Eric’s strategies will inspire and guide you toward regaining control and focusing on what truly matters.
Links:
https://willity.com/
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst
Profit & Process with Michael Straza
In the world of business, profitability and efficiency often stand as the ultimate goals. Yet, many business owners struggle to harmonize their operational processes with financial clarity. In this episode of The Profit Answer Man, we dive deep into the strategic insights and transformative approaches offered by Michael Straza, a seasoned Fractional COO/CFO with over 25 years of diverse business experience. Michael’s unique ability to bridge the gap between operations and financial management offers a fresh perspective on how business leaders can optimize processes for long-term profitability.
In this episode, you will learn:
- The Intersection of Operations and Finances: Discover why understanding both operational processes and financial numbers is crucial for business growth.
- Diagnosing Hidden Problems in Financial Statements: Learn how to identify process inefficiencies that impact profitability, often hidden behind the numbers.
- Labor Efficiency as a Key Metric: Explore strategies to measure and enhance labor efficiency for improved gross profit.
- Aligning Teams for Financial and Operational Success: Understand how to unify operational and financial goals for cohesive team performance.
Key Takeaways:
- Operational Issues Often Mask Financial Problems: Michael shares how processes directly influence the P&L and why business leaders must dig deeper into their operations when the numbers don’t align with expectations.
- Bridging Communication Gaps: Operations and finance often speak different languages. Michael emphasizes the importance of translating these perspectives for better decision-making and alignment.
- Labor Efficiency as a Diagnostic Tool: Evaluate whether inefficiencies lie in people, processes, or pricing by calculating labor efficiency ratios and aligning team efforts.
- Empowering Leadership through Process Awareness: By understanding the operational story behind financial statements, leaders can make more informed and strategic decisions.
About Michael Straza:
Michael Straza is an accomplished Fractional COO/CFO, entrepreneur, and strategic thinker. Over his 25+ year career, Michael has operated in industries ranging from tech to healthcare, helping businesses streamline processes and achieve financial clarity. His focus lies in bridging the gap between operational systems and financial insights, ensuring businesses achieve sustainable growth and scalability. Learn more about Michael and his work at ConsultStraza.com.
Conclusion:
Aligning operational excellence with financial clarity is a game-changer for any business. As Michael Straza demonstrates, the key lies in digging deep into processes, bridging communication gaps between teams, and leveraging metrics like labor efficiency to drive profitability. Whether you're scaling your business or fine-tuning existing systems, integrating these principles can lead to significant, measurable results.
Links:
Website: https://www.consultstraza.com/
LinkedIn: https://www.linkedin.com/in/michaelstraza/
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst
Profit Made Simple: The Tools to Work Less and Earn More- Solo Episode
Welcome back to The Profit Answer Man! In this episode, we're diving into actionable strategies to improve cash flow, boost profits, and create a sustainable business that supports your life goals. This solo episode by Rocky Lalvani provides insights into the Profit First methodology and the tools that empower business owners to work smarter, not harder. Whether you're new to the podcast or a long-time listener, this episode will help you streamline your financial strategy and get closer to the financial freedom you deserve.
In this episode, you will learn:
- The essential steps to implement the Profit First methodology and make profitability a habit.
- How to structure your financial systems to support growth while maintaining simplicity.
- Techniques for setting realistic financial goals and tracking your progress effectively.
- The importance of managing cash flow and preparing for economic uncertainty.
Key Takeaways:
- The Power of Profit First: Shift your financial approach by making profit your top priority. By allocating profit first and managing expenses from the remainder, you create a healthy cash flow and a more resilient business.
- Simplicity Drives Clarity: Complexity in financial management often leads to confusion and mistakes. Use tools and systems like multiple bank accounts for clearer allocation and tracking of funds.
- Cash Flow is King: Cash flow management is the lifeblood of any business. Develop a consistent habit of forecasting cash flow and identifying potential risks early to avoid pitfalls.
- Break Goals into Manageable Steps: Large financial goals can feel overwhelming. By breaking them into smaller, actionable steps, you’ll stay focused and motivated to achieve consistent progress.
- Track, Reflect, Adjust: Regularly review your financial metrics and adjust strategies as needed. This ensures your business remains agile and capable of weathering challenges.
About Rocky Lalvani:
Rocky Lalvani is a certified Profit First Professional dedicated to helping business owners achieve financial clarity and peace of mind. As the host of The Profit Answer Man, Rocky simplifies the journey to profitability with practical advice and proven systems. His mission is to empower entrepreneurs to prioritize profit, create financial stability, and build businesses that support their personal and professional goals. Learn more at profitcomesfirst.com.
Conclusion:
Profitability doesn’t happen by accident—it’s a deliberate choice and a discipline. By applying the principles discussed in this episode, you can take control of your finances, create a sustainable business, and enjoy the rewards of your hard work. Remember, focusing on the bottom line and prioritizing profit is the key to long-term success.
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page
Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst
Cash Flow Mastery with Anthony Nitsos
On this episode of The Profit Answer Man, we welcome Anthony Nitsos, the CEO and Founder of SaaS Gurus. Anthony shares his journey from medical school to mastering finance and becoming a trusted advisor to SaaS startups. His unique perspective focuses on addressing the root causes of financial and operational inefficiencies, bringing lessons from medicine and Japanese manufacturing to the business world.
In this episode, you will learn:
- Why Anthony left medical school and how that shaped his approach to problem-solving in business.
- The importance of preventive measures in finance, akin to healthcare practices.
- How understanding and applying lean processes can enhance operational efficiency.
- Insights from Anthony’s experiences with Japanese business principles and their application in finance and accounting.
- Practical steps SaaS startups can take to streamline operations and achieve consistent profitability.
Key Takeaways:
- Preventive Finance is Key: Much like in healthcare, treating symptoms without addressing the underlying cause can lead to recurring problems. Anthony emphasizes identifying and solving root issues in accounting and finance to prevent recurring operational challenges.
- Efficiency Through Standardization: Borrowing from Japanese manufacturing, Anthony underscores the value of creating standardized processes in repetitive tasks like invoicing, payroll, and sales order creation. This minimizes errors and saves time and resources.
- Cultural Lessons on Frugality and Value: Influenced by his Greek immigrant background and Japanese business culture, Anthony highlights the significance of being resourceful while delivering maximum impact—focusing on quality over quantity
- Understanding SaaS-Specific Challenges: SaaS companies face unique financial hurdles, from managing subscriptions to scaling operations. Addressing these challenges requires a tailored approach that includes proper financial forecasting, expense management, and strategic investment.
About Anthony Nitsos:
Anthony Nitsos is the founder of SaaS Gurus, a fractional CFO service dedicated to SaaS startups. With a rich background in medical training, lean manufacturing, and financial leadership, Anthony’s insights are rooted in finding efficient, value-driven solutions for businesses. He has been instrumental in the success of unicorn exits like Duo Security and LLamasoft, helping SaaS businesses scale with financial clarity.
Conclusion:
Anthony Nitsos demonstrates the power of applying lessons from diverse disciplines to business finance. By focusing on prevention, standardization, and cultural efficiency, SaaS startups can navigate complex financial landscapes with confidence. His journey is a testament to the importance of holistic thinking in achieving sustainable profitability.
Links:
LinkedIn: https://www.linkedin.com/in/anthonynitsos/
Website: https://saasgurus.io/
Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Relay Bank (affiliate link) – https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst
Building the Right Business Model with Wes Barefoot
In this episode, we dive into the exciting and often misunderstood world of franchising with Wes Barefoot, entrepreneur, franchise expert, and host of the Path to Freedom podcast. Wes shares his journey from corporate employee to franchise owner and consultant, detailing how franchising can create financial and time freedom for aspiring entrepreneurs.
In this episode, you will learn:
- What Makes Franchising a Unique Pathway: Explore how franchising offers a structured system that accelerates business success for individuals, even those without industry experience.
- The Blueprint for Franchise Success: Learn the steps to identify the right franchise opportunities based on personal goals, interests, and financial capabilities.
- Insights on Franchise Operations: Discover the nuances of owning and managing franchise businesses, including lessons from Wes’ personal ventures.
- How to Achieve Freedom Through Business Ownership: Wes shares actionable tips to transition from employee to entrepreneur while achieving financial independence.
Key Takeaways:
- Franchising Benefits: Wes explains how the proven systems and support within franchise models can help entrepreneurs avoid the steep learning curve of starting a business from scratch.
- Learning from Experience: Through his own journey with two franchise businesses—one he continues to operate—Wes illustrates the potential of franchising to create sustainable and profitable business models.
- A Tailored Approach: The importance of aligning franchise selection with personal values, skills, and long-term goals is crucial to success.
- Freedom and Flexibility: Franchising isn’t just about business ownership; it’s about achieving a lifestyle where your business serves your life, not the other way around.
About Wes Barefoot:
Wes Barefoot is a seasoned entrepreneur with years of experience in the franchising space. As a franchise owner himself, Wes now uses his expertise to guide aspiring business owners through the process of identifying and securing franchise opportunities that align with their aspirations. He is also the host of the Path to Freedom podcast, where he shares insights on building freedom and success through business ownership. When not working, Wes enjoys life in Wilmington, NC, with his wife and two children.
Links:
Website: path2freedom.com
YouTube: @FRANCHISE2FREEDOM
Instagram: @PATH2FRDM
Facebook: PATH TO FREEDOM
LinkedIn: Wesley Barefoot
Conclusion:
Franchising might not be the first option that comes to mind for aspiring entrepreneurs, but as Wes Barefoot demonstrates, it can be a powerful tool for creating financial independence and a fulfilling life. By leveraging systems and support, franchise owners can achieve their dreams faster and more effectively than going it alone. Tune in to this episode for a deep dive into the world of franchising and actionable insights to jumpstart your path to freedom.
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available! Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
Optimizing Your Business Finances with Miller Bradford
Welcome back to The Profit Answer Man Podcast! Today, we dive into the dynamic world of financial management for small businesses with our guest, Miller Bradford, founder of Up Accounting Inc. Miller specializes in providing innovative bookkeeping, payroll, and financial operations solutions for small businesses, with a particular focus on builders and Chick-fil-A franchises. Join us as we explore Miller's journey, his insights into financial systems, and how Profit First helps businesses achieve consistent profitability.
In this episode, you will learn:
- The Challenges of Managing Builders and Franchise Finances: Miller shares how his team works with both builders and franchise owners, identifying similarities and unique challenges in these industries.
- The Impact of Profit First on Business Success: Discover how Miller’s clients leveraging Profit First are among the most profitable, organized, and cash-flow stable businesses.
- How to Build Scalable Financial Operations: Learn tips for managing financial workflows and scaling operations as a growing small business.
- Utilizing Technology for Financial Management: Miller highlights tools and practices that streamline financial processes for greater efficiency and accuracy.
Key Takeaways:
- Profit First Drives Success: Miller confirms that his most successful clients embrace Profit First principles, creating disciplined cash management practices that prevent financial shortfalls and promote growth.
- The Importance of Systems: Having the right systems in place not only simplifies bookkeeping but also creates a foundation for scalability.
- Partner with Experts: Entrepreneurs excel when they focus on their core strengths and partner with professionals to handle accounting and payroll operations.
About Miller Bradford:
Miller Bradford is the founder of Up Accounting Inc., based in Birmingham, Alabama. Established in 2022, Up Accounting specializes in bookkeeping, payroll, and financial management services for small businesses. Over the past two years, Miller has grown his firm to serve over 45 clients across 15 states, supported by a team of three employees. With a focus on leveraging technology, Miller helps businesses streamline their financial operations, enabling owners to focus on growth and profitability.
Links:
LinkedIn:https://www.linkedin.com/in/miller-bradford-172190146/
Instagram: https://www.instagram.com/builderbookkeep/
upaccounting.com
Conclusion:
Miller Bradford’s insights underline the value of embracing systems like Profit First to achieve financial clarity and stability. Whether you're a builder, franchise owner, or small business entrepreneur, his strategies offer actionable steps to streamline operations, optimize cash flow, and drive profitability.
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available! Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
The Shatterproof Entrepreneur with Scott Reib
In this episode of The Profit Answer Man, Rocky Lalvani dives into the critical topic of protecting and growing your business with Scott Reib, known as "America's Legal Coach." With over two decades of experience in helping business owners secure their ventures, Scott shares strategies that are foundational for sustainable business growth and resilience. As a Zig Ziglar Legacy Certified Trainer and a thought leader in the legal field, Scott introduces practical ways to fortify your business against legal and operational vulnerabilities, ensuring it remains "shatterproof."
In this episode, you will learn: 1. Why Every Business Needs a Legal Foundation: Scott explains the importance of establishing legal protections early to avoid costly issues down the line. 2. How to Shift Your Mindset on Legal Services: Discover how treating legal advice as a proactive resource, rather than a reactive one, can save you time and money. 3. Strategies for Scaling with Confidence: Scott provides insights into building structures that support sustainable growth without exposing your business to unnecessary risks. 4. The Power of the Profit First System in Business Stability: Learn how combining the Profit First system with solid legal foundations can improve financial health and longevity. 5. Creating a Legacy Through Mindset and Leadership: With his Zig Ziglar background, Scott discusses how mindset is crucial for business growth and resilience, emphasizing the importance of continuous learning and self-improvement.
Key Takeaways: * Legal Structure is Essential for Growth: Scott shares why setting up your business with the right legal structures from the beginning protects it as it scales, reducing risks and safeguarding profitability. * Proactive Legal Counsel: Scott challenges the typical view of lawyers as "emergency responders," presenting a model where legal advice is more akin to a primary care approach—an essential and ongoing part of your business planning. * Mindset Drives Business Success: Embracing Zig Ziglar's principles, Scott highlights the "Be, Do, Have" philosophy, stressing that personal growth and mindset are foundational to achieving business goals. * Practical Steps for Business Resilience: Scott’s "Shatterproof" approach includes strategies to address potential vulnerabilities in your operations, finances, and employee relationships. * Profit First as a Business Backbone: Integrating Profit First principles ensures that businesses remain profitable, regardless of revenue fluctuations, providing a buffer during challenging times.
Bio: Scott Reib, known as “America’s Legal Coach,” is the official Zig Ziglar Small Business Lawyer and a Ziglar Legacy Certified Trainer. For over 20 years, Scott has been instrumental in helping business owners, entrepreneurs, and coaches establish solid legal foundations through his firm, Reib Law, and his consulting platform, Shatterproof Solutions. Scott’s Access Plan, a subscription-based legal service, allows business owners to access affordable, proactive legal advice before crises arise. Scott is also the host of The Shatterproof Entrepreneur podcast and author of the upcoming book by the same title, aimed at helping business owners scale safely and sustainably.
Links:
ReibLaw.com LinkedIn: in/TheScottReib X: @TheScottReib Facebook: /TheScottReib Podcast: TheShatterproofEntrepreneur Conclusion: Creating a shatterproof business is about more than just having a great product or service. Scott Reib emphasizes the importance of building a strong legal foundation, prioritizing personal growth, and embedding financial discipline through the Profit First methodology. His practical advice is a must-listen for any business owner looking to protect their business from unforeseen challenges and scale with confidence. Don’t miss this valuable discussion on The Profit Answer Man, where business security, growth, and profitability take center stage.
For entrepreneurs who are eager to build not just a profitable, but a resilient business, Scott’s insights offer a roadmap to success. Listen in to learn how to fortify your business and set it up for long-term growth.
Hi, I’m the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available! Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
Making the Business of Home Building Profitable with Jose Berlanga
In this episode of The Profit Answer Man, we have a fantastic guest, José Berlanga, a seasoned real estate entrepreneur who has successfully ventured into land development, residential construction, and investment properties. José shares his incredible journey from a reluctant start in real estate to becoming deeply involved in an industry that shaped his career over several decades. He dives deep into the nature of the real estate business, the complexities of cash flow, and why timing is everything when making business decisions.
In this episode, you will learn:
- The Realities of Cash-Intensive Businesses: José explains how the long cycles of real estate investments create both opportunities and challenges, with significant capital being tied up for extended periods.
- The Domino Effect in Real Estate Development: How one project often leads to another, creating a chain reaction that pulls entrepreneurs deeper into the industry.
- The Emotional Side of Business Timing: When business is booming, it’s hard to let go, but when it's struggling, it can be equally hard to exit.
- Why Real Estate is a Long-Term Game: José emphasizes that timing the market is challenging, and the cycles can be difficult to predict, but managing these cycles is essential to long-term success.
Key Takeaways:
- Cash-Flow Management is Critical: Real estate development ties up large amounts of capital for long periods, which means managing cash flow effectively is vital to sustaining the business.
- Market Timing is Unpredictable: Whether the market is booming or busting, it’s difficult to know when to pull out. Staying in too long can cost you, but leaving too soon might mean missing out on the next peak.
- The Pull of the Business: Once you start, it’s hard to get out, especially if multiple projects are in motion. This creates a domino effect where one project leads to another, keeping you deeply entrenched.
- Embrace the Long Game: Real estate is not a short-term venture; it’s a commitment that requires patience, persistence, and careful financial planning.
Bio
José Miguel Berlanga, a successful entrepreneur from Mexico City, has spent over 35 years in various industries but made his mark in Houston's real estate sector. He co-founded Tricon Homes and is deeply involved in land development and property investment. Beyond real estate, José has an extensive background in business administration, economics, and philosophy, which has contributed to his success across multiple ventures. He is also a mentor and inspiration to budding entrepreneurs, sharing his vast experience and wisdom. You can learn more about José at his website here.
Conclusion
Real estate may not have been José Berlanga’s original goal, but through decades of experience, he found his footing in this capital-intensive, long-cycle industry. His insights on cash flow, business cycles, and the pull of staying in business offer invaluable lessons for entrepreneurs in any field. Whether you're in real estate or another industry, the principles of managing cash flow and understanding market timing remain universal.
Links: Jose Berlanga https://joseberlanga.com/ LinkedIn: https://www.linkedin.com/in/jose-berlanga-900a9518/ Amazon: https://amzn.to/3ST0d9u Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available! Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
Cash Is King with Peter W. Kingma
In this episode of The Profit Answer Man, we sit down with Peter W. Kingma, author of CASH IS KING and leader of Ernst & Young LLP’s working capital practice in the Americas. With over 30 years of experience advising global companies on all things cash management, Peter joins us to discuss why cash flow is the true backbone of business success and how business owners can shift their focus from profit-and-loss statements to developing a “cash culture.”
Peter provides actionable strategies for managing the five steps from order-to-cash, improving collections, and boosting cash flow through better customer management. We also dive into the importance of supply chain management and discuss how creating a “Cash Leadership Office” can transform the financial health of any organization.
In this episode, you will learn: * Why Building a Cash Culture is Essential: Peter explains why focusing solely on profit-and-loss statements can lead businesses astray, and how a cash-centered approach ensures long-term financial stability. * The Order-to-Cash Process: Learn the five key steps in the order-to-cash process that businesses must optimize to maintain healthy cash flow and avoid liquidity crunches. * Strategies for Effective Collections: Peter shares five tips for managing customer relationships and disputes to improve collections and cash conversion cycles. * Supply Chain Management for Cash Flow: Discover how better supply chain management can keep your cash flowing smoothly, even during challenging economic times. * Creating a Cash Leadership Office: How establishing a dedicated leadership team to focus on cash flow can enhance your bottom line and allow for sustainable business growth.
Key Takeaways: 1. Cash Over Profits: Even large companies struggle to manage cash effectively. Business owners must understand that cash flow is more critical than simply showing a profit. 2. Sales ≠ Profit, and Profit ≠ Cash: Peter emphasizes that even profitable sales can be harmful if cash isn't collected on time. Businesses must prioritize cash flow management alongside sales and profit. 3. Avoiding Cash Flow Pitfalls: Common mistakes, such as offering long payment terms or failing to consider the financial impact of customer service agreements, can cripple cash flow. 4. Aligning Teams with Cash Goals: Often, sales teams are incentivized based on revenue, not cash collection. Aligning incentives with cash goals can prevent cash shortfalls and improve business sustainability.
Bio: Peter W. Kingma is the author of CASH IS KING and leads the working capital practice for Ernst & Young LLP in the Americas. With over 30 years of experience advising global companies, Peter specializes in cash management and working capital strategies across industries such as manufacturing, consumer products, aerospace, and defense. He has contributed to publications like CFO Magazine and CNBC, and is passionate about helping businesses build a cash-centric culture.
Conclusion: Cash is the lifeblood of any business, and without careful management, even the most successful organizations can run into trouble. In this episode, Peter Kingma provides valuable insights into how business owners, large or small, can develop a cash-focused mindset and manage their operations for long-term financial health. By implementing the strategies Peter outlines, you can ensure your business not only survives but thrives, no matter what economic challenges you face.
Links:
https://peterkingma.com/
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available! Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
Getting PR for Pennies with Mickie Kennedy
In today’s episode of The Profit Answer Man, we are joined by Mickie Kennedy, the founder of eReleases. Mickie brings over 25 years of experience helping small businesses and entrepreneurs increase their visibility and gain access to national media outlets through affordable press release services. From creative writing to mastering the art of the press release, Mickie shares how his journey led him to become an expert in public relations and how businesses can use press releases to grow their brand effectively.
In this episode, you will learn:
- The evolution of press releases over the last 25 years and how media consumption has changed.
- How small businesses can use press releases to gain national attention at a fraction of the cost.
- The importance of telling compelling stories that capture media interest.
- How new media, like bloggers and influencers, play a pivotal role in today’s PR landscape.
Key Takeaways:
- The Power of Storytelling in PR: Mickie explains how journalists are not just interested in raw data, but in the stories behind that data. A well-crafted narrative is what gets picked up by the media, helping businesses gain the exposure they seek.
- Affordability for Small Businesses: Mickie’s eReleases service was created with small businesses in mind, offering them the opportunity to get national distribution through PR Newswire without the exorbitant cost. He emphasizes the importance of making press release services accessible to businesses of all sizes.
- The Changing Media Landscape: Mickie highlights the shift from traditional journalists to new influencers, such as bloggers and Instagram personalities, showing how businesses can leverage these platforms for PR.
- Best Practices for Press Releases: According to Mickie, a successful press release is one that tells a unique story, resonates with the intended audience, and aligns with the brand’s goals. He also stresses the importance of targeting the right journalists and publications.
About Mickie Kennedy:
Mickie Kennedy is the founder of eReleases, a company that provides affordable press release services for small businesses, authors, and startups. With over 25 years in the industry, Mickie has helped countless businesses gain media exposure in major outlets such as The Wall Street Journal, CNN, and Bloomberg. He holds an MFA in Creative Writing from George Mason University and has a deep passion for storytelling. When he’s not crafting press releases, Mickie enjoys British science fiction and has a Monday night poetry group. He lives in Baltimore County with his family and two feuding cats.
Conclusion:
Whether you're a startup looking to gain media attention or a small business aiming to boost your brand, Mickie Kennedy’s insights into the world of press releases offer invaluable advice. By focusing on storytelling, targeting the right media, and understanding the modern PR landscape, you can harness the power of press releases to elevate your business. Be sure to tune in to the full episode to get all the expert strategies from Mickie Kennedy himself!
Links:
https://www.ereleases.com/plan/
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available! Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
Creating an Efficient Profit Monitoring System with Jason Kruger
In today's episode of the Profit Answer Man, we are thrilled to have Jason Kruger, the founder and CEO of Signature Analytics, join us. With over 20 years of experience in accounting and business advisory, Jason shares valuable insights into how outsourced accounting and CFO advisory services can help business owners optimize profitability, improve financial processes, and make smarter decisions.
In this episode, you will learn:
- Why understanding cash flow is critical for small and mid-sized businesses.
- How to assess the efficiency of your current accounting processes.
- Key strategies to ensure accurate financial reporting.
- The benefits of outsourcing accounting to achieve scalability and operational efficiency.
Key Takeaways
- Cash Flow Clarity: Jason emphasizes the importance of cash flow management, especially for small and mid-sized businesses. "Cash flow is often the first pain point," he says. Without proper cash flow forecasting and management, businesses struggle, no matter how much revenue they generate.
- Efficient Accounting Processes: Business owners often don’t know if their accounting processes are efficient until they experience issues, such as poor cash flow or inaccurate reporting. Jason recommends creating a process that ensures monthly book closing and timely, accurate financial reporting.
- Outsourcing Accounting Services: For companies lacking the resources for a full in-house accounting team, outsourcing can provide the expertise needed without the costs of full-time employees. Jason explains how outsourced solutions can provide next-level financial insights at a fraction of the cost, allowing business owners to focus on growth.
- Focus on Reporting: Accurate financial reports are the foundation for strategic decision-making. Jason explains that outsourcing accounting services can ensure timely and consistent reporting, which is essential for tracking profitability and making informed decisions.
Bio
Jason Kruger, founder of Signature Analytics, is an expert in helping businesses make smarter financial decisions. With a background in public accounting, including nearly a decade at Deloitte, Jason brings a wealth of experience to his clients. Signature Analytics, under his leadership, offers outsourced accounting and CFO advisory services to small and mid-sized businesses, providing them with the tools and expertise typically reserved for larger companies. His mission is to help businesses improve their financial health and increase profitability by offering tailored accounting services. Signature Analytics has been recognized on the Inc. 5000 list for five consecutive years.
Conclusion
Whether you're struggling with cash flow management or simply looking to streamline your accounting processes, Jason Kruger provides practical strategies that can transform your business. By outsourcing accounting tasks and focusing on accurate financial reporting, business owners can not only save money but also drive profitability and scalability.
Links:
https://signatureanalytics.com/
https://www.instagram.com/signatureanalytics/
https://www.facebook.com/SignatureAnalytics
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available! Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
Buying VS Starting A Small Business with David Barnett
In this episode of The Profit Answer Man, David C. Barnett, a seasoned expert in buying and selling small businesses shares his insights into the world of business acquisition versus starting a new business. We dive into what makes a business "sell-ready" and explore how preparing your business for sale can improve not only its value but also its profitability and enjoyment. If you're considering growth, David offers invaluable advice on leveraging acquisitions as a path to expansion.
In this episode, you will learn:
- The key differences between buying an existing business and starting a new one.
- Why having a "sell-ready" business can make it more profitable—even if you don't sell it.
- Strategies for preparing your business to attract the right buyer.
- How to use acquisitions to grow and scale your business quickly and effectively.
Key Takeaways:
- Sell-Ready Businesses are More Fun David emphasizes that businesses designed with a potential sale in mind often run smoother, making them more enjoyable to operate. Owners of sell-ready businesses tend to focus on systems, profitability, and efficiency, which naturally lead to better financial outcomes and less day-to-day stress.
- Buy vs. Start: Understanding the Mindset of a Buyer If you're planning to sell, understanding the buyer's mindset is crucial. Buyers are looking for businesses that are stable, profitable, and well-documented. By focusing on what potential buyers want, you can make your business more attractive and profitable.
- Growth Through Acquisition For business owners looking to expand, acquiring similar businesses can be a faster and often less risky way to grow. By purchasing businesses in other markets or regions, you can take advantage of your existing knowledge and systems, mitigating the risk that comes with starting from scratch.
- Make It Sell-Ready, Even if You Don’t Sell Preparing your business as if you were going to sell it can have surprising benefits. When systems are in place and the business runs efficiently, owners often find themselves less eager to sell because the business is more fun and profitable to run.
Bio:
David C. Barnett is a former business broker who sold dozens of businesses before transitioning into consulting. His consulting practice helps business buyers and sellers navigate transactions without the chaos of the traditional commission-based brokerage model. He’s the author of multiple books, including Buying Versus Starting a Small Business, and hosts a popular YouTube channel offering advice on business transactions and management. Although based in Canada, David works with clients worldwide, with a majority located in the U.S. Learn more about David at www.davidcbarnett.com.
Conclusion:
David’s expertise offers invaluable insights for entrepreneurs, whether you're looking to sell, buy, or grow your business. Focusing on making your business sell-ready, even if you're not planning to sell, can lead to higher profitability, more enjoyment, and a business that’s more attractive to potential buyers. If you’re considering growth through acquisition, this episode provides a roadmap for scaling without the risks of starting from scratch.
Links:
Blog: www.DavidCBarnett.com
Linkedin: http://ca.linkedin.com/in/davidbarnettmoncton
FaceBook: https://www.facebook.com/DBarnettMoncton/
YouTube: https://www.SmallBusinessAndDealMakingPodcast.com
Soundcloud: https://soundcloud.com/dbarnettmoncton
Instagram: https://www.instagram.com/dbarnettmoncton/
Twitter: https://twitter.com/DBarnettMoncton
Email List Signup: https://www.DavidCBarnettList.com
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available! Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
The 7 Financial Questions You Need to Answer with Richard Bond
Welcome to another insightful episode of The Profit Answer Man! Today, we are joined by Richard Bond, founder of Bond & Company, a boutique financial recruiting firm specializing in treasury finance and pricing. With over 35 years of experience, Richard has worked with major corporations and small businesses alike, offering invaluable insights into the challenges and strategies around recruiting the right financial talent. In this episode, Richard shares his unique perspective on how finance professionals can have a transformative impact on businesses, especially small to mid-sized companies that are often under-resourced in their finance departments.
In this episode, you will learn:
- The Importance of Hiring the Right Finance Person: Richard explains why having the right financial professional can make or break a business. He also discusses how to identify whether your business needs to upgrade its finance team.
- Overcoming the Fear of Finance: Many business owners shy away from diving into their financials, but Richard offers simple strategies to help them conquer this fear and gain more control over their financial outcomes.
- 7 Key Questions to Ask Yourself: Learn about the seven critical questions Richard developed to help business owners assess their financial health quickly and effectively. Answering these will give you immediate insights into whether your business needs a stronger financial foundation.
Key Takeaways:
- Small Companies, Big Impact: Richard emphasizes that small businesses can see dramatic improvements by hiring the right financial professionals, who can help streamline operations, reduce costs, and increase profitability.
- Fear of Firing the Controller: Many business owners are hesitant to make changes in their finance department out of fear, but Richard reassures that with proper guidance, these transitions can be smooth and lead to better financial stability.
- Finance as a Business Driver: Rather than seeing finance as just a back-office function, Richard advocates for making it a core part of strategic decision-making in your business.
Bio:
Richard Bond founded Bond & Company in 1986, and over the last 35 years, the firm has specialized in recruiting for treasury finance and pricing roles. Initially working with large entities like PepsiCo and PwC, Bond has recently focused on smaller companies, providing them with the financial expertise they need to grow. He holds an undergraduate degree from Lehigh University and an MBA from Wharton. Before transitioning into recruiting, he successfully doubled sales and profits in his family business. Richard currently resides in Pennsylvania and volunteers with The Acceleration Project, assisting small businesses with their financial strategies.
Conclusion:
If you're a business owner looking to take control of your finances, this episode offers valuable insights into the power of having the right financial talent on your team. Richard Bond's experience and practical advice provide actionable steps that can help you hire smarter, strengthen your financial position, and ultimately, improve your business's bottom line. Tune in, take notes, and see how these tips can transform your approach to financial management.
Links:
https://bondandcompany.com/ https://www.linkedin.com/in/richardrbond/ Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available! Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
How to Build a SmoothScaling™ Business So You Can Maximize Life Profit™ with Brad Martineau
In today's episode of The Profit Answer Man, we’re joined by Brad Martineau, the CEO of SixthDivision and Co-Founder of PlusThis, who shares his incredible journey and insights into how entrepreneurs can successfully scale their businesses without sacrificing their lives in the process. With over 70,000 hours spent in the trenches working with businesses at every stage, Brad has refined a step-by-step process for achieving smooth, sustainable growth. Whether you're a six-figure entrepreneur looking to scale up or a business owner wanting to streamline your operations, this episode will provide actionable advice to help you build a business that supports your lifestyle, not consumes it.
In this episode, you will learn:
- Smooth Scaling Strategies: Brad discusses his experience in helping entrepreneurs build businesses that scale smoothly. He shares techniques for getting the results you want from your business without overwhelming yourself with the complexities of technology and growth.
- The Key to Automation Success: Brad explains how business automation can become a daunting task for many entrepreneurs and provides a clear process for simplifying and organizing automation efforts, so they work for you—not against you.
- Navigating the Scaling Dip: We talk about the challenging "dip" that many businesses face when growing from mid-six figures to early seven figures. Brad shares how to manage this phase effectively and avoid the common pitfall of massive profit dips.
- Creating a Life-Changing Business: Brad emphasizes his passion for helping businesses that are on the verge of breaking through into higher revenue but still struggle with growth pains. He talks about his sweet spot—entrepreneurs striving to move from six to seven figures—and the changes that lead to life-changing results.
Key Takeaways:
- Prepare for the Growth Dip: Every business faces a dip in profitability when scaling. However, this doesn’t need to be a deep trough. With proper planning and awareness, you can minimize this phase.
- Don’t Over-Build Before You’re Ready: Many entrepreneurs mistakenly build infrastructure and hire too quickly, leading to an unnecessary dip. Brad’s advice? Build just-in-time rather than too far ahead of the curve.
- Tech That Works for You: Automation is powerful, but only if it's done correctly. Brad shares how to corral your tech tools to keep them from adding complexity and frustration to your business.
About Brad Martineau:
Brad Martineau is the CEO of SixthDivision and Co-Founder of PlusThis. He has spent over a decade helping entrepreneurs navigate the complexities of business automation. With a personal mission to help business owners create smoother paths to success, Brad and his team have worked with big names like Daymond John’s Shark Group, DigitalMarketer, Dave Ramsey’s EntreLeadership group, and many more. Brad is also a co-founder of several SaaS businesses, including TagGenie and Slottable, and continues to develop tools that help entrepreneurs streamline their operations and reach new levels of success.
Outside of business, Brad is a basketball enthusiast, a lover of flat-brimmed hats, and a family man with five kids and a grandchild on the way. He’s dedicated to helping entrepreneurs find balance—achieving business success without sacrificing their personal lives.
Connect with Brad Martineau:
Website: https://smoothscaling.co
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available! Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
Breakout Valuation with Patrick Donohue
In this episode, we dive into the remarkable journey of Patrick E. Donohue, an entrepreneur and valuation expert, embarked on his financial journey with a lemonade stand at age four and invested in Coca-Cola shares by age ten. Equipped with a Chartered Financial Analyst (CFA) designation, Patrick has emerged as a reliable investor, adept stock analyst, and valuable advisor to various entrepreneurial endeavors. As the visionary founder of Hill Capital Corporation, a private investment fund supporting emerging growth companies, he brings a wealth of unique insights into the intricacies of finance and business dynamics. Patrick’s dedication extends to serving on the boards of the Entrepreneurs’ Organization of Minnesota and the CFA Society of Minnesota, and he’s the driving force behind the creation of 1 Million Cups Eden Prairie. Connect with Patrick at BreakoutValuation.com to tap into his wealth of experience and expertise.
In this episode, you will learn the following:
- Significance of maintaining cash reserves for business stability.
- Concept of the cash balance trifecta (current cash, accounts receivable, accounts payable).
- Common misconceptions about business growth and revenue.
- Economic challenges affecting small businesses and cash flow.
- Value of a cash cushion as a strategic asset.
- Importance of pricing strategies and identifying profit pools.
- Role of external advisors in enhancing financial decision-making and vision clarity.
Links:
http://HillCapitalCorp.com
http://BreakoutValuation.com
https://www.linkedin.com/company/hill-capital/
https://www.linkedin.com/in/patrickedonohue/
X: @HillCapitalMN
Facebook: https://www.facebook.com/hillcapitalcorp
YouTube: https://www.youtube.com/channel/UC1i0YR0FviOENu8b9ISDoUQ
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available! Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
The Profit-First Approach to Business Scaling with Gary Wilbers
In this episode, we sit down with Gary Wilbers, the founder of The Ascend Mastermind and a seasoned entrepreneur with over 30 years of experience. Gary’s passion lies in helping small business owners find success, balance, and significance through his peer advisory groups. He’s been featured in over 200 podcasts, authored best-selling books, and hosts The Small Business Answer Man podcast.
Beyond his professional achievements, Gary is deeply involved in his community, dedicating his time and resources to Special Olympics Missouri. He served as Past Chairman of the Board and led the capital campaign for a $16.5 million facility for Missouri athletes. One of his favorite pastimes is playing unified golf with Special Olympics athlete Keith Lueckenhoff. Gary and his wife Dana are proud parents to Chris, Adam, and Elle.
In this episode, you will learn the following:
- Understanding finances and maintaining cash flow to prevent business failures.
- Adapt recruitment strategies to attract and keep Generation Z by promoting a positive culture and offering growth opportunities.
- Continuous communication of the company's vision and purpose to engage employees and reduce turnover.
- Aligning business goals with personal life objectives to ensure fulfillment and prevent burnout.
- Implement structured hiring with behavioral interviews and clear job descriptions to avoid emotional and ineffective decisions.
Links:
Podcast Website: https://goascend.biz/podcasts/
LinkedIn: https://www.linkedin.com/in/garywilbers/
Twitter: https://twitter.com/GaryWilbers
Facebook: https://www.facebook.com/garywilbers.speaker/
Instagram: https://www.instagram.com/gwilbers/
Youtube: https://www.youtube.com/channel/UCQsAByQnxkwkLlN6v7zhB2g
Website: https://goascend.biz/
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available! Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
Growing to 8 Figures with Josh Hatter
In this episode, we sit down with Josh, a real estate powerhouse who transformed a modest $30k 401k loan into a $10M+ empire through strategic short-term rental investments. With a background in business administration and an MBA from the Moore School of Business, Josh's journey from corporate America to building a $75M+ management portfolio is nothing short of inspiring. We'll dive into his strategic insights, the pivotal moment that led him to real estate, and his mission to empower aspiring investors to build their own legacy and wealth.
In this episode, you will learn the following:
- Transition from corporate career to entrepreneurship in real estate and property management.
- Success in the short-term rental industry and achieving eight-figure revenue.
- Financial management systems, specifically Profit First and the Entrepreneurial Operating System (EOS).
- Data-driven decision-making and its role in business growth.
- Challenges faced during the COVID-19 pandemic and strategies for adaptation.
- The significance of mentorship and community support in business development.
- Establishing a nonprofit focused on mentorship in the short-term rental space.
- The impact of regulations on the short-term rental market.
- Strategies for maintaining cash flow and financial stability in business.
- The importance of continuous learning and adapting to market changes.
Links:
Facebook: facebook.com/joshuaghatter
Twitter: twitter.com/joshuaghatter
Instagram: Instagram.com/hatterhat
LinkedIn: https://www.linkedin.com/in/joshuahatter/
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available! Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
Creating a Profit Discipline with Chris Papin
In this episode, Chris Papin, Owner and Advisor at Papin CPA, joins us to share his expertise as a seasoned CPA, attorney and insurance producer. With a strong background in accounting and law, Chris offers invaluable advisory services to help businesses navigate complex financial and legal terrains, ensuring both growth and compliance. His innovative insights and client-centered approach make him a trusted guide for businesses aiming for a prosperous future.
In this episode, you will learn the following:
- The importance of intentionality in business decisions, particularly in strategic planning and financial management.
- Insights from Chris Papin on assisting small business owners with complex financial and legal challenges.
- Common pitfalls in business entity selection and the significance of choosing the right business structure.
- Real-life examples of the financial repercussions of business decisions, such as the purchase of a luxury pickup truck and the necessity of clear goal-setting and profitability adjustments.
- Balance between flexibility and sacrifice in business ownership.
- Value of maintaining sufficient capital reserves for unexpected disruptions.
- Lessons from sports coaching that can be applied to business management, including understanding boundaries, motivation and effective communication.
- Critical aspects of managing business decisions and their consequences, with a focus on professional guidance and intentionality.
- How to prioritize profit over revenue for achieving ultimate life and business success.
Links:
LinkedIn: https://www.linkedin.com/in/chrispapin/
Website: https://www.papincpa.com/
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available! Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
Using Profit First to Increase Business Value with Marty Fahncke
In this episode, we sit down with Marty M. Fahncke, a world-class marketer and seasoned expert in growing and scaling businesses. With over 30 years of experience, Marty has been instrumental in helping companies achieve over $1 billion in revenue. He also brings over two decades of expertise in Mergers and Acquisitions, having executed transactions worth more than $450 million. Marty shares insights from his vast experience in the business world, discussing the strategies behind scaling successful enterprises and navigating the complex landscape of M&A.
In this episode, you will learn the following:
- Acquisition can quickly double or even quadruple your revenue compared to organic sales growth.
- Importance of having organized and accurate financial records for maximizing the value of a business.
- Using a standardized business operating system, such as EOS or Scaling Up, can make your business more efficient and easier to sell.
- Transitioning to a subscription-based revenue model can significantly enhance the value of a business, as recurring revenue is more stable and predictable.
- Implementing effective systems and processes in reducing owner dependency.
Links:
https://www.westboundroad.com/
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available! Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
Using AI to Market with Lori Highby
In this episode of the Profit Answer Man, Lori Highby, a podcast host, speaker, educator and founder of Keystone Click, a strategic digital marketing agency, shares her vast multi-industry knowledge and experience. Lori’s unique ability to identify and harness the potential within businesses, from Fortune 500 companies like ABB and Syngenta to micro-businesses, has enabled her to help them achieve their marketing goals through strategic, actionable moves.
Lori’s passion for teaching and learning is evident in her professional engagements, where she empowers and educates fellow life-long learners. Outside of her professional life, Lori enjoys playing hockey, brewing beer with her husband Andy, and embarking on long bike rides to test her limits.
In this episode, you will learn the following:
- How to unlock customer insights and understand where your audience spends their time online.
- Identifying customer pain points and researching your competition for easy marketing opportunities.
- Insights into the Profit First system which simplifies financial management and improves cash flow.
- The transformative role of AI in marketing and its impact on workflows.
- Evolving landscape of SEO and the necessity of staying informed in a dynamic digital world.
- Significance of consumer research, brand awareness and effective use of social media in today’s marketing strategies.
- Various programs designed to boost business profitability, including DIY courses and personalized CFO services.
Links:
LinkedIn: https://www.linkedin.com/in/lorihighby/
Keystone Click website: https://keystoneclick.com/
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available! Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
Building a Financial Team with Tom Anderson
In this episode, we sit down with Tom, a seasoned business advisor with a career that spans over four decades. Starting in the 1980s at a Big Four international public accounting firm, Tom quickly rose through the ranks to establish his own firm, Anderson Business Advisory Services. His journey continued as he joined Tatum as a CFO Partner in Houston and later transitioned to O’Rourke Petroleum, where he excelled as CFO and eventually became President/COO.
Tom shares his belief that accounting is the language of business, emphasizing how mastering this language can significantly enhance understanding of a company's financial fundamentals. He also opens up about his passion for advising business owners and helping them achieve their visions. Tom's greatest strength lies in his ability to connect with people at all levels of an organization, making him an invaluable asset in any advisory role.
In this episode, you will learn the following:
- Importance of understanding the specific financial needs of the business.
- Comparison to purchasing assets like trucks or machinery (starting at a fraction of capacity and growing to full capacity).
- Benefits of having an in-house financial role versus renting/outsourcing.
- Long-term asset suitability versus short-term rental compromises.
- Building confidence and reassurance with bankers through frequent updates.
- Proactively addressing potential banker concerns before they arise.
Links:
ferguson-alliance.com
Ferguson Alliance - Family Business Consultants & Advisors | Houston (ferguson-alliance.com)
hello@ferguson-alliance.com
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available! Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
Is Your Business Exit Ready with Pete Mohr
In this episode, we're thrilled to have Pete Mohr, an expert dedicated to helping business owners turn their frustrations into freedoms. With over 29 years of experience as a business owner, Pete has honed a range of frameworks designed to cut through the chaos and overwhelm of running a business.
Pete's focus is on helping leaders transition from being operators of their business to becoming true owners. Drawing from his extensive background in service and retail, he shares refined tips, tools, and techniques that enable business owners to implement turnkey solutions and achieve the freedom they deserve.
In this episode, you will learn the following:
- Ensuring clarity in all aspects of your business, including processes, people, clients, culture, and financials.
- Prepare your business to be exit ready, enhancing operational efficiency and future planning, whether or not you plan to sell.
- Maintaining clean books and documented processes to improve business efficiency and appeal to potential buyers.
- Building a diversified client list, recurring revenue models, and a strong company culture to enhance business value and attractiveness.
- Implementing checklists and documented processes to streamline operations, boost efficiency, and prepare for potential sale.
- Engaging with your community to build a positive reputation and contribute positively as a business owner.
Links:
Email: pete@mohr.coach
Linkedin: https://www.linkedin.com/in/petemohr/
Instagram: https://www.instagram.com/petesmohr/
Facebook: https://www.facebook.com/SimplifyingEntrepreneurship
Youtube: https://www.youtube.com/@simplifyingentrepreneurship
Website: https://simplifyingentrepreneurship.com/
Other Links if needed:
Twitter: https://twitter.com/SimplifyingE
Website for Shoetopia: https://www.shoetopia.ca/
Business Owner Breakthrough Podcast Links:
Apple: https://podcasts.apple.com/us/podcast/business-owner-breakthrough-podcast/id1567456933
Spotify: https://open.spotify.com/show/6Ptf6BD1wrGWRdf9dlnA9W
Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS8xNzgwODg2LnJzcw==
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available! Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
3 Profit Levers with Danielle Hendon
In this episode, we're excited to welcome Danielle Hendon, the founder and owner of 4 Corners CFO, a firm dedicated to providing financial advisory services tailored to the needs and budgets of small business owners. With a decade of experience in corporate finance and accounting, Danielle combines her expertise with a passion for helping people, bringing the benefits of "big business" financial analysis to entrepreneurs.
Join us as Danielle shares her journey from the corporate world to founding 4 Corners CFO, and how she now helps business owners increase their personal livelihoods, leave a legacy, and make a lasting impact on their communities. Tune in for valuable insights and practical strategies to elevate your business finances and achieve your entrepreneurial goals.
In this episode, you will learn the following:
- Business owners must be willing to make changes to achieve growth.
- Understanding and mastering finances is crucial for business success.
- Utilizing systems like Profit First can help manage finances effectively.
- Increase profit by raising rates, understanding profit margins, and managing operating expenses effectively.
- A cash flow forecast is essential to predict and manage financial challenges.
- Build efficient systems, monitor balance sheets, and optimize cash flow for business success.
- Seek help from financial experts to improve profitability and financial management.
Links:
Listeners can connect with Danielle and download a free resource by visiting the following link: https://4cornerscfo.com/profitanswerman
Website: https://4cornerscfo.com/ Facebook: https://www.facebook.com/4CornersCFO Instagram: https://www.instagram.com/4cornerscfo/ LinkedIn: https://www.linkedin.com/in/danielle-hendon/ Link to Danielle's One Sheet: https://thepodwizegroup.com/danielle-hendon
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available! Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
Escaping the Owner Prison with Richard Walsh
In this episode, we welcome Richard Walsh, a seasoned entrepreneur with over 30 years of experience. As the best-selling author of "Escape the Owner Prison," Richard introduces a groundbreaking approach for contractors to scale their businesses, regain control, and fast-track growth while enjoying life. A multifaceted individual, Richard is also a speaker, podcast host, husband, father of six, US Marine, champion boxer, black belt, and internationally recognized steel sculptor.
Richard's unique expertise lies in blending strategic insights with tactical solutions. He delivers immediate problem-solving results while implementing long-term strategies for systemization and scalability. Throughout his entrepreneurial journey, Richard has mastered the art of time compression, sharing secrets and strategies that bring rapid and lasting results to the companies he collaborates with.
In this episode, you will learn the following:
- Balancing immediate problem-solving with long-term strategic planning.
- Techniques for achieving rapid and lasting results in business.
- Tips on maintaining a healthy work-life balance while scaling a business.
- Insights into achieving rapid growth without sacrificing personal life.
- Identify and eliminate redundancies and inefficiencies within the business processes to streamline operations.
Links:
LinkedIn: https://www.linkedin.com/in/richard-walsh-866ab237
Website: https://sharpenthespearcoaching.com/
Book: https://www.amazon.com/Escape-Owner-Prison-Contractors-control/dp/1089318901
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available! Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
EOS + Profit First with Matt Foss
In this episode, we have Matt Foss, a former owner of two companies, CEO of a private equity-backed business, and a Division 1 football captain. With a diverse background in leadership and a deep understanding of the challenges in building successful ventures, Matt shares his journey of highs and lows, lessons learned, and the pivotal moments that shaped his approach to business and team management.
Matt believes there’s a better way to gain traction. As a natural implementer, he unites people around a clear vision, prioritizing group success over individual acclaim. Matt emphasizes the need for tough conversations, addressing personnel issues with skill and grace. Join Matt as he guides you through the hard work and encourages you to enter the danger zone, where the biggest gains happen.
In this episode, you will learn the following:
- Fundamentals of the Entrepreneurial Operating System (EOS) and Profit First methodology, and how they can transform a business from a chaotic operation to a well-structured entity.
- The visionary-integrator relationship in business, where visionaries generate ideas and integrators turn those ideas into actionable plans, maintaining order and focus on valuable initiatives.
- Setting clear goals and measurable outcomes for employees, ensuring the right people are in the right seats.
- Impact of structured weekly meetings and scorecards on organizational success.
- Limitations of traditional accounting practices and the benefits of understanding money management and cash flow through the Profit First system.
- Compelling examples of businesses that have successfully implemented EOS and Profit First, underscoring the practical benefits of these systems in enhancing business value and operational efficiency.
- Benefits of EOS in driving business profitability and accountability, including the significance of addressing root causes rather than surface-level problems.
- Utility of tools like ChatGPT for refining business strategies.
Links:
LinkedIn- https://www.linkedin.com/in/mattfoss37/
Website- https://www.eosworldwide.com/matt-foss
Contact info-
Email- mfoss@fossconsultinggroup.com
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available! Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
Driving Profit and Cash Flow with Colin Sanburg
In this episode, we sit down with Colin Sanburg, a serial entrepreneur and Founder of FinElevate. This fractional CFO firm helps business owners create data clarity and train their teams while increasing profitability and cash flow. As CEO and owner of manufacturing, distribution, and service businesses, he developed a passion for helping small business owners create better businesses and more freedom.
In this episode, you will learn the following:
- Matching principle to align revenues and expenses accurately.
- Challenges of cash basis accounting for small businesses
- Having the entire team committed to the business's structured processes.
- The value of having an integrated dashboard or scorecard system like EOS.
- Simplified financial analysis through common size percentages.
Links:
https://www.linkedin.com/in/colinsanburg/
https://www.facebook.com/the.finelevate/
https://www.instagram.com/the.finelevate/
https://www.linkedin.com/company/finelevate/about/
www.finelevate.com
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available! Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
Learning Business from the Hiltons with Mark Miller
In this episode, we welcome Mark Miller, a seasoned expert in tax and wealth management for business owners. With over 30 years of experience in the tax and financial services industry, Mark has dedicated his career to helping clients grow and safeguard their wealth. He has successfully assisted hundreds of business owners, physicians, executives, and high-net-worth individuals in significantly reducing their taxes. Mark's expertise extends to enhancing and protecting business and retirement assets during both prosperous and challenging times, as well as preserving enduring family legacies.
In this episode, you will learn the following:
- Sophisticated wealth strategies from managing the Hilton family office.
- Acknowledging the two to three-year milestone as vital for a business to start seeing profits.
- The role of passion in business and its necessity for commitment compared to typical employment.
- Adapting to changes in digital marketing, building referral systems, and customer relationship maintenance.
- The benefits of affordable and impactful postcard marketing as a physical service reminder.
- Investing in real estate and congruent businesses for marketing cost reduction and referral opportunity creation.
Links:
Website: http://hiltonwealth.com
LinkedIn: https://www.linkedin.com/in/markmiller-hiltonfo/
Twitter: hiltonwealth
Facebook: https://www.facebook.com/HiltonWealth
YouTube: @hiltontaxwealthadvisors6590
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available! Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
Stop Hunting, Start Farming for Clients with Kevin Tacher
In this episode, we feature Kevin Tacher, known as the "Title King™," Founder and CEO of Independence Title Inc. A best-selling author and national real estate speaker, Kevin has been featured on Fox News, NBC, and CBS. He has collaborated with the FBI, Florida's Attorney General, and other agencies to combat real estate fraud in Florida. Kevin is also deeply committed to philanthropy, supporting various non-profit organizations and contributing to causes such as poverty alleviation, child welfare, military family support, and disaster relief. Join us as Kevin shares his insights on real estate and community service.
To learn more about Kevin Tacher, the “Title King™,” and how you can receive a copy of his books, please visit: TitleRate.com, KevinTacher.com or call 954-335-9305.
In this episode, you will learn the following:
- Strategies for financial stability, such as building cash reserves and debt elimination.
- The difference between business operators and owners and the value of systems and processes.
- Tips for effective real estate business approaches such as client 'farming.’
- The benefits of joining the Entrepreneurs Organization (EO) for networking and growth.
- Understand the importance of mentorship and networking with successful individuals for business success.
Links:
https://titlerate.com/
http://www.kevintacher.com/
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available! Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
Work Outside Your Business with Daniel Truex
In this episode, we sit down with Dan, the dynamic CEO and co-founder of GuardLogic, a rapidly growing physical security company recognized twice on the Inc. 5000 list. Dan's career exemplifies dedication to vision, growth, and strong company culture. Beyond his executive role, Dan serves as the Company Commander for the 940th Military Police Company in the National Guard and a Lieutenant in the Lexington, KY Police Department, with roles as a Detective in the Crimes Against Children Unit and Sergeant in the Special Victims Unit.
We'll explore Dan's leadership approach, his experiences across corporate and military spheres, and his strategies for balancing these demanding roles. Plus, we'll delve into his passion for coaching others in defining and achieving their life vision.
In this episode, you will learn the following:
- Belief in the critical importance of setting clear expectations to avoid damaging relationships.
- Comparison to personal relationships and the impact of unmet expectations on trust and reliability.
- Mutual accountability in maintaining healthy working relationships.
- Vision alignment helps in steering the partnership towards common long-term goals
- Caution against rushing into business relationships without proper understanding and alignment.
Links:
LinkedIn: https://www.linkedin.com/in/daniel-truex-50871a13a/
Email: dan@trueXponential.com
Website: www.trueXponential.com (this site will be active prior to the scheduled podcast. It is my coaching/blog platform)
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available! Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
Lessons from a Serial Entrepreneur with Joel Primus
In this episode, we feature Joel Primus, an entrepreneur and the co-founder and creative visionary behind Naked Revival. Currently, Joel hosts The Ramble Podcast, where he has unbound and uncensored conversations about people, places, pursuits, and performances. He is the director and producer of multiple documentaries and docu-series including the award-winning Raising Global Citizens, Finding Nowhere, Colombia, and Revive, and the Author of Getting Naked - The Bare Necessities of Entrepreneurship and Startups. He shares his thoughts and adventures on the joelprimus.com blog.
Once an elite long-distance runner, he now enjoys daily training, meditation, and time with his family on their farm outside Vancouver.
In this episode, you will learn the following:
- The importance of having sufficient money and cash resources for enduring and adapting to business challenges.
- Utilizing platforms like Kickstarter to pre-sell products can help mitigate financial risks for new businesses.
- Partnering with manufacturers to negotiate favorable terms can help maintain cash flow.
- Cash flow management strategy for enduring early-stage business challenges.
- Employing various strategies to adapt to market conditions and financial constraints.
Social media, and links:
Official page: https://joelprimus.com/ https://www.nakedrevival.com/ Instagram: https://www.instagram.com/joel.primus/ https://www.instagram.com/nakedrevival/ Getting Naked - The Bare Necessities (Amazon) Raising Global Citizens Documentary Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available! Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
Driving Profitable Revenue with Kyle Mealy
In this episode, we have the pleasure of speaking with Kyle Mealy, a seasoned Fractional Chief Revenue Officer (CRO) who has been instrumental in helping entrepreneurs skyrocket their year-over-year profits by up to 10x. Over the course of his career, businesses leveraging his knowledge achieve an average of 35% year over year top-line revenue growth.
His speaking topics are practical lessons and methodologies extracted from helping entrepreneurial businesses and their leaders turn visions into reality.
In this episode, you will learn the following:
- Understanding and calculating Return on All Sales and Marketing Spend (ROAS) for measuring the effectiveness of sales and marketing efforts
- Using permission-based content to attract customers who are genuinely interested in the products or services offered.
- Visibility of businesses into their expenses and income to make informed decisions and prevent cash flow crisis.
- Hire sales teams that align with company values, prioritizing passionate, mission-driven individuals over aggressive, commission-driven salespeople.
Links:
https://www.readyforthenextlevel.com/
https://www.linkedin.com/in/kyle-mealy/
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available! Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
Building a Profitable People Foundation with Carly Pepin
Carly Pepin is an International Speaker and Consultant with a specialized focus on human behavior. With a global reach, she delivers the message that regardless of one's background, occupation, or origin, every individual encounters personal and professional challenges stemming from their own perceived flaws. Carly emphasizes that the key to living a fulfilling life lies in how you utilize and transform these stories.
Having devoted her life to mastering the intricacies of human behavior, Carly empowers others to do the same. Through her expertise, she guides individuals in looking beyond the surface and delving into the core essence of their being. By uncovering and addressing the deeper issues that hinder personal growth, Carly enables her clients to design their lives with purpose rather than succumbing to a life dictated by duty.
In this episode, you will learn the following:
- How aligning with an employee's values and life purpose enhances job satisfaction and performance.
- The impact of personal history on professional behavior and decision-making.
- How effective delegation leads to a healthier, more motivated workplace.
- Challenges faced by small business owners include efficient delegation, mindset adjustments during hiring, and continuous process refinement.
Links:
carly@carlypepin.com
https://www.carlypepin.com/
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
Profit First for Creatives with Christian Brim
In this episode, we are joined by Christian Brim, a passionate advocate for financial stability and growth, inspired by his childhood experience of his family's bankruptcy. This pivotal event shaped his determination to assist others in achieving financial success. Today, Christian leads CORE Group, a firm dedicated to supporting creative business owners in the fields of videography, cinematography, photography, influencer and content creation, and marketing agencies.
In this episode, you will learn the following:
- The impact of personal financial challenges on career choices.
- Clear communication between business owners and accountants to make financial concepts more accessible.
- Creating leasing companies for tax benefits that can benefit a business's financial health.
- Understanding the concept of value pricing and focusing on gross margin.
- Purposeful business spending, aiming for clear ROI and aligning with growth and profitability.
Links:
https://www.coregroupus.com/
christianbrim.com
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
Profit First For Professionals with Sarah Webb
In this episode of the Profit Answer Man, we are joined by Sarah Webb. She founded Webb CFO to provide accounting assistance and long-term financial planning guidance to licensed physicians and their private practice small businesses. Though Sarah and her team are happy to address the fundamental aspects of day-to-day accounting, such as cash flow management and budgeting, they take client financials a step further by adopting a strategic approach: leveraging numerical data for forecasting and planning, and offering a broader management-oriented perspective.
In this episode, you will learn the following:
- Challenges the notion that higher revenue equals success, emphasizing the importance of profitability instead.
- Advanced financial strategies for owners of multiple businesses, including the need for a robust tax reserve.
- Utilization of high-yield sweep accounts and financial scorecards for better financial management and decision-making.
- The 'fraud triangle' and the importance of verification methods to protect assets.
- Financial vigilance and smart management practices to prevent fraud and maintain a healthy business.
Links:
https://www.webbcfo.com/
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
Profit First in Healthcare with Daniel Tribby
In this episode of the Profit Answer Man, we have Daniel Tribby, a healthcare entrepreneur and the author of "Unf*cking Private Healthcare: The Playbook On Owning Your Dream Practice." Daniel shares actionable tips on how to revolutionize your medical practice or any business, focusing on profitability and patient care. With a background in regenerative medicine as co-owner of Regenerative Sports Spine and Spa in Orlando, Florida, Daniel achieved a seven-figure exit in 2023. Discover the secrets behind his success and learn how to turn clients or patients into raving fans.
In this episode, you will learn the following:
- Financial agility and reserves empower business owners to make value-aligned decisions and seize opportunities.
- Strategies for effective delegation and the importance of hiring employees who share company values and comprehend expectations.
- Dangers of abdicating responsibility and the necessity of monitoring key performance indicators to maintain operational control.
- Focus on candidates who fit the company culture and the long-term vision for success.
- The need for regular thinking time for business owners to assess and manage their operations effectively.
Links:
https://www.danieltribbyofficial.com/
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
How Can I Turn This Into a Tax Deduction with Matthew Sercely
In this episode of the Profit Answer Man, we feature Matthew Sercely as he explores strategic tax planning to enhance business profitability and achieve long-term financial success without falling prey to aggressive tax strategies. Matthew Sercely is a lawyer who has dedicated his practice to helping people learn more about how to legally reduce their taxes and provide peace of mind that you aren't doing anything that will likely annoy the IRS. He lives in the North Dallas Area but has clients all over the country. When not messing with the government, he spends time with his 3 children or reads, weight lifts, or goes camping.
In this episode, you will learn the following:
- How to effectively manage tax planning without compromising the profitability of a business.
- Decision-making process around choosing the right business structure, such as S Corps versus sole proprietorships, and how different structures impact taxes.
- Understanding depreciation recapture and how various tax rules affect the deductibility of expenses, such as meals and entertainment.
- How retirement accounts can be utilized for tax deductions while also securing future financial stability.
- Tactic of involving family in the business, not only as employees but also as strategic contributors to their own Roth IRAs.
- The importance of a long-term tax strategy is stressed over short-term gains that could be achieved through accelerated depreciation or aggressive tax planning.
Links:
https://www.agoristtaxadvice.com/profitman
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
Building a Billion Dollar Company with John Hewitt
In this episode of the Profit Answer Man, we are joined by renowned American entrepreneur John Hewitt as he shares insights on scaling a business to a billion dollars and the right time to franchise. John Hewitt is a renowned American entrepreneur who has made a significant impact in the business world through his innovative ideas and strategic thinking. He is best known for his success in the tax preparation industry, having founded two of the largest tax preparation companies in the United States - Jackson Hewitt and Liberty Tax. Both companies represent two of the top 100 largest retail organizations in North America.
In this episode, you will learn the following:
- Budgeting based on both best and worst-case scenarios rather than fixed projections.
- Flexibility in adjusting expenses based on actual revenue outcomes, ensuring financial stability
- A proactive approach to managing growth by adjusting hiring practices based on performance
- Strategic workforce planning and financial management to sustain growth and adapt to changing market conditions.
- Assessing one's own strengths and weaknesses truthfully
- Seek out individuals who bring expertise in areas where the CEO may be lacking.
Links:
https://www.loyaltybrands.com/
john@2@loyaltybrands.com
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
The Keys to a Headache-Free, High-Profit Team with Dave Pennington
Dave Pennington, PhD is the Founder & CEO Penn Coaching & Consulting. He helps business owners and leaders in strategically scaling up their companies to hire, onboard, develop, and retain highly productive employees. Dave spent the last 35+ years managing and leading organizations. He has served on national & international boards. He has built strong teams, developed his personal leadership, managed financials, and developed and sustained visionary leadership.
Dave is passionate about developing leaders! He knows what it takes to build and scale a business. He brings his 35+ years of management experience to the table, leans into his clients’ challenges, and comes alongside to help them navigate the waters of business growth.
In this episode, you will learn the following:
- The need for strategic team-building within budget constraints.
- The transformative impact of aligning team members with roles that match their strengths and passions
- How hiring based on cultural fit can contribute to a harmonious work environment
- Helping employees understand the connection between their contributions and the company's financial health
- Strategies for owners to step back from hands-on work and focus on empowering their employees through effective delegation
Links:
dave@penncoaching.com
https://penncoaching.com/productive-employee-system-checklist
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
Increase the Bottom Line with Byron Wolfe
Byron's gift for translating the complexities of business financial principles with a focus on small businesses into easily understood communication has made him one of the most highly sought financial and business consultants. He is the Founder of CFO•AF, a financial services and business consulting firm specializing in industries ranging from construction to crypto. Byron is Chief Financial Officer for an INC 5000 company and is the fractional CFO of various companies with annual revenues from 3-25 Million. His certification in the Crypto, NFT, and the Metaverse space has led to many projects with DAOs and crypto companies and he is considered one of the first experts in crypto tax strategy.
Byron’s true passion lies in helping small business owners expand their financial reach and success through various tools like the R&D tax credits, proactive tax plans, creative funding and high contact financial management.
In this episode, you will learn the following:
- Critical importance of prioritizing profit over revenue in your business.
- How implementing proper systems, processes and delegation can prevent burnout and maintain your passion for work.
- Strategies for maximizing profit through incremental changes, such as raising prices and cutting costs.
- The significance of understanding Key Performance Indicators (KPIs) to make impactful financial changes.
- Dangers of the disconnect between business owners and the financial language used by CPAs.
- How to navigate the pitfalls of making business decisions based solely on profitability without considering cash flow.
- Strategies for aligning business growth with cash availability to prevent jeopardizing financial stability.
- True cost of business contracts and the importance of understanding their financial implications.
Links:
Website: https://www.cfoaf.com/
Social Media:
Facebook - https://www.facebook.com/cfoaf
Instagram - https://www.instagram.com/the_cfoaf/
LinkedIn - https://www.linkedin.com/in/byron-a-wolfe-cpa/
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
Profit First in Real Estate with Mathew Pezon
Mathew Pezon is a former chemical engineer and Fulbright Scholar who left the corporate world to become a full-time real estate investor after nine years of side hustling. He is the owner of Pezon Properties, a team of local Pennsylvania buy-and-hold experts who purchase and improve rental properties in the Lehigh Valley, PA. He is eager to share how to find, finance, and reposition deals in a competitive but shifting market.
In this episode, you will learn the following:
- Importance of implementing processes, procedures, and continuous education in a business environment to ensure success and employee support.
- Strategies for choosing the right investments, managing cash flow challenges, and identifying profitable opportunities in the real estate market.
- The benefits of mentorship and the application of the 80/20 rule in business to maximize success and focus on the most profitable aspects.
- How to create an effective employee onboarding process, including the use of a predictive index for role profiling and structured onboarding plans.
- Advantages of utilizing remote assistance and artificial intelligence to streamline business operations and maintain focus on critical tasks.
- Diversification strategies for creating multiple income streams in real estate and the significance of making profits at the purchase stage.
Links:
https://www.pezonproperties.com/
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
Skyrocket Your Productivity with Amber De La Garza
Amber De La Garza is The Productivity Specialist! Amber has more than a decade of experience helping small business owners maximize profits, reduce stress, and make time for what matters most by improving their time management and elevating their productivity! Amber is a sought-after coach, trainer, speaker, writer, host of the Productivity Straight Talk Podcast and creator of Leverage Lab®. Amber shares her message on her weekly podcast and as Straight Talks both virtually and in-person across the country for audiences that range from small business owners and associations to multinational corporations.
In this episode, you will learn the following:
● Benefits of implementing the Profit First system in a business
● Importance of time management and productivity in running a successful business
● Principles of Profit First and Parkinson's Law
● Strategies for maximizing productivity and efficiency
● Challenges of self-sabotage, distractions, and interruptions
● Leveraging resources and systems for improved productivity and profitability
Links:
FREE Take Back Your Time Mini Training | www.AmberDeLaGarza.com/TakeBackYourTime
Website | www.AmberDeLaGarza.com
Podcast | www.ProductivityStraightTalkPodcast.com
Facebook Page | https://www.facebook.com/theproductivityspecialist
Instagram | https://www.instagram.com/amber_delagarza/
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
How to Be A Profit Pro with Jason Petro / Chris White
Tune in for a powerful dialogue on the intersection of the Entrepreneurial Operating System (EOS) and effective financial oversight in this episode of Profit Answer Man with Chris White & Jason Petro. Chris is a 7X entrepreneur with over 15 years as a business coach. He co-founded Ninety.io, software for companies running on EOS, Ascend POS for Trek Bicycle Company, System & Soul business framework, and S2 Sync software. Jason is a three-time entrepreneur with over two decades in the engineering design industry. His expertise in product development has led to the founding of various tech ventures, including Up-Rev, an engineering services firm, and Profit Pro, a SaaS company designed for Profit First System users. Beyond his passion for founding tech start-up companies, Jason is also a certified Profit First Professional Business Coach committed to transforming profitability into a habit for fellow small business owners.
In this episode, you will learn the following:
- The 'paradox of expertise' and how it can lead to overcomplicating financial management.
- How Profit Pro aids entrepreneurs in understanding and managing their finances.
- Synergy between financial management tools and personal development for business owners.
- The common financial hurdles for small business owners.
- Psychological barriers that prevent business owners from embracing streamlined financial methods.
Links:
https://profitpro.app/ Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
Improving Cash Flow and Borrowing More with Karl Baker
W. Karl Baker, CPA, has spent 30+ years serving a variety of businesses. Karl has performed a wide array of services, including commercial loan advisory services, loan preparation and positioning services, interim CFO and controller services, business office process improvements, revenue stream analysis and improvement initiatives, merger & acquisition analysis and valuations, due diligence, strategic planning, financing assistance, market demand assessments, financial feasibility studies, tax planning, and financial statement audits.
He is a real estate investor and also owns 2 companies: an accounting consulting firm Baker CFO Advisory, LLC – www.BakerCFOadvisory.com and Infinity Commercial Capital - www.InfinityCommCapital.com.
He is a licensed Certified Public Accountant in Missouri and Massachusetts.
In this episode, you will learn the following:
● The necessity for small businesses to approach lenders from a position of strength rather than desperation.
● Operational aspects of business such as scheduling strategies, managing resources, and using KPIs and dashboards for smarter financial decisions.
● The need for understanding and utilizing business data effectively.
● The Four C’s that can impact a loan application: credit, capacity, collateral, and character.
● Alternative lending options are explored for non-traditional situations and proper bookkeeping for securing bank credit.
Links:
www.InfinityCommCapital.com
www.BakerCFOadvisory.com
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
Cash Flow Mike and the 7-Minute Conversation
Tune in for an episode that will revolutionize your approach to financial strategy with Mike Milan, AKA Cash Flow Mike. Mike offers expertise in strategic planning, finance, and sales, gained over 20+ years of diverse professional experience. In that time, he has developed 14 startups into well-established businesses and earned his nickname “Cash Flow Mike”. Mike is an army Veteran and an MBA from Baylor University and mostly known for: Being the author of two books: The 7 Minute Conversation, and Don’t Be A DUMB Business Owner – both focused on using the financial statements to find hidden cash in your business.
He created a financial management training program called The Clear Path To Cash – Its 8 Lessons to Maximizing Cash in Any Given Business Situation.
He has also created several FinTech software products like: CashFlowTool, Finagraph, and Path by Simplex.
Mike is also a co-host on the podcast Mike & Blaine – where the focus is on topics and lessons you can only learn by being an entrepreneur.
Currently Mike is the business financial specialist behind the brand Cash Flow Mike, where he has a host of ways to help business owners get, grow and keep more cash in their business.
In this episode, you will learn the following:
- How mismatched financing is the silent killer of small businesses and how to avoid it.
- The Profit First system’s role in improving your business’ financial health.
- Techniques to transition from transactional to advisory services in accounting.
- The 7-Minute Conversation technique is introduced as a quick method for financial triage, allowing for rapid identification of critical financial issues that need attention.
- Financial statements and the perils of misinterpreting them.
- Strategic planning insights for scaling your business effectively.
- Banking ratios are simplified for business owners highlighting the necessity of accurate financial data for making informed decisions.
Links:
www.cashflowmike.com
https://www.linkedin.com/in/mikemilan/
https://www.instagram.com/thecashflowmike/
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
Using AI to Drive Sales with Thomas Ryan
Discover the keys to revolutionizing your small enterprise through AI-driven sales automation alongside Thomas Ryan, the driving force behind Bigly Sales - an innovative AI sales automation company. As the CEO and founder, Thomas has been instrumental in developing cutting-edge AI tools that redefine the sales process. Bigly Sales is known for its AI Sales Agents, designed to significantly enhance sales efficiency, demonstrating Thomas's commitment to innovating in the realm of AI-driven sales solutions.
Before his venture into Bigly Sales, Thomas Ryan honed his executive skills as the CEO of Workbeast LLC. His strategic vision and leadership were also prominent during his tenure on the board of Barton and Associates, where he contributed to an impressive 1500% revenue growth over a decade. This significant achievement underlines his ability to drive substantial growth and transformation within organizations.
His extensive experience and passion for AI, data, and entrepreneurship have solidified Thomas Ryan's reputation as a forward-thinking leader in the tech industry. This journey not only showcases his expertise in leading and growing businesses but also his dedication to leveraging technology, especially AI, to revolutionize the sales process.
In this episode, you will learn the following:
● The transformational capabilities of AI in automating sales processes and managing customer interactions efficiently.
● How AI can revolutionize content creation, boosting productivity from 20 articles per month to a staggering 600.
● Effective strategies for creating attention-grabbing Facebook ads and the use of AI in generating conversion-oriented landing pages.
● The role of AI in sales optimization, improving engagement and conversion rates for businesses across various industries.
● Insights into AI’s growing influence on marketing and daily business operations, including the generation of art and photorealistic images.
Links:
Website: https://biglysales.com/
Instagram: https://www.instagram.com/biglysales/
YouTube: https://www.youtube.com/channel/UCR120Q_VlAzeoa1QSGU8gGA
Facebook: https://www.facebook.com/BiglySales01/
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
Growing from Business Operator to Business Owner with Erin Marcus
Join us for a transformative episode that’s set to revolutionize your journey as an entrepreneur, brimming with insights for business owners at every stage, featuring the remarkable Erin Marcus, the founder and CEO of Conquer Your Business, an international company helping driven entrepreneurs and small business owners get the financial and emotional freedom they need to build a business and a life they're proud of.
Having made the successful leap from corporate executive to entrepreneur, Erin uses that experience, along with her MBA education and street-smart upbringing, to help her clients reach heights they never dreamed possible. And have fun doing it!
Erin is also an international speaker and the host of Ready Yet?! Podcast
In this episode, you will learn the following:
- The strategies for evolving from an operator to a visionary business owner.
- Scaling your business without becoming overly consumed by it.
- The importance of blending passion with skill to achieve both financial success and emotional satisfaction.
- Insights into the misconceptions about revenue and profit and hiring the right team to support growth.
- The necessity of understanding marketing, sales and target markets for successful business growth.
- Entrepreneurial mindset challenges, confronting realities, and embracing self-improvement for expansion.
- Strategic partnerships and the synergy between visionary and operational roles to push a business forward.
Links:
https://conqueryourbusiness.com/
https://www.facebook.com/ErinMarcusConquerYourBusiness
https://www.instagram.com/erinmarcusconqueryourbusiness/
https://www.linkedin.com/in/erinmarcusconqueryourbusiness/
https://www.youtube.com/channel/UCLFD-aM6LmA10FQrFC_QchQ
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
Profitable Client Sales Presentations with Ed Delia
Welcome to a comprehensive guide to achieving success in the B2B realm where we dive deep into the strategies that pave the way for marketing excellence, sales mastery and financial stability with Ed Delia, the President of Delia Associates. Ed joined Delia Associates in 1995 and was named President in 2000, taking over from his father and founder, Michael Delia. Ed’s transformed Delia Associates from a traditional advertising and PR agency into a digital-centric growth center for b2b brands, more than tripling in size as it enabled a growing clientele to drive sales through the successful execution of brand-based marketing programs.
Foundational to the company’s success is its proprietary b2b growth platform, the Brand Leadership Solution®, which was originally introduced in 2003. Over 150 brands have been developed, transformed, or revitalized using this proven methodology.
Today, Ed leads a team of fifteen professionals that support a global clientele with brand development, digital and traditional marketing services. Delia Associates has been a HubSpot B2B Implementation Partner for over 10 years and has won over fifty industry awards in the last 3 years alone.
In this episode, you will learn the following:
- Insights on managing a family business and the importance of people management and profit for long-term success.
- The significance of peer groups like EO and Vistage for business owners.
- Creating effective sales presentations by understanding client needs and utilizing case studies.
- Common sales mistakes and the importance of communication skills in closing deals.
- Insights into small business agility and the need for financial awareness to prevent excessive spending.
- Addressing challenges in talent acquisition, rebranding for modern appeal, and the importance of company culture.
- Advice on preparing for economic downturns with a “recession playbook” and proactive marketing strategies.
Links:
https://www.delianet.com/delia-brand-assessment/
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
Your Why Is a Profit Driver with Jacob Baadsgaard
Navigate the intricacies of entrepreneurship and the delicate balance between professional commitments and personal life with Jacob Baadsgaard – founder and CEO of Disruptive Advertising. An entrepreneur at heart, Jacob is a relationship-first kinda guy that loves learning from other people's life experiences. He actively works to create an environment where people feel seen, heard, and challenged to take that next big step on their life journey. When he's not juggling his many roles within Disruptive, you'll find him putting in a lot of miles on the bike or running and spending time with his wife, Teresa, and their four children.
In this episode, you will learn the following:
- The critical relationship between belief in business and profitability, as well as the dangers of passionless marketing and its effect on business differentiation.
- Underscoring self-awareness and letting go has transformative effects on both personal and professional life.
- The strategic framework for attracting the right clients and building a successful business culture aligned with personal values.
- The power of delegation, focusing on passions and tasks that ignite the entrepreneurial spirit.
Links:
https://disruptiveadvertising.com/
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
Profitable Tax Planning with Gary Massey
Gary Massey is founder of Massey and Company CPA, based in Atlanta. He has over 30 years of experience in tax preparation, tax planning, and IRS and state tax problem resolution. He holds a CPA, a Master’s degree in Accounting and Master’s degree in Business Administration with a specialization in taxation. Gary is also a Certified Tax Representation Consultant.
In this episode, you will learn the following:
- Importance of proper documentation and compliance for taxes.
- Differences between tax preparation and proactive tax planning.
- Making quarterly tax payments to avoid year-end liabilities, and fulfilling 1099 obligations and bank reconciliations.
- Synergy between bookkeepers, tax planners, and preparers in driving profitability.
- Encouragement for entrepreneurs to engage in strategic tax and bookkeeping practices.
- Tips for managing IRS audits and tax liabilities effectively.
Links:
https://masseyandcompanycpa.com/
gary.massey@masseyandcompanycpa.com
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
Growing Profitably Using Virtual Staff with Justin Nelson
Cut through the business jargon and get down to the meat of what it truly takes to construct a team that propels your company forward with Justin Nelson — a Real Estate Agent who is grateful to have had the opportunity to speak live in over 35 states to tens of thousands of people and coached some of the top agents in his industry. Today he owns Sphere Rocket VA which exemplifies the transformative power of strategic delegation and is dedicated to helping all industries learn and harness the power of virtual assistants, from start to finish.
In this episode, you will learn the following:
- How businesses can scale up by leveraging virtual assistants with minimal hands-on effort.
- The advantages of hiring virtual assistants include cost savings and strategic value.
- Effective communication with virtual assistants including matching VA skills to business needs and working in the same time zone.
- The use of open Zoom rooms and other digital tools to foster real-time collaboration among remote teams.
- Insights into the hiring process with emphasis on having a large applicant pool and a thorough recruitment strategy to secure the best talent.
Links:
Website: www.SphereRocketVA.com
hireleverage.com
Facebook: https://www.facebook.com/justinnelson76/
Instagram: https://www.instagram.com/therealjustinnelson/
YouTube: https://www.youtube.com/channel/UCwkZWN-FOtSRYPFpS4gtdrQ
LinkedIn: https://www.linkedin.com/in/justin-nelson-82b98412a
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
Systems, Scaling, and Peer Advisory Boards: The Keys to Explosive Growth with Dominic Rubino
In this second part episode, join us for another transformative discussion where we dive deep into the pivotal leadership and strategic shifts necessary for entrepreneurs to build a thriving and self-sustaining business with our second time guest, Dominic Rubino. We talk about the significance of implementing systems to free business owners from the daily grind, allowing them to focus on growth and enjoy their enterprise. Learn insights from business gurus like Brian Tracy, Verne Harnish and references to influential works such as Gino Wickman’s “Traction.” Discover the essence of Scaling Up, the value of robust networking and the courage required for accountability.
In this episode, you will learn the following:
● The importance of transitioning from a technician to a visionary leader to enhance business profitability and sustainability.
● How creating systems and processes can liberate business owners from day to day operations, allowing for a more enjoyable and self sustaining business model.
● The value of peer support and shared learning within networks like the Entrepreneurs’ Organization (EO) for business owners with revenues of over a million dollars.
● The impact of mentorship, training and the importance of having a supportive network and accountability in professional development.
● How the EOS (Entrepreneurial Operating System) and Scaling Up frameworks can aid in business growth and management for different sizes of businesses.
● The mindset shift required for exponential growth and the significance of thinking bigger for business scaling.
Links:
Text profit leaks to 315-903-7853
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
8 Profit Leaks in Business with Dominic Rubino
In this two-part episode, we have Dominic Rubino – a mentor revered for transforming ordinary contractors into system-savvy entrepreneurs, imparts wisdom on how to identify and rectify the profit killers that are often overlooked yet steadily drain business resources. He breaks down the life-changing magic of the Profit First system and the unparalleled benefits of coaching to elevate your business prowess, ensuring your management efforts are sustainable and effective. From the impact of gross profit margins on your net income to the significance of company values and team expectations, he covers ground on various aspects that contribute to business efficiency and profitability.
Dominic Rubino is a construction business coach who has also built and sold 2 of his own multi-million dollar companies. He is a Businessman, Podcast Host, and terrible fly-fisherman.
In this episode, you will learn the following:
- Debunking the myth that higher revenue equates to greater profit. Business owners are encouraged to shift focus from top-line revenue to bottom-line profitability.
- Identifying the eight common profit leaks in businesses, such as sales inefficiencies, high operational costs, and servicing the wrong customer. Fixing these leaks can significantly improve a company's profitability.
- Efficient systems and processes are vital for business growth. Simple strategies, such as end-of-day check-ins and checklists, enhance efficiency and prevent profit erosion.
- Strategies for managing collections and budgets more effectively, such as using personal touches to foster positive client relationships and ensure timely payments.
- Implementing financial discipline, such as strategic spending and proactive tax management, helps in transitioning from an operator mindset to that of a strategic entrepreneur.
Links:
Text profit leaks to 315-903-7853
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
Profitable Marketing with Ross McDaniel
Discover the power of the Profit First system as we discuss with our guest, growth strategist Ross McDaniel. With a decade of experience in helping brands excel, Ross presents his four key principles to help home services businesses thrive: visibility, competency, social proof, and referral. Ross isn’t just a growth strategist; he’s spent a decade helping brands excel and grow. Passionate about community development, he’s the brains behind Fencepost and the Local Growth Formula. These resources are all about connecting first-rate home service businesses with awesome potential customers. According to Ross, all it takes is four simple ingredients for any local business to witness predictable, profitable growth. His mission? Quite simple – to help local businesses flourish and, in the process, develop thriving communities.
In this episode, you will learn the following:
●The importance of targeting the correct audience in marketing efforts.
● Approach to aligning marketing strategies with customer needs and desires.
● Smart reinvestment strategies in your business to foster growth and financial health.
●The four principles: visibility, competency, social proof, and referral, and how they contribute to a business's success.
● Operational strategies like efficient call handling and the potential benefits of hiring a receptionist.
Links:
https://www.fencepost.co/assessment
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
How to Boost Profits in 30 Days with Marcia Riner
Marcia Riner is the CEO of Trajectory Consulting LLC, speaker, author, podcast host, and a powerful visionary. Business owners come to her when they are looking to increase their revenue, take home more profit, and grow the value of their business. She has proven growth and revenue strategies with step-by-step success models that she guides her clients through to get results fast. She is even able to show her prospective clients a clear ROI to working with her team before they decide to hire Trajectory Consulting.
Marcia and her team bring years of business and financial expertise with an ‘outside the box’ style of creativity to her clients which helps to exponentially grow their company and maximizing the value.
In this episode, you will learn the following:
- A focus on financial aspects of business, which are critical for growth but often overlooked.
- Emphasis on growth mindset, along with the importance of building a business rather than just creating a job for oneself.
- The power of small changes and the concept of business as a math problem that can be solved for increased profitability.
- Overcoming the fear of raising prices, especially in an inflationary environment, is encouraged as a strategy for profit enhancement.
- Three impactful strategies for immediate profit increase: cutting costs, raising prices, and focusing on the bottom line.
Links:
http://www.30dayprofitbooster.com/
https://www.infiniteprofitconsulting.com/
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/
Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
Red to Black with Roger Knecht
Roger Knecht is president of Universal Accounting Center, a post-secondary school for accounting professionals. With over 20 years of marketing, sales, HR & operations experience, Roger Knecht has helped thousands of business owners work ON their businesses to increase revenue, improve profits and build value. His strong work ethic and collaborative style delivers reliable, high-quality results for business owners.
Roger’s podcast, Building the Premier Accounting Firm, keeps accounting professionals on the cutting edge of the industry offering quality bookkeeping, accounting and tax services. He hosts discussions with some of the accounting world’s best minds and shares actionable insights for firms.
Roger is the author of “Your Strategic Accountant” and “Your Profit & Growth Expert”, each written to help business owners understand what they can expect from the accounting profession. Universal Accounting provides accounting professionals with the training, certifications, coaching, and support they need to become Profit and Growth Experts for their clients.
In this episode, you will learn the following:
- Cash Flow Management: Managing cash flow, balancing accounts payable and receivable and the dangers of neglecting receivables
- Role of CFO Services: Guiding businesses towards increased profitability and the strategies to bridge the common gap between accounts payable and receivable
- Employee Incentives: Incentivizing employees and setting clear goals to drive business success
- Accounting Services: Differentiating between bookkeeping, tax planning, CFO services and advisory services and their respective roles in managing business finances
- The Importance of Timely Invoicing: Negative impact of late invoicing on a business’s financial health
- Strategic Approach to Business Finances: Understanding business finances to make informed decisions and guide the business towards success
- Financial Success for Entrepreneurs: Strategies and tips on how entrepreneurs can improve their business’s revenue, profits and overall value
If you want to have the premier accounting firm in your area contact Roger and his team at 801-265-3777 or visit them online at www.universalaccounting.com
Links:
www.universalaccounting.com
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
Let's Make 2024 the Profitable and Fun for You!
In this episode, join as we examine the strategies you need to achieve success in your business this year! We talked about the significance of defining success and setting goals, underlining the importance of breaking down sales goals into manageable monthly targets and determining net profit by calculating costs of goods, payroll, overhead, and marketing. With emphasis on regular review and update of business strategies, we remind you to prioritize working on your business rather than in it, maintain work-life balance, and make profit a habit.
In this episode, you will learn the following:
● The importance of setting clear business goals for the year 2024, intimidating sales goals into manageable monthly targets.
● Practical tips on business planning and profit analysis, including how to calculate net profit and align business goals with personal desires.
● Underscore the importance of regularly checking in on company culture, an aspect often overlooked in business planning.
● The need for business owners to master money management and build a robust business, which in turn can have a positive impact on the economy.
● How AI can play a huge role in business, from writing emails to providing feedback on sales calls and aiding business planning.
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
Using Other People’s Money to Build a Business
Discover the untapped possibilities of cash flow and liquidity and propel your business to unparalleled financial prosperity with Christopher Volk. Christopher, a seasoned executive, entrepreneur, investor and real estate expert, has penned The Value Equation: A Business Guide To Creating Wealth For Entrepreneurs, Investors And Leaders.
With a successful track record of taking three companies public, two of which he co-founded, he has previously served as the inaugural CEO and later the executive chairman of STORE Capital His extensive contributions in the field have earned him the regional EYs’ Entrepreneur of the Year award. Besides his corporate roles, he has produced award-winning content on corporate finance and is a board member of Banner Health and Chairman of Tenet Equity’s Board.
Christopher’s expertise in real estate investment provides crucial insights on wealth generation through strategic business decisions. His years of experience managing multiple companies offer valuable advice on managing cash flow and creating wealth in business.
In this episode, you will learn the following:
● Exploring cash flow management challenges and techniques for financial stability in successful businesses.
● The impact of strong business models and efficient cash flow management in achieving business success.
● Maximize business wealth by reinvesting strategically and seizing opportunities, regardless of capital cost.
● The importance of prioritizing both customers and investors for a profitable business.
● The investment strategies of Walmart, Berkshire Hathaway, Apple and Google.
● Build a profitable business by mastering business investment and cash flow.
● The importance of having a margin for error and an insurance policy in business.
● Business owners must consider the downside and develop a plan for generating returns.
Links:
http://www.thevalueequation.com/ Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
How to Scale Your Business with Strategic Financial Leadership
Discover the secrets to improving cash flow and making informed financial decisions in your business with Jody Grunden. Jo is an accounting visionary with over 20 years of experience.
He has helped pioneer innovative changes within the industry, including the introduction of the first subscription-based billing method employed by an accounting firm. He is the author of two books, Digital Dollars and Cents and Building the Virtual CFO Firm in the Cloud.
Together with his partner Adam Hale, Jody co-founded Summit CPA Group in 2002. It was the first fully distributed accounting firm in the country. In 2020, Summit merged with Anders CPAs + Advisors, and is now recognized as Summit Virtual CFO by Anders. Jody’s specialties include Virtual CFO Services, Creative Agencies, and Remote Team Management.
Through his virtual CFO services, Jody has revolutionized the way businesses approach their finances, providing customized strategies and forecasts to drive success.
In this episode, you will learn the following:
- Streamline your business finances with virtual CFO services for improved cash flow and financial metrics.
- Optimize your business operations with efficient systems and processes to boost profitability.
- Gain access to different tiers of support and services tailored to your business needs.
- Uncover the secrets to maximizing profitability and cash flow for long-term business success.
- Learn how to manage cash flow effectively and make informed financial decisions that drive growth.
Links:
https://www.summitcpa.net/
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
Improving Cash Flow
In this episode, join us as we welcome Julian Rubinstein, a renowned expert in improving cash flow for entrepreneurs and small business owners. Julian Rubinstein is the Founder, and President of American Asset Management, Inc. – an Investment Advisor Representative with over 20 years of business and investment management experience.
Mr. Rubinstein’s career includes the founding of the largest manufacturer of shower stalls and laundry/utility sinks in the United States (American Shower & Bath, Corp.) and then selling the company to Masco Corporation, a Fortune 500 company (MAS; NYSE), five years of executive management and mergers and acquisitions work with MASCO and participation as the operational partner at Sun Capital Partners, one of the largest private equity firms in the United States.
Mr. Rubinstein has been advising individuals and corporations on their investments and 401(k) plans since 1998. With his wealth of knowledge and practical advice, Julian Rubinstein is well-equipped to guide small business owners and entrepreneurs in improving their cash flow and driving profitability.
In this episode, you will learn the following:
- Maximize your business profits with proven strategies for increased cash flow.
- Unlock the keys to workforce efficiency and boost your productivity to new heights.
- Discover easy and frugal expense management tips to save money and increase your bottom line.
- Master the art of negotiation to secure better vendor deals and maximize your savings.
- Set clear and attainable goals to drive your business towards success with confidence.
Social Media Links:
https://www.americanasset.com/
https://www.facebook.com/americanassetmgmt/
https://www.linkedin.com/in/julian-rubinstein-125b6312
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Our Q&A call on the 2nd Thursday of the month at 1 pm Eastern: https://bit.ly/PFcall Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
Increasing Cashflow
In this episode, Rocky sits down with Michael Iverson – the founder of a financial consulting business focused on the delivery of interim strategic CFO services. Responsible for the operations of a consulting business that provides recurring, part-time or project based assignments to fill vacancies or supplement a business’ staff with the benefits of experienced financial professionals.
Services include the preparation of key financial functions such as budgeting, cash flow forecasting, banking and capital funding, mergers and acquisition activity and general accounting for month end analysis and decision making. The company’s professionals also have extensive experience with other key business issues such as risk management and human resource management.
With a focus on educating and empowering business owners, Mike's expertise lies in equipping them with the tools and knowledge needed to make informed financial decisions.
In this episode, you will learn the following:
- Understand your financial numbers and gain insights that can drive your business forward.
- Master the art of cash flow management to keep your business running smoothly even in uncertain times.
- Learn how to navigate through economic downturns and recession-proof your business.
- Discover the secrets to creating financial reserves that will provide stability and peace of mind.
- Take control of your financial future by implementing effective financial planning strategies.
- Learn how to make informed decisions that will improve your business's profitability and success.
- Gain the confidence to face uncertain times head-on and come out stronger and more resilient.
Links:
https://trilliumfinancial.com/about/
https://trilliumfinancial.com/about/trillium-story/
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Our Q&A call on the 2nd Thursday of the month at 1 pm Eastern: https://bit.ly/PFcall Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
How to Create the Structure for Profitable Growth with Patrick Esposito
Patrick Esposito, a seasoned businessman, author of THE STRUCTURE OF SUCCESS, is president of ACME General Corp. and also serves as counsel with Spilman Thomas & Battle law firm. Patrick engages in a conversation with Rocky Lalvani in this episode. He has helped found, lead, and advise businesses in technology, consulting, and other sectors. Esposito was co-founder of Augusta Systems, Inc., which was acquired by Intergraph Corporation and was co-founder of Resilient Technologies LLC, which was acquired by Polaris Inc. Esposito recently launched Initiative Labs LLC to help leaders apply the approaches and tools in this book.
We discuss the importance of building a strong foundation for business success, including topics such as team management, strategic planning, infrastructure development, and disaster preparedness. Patrick also shares insights and practical advice on how to navigate these critical areas and ensure long-term profitability.
In this episode, you will learn the following:
- The significance of corporate governance extends beyond publicly traded companies to small and medium-sized enterprises.
- The need to consider multiple management teams' points of view when formulating strategic plans.
- Learn the eight key categories of governance for business leaders: strategy, infrastructure, relationships, business disputes, transactions, partnerships, succession planning, and disaster preparedness.
- The value of creating systems and infrastructure to facilitate efficient information sharing and knowledge management among team members.
- The advantages of making minor infrastructure investments to improve revenue, team performance, and business operations.
Links:
Personal site: www.patrickesposito.com
Websites: https://initiativelabs.com/ and https://acmegeneral.com/
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Our Q&A call on the 2nd Thursday of the month at 1 pm Eastern: https://bit.ly/PFcall Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
Escape the Daily Grind Strategies to Maximize Profits and Minimize Work
In this episode, Rocky Lalvani is joined by business coach Pete Taylor to uncover the secrets to structuring a business for maximum profitability and time freedom. Pete shares his expertise in building both brick and mortar and online businesses, emphasizing the importance of implementing the Profit First system. From picked on to pro athlete to serial entrepreneur. Pete built a 7 figure business, dozens of employees, model wife, rolex watches, cars and homes in the country but left all of this to follow his own hero's journey and second mountain; building a community of guys to help him and them stop playing at level 4 when they know they have level 10 in the bag. Pete is a father, mentors founders from 7-8 figures and coaches to build resilience, discipline and character forging.
In this episode, you will learn the following:
- How balancing reinvestment in the business with personal financial stability is essential for long-term success.
- Learn to develop financial systems that facilitate the expansion of businesses and the accumulation of personal wealth.
- Acquiring a structured approach to personal finance management can stop profits from being continuously reinvested in the company.
- Ensuring that funds are set aside for personal use can be facilitated by keeping a profit account distinct from the business finances.
Links:
Awakened Man - https://www.awakenedman.org/
Personal site - https://www.petetaylor.co.uk/
Instagram - https://www.instagram.com/pete_taylor/
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Our Q&A call on the 2nd Thursday of the month at 1 pm Eastern: https://bit.ly/PFcall Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
Ep 189 Boost Profits Through Smart Marketing Tactics with Joshua Ramsey
Joshua Ramsey, CEO of Strategic Point Marketing, has developed principles and strategies for businesses since 2001. During this time, Joshua has successfully created and executed more than 80,000 successful campaigns across the US.
Joshua is a Fractional Chief Marketing Officer, author, and highly regarded speaker. As someone with experience in speaking since 2005, Joshua teaches executives and business owners exactly how to cut costs and improve their current business so they can continue to grow. As a true Fractional Chief Marketing Officer, Joshua gives business owners unique executive experience, along with a fresh perspective, without having to pay the high salary of a full-time employee. He helps them to develop new strategies for growing their brand, increasing customer acquisition, and generating new sales.
In this episode, you will learn the following:
- Identifying the cost per lead and the cost per sale by lead source is crucial in marketing strategy.
- Modified messaging is necessary for various advertising channels in order to effectively reach and convert target audiences.
- The significance of precision in marketing tactics and the requirement to customize communication for particular product or service classifications.
- Maximizing the strategic message and modifying the message to correspond with the tactical placement for the best possible marketing campaign outcomes.
- The development of successful marketing strategies requires teamwork and open communication between the CEO, CMO, and executive staff.
Links:
JRCMO.com
https://www.linkedin.com/in/jrcmo/
https://www.facebook.com/JRcmo
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Our Q&A call on the 2nd Thursday of the month at 1 pm Eastern: https://bit.ly/PFcall Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
7 factors for scaling your business profitably with Trey Dunavant
Trey Dunavant has over 15 years of experience delivering scaling results for B2B, B2C, and e-commerce companies. Through multiple leadership roles, he expanded a nationwide specialty products business division from sub 5-figures, to mid 8-figures through the most challenging season of its 60+ year existence. Companies like Hyatt, Cisco, Starbucks, and the LA Lakers are just some of the noteworthy opportunities he’s been a part of. Implementing leadership, productivity, and growth strategies that allowed them to simultaneously lead healthy, sustainable lives.
In this episode, you will learn the following:
- Investigating what influences your customers' decisions, such as their media consumption and social interactions, can provide valuable insights into how to reach and engage with them.
- Determining the important touchpoints and decision-influencing factors is a crucial part of comprehending the customer journey.
- Valuing and applying filters is essential for locating and addressing the correct audience.
- Consider how to reinvest profits to continue igniting further scalability and create a more significant impact.
- How to enhance your brand in the appropriate contexts to make sure it appeals to your target market and maintains the growth engine.
Links:
thescalefactor.com
thescalefactor.com/myscore
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Our Q&A call on the 2nd Thursday of the month at 1 pm Eastern: https://bit.ly/PFcall Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
“The Great Marketing Lie” with Mike Snyder
Mike Snyder is a partner with RaptorUSA, a marketing consulting firm whose principals have worked with hundreds of middle-market companies nationally, and the co-founder of RSM Marketing, a firm providing an Outsourced Marketing Department to companies across all industries nationwide. Mike assists business owners in switching from inefficient marketing techniques to strategic turns that produce sustainable competitive advantages.
A retired Marine Corps lieutenant colonel with post-9/11 expertise in media relations, he previously held the position of CEO of a Kansas advertising business and taught strategic marketing in an MBA program using a novel technique. Mike is also a co-author of "The Great Marketing Lie: Six Truths for Biz Owners & C-Suiters," which highlights the significance of creating a solid foundation for a company.
In this episode, you will learn the following:
- How utilizing the right marketing tools and models can help businesses navigate the path from marketing science to marketing art.
- Discover that implementing too many strategies can lead to dilution and may strain resources.
- Marketing strategies can target specific audiences, such as health-conscious consumers, to maximize effectiveness.
- Running experiments allows businesses to validate and refine their marketing strategies before long-term commitment.
- Testing marketing strategies through experiments can save costs and improve effectiveness.
Links:
https://rsmconnect.com/
https://www.linkedin.com/in/mikesnyderraptorusa/
https://www.linkedin.com/company/rsm-marketing/
https://www.facebook.com/rsmmarketing
https://twitter.com/RSMmarketingICT
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Our Q&A call on the 2nd Thursday of the month at 1 pm Eastern: https://bit.ly/PFcall Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
Title: Ep 186 Building a Strong, Profitable Foundation for Your Business with Tomas Keenan
Tomas Keenan's journey is a testament to transformation, shifting from a custom car audio installer to a visionary CEO. Co-founding a pioneering GPS Tracking and Dashboard Camera installation company, he propelled it to a remarkable 7-figure enterprise. Expanding his horizons, Tomas transitioned into a high-impact business and success coach, guiding industry leaders and ambitious entrepreneurs. Relocating from bustling NYC to dynamic Dallas, Tomas fully embraced his latest venture, the Step It Up Academy. Armed with profound insights, he empowers entrepreneurs to surmount challenges using his wealth of knowledge.
Tomas's journey garnered recognition in esteemed industry publications like Forbes, Mobile Electronics Magazine, and more. A sought-after public speaker, he captivates audiences, sharing his experiences as a 2X bestselling author and the host of the Step It Up Entrepreneur Podcast. At the heart of Tomas's success is incremental progress, a philosophy he ardently embraces. Each step, regardless of scale, is pivotal—a perspective he generously shares with his audience.
In this episode, you will learn the following:
● Gain valuable knowledge on how to establish a strong foundation for the success of your business endeavors.
● Develop a comprehensive understanding of how effectively managing operations and finances can set the stage for business expansion.
● Discover the strategies for effectively identifying and targeting the ideal customer base by leveraging the power of psychographics.
● Understand the essential role of a COO or integrator in the growth and progress of a company.
● Utilize your innate abilities to drive the growth of your business.
Links:
Website: http://www.stepitupaca demy.com
http://www.tomaskeenan.com
Facebook: https://www.facebook.com/tom.keenan.988https://www.facebook.com/tomaskeenan.tcihttps://www.facebook.com/groups/577321710763781
Instagram: https://www.instagram.com/theintegratorcoach
YouTube: https://www.youtube.com/c/tomaskeenan
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Our Q&A call on the 2nd Thursday of the month at 1 pm Eastern: https://bit.ly/PFcall Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst
Ep 185 Profitable Primal Storytelling to Drive Sales with Anthony Butler
Anthony Butler, the founder of Can-Do Ideas, a digital marketing agency, and the creator of the Primal Storytelling content system, has been assisting businesses and marketing leaders in growing their companies since 2008. In his book, "Primal Storytelling: Marketing for Humans," Anthony shares the precise marketing system he has developed and utilizes to help clients in both B-B and B-C companies achieve exceptional results from their marketing efforts. He provides insights on how to implement the Primal Marketing content system to establish a content marketing program that drives business growth, enhances marketing performance, generates more leads, and increases revenue and profit.
In this episode, you will learn the following:
● Understanding the psychographics of your target audience is crucial for effective marketing.
● Building an emotional connection with your customers is key to driving sales.
● Focus on creating valuable content that resonates with your audience, rather than publishing generic content.
● Knowing your clients' fears and problems allows you to address them and provide solutions.
● Love your clients and work with those who align with your values to create a successful and fulfilling business.
Links:
www.primalstorytelling.com
www.primalstorytelling.com/podcast
Website: www.primalstorytelling.com
Instagram: @anthonylbutler
Facebook: https://www.facebook.com/primalstorytelling/
LinkedIn: https://www.linkedin.com/in/anthony-butler-964b404/
Youtube: @AnthonyButler3
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Our Q&A call on the 2nd Thursday of the month at 1 pm Eastern: https://bit.ly/PFcall Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst
Ep 184 Profit First for Inventory Based Businesses with Ciara Stockeland
Ciara Stockeland, a seasoned entrepreneur whose journey began in her early teens. Her resolute entrepreneurial drive led her to establish her first store in 2006, which she later expanded into a successful franchise. Ciara's latest venture, the Inventory Genius coaching program, empowers inventory-based business owners to elevate profitability and harmonize their operations.
Beyond her business endeavors, Ciara's insights have resonated on a broader scale. She testified twice before U.S. Senate Committees, shedding light on the implications of the "joint employer" standard for small businesses and franchises. Notably, she represented the small business community at the 2015 White House Summit on Worker Voice and the 2018 Summit on Economics.
Acknowledged as a Small Business Champion by SCORE and holding a seat on the United States Chamber of Commerce Small Business Council, Ciara's credentials are further amplified as a Profit First Certified Coach.
In this episode, you will learn the following:
● Strong comprehension of numbers and financial concepts is vital for attaining success in business endeavors.
● How setting up an inventory account and tracking cost of goods sold can help improve cash flow and profitability.
● Precisely compute and monitor the gross margin to guarantee that pricing adequately covers costs and yields profit.
● Understanding how debt affects cash flow and profitability is essential for making informed financial decisions.
Links:
https://www.ciarastockeland.com/
https://www.ciarastockeland.com/free-chapter
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Our Q&A call on the 2nd Thursday of the month at 1 pm Eastern: https://bit.ly/PFcall Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst
Ep 183 From Startup to Success: Building a Multimillion-Dollar Profit Machine with Bryan Clayton
Bryan Clayton is a tenacious entrepreneur, author, and speaker. As the CEO and co-founder of GreenPal, he has harnessed hard work and innovation to create a thriving online platform connecting homeowners with local lawn care experts. Under Bryan's guidance, GreenPal has burgeoned into a multi-million dollar enterprise with 200,000+ users, earning recognition in prestigious publications like Forbes, Inc., and Entrepreneur.
Before GreenPal, Bryan established Peachtree Inc., a landscaping company that flourished into a Tennessee giant, amassing $10 million in yearly revenue. He successfully orchestrated its acquisition by LUSA Holdings, a national corporation. Acknowledged for his leadership, Bryan received the "40 under 40" honor from the Nashville Business Journal, a testament to his entrepreneurial zeal.
Bryan's journey underscores the potency of perseverance and risk-taking. He's a passionate advocate for others' triumphs, exemplifying the rewards of dedication and community engagement.
In this episode, you will learn the following:
● The importance of founders demonstrating genuine care and staying actively involved in their company.
● Founders must consistently monitor and care about the customer experience and the company's culture.
● The significance of eliminating friction in the customer experience to increase sales.
● The misconception that outperforming competitors requires being 100 percent better.
Links:
https://www.yourgreenpal.com/
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Our Q&A call on the 2nd Thursday of the month at 1 pm Eastern: https://bit.ly/PFcall Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.p
#profitfirst
Ep 182 Sprinting to Success: Profit-Boosting Strategies with Simon Severino
Simon Severino, CEO of Strategy Sprints, aids agency owners in automating 85% of B2B sales. As the host of the "Strategy Sprints" podcast, he's a top 2.5% favorite. Simon created the Strategy Sprints™ Method, doubling revenue in 90 days by freeing owners from operations. He empowers Certified Strategy Sprints™ Coaches for agency growth. An active Silicon Valley Blockchain Society member, he drives capital flow and reduces risks. Trusted by Google, BMW, Roche, and others, Simon's TEDx talks and 800+ podcast appearances showcase his expertise. His insights grace Forbes and Entrepreneur Magazine, focusing on digital agency scaling.
In this episode, you will learn the following:
● Streamlining Sales and Minimizing Admin
● Identifying and addressing specific aspects of sales that individuals dislike, businesses can adopt a more enjoyable and effective approach.
● Challenge mental models and assumptions and discover more enjoyable and efficient methods of engaging with potential clients.
● Focusing on daily habits (delegation and automation), weekly habits (tracking key metrics), and monthly strategic analysis, businesses can exert influence over their growth trajectory.
Links: https://www.strategysprints.com/
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Our Q&A call on the 2nd Thursday of the month at 1 pm Eastern: https://bit.ly/PFcall Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
#profitfirst
Ep 181 Automating Profit First Banking with Deanna Zubrickas of Relay
Deanna Zubrickas plays a pivotal role at Relay, collaborating closely with Partners, accountants, and bookkeepers to enhance the quality of business banking services offered to their clientele. Serving as the primary product expert, Deanna specializes in business banking solutions and seamless integrations between banking and accounting systems.
In this episode, you will learn the following:
● Flexibility of Relay Accounts: Relay's appeal for setting up Profit First lies in its flexibility..
● Overcoming Banking Hurdles: One of the challenges with Profit First implementation is finding a bank that supports multiple accounts without charging excessive fees.
● Automation Enhances Execution: Automation is a powerful tool for ensuring consistent adherence to Profit First principles.
● Integration with Accounting Software: Relay's connection with QuickBooks and Xero ensures that all transfers and allocations made within Relay seamlessly reflect in the accounting software, streamlining the financial management process.
- Relay is a financial technology company, not an FDIC-insured bank. Banking services and FDIC insurance are provided through Thread Bank and Evolve Bank & Trust; Members FDIC. The Relay Visa® Debit Card is issued by Thread Bank pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa® debit cards are accepted.
Learn more through this affiliate link:
bit.ly/relayfi https://bit.ly/RelayFIPro for accountants and bookkeepers
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Our Q&A call on the 2nd Thursday of the month at 1 pm Eastern:
https://bit.ly/PFcall Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Discover the Game-Changing Power of AI for Your Business
Manuj Aggarwal is a well-known AI thought leader on a worldwide scale. Manuj has made a name for himself in the field thanks to his 15 years of experience and 4 patents. He has produced a phenomenal value of over $500 million for prestigious companies including Microsoft, IBM, and Pearson Education. Over 10 million people have been significantly impacted by Manuj's efforts, and as a result, renowned people like President Obama and Bill Gates have praised him. His knowledge of AI is widely sought for, and he has contributed significantly to the field's innovation and development.
In this episode, you will learn the following:
● Develop a deeper grasp of AI's role in business and recognize how it could change the course of your career.
● Dispel myths about AI stealing jobs, and learn to see it as an enabler rather than a danger.
● Recognize the power of AI in addressing skill gaps, enabling career advancement, and fostering organizational resilience.
● Acknowledge the vital importance for businesses to embrace and excel in the AI era, as failure to do so may result in falling behind their competitors.
Links:
https://www.linkedin.com/in/manujaggarwal/
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Our Q&A call on the 2nd Thursday of the month at 1 pm Eastern:
https://bit.ly/PFcall
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
Check out our website: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Profit First Toolkit: click here to sign up
This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at
https://www.SMBPodcastNetwork.com
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Streamline and Scale Profitably: Mastering Business Systems
Malcolm Peace is the founder of Tsetserra Growth Partners, is making a remarkable impact in Texas by assisting small to midsize businesses. He specializes in assisting long-standing enterprises whose founders are planning to retire yet still want to see their businesses succeed. In order to ensure a smooth transfer while maintaining the owner's ethos, Malcolm and his team completely rewrite the operating playbook. Within two years, the company's revenue is intended to treble thanks to their emphasis on operational efficiency. Malcolm offers the required tools and techniques despite the challenging task, providing business owners confidence in the future success of their enterprises.
In this episode, you will learn the following:
● The significance of documenting standard operating procedures (SOPs) when acquiring and managing businesses
● The prevalence of QuickBooks online among small businesses
● Tracking key data points is invaluable in analyzing business performance
● Standardizing business processes and pricing for better decision-making
● Hiring individuals who align with the company's values, possess the necessary skills, and fit the culture contributes to long-term growth and success.
Links:
https://tsetserra.com/
https://www.linkedin.com/in/malcolmpeace
https://twitter.com/peace_malcolm
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Our Q&A call on the 2nd Thursday of the month at 1 pm Eastern: https://www.eventbrite.com/e/profit-first-monthly-qa-call-tickets-650137146707 Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Work Less, Make More, and Increase Profit
Liz Chism is a highly experienced business operations coach and entrepreneur. With over 9 years of entrepreneurial experience, Chism shares her incredible journey, starting with co-founding a craft brewery business alongside her husband. While the brewery faced financial challenges and ultimately ended in bankruptcy, Chism discovered the importance of implementing effective systems and processes for managing a business while maintaining a balanced personal life. This realization led her to transition into the role of a business operations coach, where she now assists fellow business owners in streamlining their operations, scaling their enterprises, and avoiding common pitfalls.
Chism's relentless determination and unwavering commitment have turned her entrepreneurial dreams into reality. Today, she successfully manages businesses across multiple states, enjoying the freedom to design her life on her own terms. By embracing virtual work, Chism and her husband have achieved a greater work-life balance, allowing them to spend more quality time with their children while continuing to drive business growth.
In this episode, you will learn the following:
● Aligning vision, mission, and values: It is essential to clarify the vision, mission, and values of the business and ensure that employees align with these principles.
● Translating vision and mission into practical terms is crucial for creating alignment and a shared sense of purpose within an organization.
● Identifying successful strategies and systemizing them allows for repeatable and scalable processes, contributing to increased revenue and profitability.
● Implementing systems and processes in a business can result in various advantages, including time savings, increased profitability, and enhanced value and enjoyment.
Links:
http://www.lizchism.com/
https://www.facebook.com/elizabeth.chism.92/
https://www.instagram.com/liz_chism/
https://www.linkedin.com/in/liz-chism-b153b2194/
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Our Q&A call on the 2nd Thursday of the month at 1 pm Eastern: https://www.eventbrite.com/e/profit-first-monthly-qa-call-tickets-650137146707
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
Check out our website: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Profit First Toolkit: click here to sign up
This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at
https://www.SMBPodcastNetwork.com
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Empowering Minorities: Profit First Strategies
Susanne Mariga is a highly accomplished CPA and Fractional CFO, specializing in high net worth tax strategies for 7 and 8 figure entrepreneurs. She is the CEO of The Mariga Group, a distinguished Goldman Sachs 10,000 Small Business participant. Susanne Mariga has gained recognition for her expertise through features in esteemed publications like the Houston Business Journal and MBE Magazine. Under the esteemed Profit First brand, Susanne Mariga collaborated with Mike Michalowicz to write the book "Profit First For Minority Business Enterprises," which received positive reviews from Kirkus and was chosen as an Editor's Pick by Publisher's Weekly. Additionally, she serves as the host of the Profit Talk Podcast.
With experience growing her own small business, Susanne combines industry knowledge and personal insights to help clients create customized, profit-first business plans. Prior to founding The Mariga Group, she honed her skills at prestigious firms like Arthur Andersen LLP and a Big 4 firm.
In this episode, you will learn the following:
- Adjusting prices to keep up with inflation: It is essential for business owners to regularly review and adjust their prices to account for inflation.
- Having a flexible budget: A flexible budget that can adapt to economic shifts is vital.
- Being flexible and avoiding long-term commitments: Remaining flexible and avoiding long-term commitments can be advantageous in uncertain times.
Links:
https://susannemariga.com/
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Our Q&A call on the 2nd Thursday of the month at 1 pm Eastern: https://www.eventbrite.com/e/profit-first-monthly-qa-call-tickets-650137146707
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
Check out our website: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Profit First Toolkit: click here to sign up
This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at
https://www.SMBPodcastNetwork.com
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Systemize for Success: Building Profitable Processes
Paul Jackson is the CEO of Method, a cutting-edge CRM software tailored for QuickBooks users. Paul takes us on his entrepreneurial journey, beginning with his previous venture, QXpress, which catered to service businesses. He candidly discusses the unique challenges faced by small business owners in effectively managing tracking and billing, with a specific focus on trades and construction industries. Listen in as Paul emphasizes the transformative power of automation and how it can streamline operations, improve efficiency, and boost productivity.
In this episode, you will learn the following:
- Finding critical-thinking-intensive jobs that are carried out by key employees reduces bottlenecks and boosts overall efficiency
- Implementing opportunities and deals in a CRM is a crucial step for business owners to track and plan for future success.
- Documenting processes, even without software adoption, ensures consistency, efficiency, and scalability in operations.
Links:
Getting started with workflow automation checklist
method.me/workflow-checklist
- https://twitter.com/PaulAlexJackson
- https://www.linkedin.com/company/method-integration/
- https://method.me
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Our Q&A call on the 2nd Thursday of the month at 1 pm Eastern: https://www.eventbrite.com/e/profit-first-monthly-qa-call-tickets-650137146707
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
Check out our website: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Profit First Toolkit: click here to sign up
This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at
https://www.SMBPodcastNetwork.com
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
The Audacious Unheard-of Ways Roy Osing took a Startup to A BILLION IN SALES
Roy Osing is an accomplished individual who has achieved remarkable success as an author, entrepreneur, and executive leader. With over 40 years of experience in various business roles, including president and CMO, Roy has a proven track record of taking startups to unprecedented levels of success. During his tenure as President of a prominent data and internet company, Roy's bold and unconventional leadership strategies propelled the company from its early stages to an impressive $1 billion in annual sales. His unique approaches, which he refers to as "Audacious Unheard-of Ways," have set him apart as the sole authority on achieving high performance in businesses and successful careers.
Aside from his executive roles, Roy is also an influential blogger, content marketer, and mentor to aspiring professionals. His practical business advice has been compiled into a series of straightforward books, with his seventh publication titled "BE DiFFERENT or be dead: The Audacious Unheard-of Ways I Took a Startup to A BILLION IN SALES."
In this episode, you will learn the following:
- Absorb the importance of gaining a unique edge in small businesses to stay ahead in the rat race.
- Appreciate the beauty of integrating emotional intelligence and fervor in recruiting the right fits for your business.
- Comprehend the powerful alliance between personal triumphs and business aspirations for a victorious journey.
- Realtize the strategic need for clarity in business, steering your venture towards its desired destination.
- Explore the intriguing concept of how pain can propel impactful differentiation strategies.
Links:
https://www.bedifferentorbedead.com/
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Our Q&A call on the 2nd Thursday of the month at 1 pm Eastern: https://www.eventbrite.com/e/profit-first-monthly-qa-call-tickets-650137146707
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
Check out our website: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Profit First Toolkit: click here to sign up
This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at
https://www.SMBPodcastNetwork.com
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Profit First for Non Profits
Michael Miro, the founder and principal operator of Shorepath Consulting, is a seasoned consultant with expertise in strategic planning, board development, and creative problem-solving. He has a passion for helping nonprofits, associations, and businesses tackle their challenges through innovative solutions. With a background in the nonprofit and local government sectors, as well as experience with startups and small businesses, Michael brings a diverse perspective to his work. He excels in building strong relationships with clients, actively listening, and providing strategic oversight to align with their visions.
Michael's consulting engagements span various industries, and he holds a master's degree in the Social Sciences and a certificate in Nonprofit Management. Additionally, he serves as board president for two organizations and has contributed to local committees focused on housing and community development.
In this episode, you will learn the following:
- Balancing Programmatic Work and Organizational Development. It is crucial for nonprofits to stay focused on their goals and resist the temptation of pursuing funding opportunities that don't align with their mission.
- Strategic Spending and Financial Reserves. It is important to consider the cost of fundraising and allocate funds appropriately.
- Building Relationships with Donors: Nonprofits should prioritize effectively communicating their accomplishments, ongoing work, and future vision to inspire donors.
- Investing and Taking Calculated Risks. Taking strategic risks can lead to remarkable achievements and advancements for nonprofits.
Links:
www.shorepathconsulting.com
Twitter: @ShorepathGrp
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Our Q&A call on the 2nd Thursday of the month at 1 pm Eastern: https://www.eventbrite.com/e/profit-first-monthly-qa-call-tickets-650137146707
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
Check out our website: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Profit First Toolkit: click here to sign up
This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at
https://www.SMBPodcastNetwork.com
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Communication Mastery: Unlocking a Profitable Business
Larry Wilson, a renowned performer, writer, and recipient of the 2017 Comedy Magician of the Year award, joins us today to discuss the role of communication in business. Larry's career as a comedy magician showcased to him the magic and power of effective communication. He has taken his years of showbiz experience and harnessed it into a dynamic training system known as the Wilson Method - a technique that promises to make communication a lot easier and more effective for you. Larry is equipped with a unique perspective and an unconventional background that has made him a priceless source of wisdom to modern-day entrepreneurs.
Larry, a highly accomplished entertainer, has received an Emmy nomination for his outstanding performances. In addition to being a producer and writer, he was honored as the 2017 Comedy Magician of the Year. Drawing from his experiences working alongside renowned and prosperous Hollywood stars, he has ingeniously distilled their communication techniques into an influential training system known as The Wilson Method.
In this episode, you will learn the following:
- Realize the power of active listening to transform your communication game in business.
- Unwrap the potential of modern technology to create unique and compelling content that resonates with your audience.
- Understand the art of being resourceful in your business pursuits and see its positive implications on your profitability.
Links:
https://thewilsonmethod.com/
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Our Q&A call on the 2nd Thursday of the month at 1 pm Eastern: https://www.eventbrite.com/e/profit-first-monthly-qa-call-tickets-650137146707
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
Check out our website: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Profit First Toolkit: click here to sign up
This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at
https://www.SMBPodcastNetwork.com
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Building Legacy: The Art of Crafting a Profitable Family Business
In this episode, we have Tom Hubler, a celebrated authority in the world of family businesses. Starting his professional journey as a family counselor, leveraged his insights to delve deeper into the world of organizational development. Tom Hubler is a highly experienced professional who has been addressing family-owned businesses in the US since 1980. Over the years, he has provided counseling to over 500 private family businesses and has inspired numerous family business leaders through his speaking engagements.
As the owner of Hubler for Business Families, Tom has demonstrated a deep commitment to helping families of wealth and family-owned businesses thrive. He shares his insights and strategies for navigating the unique challenges faced by family businesses in his book, "The Soul of Family Business."
In this episode, you will learn the following: * Realize the importance of thorough planning in ensuring the sustainability of your family business. * Master conflict management and effective communication essentials to bring harmony within your family enterprise. * Find out how nurturing purpose and promoting individual paths can contribute to your family business's growth. * Get a glimpse into how to thoughtfully integrate your children into the family enterprise, respecting their choices and providing adequate support. * Identify the steps towards effective succession planning and ownership transfer in a family business landscape.
Links For Tom Hubler:
https://tomhubler.com
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Our Q&A call on the 2nd Thursday of the month at 1 pm Eastern: https://www.eventbrite.com/e/profit-first-monthly-qa-call-tickets-650137146707
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
Check out our website: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Profit First Toolkit: click here to sign up
This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at
https://www.SMBPodcastNetwork.com
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
In this episode, we had the pleasure of speaking with Steven Pemberton, the owner of Hollow Co, a virtual event services company. Steven shared with us his inspiring journey of how his business skyrocketed during the COVID-19 pandemic. Initially running an ecommerce business, he noticed a growing demand for virtual events and seized the opportunity to shift his focus. This episode dives into Steven's success story and how he capitalized on the need for infrastructure and support for virtual events.
In this episode, you will learn the following:
- Analyzing Business Analytics: The significance of thoroughly analyzing business analytics, even the smallest numbers, to propel your business forward.
-
Niche Down and Identify Ideal Clients: Understanding your target audience allows you to serve them at the highest level and optimize your marketing efforts accordingly.
-
Addressing Client Pain Points: Rather than solely focusing on promoting the features and benefits of your product or service, it is crucial to address your clients' pain points.
-
Targeted Advertising Platforms: Different advertising platforms can be effective for lead generation, depending on your ideal client.
Connect with Steven Permberton:
Linkedin: https://www.linkedin.com/in/steven-pemberton-a221a11b1
Website : https://www.stevenpemberton.com/
Website (Hollow Co.): https://www.hollowco.com/challenge-builders
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Our Q&A call on the 2nd Thursday of the month at 1 pm Eastern: https://www.eventbrite.com/e/profit-first-monthly-qa-call-tickets-650137146707
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
Check out our website: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Profit First Toolkit: click here to sign up
This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at
https://www.SMBPodcastNetwork.com
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
From Zero to $100 million with Gary Garth
We have an incredible guest joining us today, Gary Garth, the founder and CEO of elev8.io, Great Dane Ventures and the Accelerator Platform IO. Gary is a sales and digital marketing expert, with a wealth of experience in helping startups go to market, scale, and become profitable.
He emphasizes that even the greatest products can fail if they run out of cash.
Gary believes that founders should be their own chief sales officers and prioritize sales to ensure the success of their businesses. He highlights the need to know who you're working with when hiring a marketing agency and the importance of clear communication and credentials.
In this episode, you will learn the following: * The importance of cash flow and sales in business success. Even the greatest products can fail if they run out of cash. * The significance of strategic marketing and understanding your ideal customer profile. * The need for businesses to have a strong understanding of their sales funnel and key metrics, such as conversion rates and return on investment. * Encouraging entrepreneurs to seek expertise and support to navigate the complexities of scaling.
Connect with Gary Garth:
Gary Garth on Linkedin
garygarth.com
elev8.io
The Zero to 100 Million Sales Blueprint
Goals, Grit & Greatness™ Planner
🎉 Apply the coupon 'profitanswer' to get discounted the price from $30 to zero when you buy Gary Garth’s book 🎉
https://garygarth.com/product/zero-to-100-million-sales-blueprint/ Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Our Q&A call on the 2nd Thursday of the month at 1 pm Eastern: https://www.eventbrite.com/e/profit-first-monthly-qa-call-tickets-650137146707
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
Check out our website: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Profit First Toolkit: click here to sign up
This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at
https://www.SMBPodcastNetwork.com
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
In today's episode, we had the opportunity to sit down with serial entrepreneur, Stephen Halasnik. With seven successful companies under his belt, Stephen has developed a knack for creating profitable businesses in his decades-long entrepreneurial journey. Two of his ventures have even skyrocketed to the prestigious Inc. 500 list of America's fastest-growing companies. His impeccable skills in lead generation and marketing. As small business owners navigate the complexities of finances and marketing, Stephen's wealth of knowledge proves to be a valuable resource for achieving increased revenue and informed decision-making.
In this episode, you will learn the following:
- Gain valuable insights into the proven approaches that supercharge your business growth and success.
- Appreciate the pivotal role of marketing in obtaining the elusive leads that enhance your bottom line.
- Discern the importance of interpreting and scrutinizing essential business figures for cultivating progress.
- Embrace the power of emphasizing your assets and letting go of constraints for optimized results.
- Ascertain the key to cultivating synergistic alliances that amplify sales and marketing effectiveness.
Connect with Stephen Halasnik:
fscreditline.com financingsolutionnow.com Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Our Q&A call on the 2nd Thursday of the month at 1 pm Eastern: https://www.eventbrite.com/e/profit-first-monthly-qa-call-tickets-650137146707
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
Check out our website: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Profit First Toolkit: click here to sign up
This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at
https://www.SMBPodcastNetwork.com
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
In this episode of Profit Answer Man, we dive into the world of influencer marketing with our guest, Sarah Saffari. Sarah is an entrepreneur and business leader who runs a boutique marketing agency specializing in strategy, influencer marketing, brand partnerships, and content creation across channels. With her extensive experience working with diverse organizations, she helps businesses build cohesive marketing strategies to enhance their visibility and brand presence. Join us as Sarah shares valuable insights and strategies to leverage the power of influencer marketing for your business.
In this episode, you will learn the following:
● Understanding the Power of Influencer Marketing: Sarah explains the fundamentals of influencer marketing and why it has become a game-changer for businesses in today's digital landscape. She discusses how influencer collaborations can help amplify brand reach, establish credibility, and drive conversions.
● Navigating the Influencer Landscape: With the abundance of influencers across various platforms, it can be overwhelming for businesses to choose the right ones to collaborate with. Sarah provides practical tips and strategies for identifying and vetting influencers, ensuring that their values align with your brand and target audience.
● Crafting Effective Influencer Campaigns: Building successful influencer campaigns requires careful planning and execution. Sarah shares her expert advice on designing compelling campaigns that resonate with the influencer's audience while aligning with your brand goals. She emphasizes the importance of authenticity, storytelling, and measuring campaign performance for optimal results.
Links:
Website: www.suiteinnovators.com.
Linkedin: https://www.linkedin.com/in/sarah-saffari-890360165/
**Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Our Q&A call on the 2nd Thursday of the month at 1 pm Eastern: https://www.eventbrite.com/e/profit-first-monthly-qa-call-tickets-650137146707
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
Check out our website: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Profit First Toolkit: click here to sign up
This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at
https://www.SMBPodcastNetwork.com
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.**
Profit First for Therapists with Juile Herres
In today's episode, our guest Julie Herres, owner of GreenOak Accounting and author of Profit First for Therapists, discusses financial management and compensation models for therapy practices. She covers topics such as the challenges faced by mental health therapists in the insurance industry, the different compensation models commonly used in the therapy industry, and the emotional phases of Profit First. Julie provides valuable insights into tracking utilization rates and utilizing physical space efficiently to increase profitability and emphasizes the importance of having a non-judgmental space to talk about money and financial difficulties.
In this episode, you will learn the following:
● The importance of having a financial benefit to the practice when offering a salary to clinicians.
● The value of a judgment-free money conversation. Money is emotional, so talking to someone and getting advice is crucial.
● Finding a system that works for your business and pushing through the emotional phases of financial management to achieve clarity and ultimately financial freedom.
Links:
Website: www.greenoakaccounting.com
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
Q&A call - on 2nd Thursday of every month at 1pm Eastern: https://www.eventbrite.com/e/profit-first-monthly-qa-call-tickets-650137146707
Check out our website: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
Profit First Toolkit: click here to sign up
This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at
https://www.SMBPodcastNetwork.com
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com
In today's episode, we sat down with Mike Chastaine, a former criminal defense lawyer who turned his struggling law firm into a profitable business using the Profit First system. Chastaine shares how he learned about the system and how it helped him allocate funds to different accounts, including a payroll account, profit account, tax account, discovery account, operating account, and rainy day fund account. He emphasizes the importance of making daily transfers to these accounts and building systems and processes in a business. Chastaine now consults with small and solo law firms to help them become profitable.
In this episode, you will learn the following: * The significance of putting in place organizational structures and operational procedures in a company, notably legal practices. * The benefits of being able to pick and choose clients and the importance of building a business that can run without the owner's constant presence. * The importance of establishing and maintaining a reserve account for a company, particularly in preparation for unforeseen occurrences
Bio: Mike is one of the top lawyers in the country. But he found that working 50+ hours a week wasn't enough to become financially stable. Without any systems he was constantly on the verge of going under. The stress of this lead to a divorce and the loss of his home.
After applying the lessons he learned as an extreme endurance athlete and building the right systems his practice was named the best criminal defense firm in northern California and grew to $1.2 million dollars a year with just 3 lawyers working 20 hours a week. Facebook: https://www.facebook.com/mike.chastaine/ Linkedin: https://www.linkedin.com/in/michael-chastaine-4683104/ Website: MikeChastaine.com Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com
Shownotes:
In this episode, we had the chance to speak with Jamie Royce, the CEO and founder of MindCloud, a company that specializes in software integration and automation for small and medium-sized businesses. Jamie shares his experience in software integration and how he started his business to help businesses connect their software and make their most important and mission-critical integrations easier. He shared the importance of having a profitable business and how software can help drive profit if used correctly. Jamie emphasizes the importance of integrating different software platforms to streamline and automate processes, which can help small and medium-sized businesses compete with larger enterprises.
In this episode, you will learn the following:
- Integrating different software platforms can streamline and automate processes, helping small and medium-sized businesses compete with larger enterprises.
- The significance of showing appreciation for one's workforce and providing opportunities for members of that workforce to participate to the best of their abilities.
- Maintain a crystal-clear picture in your mind of the destination you seek to reach as well as the technological obstacles you must overcome. Pay attention to the numbers at the bottom, and be resourceful.
https://mindcloudconnections.com/
mindcloud.co/free-consultation Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com
In this podcast episode, financial experts Lauren Colson and Rocky Lavani discuss common financial mistakes made by business owners, including money leaks and inaccurate bookkeeping. They emphasize the importance of reviewing profit and loss statements, keeping track of software costs, and prioritizing business projects.
The conversation also touches on cash flow projections, understanding the balance sheet, and the need for a solid financial partner. Colson and Lavani provide tips and advice for managing finances effectively and improving profitability. They stress the importance of focusing on the bottom line and being resourceful rather than seeking more resources.
The Key Takeaways for this episode are: 1. Business owners should regularly review profit and loss statements and keep track of expenses to avoid money leaks and inaccurate bookkeeping. 2. It's important to prioritize projects and invest in those that will have the greatest impact on the bottom line, rather than spreading resources too thin. 3. A solid financial partner, such as a bookkeeper or accountant, can provide valuable insights and guidance for managing finances effectively and improving profitability.
Bio Lauren Colson is a number geek with people skills!
As the owner of Colson Strategies, she runs a small but mighty team. Lauren finds passion in helping business owners make the best, most informed decisions through financial information. Lauren knows you're working hard to grow your business and as a financial expert, she doesn’t take that lightly. Lauren, along with her team, take the scary out of your finances so you can focus on what matters most.
Her job is to empower entrepreneurs with the tools they need to make the best decisions in their businesses. Lauren is more than a business owner - she is a mother of two, a coffee lover, and a book-reading, beach-loving, mindset enthusiast.
Links:
https://www.colsonstrategies.com/ Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com
In today's episode, we speak with serial entrepreneur and small business coaching consultant, Henry Lopez. With over 36 years of diverse business experience, including successful careers in information technology, sales, and business ownership, Henry has been involved in 12 different businesses since buying his first one in 1991.
Throughout his entrepreneurial journey, Henry has bought and sold businesses, developed new businesses, and even franchised his successful ventures. His businesses span various industries, including restaurants, real estate, software, travel, shared office space, co-working, car washing, small business coaching, and consulting.
In this episode, you will learn the following:
● Challenges with Cash Flow and Profitability
● The importance of having financial visibility and understanding gross margins
● The significance of managing inventory and shifting sales strategies in response to economic changes
● Understanding the financial health of a business
Links:
Website: https://www.thehowofbusiness.com/
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com
Profitably Grow and Scale Your Business with Crista Grasso
Are you looking to take your business to the next level, but worried about sacrificing profitability or burning out? In this podcast episode, Crista Grasso discusses how to scale your business in a sustainable and profitable way. Crista emphasizes the importance of being strategic when scaling a business and ensuring that the necessary supporting systems are in place. She advises against trying to scale everything at once and instead focusing on what will make the biggest impact.
Crista Grasso is the go-to strategic planning and systems expert for online businesses when they want to scale. Known as the "Business Optimizer", Crista has the ability to quickly cut through noise and provide clarity on the core things that will make the biggest impact to scale a business simply and sustainably. She is the founder of the Lean Out Method, creator of the Lean Business Scaling System, and host of the Lean Out Your Business Podcast.
In this episode, you will learn the following:
● Simplify and Build a Support Structure
● Optimize What's Already Working
● Identifies ten core areas of waste that hinder a business's ability to scale
● Have a Clear Long-Term Vision
Links:
Website: https://www.leanoutmethod.com
Free Guide: https://www.leanoutmethod.com/waste
Podcast: http://leanoutpodcast.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com
In this episode, you will learn the following: * What are the implications of cash basis vs. accrual accounting? * How can automating financial operations help elevate the role of the accounting and finance professional? * What are the benefits of understanding and utilizing time tracker data?
Bio:
After growing up in Houston, Jesse Rubenfeld began his career in New York City at the Lime Group of companies doing the books for a variety of companies, gaining experience with non-profit, software industry, hedge fund, and management company accounting. After serving as LimeWire's CFO for his last four years there, he joined the D. E. Shaw Group as the controller of the research division that builds supercomputers to revolutionize drug discovery. From the beginning, Jesse's interest in technology led him to automate financial operations, first with spreadsheets, then Perl, and most recently Python. He founded FinOptimal to help QuickBooks Online-based businesses streamline their financial operations, optimizing value-per-dollar with an outsourced accounting service heavily focused on automation. Jesse has bachelor's degrees from UPENN and Wharton, and an MBA from Columbia, and he lives in Houston with his wife and three children. Links: https://www.finoptimal.com/ Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes More about making profitability simple: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Bio:
Giuseppe Grammatico is a franchising advisor who has owned a number of Master Franchise licenses and has enjoyed a successful franchising career, guiding over 200 individuals through business ownership, many for the first time. In addition to 2 decades in franchising, he also has 20 years of sales, marketing, and management experience. He has assisted over 1000 individuals and businesses with their investments and achieved over $1 billion in sales. Not everyone is motivated by money and fame, and Giuseppe knows this. He takes the overwhelming guess work out of the franchising process, listening and teaching along the way. Learning about his candidates specific goals for their business and lives aides in guiding them down their dream path. Those bold enough to take action on their own are the ones that realize the freedom boldness can deliver “Freedom Favors the Bold.” Links: https://ggthefranchiseguide.com/ The Real Estate, Wealth Builders Conference is in Phoenix, AZ, on May 4th-6th, 2023. I will be speaking at the conference along with over 35+ other real estate investor influencers teaching how to become a successful real estate investor. Get more info about this terrific community event bringing together hundreds of other investors here: http://www.rewbcon.com. Use the promo code rocky for 10% off Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes More about making profitability simple: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Bio:
Pat Miller has been a small business advocate for over 20 years. First through his roles in local radio and now through The Idea Collective— his international membership community of 1200 small business owners that spans four countries. Pat’s gift is to create big ideas and solve problems that help small businesses grow, and he is extremely passionate about helping entrepreneurs lean into their passions — professionally and personally — to make it happen. Links: https://ideacollectiveincubator.com/ The Real Estate, Wealth Builders Conference is in Phoenix, AZ, on May 4th-6th, 2023. I will be speaking at the conference along with over 35+ other real estate investor influencers teaching how to become a successful real estate investor. Get more info about this terrific community event bringing together hundreds of other investors here: http://www.rewbcon.com. Use the promo code rocky for 10% off Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes More about making profitability simple: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Bio:
Ron Story, Jr., has been a full time entrepreneur for over 20 years and has been instrumental in the creation, development and leadership of over 30 companies. Ron went from a struggling insurance salesman to becoming a self-made entrepreneur, now living in Medellin, Colombia. He is the founder of software company, PitchDB, the world’s largest podcast search engine with nearly 3 million hosts. It saves hours of digging for podcast contact details in just a few clicks. He is also the author of a book titled "The First 100 Miles”, which challenges business owners to recognize the opportunities in front of them and offers practical ways to grow faster. He is a starter and a fixer at heart who has learned many valuable lessons as an entrepreneur over the past two decades. Born and raised in East St.Louis, IL, Ron started his first business as a kid, collecting and recycling aluminum cans so that he could buy the toys he wanted. That drive to solve problems continues today, just on a larger scale. He has defied the odds and created a life that he could only dream about as a kid. Links: https://ronstoryjr.com/ The Real Estate, Wealth Builders Conference is in Phoenix, AZ, on May 4th-6th, 2023. I will be speaking at the conference along with over 35+ other real estate investor influencers teaching how to become a successful real estate investor. Get more info about this terrific community event bringing together hundreds of other investors here: http://www.rewbcon.com. Use the promo code rocky for 10% off Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes More about making profitability simple: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com The Real Estate, Wealth Builders Conference is in Phoenix, AZ, on May 4th-6th, 2023. I will be speaking at the conference along with over 35+ other real estate investor influencers teaching how to become a successful real estate investor. Get more info about this terrific community event bringing together hundreds of other investors here: http://www.rewbcon.com. Use the promo code rocky for 10% off
Bio: Jim Bishop has owned a retirement planning practice, a life insurance brokerage, and a real estate development company. He understands the process and struggles of growing a business with a planned exit and can help other owners who want to do the same. He often assists business owners who know their craft inside and out but have reached the limit of what they can do operationally on their own.
https://www.jtbishop.com/
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes More about making profitability simple: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Bio: Tyler Horsley, CEO, Investor, Private Equity, Business Growth Advisor, Board, Speaker, INC 500 Company Creator, philanthropist, AI-builder & investor.
Links: https://www.nuclearnetworking.com/ tyler@nuclearnetworking.com The Real Estate, Wealth Builders Conference is in Phoenix, AZ, on May 4th-6th, 2023. I will be speaking at the conference along with over 35+ other real estate investor influencers teaching how to become a successful real estate investor. Get more info about this terrific community event bringing together hundreds of other investors here: http://www.rewbcon.com. Use the promo code rocky for 10% off Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Today we are going to dig deep into all the levers that affect your profitability. The reality is small changes in each of these levers over time add up to big profits that you get to keep and remove from your business! This is not an overnight success but a systematic way to achieve results. When will you start? Hopefully after listening to todays episode with a fellow Profit First Professional. Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz The Profit First Live Q&A for March 22 - 1pm eastern https://www.eventbrite.com/e/profit-first-qa-call-tickets-532338939097?keep_tld=1 Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes More about making profitability simple: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Bio: Moshe Amsel is the host of the Profit with Law Podcast and the Law Firm Growth Summit. He helps law firm owners grow their practice with a focus on creating generational wealth. As a married loving husband and father of 6 children ranging from 23 years to a baby he is very familiar with the struggles of running a successful business and still prioritizing his family. Moshe has 20 years experience in the IT industry as a business executive. He has extensive experience in Sales and Marketing, having closed over $30 million in sales in a single year. In addition to Profit with Law, Moshe also owns an accounting practice, DreamBuilder Financial, where he helps clients with business advisory and tax strategy services. Links: Website: https://www.profitwithlaw.com/ https://www.facebook.com/profitwithlaw https://www.linkedin.com/in/mosheamsel/ https://www.linkedin.com/showcase/profitwithlaw/ Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapters of Profit First: https://sendfox.com/rocky This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
We have another Profit First success story along with some business wisdom.
It really doesn't matter how much your top line is, we can how much you keep! There are many reasons that money disappears and we will chat about a few of those today. One area we all need to focus on is us. What are the stories we tell ourselves and how much do we hold ourselves back? That's our topic, how to get rid of our head trash and get our business to grow! Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz The Profit First Live Q&A for March 22 - 1pm eastern https://www.eventbrite.com/e/profit-first-qa-call-tickets-532338939097?keep_tld=1 Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes More about making profitability simple: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Bio:
DR. NOAH ST. JOHN is known worldwide as “The Father of AFFORMATIONS®” and “The Mental Health Coach to The Stars.” He’s famous for helping his clients make more in just 12 weeks than they made in the past 12 months. His clients have added more than $2.7 BILLION dollars using his methods since 1997. Links: Learn more at https://NoahStJohn.com sendmeabooknoah.com breakthroughwithnoah.com His previous appearance on my other podcast: https://richersoul.com/ep-308-how-to-get-rid-of-head-trash-with-dr-noah-st-john/ Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapters of Profit First: https://sendfox.com/rocky This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Business is pretty simple, doing simple is hard. Today we are going to chat about that and how to ensure your business grows and is more profitable. We have a fellow business owner and investor to share how he grows his business and what he sees from other business owners. I know there are many actionable ideas that will come out of this episode for you. Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz The Profit First Live Q&A for March 22 - 1pm eastern https://www.eventbrite.com/e/profit-first-qa-call-tickets-532338939097?keep_tld=1 Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes More about making profitability simple: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Bio: Ryan Niddel is a CEO, Board Member and Entrepreneur. He is also the leading authority on improving revenue of companies by improving EBITDA through increased operational efficiency, lean manufacturing principles and more. He has helped with
the acquisition or exit of more than 11 companies while seeing their collective revenue surpass more than $237M. Niddel has successfully tripled the revenue of more than 5 companies in under 2 1/2 years adding an extra $950M in valuations. Niddel began his entrepreneurial journey at the age of 10 with a local lawn mowing operation which led to being taken under the wing of a local businessman and being mentored starting at the age of 14. He currently is a principal in a private equity group, the CEO of two 8-figure companies, and sits on the board of directors for several other companies. He has built a reputation as Ohio's top business growth specialist, and as someone able to rapidly improve the profitability of a company in order to achieve a higher valuation and sell for significantly more revenue. https://ryanniddel.com/ Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapters of Profit First: https://sendfox.com/rocky This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Do you have core values that direct you toward building your company and dynasty and making sure you are in alignment with what you want? When you are clear with what you want and you make sure you tell everyone and you stick to it, life and business become easier! We also dig into how to increase your revenue and measure your results beyond just the basics. Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz The Profit First Live Q&A for March 22 - 1pm eastern https://www.eventbrite.com/e/profit-first-qa-call-tickets-532338939097?keep_tld=1 Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes More about making profitability simple: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Bio:
Jason Skeesick is a US Army veteran, coach, and an entrepreneurial evangelist. He is a father, husband, fighter, and carrier of heavy things. His company Spear and Clover helps businesses with passionate leaders, talented teams, and strong playbooks go from contenders to Dynasty Organizations. He leads The Spear and Clover Mastermind a large group of like minded entrepreneurs united in helping one another impact the world with their unique missions. Links: https://www.spearandclover.com/ Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapters of Profit First: https://sendfox.com/rocky This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
I don't think our guest today needs an introduction you all know him and you can hear the entire back story in episode 2. Mike Michalowicz is back to chat today about how we navigate through the uncertain times everyone is talking about, Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz The Profit First Live Q&A for March 22 - 1 pm eastern https://www.eventbrite.com/e/profit-first-qa-call-tickets-532338939097?keep_tld=1 Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes More about making profitability simple: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Mike Michalowicz - https://mikemichalowicz.com/
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapters of Profit First: https://sendfox.com/rocky This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Every stage of business growth requires different steps and actions to get to the next level. However, if you build a good foundation based on the end game, those steps become so much easier to take. Today we focus on gross profit and how small steps and actions can help to increase the number and how it multiplies your total profit! Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz The Profit First Live Q&A for March 22 - 1pm eastern https://www.eventbrite.com/e/profit-first-qa-call-tickets-532338939097?keep_tld=1 Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes More about making profitability simple: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Bio:
Jose Palomino helps owners of B2B businesses grow profitable revenue. For over 15 years, He helped hundreds of B2B business owners, CEOs, and leadership teams across a variety of B2B categories develop the value proposition, strategy, and action plans they need to unlock growth. At Value Prop, they help our clients get clarity on what they do best for the customers they value most–and build a growth strategy that highlights that unique strength. From there we work with them to build out the plans and processes they need to grow their profitable revenues. https://www.valueprop.com/ Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapters of Profit First: https://sendfox.com/rocky This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
We have another Profit First success story along with a ton of business wisdom from our guest. We will discuss why you should remove money from your company and what to do with it. We also talk about a major driver in increasing your profitability, and that's how to increase your prices with conviction. Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes More about making profitability simple: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Bio: Omar Zenhom is the Co-founder and CEO of WebinarNinja, an easy-to-use webinar platform that allows you to create a webinar in 10 seconds flat. Founded in 2014, over a million people have already attended a webinar with WebinarNinja.
Omar is also the co-founder of The $100 MBA, the largest alternative business education online. He's also the host of an iTunes Best of 2014 podcast, The $100 MBA Show. The $100 MBA Show has delivered 1,100+ episodes and counting with over over 80 million downloads. Links: https://webinarninja.com/ https://100mba.net/show/ Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapters of Profit First: https://sendfox.com/rocky This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Running a small business can be hard and there are so many things you have to keep track of and learn. It's a lot easier when you can outsource these to others. We will chat a little about that today as it relates to taxes and everything that surrounds them, including managing your payroll. There are also thousands of tax credits and deductions. The great benefit of credits is they give you dollar for dollar reductions in the taxes you have to pay! Our guest will share how to make finding those credits easier. Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes More about making profitability simple: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Bio:
Doug Ludlow grew up in Modesto, an agricultural town in Central California. Despite Modesto city’s proximity to Silicon Valley, the city is almost entirely cut off from the technology industry, which is the economic engine of the 21st century. He helped start MainStreet, a financial services platform helping small businesses extend their runway and maximize their tax credits, in part to bring back good jobs and upward mobility to the people living in his hometown. Before MainStreet, Doug split his time between entrepreneurship (founding The Happy Home Company, Hipster, and madKast) and leadership roles at top technology companies, including Google and AOL. Links: https://mainstreet.com/ https://twitter.com/MainStreet https://twitter.com/dougludlow Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapters of Profit First: https://sendfox.com/rocky This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Well run businesses are fun to own and I don't care if you want to sell your business a sellable business is just fun to manage. For one, it's profitable. Second it doesn't require you to put out fires every day and you get to take a vacation! That's our goal for you! Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes More about making profitability simple: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Bio: David Barnett has been working with small and medium-sized businesses for over 20 years. He has helped entrepreneurs buy and sell them. He has helped them grow. He has helped people finance them. He is the host of a YouTube channel with hundreds of videos about buying, selling, financing and managing small and medium sized businesses and can be found anytime at his blog site
www.DavidCBarnett.com. Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapters of Profit First: https://sendfox.com/rocky This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Today we are focused on improving profit and cashflow for you. The core is we need good data, then we need to review the data, and most importantly, we need to take action. Each of these areas has its problems and issues, and we will chat about that along with how you can improve it. Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes More about making profitability simple: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Bio: Nate Jenson has a masters degree in Forensic Accounting, he’s a Certified Management Accountant, and is Certified
in Strategy and Competitive Analysis (through the Institute of Management Accountants). But more importantly, he has somewhere around 30,000 hours of helping small business owners understand what’s driving or inhibiting their profitability and cash flow and what to do about it. He has built and sold 3 bookkeeping and CFO companies having helped over 50 companies to get insight into their profitability. His current focus is providing this insight in a more automated way so that companies that need the insight but can’t quite afford a fractional CFO, can still have a clear picture of what they need to change to improve their profitability. Links: www.zerotocfo.com Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapters of Profit First: https://sendfox.com/rocky This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Cash is king, and today we are going to chat about that. Growth takes cash, and no one talks about how much cash you need to grow and how growth can bankrupt your business. We will cover that and more with an experienced entrepreneur who has been through it and has also been on Shark tank! Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes More about making profitability simple: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Bio:
Seneca Hampton is an entrepreneur with multiple 7-8 figure businesses, from eCommerce to Logistics, Consulting and Speaking. He is responsible for over One Quarter of a Billion Dollars in Sales and has touched over 5,000 products in over 20 different categories. With over 10 years of Digital Marketing, Sales, and Business Operations Experience, he knows a thing or two about how to build from ‘idea’ to multi-million-dollar success. Most known for his appearance on ABCs Shark Tank where he pitched his Sports Medicine company, Hampton Adams. Where Seneca demonstrated how he built an online eCommerce-based business that serves a rapidly growing 600,000 customers, has produced over $15,000,000 Dollars in Revenue, has zero employees and only demands 30 minutes of his time per month. All from scratch with $700 dollars to his name. Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapters of Profit First: https://sendfox.com/rocky This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
We always talk about being profitable, and one way to deploy that profit is through real estate. You can invest in rentals or buy your office building. Today we have my friend Dustin Heiner to talk about real estate and an upcoming program that I will be speaking at! Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes More about making profitability simple: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Bio:
Dustin Heiner is the founder of Master Passive Income, Real Estate Wealth Builders Conference (REWBCON) and Successfully Unemployed. He is a real estate investor who was able to make enough passive income from his business to quit his job when he was 37 years old. With his podcast, Youtube channel, books, courses, and coaching, he now helps other people quit their job by investing in real estate rental properties to live the dream life. Links: https://rewbcon.com/ Promo code - Rocky Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapters of Profit First: https://sendfox.com/rocky This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Are your margins constrained by market conditions, and you can't raise prices? What we tell our clients is to add private label or other products that carry bigger margins. In today's episode we share how to source and find alternatives. Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes More about making profitability simple: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Bio:
Raine Mahdi is a lifelong entrepreneur from San Diego with deep experience in sales, business development, and product sourcing. He's currently focused on building Zipfox.com, the world's first global B2B product sourcing platform, and establishing new global norms for trade and hiring. Links: https://www.zipfox.com/ Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapters of Profit First: https://sendfox.com/rocky This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Imagine selling your business to Bill Gates. That's what our guest today did! Beate Chelette is the Growth Architect and Founder of The Women’s Code and provides visionaries and leaders with proven strategies, blueprints and growth maps that provide clear steps to improve business systems, strengthen leadership skills and teams so that our clients and audiences can maximize profits and scale their impact. Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes More about making profitability simple: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Bio:
Beate Chelette is the Growth Architect and Founder of The Women’s Code and provides visionaries and leaders with proven strategies, blueprints and growth maps that provide clear steps to improve business systems, strengthen leadership skills and teams so that our clients and audiences can maximize profits and scale their impact. Beate is known as a straight shooter and her ability to inspire, empower and overcome adversity. Her super skill is working with unique personalities and big thinkers and building executable systems. A first-generation immigrant who found herself $135,000 in debt as a single parent Beate bootstrapped her passion for photography into a global business that licensed content into 79 countries. She exited in a multimillion-dollar deal when she sold the company to Bill Gates. She is the Podcast host of The Business Growth Architect Show and listed amongst the “Top 100 Global Thought Leaders” by PeopleHum and “One of 50 Must Follow Women Entrepreneurs” by HuffPost. Links: growthblockerquiz.com https://beatechelette.com/ Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapters of Profit First: https://sendfox.com/rocky This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Have you heard of the Savannah Banana's baseball team and Jesse and Emily Cole the owners? They are the poster child of the success of implementing profit first. When you think of minor league baseball, do you think the team can be profitable? Can they stay profitable through covid? You bet. Emily Cole is co-owner and Director of Fun of the Savannah Bananas, a minor league baseball team that is taking the country by storm. https://thesavannahbananas.com/staff-member/emily-cole/ Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes More about making profitability simple: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapters of Profit First: https://sendfox.com/rocky This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
We will chat about some basics of keeping you safe and secure in your business. Small businesses are just as much a target as large businesses and are probably easier to scam because there are no controls in place. There are so many threats, and too often, we are too busy to even think about them. Today we will chat about some simple ways you can protect yourself and your business Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes More about making profitability simple: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Bio:
An experienced business owner and leader, Karla has experience running businesses in cyber security, recruitment, and ecommerce. With an international network in cybersecurity, Karla is passionate about values-led leadership and people development. Karla is the COO for Orpheus Cyber. Orpheus are a threat intelligence company with a SAAS platform that helps organisations manage their own risk, and that of their third parties, with an easy to understand cyber risk score. Prior to joining Orpheus, Karla founded the international recruitment business, BeecherMadden before overseeing their acquisition by Nicoll Curtin. As a Director for Nicoll Curtin, she expanded the company further before moving to the US to accelerate growth of the American business. Karla is a judge for The Cyber Security Awards, The National Cyber Awards and The American Cyber Awards. She is the host of industry interviews on the Cyber Talks media platform, the Zero Hour Podcast and the Capital Tea Podcast. She is also an experienced speaker, on the topic of cyber security and women in technology. Her views are often sought and published on this subject, as well as entrepreneurship. Karla was included in SC Magazine’s Top 50 Women in Security. She was a finalist for Entrepreneur of the Year at the Cybersecurity Women of the Year Awards. She was a finalist for the Woman of Influence awards at the SC Awards Europe in 2022 amongst many others. Orpheus won Best use of Machine Learning under her leadership. LinkedIn https://www.linkedin.com/in/karlareffold/ Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapters of Profit First: https://sendfox.com/rocky This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Sales is the lifeblood of your company, but you better make sure it's not unprofitable, to begin with or becomes unprofitable because you cut deals to bring in cash or make a number. Our topic today is how to build and manage your sales team. Rene is in a situation most business owners dream of. He hasn’t had to find a new client in over 13 years! After having led over 2500 sales meetings in the last decade, he has discovered that there is no such thing as bad salespeople. Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Bio:
Rene is in a situation most business owners dream of. He hasn’t had to find a new client in over 13 years!
After having led over 2500 sales meetings in the last decade he has discovered that there is no such thing as bad salespeople. Rene is the creator of the Part-Time Sales Management System which redefines the relationships between small business owners and their sales team. Sales is the lifeblood of any business and most businesses bleed to death because they are too focused on finding the ‘right’ people and less focused on building the right environment. Get ready to have your sales mindset rewired and your business transformed. https://salesmanagernow.com/
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at
https://www.SMBPodcastNetwork.com
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
We are back today with another Profit First success story. I was recently on Josh's podcast and learned he loved Mike and the Profit first system and asked him to share his journey and how it's changed his business. He is a former major league baseball pitcher so We also talk about what it means to have a team and also a coach. and how it relates to business. Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Bio:
Having overcome failure and broken dreams, Josh knows how hard it is to become your best when it feels like the whole world is against you. As a CEO of 8 companies, coach, and man of faith and family, Josh is hellbent on helping leaders live a life of exceptional impact, influence, and faith. Through his speaking, coaching and organizations, Josh motivates, advises, and leads others to reach their potential in business and life.
Keep in touch with Josh! Josh Kalinowski CEO, Speaker, Coach, Serial Entrepreneur, Author - Kalinowski Enterprises Website: joshkalinowski.com - man-made.org Instagram: @joshuadkalinowski Facebook: @jk.joshkal https://www.facebook.com/jk.joshkal Linkedin: https://www.linkedin.com/in/joshkalinowski/ Subscribe to the "JK Download" - no fluff, no BS, just raw, personal growth hacks that actually work and inspiration to lead in your life, in your inbox, every week. https://www.joshkalinowski.com/jk-download Level up with Leading & Living with Impact & Influence - Get practical ways to become the best “you”, experts’ secrets to overcoming limiting beliefs and tips to live a successful, fulfilling life through conversations with thought leaders, entrepreneurs and everyday people. https://www.joshkalinowski.com/podcast Get 3 free gifts when you join Man-Made's free, private community: https://www.man-made.org/joinnow
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at
https://www.SMBPodcastNetwork.com
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
The biggest lever in your business is Pricing. A small change in price can result in a dramatic increase in profits. Listen in as our guest shares the math. Pricing is much more emotional than rational, and we don't want to race to the bottom and be the lowest-price competitor. Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Bio:
Per Sjofors, aka “The Price Whisperer”, is the Founder of Sjofors & Partners. He did not invent this moniker, but was often called “The Price Whisperer” by former clients, friends and acquaintances. So he decided to adopt it! Per started his entrepreneurial journey when he moved from his native Sweden to Switzerland to establish and run a company. Something he never had done. In a country where he did not know the language… He grew the company to several millions in revenue but was eventually recruited to take over leadership of the London based European subsidiary to a Japanese electronic manufacturer, where he quadruped revenue over a three year period. Per is an author of “The Price Whisperer - A Holist Approach to Pricing Power” and is a sought-after speaker for a variety of conferences and business circuits. He is a member of the Forbes Magazine Business Council, a member of the C-Suite Network, appears regularly on podcasts and business radio shows, and gets quoted regularly in the financial press, including Inc Magazine, The Street, Fortune Magazine, Industry Week, Business Insider and the Financial Times. Links: www.sjofors.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at
https://www.SMBPodcastNetwork.com
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
The biggest lever in your business is Pricing. A small change in price can result in a dramatic increase in profits. Listen in as our guest shares the math. Pricing is much more emotional than rational, and we don't want to race to the bottom and be the lowest-price competitor. Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Bio:
Per Sjofors, aka “The Price Whisperer”, is the Founder of Sjofors & Partners. He did not invent this moniker, but was often called “The Price Whisperer” by former clients, friends and acquaintances. So he decided to adopt it! Per started his entrepreneurial journey when he moved from his native Sweden to Switzerland to establish and run a company. Something he never had done. In a country where he did not know the language… He grew the company to several millions in revenue but was eventually recruited to take over leadership of the London based European subsidiary to a Japanese electronic manufacturer, where he quadruped revenue over a three year period. Per is an author of “The Price Whisperer - A Holist Approach to Pricing Power” and is a sought-after speaker for a variety of conferences and business circuits. He is a member of the Forbes Magazine Business Council, a member of the C-Suite Network, appears regularly on podcasts and business radio shows, and gets quoted regularly in the financial press, including Inc Magazine, The Street, Fortune Magazine, Industry Week, Business Insider and the Financial Times. Links: www.sjofors.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at
https://www.SMBPodcastNetwork.com
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Today we will chat about how you can increase your prices and how psychology plays a big part in how consumers will react. As we go through examples, think through your business and ask yourself how can I apply this to my offerings. Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Bio:
Robert Persichitte, CPA, CFP®, has guided business leaders and individuals with financial and investment decisions for over ten years. He is an accountant at heart and an award-winning analyst known for using data to make sound decisions. He is driven to help clients invest wisely by avoiding scams and other pitfalls of investing and personal finance. Delagify Financial is a company dedicated to helping consumers avoid and recover from financial pitfalls. They offer tax, accounting, and financial planning services.
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at
https://www.SMBPodcastNetwork.com
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Today we will chat about how you can increase your prices and how psychology plays a big part in how consumers will react. As we go through examples, think through your business and ask yourself how can I apply this to my offerings. Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Bio:
Robert Persichitte, CPA, CFP®, has guided business leaders and individuals with financial and investment decisions for over ten years. He is an accountant at heart and an award-winning analyst known for using data to make sound decisions. He is driven to help clients invest wisely by avoiding scams and other pitfalls of investing and personal finance. Delagify Financial is a company dedicated to helping consumers avoid and recover from financial pitfalls. They offer tax, accounting, and financial planning services.
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at
https://www.SMBPodcastNetwork.com
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
The biggest problem with being profitable is the tax bill!
We discuss profitable and practical ways to lower your taxes. We want to ensure you don't let taxes drive your business decisions but rather your business decisions lower your taxes.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is available!
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Steve Moskowitz knows that clients’ lives – and livelihoods – can be upended or even destroyed when tax trouble arises. As a tax attorney for more than 30 years, Steve has made it is his personal mission to help business owners and individual clients successfully resolve tax issues and go on with their lives. With extensive knowledge of tax law, a desire for swift and vigorous defense, and decades of experience with tax authorities and in the courts, he has unusually perceptive judgment in assessing the best way forward, and the right resources to achieve resolution. Links: https://moskowitzllp.com/
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at
https://www.SMBPodcastNetwork.com
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
This week I am joined by Michele Nedelec. Our topic is Profitable marketing and automation. Everyone wants more sales, but sometimes those sales are unprofitable. It could be because of marketing and advertising costs or many other factors. Today we chat about the steps to ensure your marketing efforts are profitable and repeatable.
I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be part of the Beta for the Profit First Experience Course.
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Bio:
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at
https://www.SMBPodcastNetwork.com
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
This week I am joined by Jay Fairbrother the Profit Architect Our topic is my favorite subject increasing your profitability! Too often we just focus on the top line number of revenue, but the reality is the bottom line profit is what we get to keep. Small changes to the profit lever can have a big impact on the bottom. Listen in to learn how.
I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the next cohort of the Profit First Experience Course is launching.
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Bio:
Jay Fairbrother from The Profit Architects is a serial entrepreneur and coach with 30+ years of experience in founding, buying and selling 7-figure businesses. Jay’s story includes losing EVERYTHING in the 2010 financial crisis and rising from the ashes. Jay is also the Executive VP for the Global Leaders Organization (GLO) and his job is to recruit Chairs and start Chapters all over the world. Jay also runs Masterminds and offers programs and courses around Sales & Pricing. Links: jay@fairbrother.com www.TheProfitArchitects.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at
https://www.SMBPodcastNetwork.com
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the Profit First Experience Course launches.
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Bio:
Pam Hill, founder and CEO of My Smart Cousin, is a real estate investor who owns 25 properties and 31 units, all purchased for the price of a car, and in some cases, a bicycle, at $2,500 to $35,000. Pam began her real estate investment career ten years ago during the Great Recession, as a side hustle while working as an executive at an electric utility company. Since then Pam has become the ‘Smart Cousin’ to everyone in her family with personal finance and real estate advice, as well as a real estate investment coach, teaching others how to buy their first or 101st property for the price of a car. Pam received her Bachelors degree from Dartmouth College and her Masters degree from Harvard University. Pam coaches her clients in English, Spanish, and Mandarin, Chinese when required, as a graduate of Johns Hopkins’ Chinese studies program in Nanjing, China. Links: https://mysmartcousin.com/ https://www.instagram.com/MySmartCousin/ https://twitter.com/MySmartCousin https://www.facebook.com/MySmartCousin
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at
https://www.SMBPodcastNetwork.com
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the Profit First Experience Course launches.
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Bio: AJ Rivera is the Founder of Blink Media Co a consulting firm that provides businesses with executive level guidance, strategy and leadership for their marketing teams. Links: Freebies: https://www.ajrivera.com/rocky Website: www.ajrivera.com Facebook: https://www.facebook.com/aj.rivera.12 https://www.facebook.com/ajriveraofficial Twitter: https://twitter.com/heyajrivera Instagram: https://www.instagram.com/heyajrivera/ YouTube: https://www.youtube.com/c/AJRivera LinkedIn: https://www.linkedin.com/in/ajrivera-digital/
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at
https://www.SMBPodcastNetwork.com
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the Profit First Experience Course launches.
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Bio:
After his two businesses nearly killed him, Richard made it his mission to ensure other entrepreneurs didn’t go through the same struggles alone. To do this, he cofounded Unleashed CEO which helps Visionary Entrepreneurs scale with time freedom by recruiting and training a self-managing leadership team. Their proven process is guaranteed to free up 30 hours per week for the CEO to focus on growth, more time with family, or better yet both. Richard's vision is to build a global tribe of 10,000 Unleashed CEO’s and help them achieve their big impact vision. Website: https://unleashed.ceo/
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at
https://www.SMBPodcastNetwork.com
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the Profit First Experience Course launches.
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Bio:
Internationally known as one of the most influential entrepreneurs, Brad Sugars is a bestselling author, keynote speaker, and the #1 business coach in the world. Over the course of his 30-year career as an entrepreneur, Brad has become the CEO of 9+ companies and is the owner of the multimillion-dollar franchise ActionCOACH®. As a husband and father of five, Brad is equally as passionate about his family as he is about business. That's why, Brad is a strong advocate for building a business that works without you - so you can spend more time doing what really matters to you. Over the years of starting, scaling and selling many businesses, Brad has earned his fair share of scars. Being an entrepreneur is not an easy road. But if you can learn from those who have gone before you, it becomes a lot easier than going at it alone. That’s why Brad has created 90 Days To Revolutionize Your Life – It’s 30 minutes a day for 90 days, teaching you his 30 years experience on investing, business and life. Links: actioncoach.com bradsugars.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at
https://www.SMBPodcastNetwork.com
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hey, we have a new offering, and this is a special episode to tell you about the beta offering available for a limited time.
To get on the sign-up list click here
To chat with me about it click here to schedule a time: book a time
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the Profit First Experience Course launches.
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Bio:
A.J. Lawrence is a serial entrepreneur with multiple exits, an angel investor, growth expert, and host of the Beyond 8 Figures podcast. With over 25 years of exceptional experience in industries ranging from consumer goods to SaaS, he uses data-driven insights to drive lasting and sustainable growth. A.J. calls himself a “journeyman entrepreneur” because he finds great joy in learning from people who achieved more than he did and finding ways to use their insights. He is always on the lookout for opportunities to connect and collaborate with interesting people and support the community. Links: https://beyond8figures.com/growth-guides/
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at
https://www.SMBPodcastNetwork.com
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the Profit First Experience Course launches.
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Bio:
Ronit Enos, is a Profit Jedi, host of Huddle Time with Ronit, Amazon bestselling author of Profit First for Salon and the business mastermind behind helping business owners seamlessly generate record-breaking net profits that powerfully elevate their impact. As a serial entrepreneur, Ronit launched and grew her Maxime Brand into an award-winning 7-figure salon (with 6-figure net profits), propelling her to the top 1% of salons in the country. Links: Book buy link: https://profitfirstsalons.com/book Instagram: @ronit.enos LinkedIn: https://www.linkedin.com/in/ronitenos/ Facebook Group: https://www.facebook.com/groups/profitablesalonowners/ Personal Facebook: https://www.facebook.com/ronit.bergerenos/ Twitter: @enos_ronit TikTok: @ronitbergerenos Pinterest: https://pin.it/3M0hwaC
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at
https://www.SMBPodcastNetwork.com
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the Profit First Experience Course launches.
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Bio:
Patrick is a serial entrepreneur and investor turned mentor. He has personally coached hundreds of CEO’s & organizations and their employees as a sought-after industry expert business mentor and certified exit planning advisor. Through his 'Exitable Business" Methodology, he helps CEO's transform their companies into highly profitable entities that are strategically positioned for a successful and profitable exit. Links: https://exitable.io/
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at
https://www.SMBPodcastNetwork.com
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the Profit First Experience Course launches.
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Bio:
Patrick is a serial entrepreneur and investor turned mentor. He has personally coached hundreds of CEO’s & organizations and their employees as a sought-after industry expert business mentor and certified exit planning advisor. Through his 'Exitable Business" Methodology, he helps CEO's transform their companies into highly profitable entities that are strategically positioned for a successful and profitable exit. Links: https://exitable.io/
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at
https://www.SMBPodcastNetwork.com
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the Profit First Experience Course launches.
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Bio: Jeff is the Freedom Guide! After years of working for others, Jeff had the epiphany that he had always been an entrepreneur inside other people's companies. Finally realizing this helped Jeff to go on and found highly successful businesses, T-Werx Coworking, and BKA Wealth Consulting. As Jeff grew his business, he had to learn what it takes to successfully run a small business. This included struggling with entrepreneurial poverty. After years of struggles. Jeff developed the Freedom Day method of rapid business growth, instant profitability, and Operational Efficiency. Jeff believes that if your business is not evolving it is dying. Having several of his friends who started businesses at the same time he did, Jeff saw many of these businesses fail. Tired of seeing his friends struggle, Jeff made it his mission to help businesses evolve and survive. Jeff has developed the Freedom Day method that is to help businesses become profitable as soon as possible, then grow their business into a business that can eventually be sold. Between his four businesses, Jeff helps people enjoy the benefits of entrepreneurship, building profitable businesses, and building long-term wealth. Links: Instagram: https://www.instagram.com/freedomnationpodcast/ Podcast Website: https://www.freedomnationpodcast.com/
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at
https://www.SMBPodcastNetwork.com
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Sign up to be notified when the Profit First Experience Course launches.
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Bio John Briggs is the founder of Incite Tax & Accounting and the author of Profit First For Microgyms. His accounting firm has more gym clients than any other firm in the country, as well as thousands of other client-driven businesses, and he is also an owner of a gym, GSL Fitness. Through all of this, he has learned that achieving a highly profitable business can be overwhelming, particularly with all the barriers and unknowns that new owners are forced to deal with. Entrepreneurs can quickly become stressed and burnt out, and often sadly give up on the mission that they set out for. In much the same way that the body needs blood to survive, a business needs cash, the lifeblood of the business, to stay healthy and to grow more resilient. To this end, John is a man on a mission to give entrepreneurs an actual work-life balance so they don’t get burned out. He helps them increase their cash immediately so they can have confidence in their choices and become financially resilient. And he talks the walk by battling against the traditional CPA culture of “overwork, underpaid, pay your dues and suffer while you’re at it” mentality by providing his team a healthy work life balance even during busy tax seasons. Links: InciteTax.com https://incitetax.com/wealth/ Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at
https://www.SMBPodcastNetwork.com
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Bio Jeff Cohen is a seasoned entrepreneur having founded and grown multi million dollar technology and manufacturing businesses. He gained national attention when he appeared on ABC TV’s Shark Tank, Season One. He was the first company that Shark Tank ran a success story on in Season Two. Jeff presents Count-On-Able as the new and rapid success framework that guides CEOs to make this happen. Links: https://www.clevelroundtable.com/ www.countonable.com https://www.linkedin.com/in/jeffcohen/ https://www.instagram.com/jeffgcohen/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at
https://www.SMBPodcastNetwork.com
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Bio In a world where dreams are crushed, souls are forgotten, and rust never sleeps, Josh Zepess (the Identity Archaeologist) is on a mission to ensure talented solopreneurs turn every business first impression into a second impression (where the sale happens!) by raising their ROC - Return on Conversation - so they can profit more without grinding more. After decades on the corporate farm as a shy, introverted engineer, he realized that the cubicle could no longer contain him. So he escaped. It was a rocky road through entrepreneurship in the financial and gym industries until he finally stopped ignoring his genius. Now he plays in it, profitably, every day. When he's not digging for business gold, he flies airplanes, brews beer, runs long-distance obstacle course races, and is a semi-pro comedian (not the funny kind!) Links: https://www.joshzepess.com/wdyd https://joshzepess.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at
https://www.SMBPodcastNetwork.com
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Bio Stacey Brown Randall is the multiple award-winning author of Generating Business Referrals Without Asking, host of the Roadmap to Grow Your Business podcast and national speaker. She has had the privilege of helping well-known corporations and franchises, but her focus is on small business owners and solopreneurs. Stacey has been featured in national publications like Entrepreneur magazine, Investor Business Daily, Forbes, CEO World, Fox News and more. She received her Master’s in Organizational Communication and is married with three kids. Links: LinkedIn: linkedin.com/in/staceybrandall Instagram: @staceybrownrandall Facebook: facebook.com/staceybrownrandall Twitter: @staceybrandall Referral Ninja Quiz: https://www.staceybrownrandall.com/quiz Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at
https://www.SMBPodcastNetwork.com
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
Bio - Susie Carder the profit coach built and sold two powerhouse businesses for $10 Million each, coached 100,000 entrepreneurs to increase their revenues by 3000%, and become an international bestselling author and host of a fast-rising podcast "Power Your Profit." Links: https://susiecarder.com/podcast-2/ www.SusieCarder.com or take Susie's Free 10-Point Business Planning Assessment at www.susiecarder.com/freebizassessment
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at
https://www.SMBPodcastNetwork.com
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Bio Jeff Cohen is a seasoned entrepreneur having founded and grown multi million dollar technology and manufacturing businesses. He gained national attention when he appeared on ABC TV’s Shark Tank, Season One. He was the first company that Shark Tank ran a success story on in Season Two. Jeff presents Count-On-Able as the new and rapid success framework that guides CEOs to make this happen. Links: https://www.clevelroundtable.com/ www.countonable.com https://www.linkedin.com/in/jeffcohen/ https://www.instagram.com/jeffgcohen/ Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at
https://www.SMBPodcastNetwork.com
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Bio The Sales CEO has over 25 years of experience training individuals and teams on high performance sales processes. The Sales CEO is a boutique coaching firm specializing in sales development with a focus on ADHD. Using his ADHD superpower Corey has developed systems and processes that allow Business owners to maximize employee experience and revenue. Corey uses a proprietary system to guide businesses to higher sales results, focusing on every aspect of the process. A hands-on approach is used, with feedback provided throughout the entire process, which helps clients to achieve results faster. Our proven results have helped hundreds of professionals across multiple industries achieve improved sales results. Corey is a Keynote speaker, International Coach and Consultant and hosts the Top Rated podcast “Successful Life Podcast” and he co hosts the only ADHD sales Podcast in the world called “ADHD SALES LEGENDS', with Callye Keen. Corey is writing a book on ADHD Sales and Entrepreneurship that will be out later this year. Links: https://coreyberrier.com/ https://www.instagram.com/coreyberrier/ http://www.linkedin.com/in/coreysalescoach https://www.youtube.com/channel/UCrPl4lUyKV7hZxoTksQDsyg Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at
https://www.SMBPodcastNetwork.com
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Bio Catherine Tindall is a CPA specializing in advanced tax reduction who proactively works with clients to reduce what they pay in tax while supporting their greater wealth building and life goals. Her goal for every client is to provide a return on investment, in the first year, usually $15,000–100k+ in tax savings. Web: https://www.dominiones.com/about Linkedin: https://www.linkedin.com/in/ctindallcpa/ Facebook: https://www.facebook.com/catherine.tindall.121
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at
https://www.SMBPodcastNetwork.com
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/ Bio: For more than 17 years, Gordon has been helping hundreds of small to medium size businesses and professional practices develop marketing and business growth plans that have brought millions of dollars in added revenue. This has been accomplished through his agency, The Alchemy Consulting Group. In 1995, he began partnering with several NGOs to teach microenterprise principles to people in underdeveloped nations. This work has taken him to more than 50 countries resulting in the launch of more than 1000 businesses, 27 schools and many community development programs. He continues to be active in this work today. An enduring lesson from these experiences is the importance of business growth that is both consistent and predictable. Today’s professional practice owners must be aware of market trends and be able to pivot quickly towards new opportunities in order to survive. In addition to focusing on growth, Gordon also works with owners to enhance the value of their practice. He believes that even if selling the practice isn’t a goal, every professional should analyze their business as if they were a buyer. Gordon strongly believes that small to medium sized businesses are the engine that drives the economy. By helping owners and growing their companies, we help our communities and nation Links: https://thealchemyconsultinggroup.com/ https://www.alchemytransitions.com Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at
https://www.SMBPodcastNetwork.com
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Linsi Brownson is out to debunk the myth that stress, hustle, and busyness are the way to succeed in a small business. She coaches overwhelmed creative entrepreneurs to help them reclaim time, streamline their business, and rewire habits to support their wealth and wellbeing. Her motto, “love your business, own your life” is centered on the belief that success is a lifestyle, and we can enjoy it at every level in our business. Linsi is a speaker, coach, artist, and host of the Be Brilliant In Your Business Podcast, a creative cocktail of pep talks and practical tools to help entrepreneurs stay energized, organized, and inspired. Links: https://www.linsibrownson.com/ Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at
https://www.SMBPodcastNetwork.com
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Bio 80% of business owners want to stop working in their business in the next 5-10 years, but most have not planned for that transition. Many need to improve the business first. Laurie Barkman is a "business transition sherpa." With her firm, SmallDotBig, she advises owners on having more valuable, sellable businesses. And as a Partner with Stony Hill Advisors, a mergers and acquisitions firm, she guides them through the complex process of letting it go. Laurie is the former CEO of a $100 million revenue company with an exit to a Fortune 50 company. With more than 25 years of C-Suite and award-winning marketing expertise, she provides actionable perspectives to drive sustainable value. Engaging audiences across the US, Laurie is an Adjunct Professor of Entrepreneurship at Carnegie Mellon University, leads executive workshops with Vistage, and hosts a weekly podcast called Succession Stories. Laurie earned an MBA from Carnegie Mellon University and BISILR from Cornell University. She is a Certified M&A Advisor and Certified Value Builder giving her the knowledge to expertly represent clients and coach them how to maximize the value of their business. Social Medias LinkedIn: https://www.linkedin.com/in/lauriebarkman/ Twitter: @Laurie Barkman Website: https://smalldotbig.com Podcast: www.successionstories.com https://bit.ly/overlooked_owner
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Bio: Charles Alexander’s mission in life is to help entrepreneurs get focused and beat the odds of business failure. Charles is the Director of the Small Business Development Center at Volunteer State College, where he provides one-on-one business coaching and teaches seminars to help entrepreneurs grow their businesses. Working with over 1,000 entrepreneurs has helped him become a polished storyteller that uses humor and real-world experiences to educate others. In addition to coaching entrepreneurs, Charles also owns his own business, creating Explainer Videos for busy professionals. Lastly, and most importantly, he is happily married to his wife Sarah and is the proud father of three lovely children, Ava, Lilly, and Lane. Links: http://bizstats.com/ https://www.yourcharlesalexander.com/
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Bio Terry Begue is living proof that every single one of us has the ability to overcome our challenges and create the most extraordinary life we can imagine. Terry started his painting business fresh out of high school with no money, no experience, no connections and no skills. Armed with nothing more than a pick-up truck and a dream. He spent years refining his painting skills only to discover no matter how good he became he was just another painter in an overcrowded market. Refusing to settle, he stopped working on his painting skills and began perfecting his people skills. Learning what motivates people to buy, and taking away the reasons why they wouldn’t buy, and his business blew up! He more than doubled his income in just six months and over the next year, doubled it again! Since then, Terry has fine-tuned his process for business and personal growth, into an easy to follow, four step system. His proven system has allowed his company to grow year after year, even though he hasn’t advertised since 2012! Today, Terry is an international speaker and author of, “Attract & Keep Customers for Life: Four Abilities to Build Trust, Communicate Your Value and Charge What You’re Worth” He recently launched his brand-new course, “Unnoticed to Unforgettable” designed to give even greater access and insight to his proven strategies in an effort to help as many people as he can fulfill the unlimited potential that lies within them. Links: https://www.terrybegue.com/ Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
This episode is part of the SMB
Podcast Network. Find other great interviews from around the internet just like this one at
https://www.SMBPodcastNetwork.com
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Bio Parker Nash is an 11-year veteran of Nike where he grew lines of business to more than half a billion in annual revenue. While at Nike, he realized the process they used to build their brand was something all businesses could do which inspired him to build his own copywriting and marketing agency that helps small and mid-sized businesses attract devoted customers. He has helped startups, financial advisors, service-based businesses, eCommerce brands, and businesses from all backgrounds develop winning brands. Links: 3-Part Business Boost https://www.parkertnash.com/boost LinkedIn profile - in/-parkernash Instagram - @parker_nash_ Website - https://parkertnash.com/
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/ Bio * Amber Dugger is the founder of Profit for Keeps™, host of Profit for Joy™ TV, International speaker, and the CEO of Amber Dugger Coaching. We help entrepreneurs around the world become permanently profitable which results in significant increases in both personal and business net worth with a system and strategy that is simple and takes less than 10 minutes a day.
Links: * IG - @profit.with.amber * FB - Amber Dugger * FB Group - Sweet Life, Purposeful Money * YouTube: Profit for Joy™ TV * Website: https://amberdugger.com/ * Aged Money Challenge: https://amberdugger.mykajabi.com/Aged-Money-Challenge-Waitlist * Free profitability and revenue calculator: https://amberdugger.com/calculator
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/ Bio Ben Wolf is a bestselling author and founder and CEO of FractionalLeadership.io, the first platform dedicated to referring vetted fractional leaders to small and midsize business owners and leaders. Ben recognized the value of fractional leadership while building operations at a healthcare startup from pre-launch into the largest organization of its type in New York State. Today, he operates Wolf's Edge Consulting, a Fractional Integrator firm for small and midsize businesses, and hosts the podcast Win Win - An Entrepreneurial Community. He lives with his wife and four children in Long Island, New York. Connect with him online at www.FractionalLeadership.io. Links: LinkedIn Fractional Leadership Website Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/ Bio Pete helps entrepreneurs transform their frustrations into freedoms by using a variety of frameworks that help them cut through the chaos and overwhelm of running a business. With over 25 years as a business owner and 11 of those as a retailer, he's refined many of his tips, tools, and techniques in the trenches within his own businesses. You own your business; it shouldn't own you. It's time to start using frameworks that allow you to have a turnkey business so that you can live the life you deserve! Links: SimplifyingEntrepreneurship.com https://mybusinessreport.com/assessment?ref=petermohr Webistefor Shoetopia: https://www.shoetopia.ca/ Email: pete@mohr.coach Linkedin: https://www.linkedin.com/in/petermohr/ Instagram: https://www.instagram.com/petemohr_coach/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Bio Pieter de Villiers is CEO and co-founder of Macanta Software Ltd and a small business systems & automation expert. Pieter is a 2 x Amazon Best Selling Author, ‘Barefoot Business: 3 Key Systems to Attract More Leads, Win More Sales and Delight More Customers Without Your Business Killing You’ and one of the co-authors and organisers responsible for bringing together expert contributors on three continents, to produce another Amazon #1 international bestseller, ‘Franchising Freedom!’. Links: https://macantacrm.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Bio Adam Lendi, a real estate broker, investor, and business coach saw the investment potential in RV parks. When Adam is not helping investors grow their wealth, you are likely to find him flying high in the sky on his paraglider or spending a weekend in his travel trailer. Links: https://happycampercapital.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Bio Chris Lalomia is a successful entrepreneur and change leader that has built on his experience working with the largest companies in America to start his own business from scratch. He brings his unique style to leadership to build a culture of professionalism to the blue collar world of home renovations. He left the corporate zoo and ventured into the entrepreneurial wild and started The Trusted Toolbox: Home Repair and Projects in 2008. YES,he started a business right before the Great Recession, so timing the market is not his strength. He survived through that time and has grown his business into a multimillion dollar handyman and remodeling company which has won numerous awards in Atlanta, GA. Links: Chris@thetrustedtoolbox.com www.safaripodcast.com www.thehomeserviceinstitute.com www.zoo2wild.com www.thetrustedtoolbox.com
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz. Thanks for listening!
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Bio: Torrin Minutillo
I started my business journey in 1989 at the age of 24, not having attended any business school. What I did have was plenty of enthusiasm, optimism and courage which helped me to make it all work. Over the last 32 years I have bought, sold, started, ended, failed and succeeded in many businesses. After 24 years of fluctuating between doing okay , doing very well and other times just getting by, a combination of bad decisions, bad planning and bad luck led to reaching the lowest ebb in my business journey. This was the catalyst to look for a new pathway forward. Over the next few years I was influenced to look inwardly to my inner game and started to turn things around. Since 2014 I have been looking deeper to find more sustainable answers to business growth problems. The culmination of that is the enterprise Attergy creating an ecosystem to pass on the valuable lessons and information I have gathered over the last 30 years. Links: https://attergy.com/ https://attergy.com/book/
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Bio: Katie Crismale-Marshall is a certified prophet first coach, bookkeeper and small business strategist who over many years has worked with hundreds of tradies who are struggling and has supported them to turn their business around. Katie's experience also includes being the wife, daughter, sister, granddaughter, daughter in law, sister in law and niece of tradies so she understands first hand what a tradie business can do to a family
Links: profitfirstfortradies.au
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Bio: Jose Escobar was born in Washington, D.C. and resides with his family in Silver Spring, Maryland. He is happily married to his wife Katie Escobar. Together they have 4 children; Noah, Zelie, Avila and Siena. Jose has been a sales professional for over 22 years, many of which included management and coaching positions. He currently is the Sales Director for The Educational Funding Company (EFC). He is the Founder and CEO of The Entrepreneur's Bookshelf, where he is a high performance coach helping entrepreneurs take their lives and businesses to the next level. He just recently released his latest digital program, "The Morning & Evening Routine Mastery."
Links: Website: https://theentrepreneursbookshelf.com/ Facebook Group: www.facebook.com/groups/theentrepreneursbookshelf/ Book a Strategy Session: https://calendly.com/jaesco25/strategy-session-with-jose-escobar Facebook Page: https://www.facebook.com/jaesco25/
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Bio: Brandon and Amanda Neely are small business and financial professionals. They founded and ran Overflow Coffee Bar, L3C from 2008 through 2018. Now, they shares their experiential knowledge through podcasting and through developing personalized financial strategies for individuals and couples and profitability strategies for businesses. Their goal is to work with people to take charge of their cash flow, leverage their assets, and increase their profitability in ways that would make their grandma proud.
Links: grandmaswealthwisdom.com/podcast/ https://stillmethod.com/
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Bio: Anthony Sabatino is a business coach & consultant with a holistic approach to growth and scale. He understands that while business is simple, people are complicated. Anthony is passionate about helping entrepreneurs and executives alike discover and utilize strategies that will help them efficiently scale while relieving negative pressure.
Links: http://www.aspfsolutions.com/ Facebook: https://www.facebook.com/Aspfsolutions/ Twitter: https://mobile.twitter.com/as_finance Instagram: https://www.instagram.com/anthony_finance/
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Bio: Jos Willard’s mission is to help good people build profitable lives and achieve extraordinary goals.
An international coach, counselor, and consultant for more than twenty years, creator of the Profit for Coaches™ system and host of the Profit for Coaches podcast, Jos helps his clients get rewarded for making a positive impact in the world, living from their values, and serving exactly the people they’re meant to serve. Jos has helped thousands of clients around the world to achieve their goals in life and business. His clients have included athletes, actors, directors, military operatives, religious leaders, serial entrepreneurs, PhDs, MBAs, MDs, coaches, elected officials and otherwise “normal” people from around the world. Living from his own values of Personal Responsibility, Freedom, and Abundance, Jos has jumped out of airplanes, marched 25 miles in a monsoon, been married, divorced, and married again, has two teenaged sons (Lliam and Anthony) and an amazing wife (Emma) who doesn’t like street signs (feel free to ask him about that story). He’s lived in 3 different countries on two continents and believes deeply that what we have in common is stronger and more important than our differences – if we’re willing to let it be so. Websites: Profit for Coaches: https://www.profitforcoaches.com Jos Willard Coaching: https://www.joswillard.com
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Bio: Jennifer earned degrees from the Ohio State University (BA) and Cleveland State University (MBA), as well as Certification as a Profit First Coach. Along the way, she built successful businesses in medicine, independent film production, video game development, and professional coaching. Most recently she earned her certificate as a licensed home bakery.
Today, Jennifer shares key lessons on entrepreneurship and finance as an adjunct professor at Baldwin Wallace University, on her Crush The Journey podcast, as a keynote speaker, and in one-on-one consultations with her clients. She has also served on the board for the National Association of Women Business Owners, Cleveland chapter, as the Director of Programming. Links: FB https://www.facebook.com/jennifer.juguilonhottle/ LinkedIn https://www.linkedin.com/in/jenniferjuguilonhottle/ Website: https://j2hconsulting.com, https://www.mamas3bakery.com Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Bio: Recognized internationally as a premier thought leader & practical strategist who delivers proven net profit & gross margin gains in today's highly commoditized price-driven markets. Mark's passion is inventing exceptional business models, playbooks, and practices so a business can excel to its' fullest potential.
Thousands of business owners and key managers have attended his seminars, workshops, conferences, and trade gatherings worldwide for more than four decades. More than 500 feature articles, columns, research pieces, and white papers published worldwide and five internationally recognized and awarded papers. Mark works with owners and their management teams active in their $1MM - $100MM businesses. Clients are in specialty & digital graphics, manufacturing, fabrication, wellness, call center, and industrial sectors. Links: https://www.linkedin.com/in/markcoudray/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Bio: Daniel Snow is CEO and Founder of the New Jersey based online/social media marketing agency, Snow Agency and Social Cadre.
Prior to becoming a disruptor in the social media eCommerce landscape, Daniel Snow had massive success with two other social media based companies he founded while still in college, generating 20 million followers across multiple pages and $7M in revenue. Now he has grown to over $40M in just his first 2.5 years operating various eCommerce brands. Links:
Website: thesnowagency.com Facebook: https://www.facebook.com/daniel.snow.967 Twitter: https://twitter.com/iamdansnow Instagram: https://www.instagram.com/dapper/ LinkedIn: https://www.linkedin.com/in/danielsnow24/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Bio:
Gabe Nelson is a CERTIFIED FINANCIAL PLANNERTM professional and founder of Gabe Nelson Financial, Inc., a registered investment advisory firm that offers fee-based financial planning and investment advisory services to solopreneurs and self-employed professionals throughout the United States. After earning a bachelor of science in economics from South Dakota State University, Gabe immediately entered the financial services industry. He has been featured in a Forbes article and hosts the podcast Solopreneur Money. Gabe lives in Sioux Falls, South Dakota, with his wife, Melissa, and their three daughters, Lauren, Avery, and Lydia. Links: www.gabenelsonfinancial.com Solopreneur Money Podcast Gabe Nelson Financial, Inc. Youtube Channel
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Bio: Elisa Zhang is the owner/principal of over $250M in holdings across 1,700+ apartment units in her portfolio. Many of these apartment buildings were acquired through 1031 Exchanges and syndications. Elisa remained fully involved in the MultiFamily investing world through the pandemic and has never stopped looking for and finding deals for the benefit of her investors. She also focuses her time and expertise on helping typical nine-to-fivers to quit their jobs by using the power and infinite opportunity of real estate investing. Elisa quitted her corporate IT job because of MultiFamily Real Estate Investing and is committed to helping others learn how to do the same through her course offerings at EZ FI University and on her podcast, 10,000 Roads to Financial Independence.
Outside multifamily investing, Elisa is a mom of two cute kids and BreadWinHer of her family. She believes that if she can do it in 10 years or less to reach FI so can anyone. Links: Website: EZ FI University: https://www.ezfiuniversity.com/ EZ Real Estate: https://www.ezrealestate.rocks Instagram: @elisazhang_fi
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Bio: John Patrick Morgan is a Philosopher and Champion for Being.
He leads a team of Creating Champions who teach, coach, and guide thousands of entrepreneurs and artists in being more free, loving, and powerful. By learning and embodying the Creating perspective, their clients achieve a union of outcomes in spiritual growth, material success, and social impact. Post his formal studies in Physics and Mathematics, John Patrick built multiple small businesses (including one from a laptop and a backpack before the term ‘digital nomad’ existed), developed real estate, traveled the world for years on end, coached human rights leaders, recorded albums & toured with his band, created a kids library in Cambodia, learned to scuba dive & pilot gliders, published writing and photography, competed as a black belt & triathlete, trained with Buddhist monks in India, cycled toured for months and many other adventures. In recent years, his adventures have turned inward as his family came to be. He and his wife now reside with their two young boys in the countryside at 4000' on a mountain in Maui. The foundation of John Patrick Morgan’s role as a philosopher, teacher, and guide, is his being a real-world practitioner. He walks his talk, lives what he teaches, and has a genuine and powerful commitment to creating everybody. Website & Social * http://jpmorganjr.com * http://youtube.com/jpmorganjr * http://facebook.com/jpmorganjr * http://instagram.com/jpmorganjr * http://linkedin.com/in/jpmorganjr
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Bio: Lynn Corazzi is the owner of Data2Profit Consulting. He helps small to medium-sized companies make more money with their data by using financial ideas and tools he learned at Procter & Gamble. He has a unique ability to help clients think big picture, while at the same time digging into the details of their results. When you feel you have a lot of numbers around but no answers, Lynn will make those numbers work as hard as you do, and turning your data into profit.
Links: https://www.data2profit.net
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Bio: Bob Wheeler helps listeners conquer their money shame and avoid making poor financial decisions by teaching how emotions can dictate our choices.
As a man of true integrity with infectious energy, Bob’s crusade for personal growth has cross-pollinated with his accounting practice to create a new approach to personal finances. His passion is to help others gain insights about how their emotions trigger financial decisions. Combining finances with behaviors, Bob explores his personal concept of creating a healthy relationship with money in his recent book, The Money Nerve. Links: https://themoneynerve.com/ Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
BIO: Martin Hollan has been active in small business for 48 years. Prior to becoming a business coach in 2011, he helped start or reorganize eight small businesses. Two of them failed, he sold four of them, and still works closely with two.
His experience has taught him that there are principles common to successful businesses and omissions common to struggling businesses. Every principle of success is available to every business through awareness and action. A native of Norman, Ok, Martin earned a B.A. degree from Hastings College in Hastings, Nebraska and a Masters in Business Administration degree from the University of Oklahoma. He has worked directly with over 400 (and counting) business owners to help them reduce stress and increase enjoyment through clarity of purpose, better family lives, more money, and more free time. Martin was recently named the #1 business coach in Oklahoma City by Influencer Digest. He recently published a book titled “They Say I Make Money, So Why Don’t I Have Any?” which shows business owners how to use bookkeeping information to make better decisions and more money.. He and Diane, his wife of 43 years, have lived in Norman since 1986, where Diane owns Holland Pediatric Therapy LLC. They have three children: Nicholas, a who lives in Boise, ID, Lara, a small business owner in Colorado and Kaitie, who is in her third year of law school in New York City. Links: https://www.annealbc.com/ https://www.theprofitproblem.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
Bio: Heather Abbott, also known as the Prosperity Pro, uses a unique combination of right brain mindset work with decades of experience and knowledge as a CPA and financial advisor to demystify finances and make money management not only attainable but also enjoyable. She uses this whole-brained approach to create true prosperity in the lives of those she works with. Coaching and helping people with their numbers has been part of her life for over 30 years. Link for "3 Steps to $$$ Clarity" booklet: https://hcabbott.ck.page/f5107274b0 To find out more about Heather: https://www.hcabbott.ca/ More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Bio
Alison Pidgeon, MA, LPC is a serial entrepreneur with 5 businesses all related to mental health. Her favorite job is being a visionary and CEO for her companies. She owns a group therapy practice called Move Forward Counseling, a virtual assistant business called Move Forward Virtual Assistants, a business called Therasuite which is a service for therapists to streamline the process of furnishing and decorating their offices, and she owns the real estate where her group therapy practice is housed. In addition, she works as a business consultant for Practice of the Practice, helping folks start and scale their own group practices. Links: https://www.practiceofthepractice.com/alison-pidgeon-consulting/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Bio: Jeremy Streten is a successful entrepreneur and lawyer applying his passion and experience to help entrepreneurs and small to medium sized business owners to succeed in their business so that they can live the life that they want to live. With a 18 year legal background as a business lawyer and 10 of those years as a business owner, Jeremy has learnt a thing or two about business. Jeremy has appeared on various television shows, podcasts and radio interviews. He also provides regular content for websites across the world. https://businesslegallifecycle.com/profitanswerman/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Bio: Rocco A. Carriero is a comprehensive Wealth Advisor specializing in working with Business Owners, CEO’s and Entrepreneurs. He is a Chartered Retirement Planning Counselor, Accredited Portfolio Manager Advisor and holds an MBA in Banking & Finance with over 20 years of experience. Rocco has appeared on Fox, NBC and his financial insights have been featured in publications including the Wall Street Journal, Forbes, Fortune, Wealth Management Magazine as well as many other local and regional publications. Rocco is a member of the Columbus Citizens Foundation and has served on the board of directors of The American Heart Association, Southampton Business Alliance, East End Hospice, and Westhampton Beach Performing Arts Center and serves as the Vice President of Integrated Medical Foundation. Rocco lives and works on Eastern Long Island, NY with his wife Heather and their two children Ella and Luca. https://roccoacarriero.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Bio: Dan is the Founding Vice President at Rocket Dollar, unlocking the $10T pool of untapped retirement assets for the alternative investment community. He previously led commercial real estate initiatives for GE Capital in Mexico and South America. Dan’s “superpowers” include Self-Storage, Self-Directed accounts (Solo 401(k), SDIRA), and Scranton, PA!
Links: LinkedIn: https://www.linkedin.com/in/danielkryzanowski/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
BIO: President and CEO, bestselling author, and acclaimed guest speaker Adam Coffey is known for building high-performance cultures and driving transformative growth. Currently, Coffey leads CoolSys, a commercial refrigeration and HVAC service company. During his four-year tenure, CoolSys has increased revenue by 239% and EBITDA by 376% while growing to more than 3,000 employees. In April 2019, Coffey led the company through private equity sale from the Audax Group (Boston) to Ares Management (NYSE: ARES).
A licensed general contractor, pilot, former GE executive, alumnus of the UCLA Anderson Executive Program, veteran of the US Army, husband, and father of three, Coffey lives in Westlake, Texas. https://adamecoffey.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Whitney Owens is a Licensed Professional Counselor and Private Practice Consultant. She lives in Savannah, Georgia, where she owns a group private practice, Water’s Edge Counseling. In addition to running her practice, she offers individual and group consulting through Practice of the Practice. Whitney places a special emphasis on helping clinicians start and grow faith-based practices. She hosts a podcast to help faith-based practice owners called the Faith in Practice Podcast. She co hosts two membership communities with a focus on helping people start and grow group counseling practices. Whitney has spoken at the Licensed Professional Counselors Association of Georgia’s annual convention as well as Maryland’s Annual Counselor Conference. She has also been interviewed about mental health issues on several media outlets including WSAV in Savannah and in the Atlanta Journal Constitution. Whitney is a wife and mother of two beautiful girls.
https://watersedgecounseling.com/ www.practiceofthepractice.com whitney@practiceofthepractice.com Faith in Practice Podcast - https://www.practiceofthepractice.com/category/podcasts/faithpodcast/ Faith in Practice Facebook Group https://www.facebook.com/groups/533909554128629/?ref=share Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
As a passionate personal branding expert, Elayna Snyder believes that improving your bottom line isn’t just about strategy -- it’s also about how the soul of what you do fuels your strategy. Elayna works with coaches, consultants, and thought leaders who are tired of the endless cycle of tactics. Elayna helps you develop a client creation system from the inside out -- one unique to the soul and strategy of what you do -- resulting in your best clients repeatedly raising their hands ready to action with you. https://www.linkedin.com/in/elayna-snyder-indigo/ More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
Kyle Kostechka is a Business Development Manager with ClickBank and has been in the industry for over 4 years. With experience across every vertical launching affiliate offers that scale to 7 and 8 figures, launching products as a marketing director, and analyzing the top offers and why they work you will want to hear what he has to say. https://www.clickbank.com/
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Joe Sanok is a keynote and TEDx speaker, business consultant, and podcaster. Joe has the #1 podcast for counselors, The Practice of the Practice Podcast. With interviews with Pat Flynn, John Lee Dumas, and Lewis Howes, Joe is a rising star in the speaking world! Joe is a writer for PsychCentral, has been featured on the Huffington Post, Forbes, GOOD Magazine, Reader’s Digest, Entrepreneur on Fire, and Yahoo News. He is the author of five books and has been named the Therapist Resource top podcast, consultant, and blogger. Links: https://joesanok.com/ #ThursdayistheNewFriday Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
How many entrepreneurs start a business with the intention of selling it? Hardly any because entrepreneurs are great at two things: starting businesses and failing out of them. (Ever heard of a “serial entrepreneur”?) According to Joe Valley, planning your exit from day one is an integral part of growing your business. Otherwise, things can get ugly when you’re ready to move on from your business, but your business isn’t ready to move on from you. Most entrepreneurs don’t think of it this way, but choosing to exit your company doesn’t mean you failed -- it means that you’ve done everything right. In his upcoming book, The EXITPreneur's Playbook, Joe guides entrepreneurs in “getting their house in order,” regardless of whether they’re looking to sell their business today or 20 years from now. The point is that whenever you’re ready for your next adventure, your business will be ready too. exitpreneur.io
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
Daniel Alfon is the author of Build a LinkedIn Profile for Business Success. Daniel joined LinkedIn in early 2004 and publishes Articles and exclusive content about advanced LinkedIn strategies to clients and subscribers to his website, www.danielalfon.com . Links: LinkedIn ; Twitter ; Quora and Amazon More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
Bio: Chris Michael Harris (CMH) is the founder of StartupU, an interactive, online learning platform that teaches entrepreneurs how to take an idea or an existing business and turn it into a highly successful + profitable company. Chris is the Entrepreneur in Residence for Silicon Valley-Based Accelerator Program, Founder Institute. Chris is also the host of Entrepreneur Hour, a podcast that has trended as high as Top 5 worldwide on iTunes under Business, Health, and Education. Having founded, bootstrapped, and scaled multiple startups to 7+ Figures in his mid-to-late twenties, Chris’ dreams of business building came to an abrupt halt when he received terrible lab results just weeks shy of his 30th birthday. Looking at the possibility of cancer and a significantly shortened life, Chris immersed himself in health and wellness, treating and eventually reversing his chronic condition over the next 4 years, but doing so through natural remedies and lifestyle/dietary changes. Chris is now focused on helping people redefine what success looks like and how to achieve it, all while treating yourself like a Performance Athlete. Facebook: https://www.facebook.com/HeyCMH/ Website: https://chrismichaelharris.com/ Linkedln: https://www.linkedin.com/in/heycmh/ Youtube: https://www.youtube.com/channel/UCTOwDhQqFYEpG3qyznqVTLQ Instagram: @HeyCMH More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
BIO:
Richard received his Bachelors of Science Degree in business, from Long Island University, C.W. Post College, in 1973. He went on to receive his Doctorate of Chiropractic from the Columbia Institute of Chiropractic in New York, and was in private practice in San Diego, California for 30-years. His distinguished career includes being named Outstanding Doctor of the Year in 1981, as well as Doctor of The Year in 1983, by the San Diego County Chiropractic Society. Richard was a founding member of the Board of Directors of The Association for Network Care, in 1994, and continues to serve as its Vice-President. He served as a board member for the Enchanted Circle (Taos, New Mexico) Sirolli Institute, and the Association for Network care. He served on the Executive Board of Style for Life, as well as the Global Gateway Community. Both of these organizations are committed to working with people to improve their quality of life. He was a Vice President of CEO Space, and was CEO of Entrepreneurial Excellence. Additionally, he served as a co-chair for the Taos County Chamber of Commerce Government Affairs Committee. He has been featured on KGTV TV in San Diego, and on KTLA TV in Los Angeles, on several occasions, discussing two of his specialties: Team Building and Super Networking. Richard's soul's purpose is to elegantly inspire people to awaken to their magnificence, through love, humor, joy, and passion. That's why he does what he does. Links: Turn your customers into raving fans! The Secrets of Creating Customers for Life the book - for FREE http://richardkaye.com/customers-free What has to happen to bridge the gap between where you are and where you can be in your business. Book a growth potential review $275.00 Value http://richardkaye.com/talk
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
BIO: Rich Schnitzel owns and operates a done-for-you automation company helping 6 figure entrepreneurs build the automation they need to scale their business to 7 figures and beyond. He teaches entrepreneurs how to level up their business through the power of technology using “Authencious” Automation, a framework for capitalizing on all the benefits of automation without the negative. As an engineer, nerd, and a husband to an English/Theater major, he excels at having technical conversations when tech makes your head hurt. This is a skill he uses to guide entrepreneurs through the process of automating their businesses in positive and impactful ways. https://www.linkedin.com/in/richardschnitzeljr/ https://get.richardschnitzel.com/your_business_in_5_steps/ More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
Bio: As a business transformation coach, Jeff Chastain works with business leaders and their leadership teams with two goals in mind – first to help them gain clarity in their business and second to help them get more of what they want out of their business.
https://www.admentus.com/ https://www.admentus.com/podcast/ More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Sam Ovett is the co-founder of Mobile Pocket Office and is leading the way to help new and established businesses augment their human and technological resources to leverage growth and streamline productivity. As a previous professional whitewater kayaker and guide Sam has translated his experience navigating Class V whitewater and mitigating life threatening risks and hazards into the business world. He sees it as always evaluating the potential consequences of an action in the business, in the market, and in the automation plan. https://mobilepocketoffice.com/
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
Jeff Morrill co-founded Planet Subaru, “your undealership,” in 1998, and built it into one of the most successful privately-held car dealerships in the United States. He later started other businesses in automotive retail, real estate, telecommunications, and insurance that generate over $100,000,000 in annual revenue. His achievements in building profitable and ethical companies have been featured in a variety of national media including USA Today, Entrepreneur Magazine, Automotive News, The Boston Globe, and others. Jeff is the author of Profit Wise: How to Make More Money in Business by Doing the Right Thing. He is donating all his royalties to charity. Jeff is a strict vegetarian, even though people tell him it's a big missed steak to eat that way. However, he does like his puns well done. Jeff lives with his wife, Julie, outside Charlottesville, Virginia, on a mountain he refers to as “The Morrill High Ground.” https://www.jeffmorrill.com/
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapters of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
Tony Lopes is an attorney in private practice in the Greater Philadelphia area. He counsels individuals, business owners, emerging entrepreneurs, and corporate executives on matters relating to business and succession planning; estate planning and administration buy-sell agreements; business exit strategies; federal and state tax planning and controversies, mergers and acquisitions; licensing agreements; intellectual property protection; and, lease agreements. Tony also started the Self Made Strategies Podcast to add value to entrepreneurs, by providing a knowledge base of entrepreneurial information for those entrepreneurs looking to grow. http://lopeslawllc.com/ https://selfmadestrategies.com/listen-now/ https://collegecastpodcasts.com/ https://www.linkedin.com/in/anthonylopes260/ More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
Bio: Annette de Lancey is a Mom, Brand new GrandMom, Golfer, Loves Trucks, Woman of Faith, Career Entrepreneur & Manufacturer Owner/Founder of She Makes Products I transform struggling products into profitable businesses & overwhelmed entrepreneurs into CEO's in command. Owner/Founder of CastCoverz! "Fun & Functional Products for the Orthopedic Patient." Proudly Made in the USA; 13+ years old, #1 Global Brand, 92% 4 & 5 Star Rating; Over 5,000 reviews www.castcoverz.com instagram @shemakesproducts FACEBOOK: shemakesproducts Pinterest: @shemakesproducts YouTube: SheMakesProducts (not up, yet) Website: www.shemakesproducts.com More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Bio: Vinay Raman is a serial entrepreneur and expert on business scaling growth. He founded CAARMO in 2013 to help business leaders increase employee retention/hiring, maximize employee productivity and morale, and make better decisions faster. His mission is to help businesses build the culture they want using data, to help them identify blind spots and everything that holds them back from success. He also founded Business Blind Spots Exposed! Podcast to help business leaders to see the blindspot(s) and how to punch it through. He has been able to host the podcast and speak with different kinds of international guests from business leaders, business coaches, trainers, mentors, managers, and more. https://caarmo.com/ Vinay Raman's LinkedIn profile - https://www.linkedin.com/in/vraman/ vinayr@caarmo.com Business Blind Spots Exposed Youtube Channel - https://www.youtube.com/channel/UCkRzz7VlC7LM7xpNeTUekSg Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.p
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
BIO:
Adam Rundle is a management accountant and former law firm CFO originally from South Africa. He moved to the US over 5 years ago and started helping online entrepreneurs grow and scale their businesses with his strategic finance background. When he’s not working with his clients, he coaches rugby in Annapolis at the US Naval Academy which was a dream of his as a child. He now gets to live his dream as a father, entrepreneur, and rugby coach! https://cleverprofits.com/ Adam@cleverprofits.com https://www.youtube.com/channel/UCVCfIOOpCzwUP5xtWS6MALA https://www.facebook.com/groups/ProfitandGrowth More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
Gwen has always been interested in a wide variety of things. She had originally planned on being a math teacher but her immediate future took a different path when she discovered computer programming back in the early ‘80s, when PCs were a novelty, and dial up was the hottest technology.
This led to a decade and a half career spanning from those first years of dial up to the early stages of wireless, during which she ran her own consulting company, worked as a consultant for Ernst & Young LLP, and ran the IT department for a competitive phone company. As a consultant, she has worked with clients ranging from Sprint, to a machine shop supplying high-tech wheelchair parts, to the largest international distributor of bull semen. Fifteen years after making the logical and obvious transition into professional knitwear designer and instructor, Gwen returned to her first loves of consulting, speaking and training. As a natural educator, meeting new people and sharing her knowledge, experience, and insights is one of her greatest joys. Leveraging her breadth of operational expertise, Gwen works with coaches and consultants who have plateaued and are ready to move to the next level. With a focus on improved business operations utilizing her GEARS framework, Gwen describes herself as a virtual, fractional COO. For more information on how Gwen helps her clients grow profitable businesses, and to get down-to-earth business advice visit http://gwenbortner.com/.
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
Bio:
Karen McCall went from dodging IRS calls to helping thousands of people get out of debt and build a life and business they love. Karen is the founder of the Financial Recovery Institute and World Class Money Coach Training and now, at age 77, she is the creator of the money management program MoneyGrit™. Karen has spent the last 33 years working with small business owners and she’s seen many struggle with self-employment. She has worked with hundreds of solopreneurs and small business owners to help them build lucrative, successful businesses that are not only profitable but feed their soul. https://www.financialrecovery.com/ https://moneygrit.com/ More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.f
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
Bio:
Jeff Prager is a “retired” CPA/CEO/CFO, author, speaker, and founder and/or owner of several successful multimillion-dollar companies including Ashworth Golf Clothing, a large land development company and the second-largest privately-owned home builder in Colorado.
Although he tried multiple times to retire, his real passion is bringing the CFO function to small to medium-sized businesses at an affordable rate. Jeff and his partner Adam have created a proven process to help business owners have a clear path to improve their business that fulfils the owner’s intent when they started it.… in less time and with less stress. They have put together a team of energetic ‘CFOs’ to help their clients through this systematic process. The CFOs seek to understand their clients’ current situation and then help them develop a custom plan to improve their business and achieve tangible benchmarks. They call it The CFO Project. https://thecfoproject.com/ More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://sendfox.com/rocky
Chief Profitability Officer
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
Kristen David, a former trial lawyer who went from working 85 hours a week and taking home way too little money in her law firm, built it up to a million-dollar-plus business that thrived without her. Since selling her law firm business, she now empowers business owners to build profitable businesses that are self-managed. Kristen’s no-nonsense approach & results-oriented methodology has allowed her to help more than 1,500 business owners better manage their businesses. She also walks the talk and practices what she preach. She runs her virtual business from around the world living 1/3 in Seattle, Wa, 1/3 in Paris, France and 1/3 traveling. Website: www.uplevelingyourbusiness.com
Facebook: https://www.facebook.com/The.Kristen.David Instagram: https://www.instagram.com/thekristendavid/ LinkedIN: https://www.linkedin.com/in/kristendavid Twitter: https://twitter.com/kdavid12 YouTube: https://www.youtube.com/TheKristenDavid
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
Jeff Mendelson is the founder of Effectivo.Social, a digital marketing company located in Miami, FL. With deep international business experience, Jeff has successfully transitioned from various tech and sales positions to becoming a consummate entrepreneur.
He started and built his company with a foundation that include delivering services at scale and employing a world-wide network of freelancers, bloggers, web designers and project managers. Since going independent (i.e. fired from his last job) in January 2009, Jeff has dedicated himself to designing his own lifestyle and enabling his staff to do the same. Jeff continues this tradition of paying it forward and lifestyle design by traveling and working out various locales worldwide. As a big fan of WeWork and collaborative workspaces, networking and empowerment are the hallmarks of his success, and that of his team. https://jeffmendelson.com/
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
BIO: Tracey Bissett is on a mission to redefine the world's economic future by increasing the financial literacy of entrepreneurs, also known as financial fitness. With over 20 years of experience in the financial services industry, Tracey can help entrepreneurs across all industries, both on and offline.
As the founder, President, and Chief Financial Fitness Trainer at Bissett Financial Fitness Inc., Tracey helps her clients understand and improve their level of financial fitness with a goal of increased confidence using their financial skills so they can be successful in their financial lives. In addition, Tracey is a professor at Centennial College’s School of Business and regularly leads speaking engagements to increase financial fitness awareness. www.bissettfinancialfitness.com @BissettFinFit free offer: http://cashcoach.biz/ More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes More about making profitability simple: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapter of Profit First: https://mailchi.mp/1bf6b892deda/profitfirst Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
Bio: Colleen Biggs is an International Inspirational Speaker, Strategic Business Growth Coach, Chief Inspiration Pioneer and officer of Lead UP for Women, a community that boasts tens of thousands of female entrepreneurs that are driven by their passions, support and promote others with purpose to fuel female voices with power that are leading the way for all women world-wide to dominate the entrepreneurial market.
https://www.leadupforwomen.com/
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.f
Hi, I'm the Profit Answer Man! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes More about making profitability simple: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapter of Profit First: https://mailchi.mp/1bf6b892deda/profitfirst Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
Jeremy Segal has grown over 200,000 social media followers and often speaks on topics related to community building. Jeremy is the host of Why Influence, a podcast and YouTube channel where he interviews influencers on a wide range of platforms, many who have more than 1 million followers/subscribers! Jeremy hosts a weekly virtual meetup via zoom where influencers and aspiring influencers get the opportunity to network in breakout rooms and learn from guest speakers (established influencers). BTW - this is free and if you want to grow your social media presence check it out. check out full episode my other podcast richer soul https://richersoul.com/ep-203-the-entrepreneurial-journey-with-jeremy-segal/ More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.f
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
Bio: Over the past three decades, Don Long has founded/co-founded six different companies to total over $100 million dollars in lifetime revenue. The last company he built went into the top 1,000 companies in the United States in that particular industry. He is the author of two books The Blueprint of God and the international bestselling book Sell or Don’t Eat; as well as three courses The Blueprint Matrix, Selling from the Soul, and his World Class Business Assessment tool. He actively engages in consulting and coaching with executives and their teams, speakers, and entrepreneurs from all walks of life, in uncovering their identity, facilitating wealth creation and, in the process, increasing their impact to change the world for good! He has been married to the love of his life, Cindy, for 38 years and has two beautiful daughters Ashton and Jordan. He currently resides in the Research Triangle area of North Carolina. websites coaching@donwlong.com donwlong.com Other episode: https://richersoul.com/ep-220-you-were-prewired-for-greatness-with-don-long/ More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.f
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
Stephanie Shivar-Hogan is the President and Founder of Gallantry Coaching & Consulting. With more than two decades of experience coaching in the corporate world, Stephanie has worked across multiple industries including finance, accounting, real estate, healthcare, insurance and marketing. She has partnered with Fortune 500 CEOs, front line leaders, corporate team members, entrepreneurs, and everyone in between. As a Certified Coach with the International Coaching Federation, Stephanie takes pride in her commitment to using cutting edge practices to help her clients find success. Stephanie is a Certified 12-Week Year Trainer, based on the bestselling book, The 12 Week Year by Brian Moran and Michael Lennington. Stephanie is committed to helping her clients implement these tools and processes to achieve more in 12 weeks than most do in 12 months. After being in the coaching industry for over 20 years, Stephanie also became a certified facilitator for the global initiative by Google called #IAMREMARKABLE. Since then she has continued her business of a scalability expert, talked on The 12 Week Year, hosted webinars and spoke on #IAMREMARKABLE several times. She has also become a trainer for other topics including Unconscious Bias, Diversity and Inclusion 101 Prior to founding Gallantry, Stephanie was an executive with Northwestern Mutual in Denver and during her tenure held the roles of Chief Marketing Officer, Chief Development Officer and Chief Growth Officer. Stephanie is a third-generation, native Coloradoan who lives outside of Denver with her husband and four children. She enjoys taking advantage of the beautiful Colorado landscape, skiing, and traveling with her family. https://gallantrycc.com/
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
Gabrielle Chipeur (Chip your) is a creative professional who’s spent the last 16 years at the crossroads of design, technology and online education. She’s worked with Fortune 50 companies, international best-selling authors and world- renowned motivational speakers.She started her freelance business in 2010 after deciding to stay at home with her children instead of going back to corporate. After struggling in her business for 6 years because she was focusing on the wrong things - while juggling small children, client projects and a pesky need for sleep - she transformed her business and documented all the lessons in her book, Secret Weapon. She’s on a mission to stamp out the "Starving Artist" stereotype and on her podcast, The Well-Paid Creative, she talks about designing a business that supports creativity while being profitable and exploring foundational business practices which aren't taught in creative vocational education.She lives just outside of the mountains in Canada with a young family and a small menagerie of animals and when she’s not up to her elbows in tech she’s usually covered in paint or whipping up her latest embroidery or crochet project. Facebook - https://facebook.com/wellpaidcreative Instagram - https://instagram.com/gabrielle_chipeur Website - https://gabriellechipeur.com More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
Thousands upon thousands of first-time, far too eager business owners have miscalculated the needs of their new venture by focusing on perfecting their logo, the virtual office furniture, or their website. Profit First Expert and Chief Number Cruncher over at My Virtual CFO, Aimee LaLiberte, is here to ease those woes and turn them into whoas! Listeners get the inside scoop on all flavors from Business Operations & Debt Management to the FIVE bank accounts all businesses should set up right off the bat. Aimee is a trusted profitability advisor to six and seven‐figure business owners who are tired of being behind in their books and are ready to uncover blind spots, course correct, and ultimately get more profitable.
- myvirtualcfo.co
- www.facebook.com/myvirtualcfo
- www.linkedin.com/in/alaliberte/
- @myvirtualcfo
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.f
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
Since 2001 JT Kraii has extreme passion for helping business owners prepare and sell their companies. Resulting from his own entrepreneurial ventures, including 5 start-ups, he has a solid understanding of what it takes to successfully create, expand and sell a business at maximum value.
With this broad base of knowledge in starting and selling companies he not only has a clear understanding of what makes businesses saleable, but also is very keen to the requirements of both parties to the transaction. Instinctively, JT has the ability to understand his client’s unvoiced questions and concerns, to anticipate and recognize the needs of both parties-offering a considerable edge during the negotiation process. Due to the numerous restoration industry details, he takes great care in adding value, for both a seamless transition and creating the best retirements possible for his clients. The drive to add value led him to create BrokerAssistSM. The first of its kind nationally, a service revolutionizing the industry, saving clients hundreds of thousands of dollars. * 503.577.5649 * jt@ExitStrategies360.com * www.ExitStrategies360.com
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://sendfox.com/rockyhttps://mailchi.mp/1bf6b892deda/profitfirst
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.f
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
Guest: Cory Carter is on a mission to serve as many entrepreneurs as possible through our coaching programs, our Now My Dream 22 program, building funnels and through podcasting from idea creation to the episode maintenance of a current show.
- http://gethhm.com/
- https://profitswithpodcasts.com/pwp
- https://gethhm.com/editing
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://sendfox.com/rocky
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.f
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
Chris Prefontaine is a 3-time best-selling author of Real Estate on Your Terms, The New Rules of Real Estate Investing, and Moneeka Sawyer’s Real Estate Investing for Women. He’s also the Founder and CEO of SmartRealEstateCoach.com and host of the Smart Real Estate Coach Podcast.
Chris has been in real estate for almost 30 years. His experience ranges from constructing new homes in the ‘90s and owning a Realty Executive Franchise to running his own investments (commercial & residential) and coaching clients throughout North America.
Today, Chris runs his own buying and selling businesses with his family team, which purchases 2-5 properties monthly, so they’re in the trenches every single week. They also help their Associates and students do the exact same thing all across North America, working together on another 10-15 properties every month.
Having been through several real estate cycles, Chris understands the challenges of this business and helps students navigate the constantly changing real estate waters.
Affiliate link to freebies: https://smartrealestatecoach.com/
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://mailchi.mp/1bf6b892deda/profitfirst
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
David Barnett has been working with small businesses for over 20 years. He’s helped them grow, he’s helped entrepreneurs buy and sell them, he’s helped people finance them. David is the author of 7 books about small business transactions and local investing. He’s the host of a YouTube channel with hundreds of videos about buying, selling, financing and managing SMEs and can be found anytime at his blog site www.DavidCBarnett.com E-mail: dbarnett@alpatlantic.com, https://twitter.com/dbarnettmoncton https://www.youtube.com/user/DavidCBarnett More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://mailchi.mp/1bf6b892deda/profitfirst
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.f
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
David Wood quit his career as a Consulting Actuary to Fortune 100 companies, to create the world’s largest coaching business. He now coaches rock star entrepreneurs to double their revenue faster, overcome Shiny Object Syndrome, and be a more extraordinary entrepreneur and human. https://richersoul.com/ep-169-tough-conversations-for-ceos-prison-inmates-and-you-with-david-wood/
http:\myfocusgift.com https://focus.ceo/ Social Media: Instagram: http://www.instagram.com/_focusceo Twitter: https://twitter.com/_focusceo Linkedin: https://www.linkedin.com/in/focus-ceo Facebook Page https://www.facebook.com/extraordinaryfocus https://www.facebook.com/playforrealll Youtube https://www.youtube.com/c/ExtraordinaryFocuswithDavidWood More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://mailchi.mp/1bf6b892deda/profitfirst
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
Diana Miret who is the Numbers Whisperer and Business Growth Engineer. She can tell a business owner’s story just by looking at their numbers and translates the facts into an action plan to grow the business. She developed these superpowers after years of studies and skilled training. She is the recipient of a BA in Accounting and Finance and spent several quarters on the Dean’s List at the University of Cincinnati. She is certified in Project Management, an MIT certified Process Master and holds a green belt in Six Sigma and Lean Sigma. As with most super heroes, they use their superpowers for good. And that is what Diana has set out to do with her consulting practice – The Business Profit Consultancy, LLC Email address: diana@dianamiret.com www.dianamiret.com https://www.fixthisnextbusinesscoaching.com/ Facebook page: https://www.facebook.com/BusinessProfitCoaching/ www.linkedin.com/dianamiret More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://mailchi.mp/1bf6b892deda/profitfirst
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Profit First - Effortless Profit Coourse: http://bit.do/effortless-profit
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://mailchi.mp/1bf6b892deda/profitfirst
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Today's guest - Denise Grove from https://cfo-support.com/ Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes More about making profitability simple: http://profitcomesfirst.com/ Profit First - Effortless Profit Coourse: http://bit.do/effortless-profit Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapter of Profit First: https://mailchi.mp/1bf6b892deda/profitfirst Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes More about making profitability simple: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapter of Profit First: https://mailchi.mp/1bf6b892deda/profitfirst Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://mailchi.mp/1bf6b892deda/profitfirst
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.f
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://mailchi.mp/1bf6b892deda/profitfirst
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.f
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
John Briggs is the founder of Incite Tax & Accounting and the author of Profit First For Microgyms. His accounting firm has more gym clients than any other firm in the country, as well as thousands of other client-driven businesses, and he is also an owner of a gym, GSL Fitness. Through all of this, he has learned that achieving a highly profitable business can be overwhelming, particularly with all the barriers and unknowns that new owners are forced to deal with. Entrepreneurs can quickly become stressed and burnt out, and often sadly give up on the mission that they set out for. In much the same way that the body needs blood to survive, a business needs cash, the lifeblood of the business, to stay healthy and to grow more resilient. To this end, John is a man on a mission to give entrepreneurs an actual work-life balance so they don’t get burned out. He helps them increase their cash immediately so they can have confidence in their choices and become financially resilient. And he talks the walk by battling against the traditional CPA culture of “overwork, underpaid, pay your dues and suffer while you’re at it” mentality by providing his team a healthy work life balance even during busy tax seasons. InciteTax.com More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://mailchi.mp/1bf6b892deda/profitfirst
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.f
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
Bio: Fifteen years into Megan Dahle's corporate accounting career, a business owner reached out to Megan privately because he was concerned one of his partners was taking more than their fair share. After a cursory look at the books Megan discovered that the partner had, in fact, taken over $400,000 out of the business without the other partners knowing. This sensitive project was the launching pad for Megan. She is now a Consulting CFO who creates lightbulb moments inside her client's businesses. She makes the numbers easy to understand and, more importantly, easy to use so that her clients learn how to grow a stronger, cash-generating business that produces long-term wealth. Megan's clients go from nervously checking their bank balances to understanding their business finances to give themselves a serious competitive advantage, so they can confidently build the business of their dreams. LinkedIn: https://www.linkedin.com/in/meganmdahle/ Facebook Profile: https://www.facebook.com/megan.tylerdahle/ Facebook Page: https://www.facebook.com/MeganTDahle
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://mailchi.mp/1bf6b892deda/profitfirst
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
Bio: Tyler Ornstein loved the taste and smell of coffee from his first sip at 5 years old. But his father couldn’t tolerate it because it upset his stomach. One day, Tyler asked him if he could make a coffee that both of them could drink. So Tyler’s dad, Ian, bio-chemist, tinkered quietly behind the scenes until he did what no university research lab or mega- corporation could do— he created acid–free coffee that anyone can drink without digestive disruption. He created the world’s first-acid free coffee that is actually healthy to drink! https://tylerscoffees.com/ Facebook: https://www.facebook.com/TylersCoffee Facebook: https://www.facebook.com/tyler.ornstein.3 Link to Tyler's episode on Richer Soul: https://traffic.libsyn.com/secure/richersoul/Ep_209_Building_a_Successful_Business_With_Tyler_Ornstein.mp3
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://mailchi.mp/1bf6b892deda/profitfirst
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://mailchi.mp/1bf6b892deda/profitfirst
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.f
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://mailchi.mp/1bf6b892deda/profitfirst
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.f
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
Bio: Tatiana Tsoir is a numbers expert, visionary accountant, and the founder/CEO of Linza Advisors. With tax season quickly approaching and over 15 years' experience, Tatiana's proactive planning helps ambitious dreamers get to know their numbers, get taxes under control, and reduce money anxiety. Her new book Dream Bold, Start Smart (available March 2021) provides a step-by-step guide for those who want to be their own boss but may be intimidated or overwhelmed by money, numbers, and taxes.
talktotatiana.com https://tatianatsoir.com/
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://mailchi.mp/1bf6b892deda/profitfirst
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.f
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
Guest Bio: Adam has been an accountant and business owner for over 15 years. He built a multi-million-dollar business that grew to be a leader in its industry. After realizing that his passion is teaching and helping business owners improve their business, he’s now on a mission to help 10,000 business owners make more money. Adam and his team created a proven process to help business owners make more money from their business… in less time and with less stress. He’s put together a team of energetic ‘CFOs’ to help his clients make more money. The CFOs seek to understand their clients’ current situation and then help them develop a custom plan to improve their business. He calls it The CFO Project. 8 Drivers of Profit and Cash Flow 1 Leads 2 Conversion rate (sales) 3 Retention rate 4 Purchase frequency 5 Average purchase price 6 Gross profit margin - 7 Net profit $ 8 Cash flow
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://mailchi.mp/1bf6b892deda/profitfirst
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.f
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
Michelle Weinstein is well known for teaching accountingpreneurs to grow their firms to 8-figures and beyond. Her passion is helping accountants to remember their worth and embrace the selling process with confidence. Michelle trains accountants how to use her unique and proven system to sell more services, overcome any objection, and have a life full of abundance! She has successfully trained CPAs how to actually and efficiently IMPLEMENT powerful sales techniques adding $10k to $50k in additional revenue every month. https://www.thepitchqueen.com/sellwithoutsleaze/
Instagram: @thepitchqueen Facebook: thepitchqueen Twitter: @thepitchqueen LinkedIn: https://www.linkedin.com/in/michelleweinstein/
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://mailchi.mp/1bf6b892deda/profitfirst
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes More about making profitability simple: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapter of Profit First: https://mailchi.mp/1bf6b892deda/profitfirst Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Lorry Rifkin, CPA has 40 + years of accounting and general business experience. His expertise ranges from accounting, operations, sales, and marketing as an owner and employee. He specializes in organizing smaller companies for profitable sales growth and restructuring those that need to be on that track.
He is a generalist in approach and through process. lrifkin@claritymgt.com Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes More about making profitability simple: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapter of Profit First: https://mailchi.mp/1bf6b892deda/profitfirst Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://mailchi.mp/1bf6b892deda/profitfirst
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://mailchi.mp/1bf6b892deda/profitfirst
Music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://mailchi.mp/1bf6b892deda/profitfirst
Music provided by Junan from Junan
Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://mailchi.mp/1bf6b892deda/profitfirst
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Paul's episode on Richer Soul http://richersoul.com/ep-141-do-what-you-love-make-more-work-less-with-paul-maskill/ Today's guest is Paul Maskill, the Founder of The Ultimate Freedom Mastermind. After building his own business from $0 to $500k in 4 years and selling it for a lucrative return, Paul set out on a new mission. He watched his father pour everything he had into his own service-based business for 40+ years until he could physically no longer do the work. With no employees and no systems, Paul's father was not able to capitalize on all of the work and risk he put in for 4 decades. The "sale" of the company was simply selling o the truck and equipment. Today, Paul helps other small business owners automate their business so it can thrive without them...enabling them to leverage their business to build a life that they love. paulmaskill.com facebook.com/BusinessFreedomFormula linkedin.com/paulmaskill @paul_maskill Podcast: Business Owner's Freedom Formula
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://mailchi.mp/1bf6b892deda/profitfirst
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Todays Guest:
Bio: David Richter is an active real estate investor who has been essential in closing over 850 deals which include wholesale, turnkey, brrrr, owner finance, rentals, lease options, and any other exit strategy you can think of. While growing and building a real estate business from 5 deals a month to an average 25 deals a month, he realized that as much money was coming in, it was going right out. With the unique opportunity of sitting in every seat as a real estate investor, he found a calling to the company’s finance seat to help them see where their money was really going. David has helped real estate companies completely turn around from going out of business to building cash reserves with his company Simple CFO Solutions, LLC. His goal in life is to completely transform the Real Estate Investing industry when it comes to how they view their finances and help bring true financial clarity and freedom to real estate investors. Social Media and links: simplecfosolutions.com profitfirstrei.net https://www.facebook.com/groups/ProfitFirstREI https://podcasts.apple.com/us/podcast/the-profit-first-rei-podcast/id1526029555?uo=4 Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://mailchi.mp/1bf6b892deda/profitfirst
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Todd Giannattasio is on a mission to end Random Acts of Marketing, and empower entrepreneurs to use their expertise and passion to grow their business profitably. He is a veteran marketing expert who has been featured by Entrepreneur, Forbes, and Huffington Post for his proven systems to grow brands, generate leads, and increase sales in our constantly evolving, digital world. His combination of fundamental principles and modern marketing strategies are what create a force multiplier for businesses. He is certified in sales and marketing from DigitalMarketer.com, Hubspot, and the Jordan Belfort Straight Line Sales and Persuasion System. He has been a featured speaker at the Propelify Innovation Festival, presenting to a combined audience of 24,000 attendees. Todd has been working in digital communications and marketing since 2003. Over that time, he's worked with some of the biggest companies in the world from Universal Records to BASF, and with growing startups and small businesses. He is currently the founder of Tresnic Media and co-founder, CMO of Ziotag. https://tresnicmedia.com/ FB - https://www.facebook.com/todd.giannattasio IG - https://www.instagram.com/growthsuite/ Personal Website - https://toddg.me/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://mailchi.mp/1bf6b892deda/profitfirst
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://mailchi.mp/1bf6b892deda/profitfirst
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
You can find Ruth @
ruth@onthemoneyaz.com https://www.onthemoneyaz.com/ 602-675-8921 info@onthemoneyaz.com Facebook and Instagram: onthemoneyaz Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://mailchi.mp/1bf6b892deda/profitfirst
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
You can reach Paul at his website: https://www.thepaulsedwards.com/
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://mailchi.mp/1bf6b892deda/profitfirst
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://mailchi.mp/1bf6b892deda/profitfirst
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://mailchi.mp/1bf6b892deda/profitfirst
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
Greg Martin is a Commercial Banker at BB&T Bank, now Truist. With over 14 years of banking experience, he is an entrepreneur’s insider to the banking industry. He believes that every person is uniquely designed for a higher purpose and calling; and he strives to support that purpose and calling professionally and personally. Greg is the creator of The Entrepreneur’s Banker brand and is a certified Profit First Banker (1 of 2 in the world). Before his career in banking, Greg was an officer in the United States Army, serving with the 82nd Airborne Division. He has been deployed 3 times and has been awarded the Bronze Star Medal and the US Army Ranger Tab. When not empowering or coaching entrepreneurs, Greg can be found on a date with his wife of 18 years or shooting hoops with his 11-year old son. To learn more, or to connect, check out www.theentrepreneursbanker.com. https://www.linkedin.com/in/the-entrepreneurs-banker/ More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://mailchi.mp/1bf6b892deda/profitfirst
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Today's guest is Spencer Sheinin. His website is: https://entreprenumbers.com/
and his email is: spencer@shiftfinancial.co Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman
My podcast about living a richer more meaningful life: http://richersoul.com
First 2 chapter of Profit First: https://mailchi.mp/1bf6b892deda/profitfirst
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://mailchi.mp/1bf6b892deda/profitfirst
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz.
The episode with my daughter on teaching kids about money: http://richersoul.com/ep-0072-intentionally-raising-financially-savvy-kids-with-my-daughter-geeta/
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://mailchi.mp/1bf6b892deda/profitfirst
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://mailchi.mp/1bf6b892deda/profitfirst
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz.
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://mailchi.mp/1bf6b892deda/profitfirst
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz.
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://mailchi.mp/1bf6b892deda/profitfirst
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz.
Link to excel file to calculate your current allocations
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/496018144624882/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://mailchi.mp/1bf6b892deda/profitfirst
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man Rocky Lalvani!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz.
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://mailchi.mp/1bf6b892deda/profitfirst
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Link to excel file: Excel file from dropbox
Hi, I'm the Profit Answer Man, Rocky Lalvani! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles.
We utilize the Profit First system created by Mike Michalowicz Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/496018144624882/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://mailchi.mp/1bf6b892deda/profitfirst
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/496018144624882/
My podcast about living a richer more meaningful life: http://richersoul.com/
First 2 chapter of Profit First: https://mailchi.mp/1bf6b892deda/profitfirst
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/496018144624882/
My podcast about living a richer more meaningful life: http://richersoul.com/
Aaron Walker https://www.viewfromthetop.com/
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles.
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Questions: questions@profitanswerman.com
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/496018144624882/
My podcast about living a richer more meaningful life: http://richersoul.com/
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles.
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/496018144624882/
My podcast about living a richer more meaningful life: http://richersoul.com/
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hi, I'm the Profit Answer Man!
I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles.
Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
More about making profitability simple: http://profitcomesfirst.com/
Email: rocky@profitcomesfirst.com
Profit Answer Man Facebook group: https://www.facebook.com/groups/496018144624882/
My podcast about living a richer more meaningful life: http://richersoul.com/
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.