Profit Mastery Client Testimonials


Profit Mastery is AMAZING! It gives me simple, easy, and fun tools to really take a hard look at my business and see how I can improve. It is helping me to manage my cashflow and work more efficiently. And is giving me what I need to be PROFITABLE!
- Mike Lilygren, Co-Owner, Bridge Outdoors, Lander, Wyoming

We undertook the Profit Mastery training - outstanding training that really helped our franchisees understand not only how to build profits, but to understand balance sheet ratios and understand that cash is king and you need to accumulate it.
- Catherine Monson, CEO and President of FASTSIGNS International Inc. / IFA 2016 Keynote Presentation


Profit Mastery helped me manage my business in a lot of different ways. The program taught me how to manage my cash flow, and really how to understand how my cash flow works. Profit Mastery is just that: learning how to master my profitability.
- Mel Folbrecht, SBDC Client, FSBDC at IRSC

JE Engineering experienced growth that led owners Cindi and Richard Jarvis to consider expanding. Before making this decision, however, Cindi wanted to be certain the expansion was warranted by the company’s financial performance. She turned to the Kalispell Regional SBDC to start her business planning through Profit Mastery.
- John Balsam, Regional Director, Kalispell Small Business Development Center, Montana

This class is about how to take your business to the next level.
- Beth Snyder, owner of, explains how Profit Mastery helped her business.


Mike Gonzalez thought he knew the numbers involved with his construction business, but he found out he had no idea.
'I'm not even close,' Gonzalez said.
He was one of a handful of business owners who recently took the Profit Mastery course held by the Small Business Development Center.
Read the rest of the article here.

At our lunch break today, the most common observation was 'this should be required for every business owner.'
- UHV Small Business Development Center director Joe Humphreys
Read the rest of the article here.

Thank you very much for two great days. Having been in the business world for over 40 years, there is not too much I haven't seen or heard, until Tuesday. Wow! I truly feel your seminar was the best that I have ever attended. It was humbling, enjoyable and most importantly, a tool for us to use to enhance our business model and to make the Big Frog bigger and stronger. Thank you!
- Leeward J. Bean, Chief Executive Frog, Big Frog Custom T-Shirts

The Profit Mastery tools and components were instrumental in helping us educate our franchisees on the critical issues they need to focus on to build their businesses. Your unique style mixes powerful tools with an amazingly effective combination of motivation and humor, and was responsible for getting our franchisees involved.
- Gigi Harding, CEO, Kwik Kopy Printing

I have had so many people tell me how much they enjoyed your presentation style, particularly your sense of humour. Some were absolutely amazed that they could have a financial address delivered in such an entertaining fashion. Even now, some six months after the event, I still hear Convention delegates singing your praises.
- Paul Waite, Chief Executive Officer, Australian Newsagents' Federation

On behalf of all the Big O dealers, but especially those that I spoke to directly, I would like to thank you for a great series of financial seminars and presentations at our recent convention. Without a doubt, these were the very best financial seminars (and possibly the best seminars) ever given at our convention. I look forward to working with you and the development of additional financial training that we can use with our franchisees on an ongoing basis.
- John B. Adams, Big O Tires, Inc.

I consider one of the best professional development training decisions I made is to bring you out to train my entire staff. I virtually saw light bulbs going on over their heads as they were grasping the different concepts taught in Profit Mastery.
- Casey Jeszenka, Network Director, Pacific Islands SBDC, Mangilao, Guam

I was blown away by the content. By far, the best financial education seminar I've ever attended.
- Profit Mastery live program attendee, Merchants & Farmers Bank, Madison, MS

Never a dull moment. I really liked the hands-on approach because it helped drive the information home for me.
- Business Owner and Profit Mastery live program attendee, Ft. Worth, TX

This seminar has given me the tools to finally make sound financial decisions before going to the bank.
- Profit Mastery live program attendee, Duncansville, PA

The participant feedback from our customers and prospects and the CPA's in attendance has been nothing short of overwhelming. I do not think that I have ever seen a seminar generate a more positive set of written participant evaluations ever.
- John E. Trial, Senior Vice President, Commercial Banking, Compass Bank

I have been in industry for 40+ years and this is one of the best business finance instructional seminars out there.
- Profit Mastery live program attendee, Honolulu, HI

Profit Mastery University online provided an absolute wealth of information along with practical applications in supporting financial planning. Steve LeFever's course has great insight to the 'what' and 'why' of financial documents, providing real time case studies, exercises, and videos to cover each concept. Because the program is web-based and self-paced, I was able to review the materials and complete the training tailored to my schedule. I took the lessons learned and discussed them with my business banker to better understand what they look for in financial statements and ratios. I certainly have a clearer appreciation of a banker's perspective, which would not have been possible without completing this course! I strongly recommend Profit Mastery for any business owner – an opportunity for a wise investment of your time!
- Bruce E, TeamLogic IT

I am writing this letter to inform you about my satisfaction, no my delight, with the Profit Mastery video seminar program. I was not sure what to expect with video based training. I had heard only praises about the live Profit Mastery seminar from attendees I spoke with in our network, but was not sure how that translated in a video format. After going through the facilitator training and experiencing using the facilitator guide and attendee workbook in a real workshop environment, I can only say that you met and exceeded my expectations.
- Terry L. Chambers, Training Director, Washington State SBDC

The tools were great in helping put it all together from a franchisee training perspetive, so that we can help them understand how to grow their business stronger & bigger.
- Winmark attendee, Minneapolis, MN

Steve LeFever is one of the best speakers I have ever seen, and the best by far on this topic. I recommend you run ... don't walk, to sign up for this outstanding program.
- Larry Cassidy, Vistage Chair & Cope Award winner

Profit Mastery provided me with ratio formulas that we have been able to implement into the daily analysis of our businesses. As a manager with limited accounting background, Profit Mastery has given me the tools to better understand and utilize our financial statements. It has allowed us to better manage and understand our operations, its cash flows and profitability.

Profit Mastery made us really think critically when looking at capital expenditures, pricing, cost control and the like. Discussions with our banker and accountant have become much more meaningful and useful. It has truly made our jobs easier as owners and managers.

Steve LeFever delivers this topic in a fashion that not only keeps your attention but also engages you in the process. You come away from the course not only excited, but with tools to bring back to your company.
- Tod and Grant Pauly, Wisconsin Concrete Products, Inc. and Aggrecon, LTD

There are proliferation of seminars and workshops directed at this market, from both public and private providers. Your program is unique in its approach and stands out from the rest. Needless to say, if a small business person sees enough value to take a couple of days away from their business to attend a seminar, you have really accomplished something. We look forward to continuing to work together in the years ahead.
- J.W. Bowden, Executive VP, Canadian Imperial Bank of Commerce

Profit Mastery is, without a doubt, the most effective and valuable program we have ever delivered, and we are delighted that the Profit Mastery financial curriculum is now available online as a streaming video.

Profit Mastery has positively impacted the Comfort Keepers network in a major way, and we thank you and your team for that. We are a significantly better system for our work with you.
- Jim Booth, CEO, CK Franchising, Inc.

After taking the Profit Mastery course, my finances improved. As my top line shrunk, my bottom line improved, and it was the best year on record for my business!!
- Jeffrey Cripe, i9 Sports

The best presentation I have seen in over 40 years in business of getting the owner's attention to understand the need of acquiring knowledge of and use of financial statements.
- Ray Kimball, Solano College SBDC

The course came highly recommend, and happily lived up to its reputation and more!
- Margot, Mr. Goodcents Subs & Pasta

We use the Profit Mastery course as the primary financial training vehicle for our Center. We provide clients with the Profit Mastery tools and assist in translating what they've learned.
- Maricopa SBDC, Phoenix, AZ

My business has been successful, very successful. After taking Profit Mastery, I now wonder how profitable we could have been. We left a lot on the table.
- Client of the Univ. of Houston/Victoria SBDC, Victoria, TX

A client said that without Profit Mastery, she would never have even known that it was possible to make business decisions based on financial information.
- Galveston Co SBDC, Texas City, TX

Steve LeFever was the top-rated speaker at our convention, and had our franchisees captivated with his unique presentation style. Profit Mastery staff then implemented our first comprehensive Operating Ratio Study. Through this we established financial benchmarks, which our franchise owners are using to measure and improve their performance.

Steve recently conducted four Profit Mastery Seminars, and through this educational process trained over half of our franchisees on how to use financial information to manage their business.

The proof of the pudding is in the eating and I am pleased to report that our franchisees discretionary income increased by 30%. Steve has become a "folk hero" within the American Speedy franchise system. You have imparted knowledge and creditability to our staff as well as our franchisees, and you have accomplished this in a lively, fun and energetic manner.
- Gerald Bergler, Executive Vice President, American Speedy Printing Centers

The Profit Mastery seminar gives you the tools to analyze the current health of your business, as well as giving you the ability to be prepared for change within your business. It allows you to analyze what a particular situation will do for your business as well as to your business. It helps you to manage sales growth and/or increasing cost by building profit plans and budgets using financial forecasting tools.
- Leah Pinheiro, Play It Again Sports, Milton, Ontario

Steve, you knocked 'em out again! You had yet another audience rolling in the aisles with your absolutely fantastic presentation last week. Our Express franchisees and guests were talking about you until the doors of the last shuttle home closed on them. (A lot of them wondered why you aren't on stage at the comedy Club in L.A. or somewhere. But, then, all that vital information on the financial side of running a business would not be nearly so available.) And the information you imparted was great - no nonsense, practical, and hard-hitting. Like you said, street finance. I learned a lot, as well as laughed a lot. I don't think many who heard you will forget the information you imparted to them.
- Judith L. Steele, Speaker Liaison Chair, Express Personnel Services

We endorse Profit Mastery because it works! Anyone can begin to understand the basics of finance and their business with this course. Thank you for creating such a useful tool for those of us who otherwise were driving a boat with no rudder.
- Tom Seefurth, Mamma Mia Pizza Beer

I have taken numerous business courses, continuing education classes, and attempted many financial books but often find myself lost in the jargon. Profit Mastery gave me the confidence to "tackle this elephant" (and yes, I think the imagery is appropriate!). I believe this will be a game changer for me.
- Marty Vaughn, Franchise Owner, College Hunks Hauling Junk and College Hunks Moving

Here are some examples of people who could benefit from attending Profit Mastery (in no particular order; Managers include the owners):

- Managers in any business that have bank debt. Really good for understanding cash flow vs profits and how to change traditional financial ratios in quantifiable terms.
- Any business looking to expand and grow. This is especially helpful to help quantify the cash needed to support the growth and make sure adequate financing (all sources) is adequate.
- Children or key employees of business managers who will take over management/ownership or have financial oversight of the company.
- Managers who don’t periodically use and understand balance sheets and income statements, the financial statements don’t “talk to them” and they don’t use traditional financial statements and ratios to manage their business.
- Managers who are running a small business that have a nonfinancial expertise, but struggle with the numbers.
- Owners/managers who are interested in improving the financial performance of their business.
- Owners/managers who don’t understand cash flow, or difference between net income and cash flow.
- Employees in large organizations responsible for financial results of a department or business line.
- Couples who own and run a business, gives them a common financial language to discuss and manage.
- Clients struggling with cash flow or debt issues.
- Any clients that you struggle with to explain balance sheets, income statements, cash flow, net income, financial ratios, debt ratios; clients with debt, clients looking to borrow money, clients you would like to help improve financially.

I promise you will find the class interesting and entertaining. It kept my attention for the entire two days.
- Roger Swanger, James Moore & Co.

Terrific insights into financial statements, and great tools for measuring and managing financial assets.
- Rodney Webb, Guam SBDC Mangilao, Guam

This course gives you the material absolutely necessary to grow your business and profitability.
- Jeff Green, B&E Meats and Seafood, Des Moines

The Profit Mastery seminar is probably the most amazing few days I've spent to more fully understand the financial tools we use in day to day biz. I took my Director of Operations, the tech/systems guy, and my finance/books people. Amazing learning by all. Highly recommend! Check it out!
- Jody Hall, Owner of Cupcake Royale & Verite Coffee, Seattle, Washington

Steve’s  presentation, combined with the course materials, made Profit Mastery an excellent learning experience.  I would highly recommend the program to anyone that is looking to improve the efficiency of their business and develop a clear understanding of the numbers.  Thank you for great learning experience.
- TeamLogic IT

Likely the most useful seminar any business person who loses sleep could ever take.
- Steve McCall, President, EMCS, Inc. , Chicago, IL

I can't say enough how grateful I am for the Profit Mastery course. When I first began my floral business, I could arrange flowers in beautiful ways, but I had no idea what a Profit and Loss Statement was, or how to determine how much money I was making, or if I was charging enough. I knew I needed help, and a wise SBDC business counselor led me to Profit Mastery. The instructor in the course was surprisingly funny, besides being excellent at making sense of seemingly complex financial tools. And, because it is online, I was able to take it at my own pace and I can go back and re-take any part of it if I need to be refreshed on something.

Because of this course, I can now look at my financial records and tell you how much I made this week, month or year. I can determine if I'm charging enough. I can create a cash flow for my upcoming year to see if I will be able to afford a major purchase. It is so freeing to have these tools. There is so much to learn from this course; I can't recommend it enough!
- Aubree Abernethy, Forget Me Not Floral Design

Profit Mastery is a great course for small business people. I just finished it and, as a banker and former business owner, I found it to be the most succinct, engaging, and useful training I have seen on the topic.
- Comment from YouTube

Steve LeFever is the best I know at explaining business finance. I look forward to improving my business through the strategies I learned in this class.
- Zack, Hornbuckle HVAC, Fulton, MO


Meet Some of Our Clients

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