Profit Mastery for SBDCs, Consultants,
and Advisors


Profit Mastery is the international leader in the design, development, and implementation of financial management training programs, products, and services — a financial performance system that provides the differentiating point in the market that can catalyze your clients' success.

We have a stellar reputation for providing unparalleled financial management and business planning education and resources to owners, managers, advisors, and bankers of independent business. Thousands of business owners have described Profit Mastery as "the best program they have ever attended" and "they will never look at their businesses the same way again!" We accomplish this by utilizing a unique combination of information, motivation…and humor!

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

Over the years, we have worked extensively with hundreds of companies, universities, trade associations, banks, pharmacies, and franchise networks — large and small — to bring our resources to thousands of their staff, customers, and prospects.

Now you can deliver the same world-renowned financial management program that has been the top-rated program in the industry for over 30 years — by becoming a Profit Mastery Certified Facilitator!


Providers who offer the Profit Mastery curriculum experience positive client response — including significant sales growth, measurable job creation/retention, increased bank lines of credit, and the expansion of businesses into new locations.

Certified Facilitators with the ability to effect a "cultural change" achieving the goal of serving larger businesses that can:

  • Drive greater economic impacts

  • Significantly increase referrals from banks to their SBDC/consulting firm

  • Significantly improve the overall perception of the business community about the organization that is offering the Profit Mastery curriculum on a regular basis

Profit Mastery Certified Facilitators nationwide have presented to thousands of clients using the Profit Mastery University (PMU) financial education online video curriculum. There are now over 350 Certified Facilitators or Consultants in over 45 states/regions.

As a Certified Facilitator you will be given access to tools and resources you can use to increase your client base and grow your consulting practice. The webpage for Facilitators contains promotional and marketing information, administrative guides for your live/facilitated classes, and educational materials for you to introduce clients to the Profit Mastery curriculum — and more importantly show how Profit Mastery will benefit them as they work to improve the financial performance of their businesses.

We want you to succeed in delivering what we believe to be the most valuable and unique financial program ever produced! And we will be there to help you every step of the way.

To read the Kathy Day Public Relations blog post, "Profit Mastery is Something Every Business Owner Should Understand," click here (web)

To read the Denny Miller, Zenith Property NW online article, click here (web)



  • Purchase a Center/Location License (only one required per center/location).

  • Complete and pass the full two-day curriculum either in a live program or online via PMU as a self-study (see below) — or a combination of both.

  • Purchase a Facilitator's Guide and spend approximately two hours on the phone with Rod Bristol — or other designated representative — and complete a Facilitator's Guide orientation.

  • Take a client through the Profit Mastery curriculum in its entirety, one-on-one, using the online video modules and submit their completed evaluation.

  • Sign and return the Profit Mastery Certified Facilitator agreement.

Once the steps above are met, you will be ready to start teaching your own Profit Mastery workshop!

Start expanding your own ongoing training and consulting us today!

Order Profit Mastery University today!

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Normally delivered in a classroom setting over two days, the entire Profit Mastery course
is now easily and conveniently viewed 24/7/365 in bite-sized segments online.

PMU delivers today's most powerful, effective and sophisticated financial performance tools in a plain English, laugh-out-loud streaming video format right to your computer.

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. Learn more about their experience.


Our list of tools and resources has been moved! Please contact us for the new location.