Profit Mastery for SBDC

Join Us at the ASBDC Conference

Profit Mastery Counselor Training
September 9, 2014 8:00 - 5:30
Gaylord Texan Hotel & Convention Center in Grapevine, Texas

Sponsored by Profit Mastery

Profit Mastery Training will be offered for one day, on September 9th, 2014. Participants will then be given access to the online curriculum to complete the final Modules of the program as a self-study. This training is a requirement for the utilization of the Profit Mastery financial education curriculum in a SBDC location. 

During this live program, attendees will complete Day 1 case study materials. Working with a partner, attendees will learn specific Modules of the training material.  The curriculum is divided into six Modules, encompassing 9.5 hours of video instruction, along with an additional seven hours of coursework including introductory exercises, case studies and wrap-up materials. 

Cost for the one day training program is a combination of a $595 license agreement for a Center and $325 per person for the training, plus $195 for the Participant’s Guide workbook and $10 shipping. This fee is paid directly to BRS. Pre-Registration is required. Seating is limited.


If you have not already registered for the Conference:
First click here to register for the ASBDC Conference in Texas
NOTE: On the registration form, be sure to click "Yes" next to "Do you wish to attend any of the Pre-Registration Classes?"
and then select "Sep 09, 2014 8:00 AM - 5:30 PM) Profit Mastery Counselor Training."
Then, pay for the Pre-Conference Profit Mastery Training
Add to Cart
Questions? Contact or 800-488-3520
  • Developed for Certified Facilitators (training to teach the program) and Profit Mastery Consultants (individual consulting only)
  • Provides high-quality financial educational content delivered with a unique blend of education, motivation, and humor (yes, humor!)
  • Profit Mastery covers 27 of the 75 Core Competencies established by the ASBDC Board for Counselors
  • Attendees will have access to the online high-definition streaming video program for one full year after completing the program to use in ongoing client consulting
  • Drives improved, documented financial performance of clients leading to greater economic impacts for Centers
  • The full course offers 16 hours of NASBA-compliant/QAS CPE Credit for CPAs
  • Includes a 400-page workbook with excellent resource materials for counselors and clients


Profit Mastery for Your SBDC Center

Core Benefits

  • course-img Improve Client
  • testimonial-imgImprove Client
    Cash Flow
  • testimonial-imgProven Tools
    & Processes
  • testimonial-imgImprove Client
  • financial-imgIncrease Client

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

Order Profit Mastery University today!
Add to Cart

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.
Priced at $695, you'll find value and information that you can use in your business immediately!

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

In just the past four years, SBDC counselors nationwide have trained over 3,500 clients using the Profit Mastery financial education online video curriculum. There are now over 350 Profit Mastery/SBDC Certified Facilitators or Consultants in over 35 states/regions.

The counselor testimonial quotes on this page represent the experiences of SBDC center directors who have offered the program in 2012. They tell the Profit Mastery story much better than we can!

Profit Mastery has proven to provide SBDC centers with the ability to effect a "cultural change" achieving the goal of serving larger businesses that can drive greater economic impacts, significantly increasing referrals from banks to the SBDC, and in general, significantly improving the overall perception of the business community about the SBDC network that is offering the Profit Mastery curriculum on a regular basis.

Profit Mastery is one of the best programs I have seen to teach entrepreneurs how cash flows through their business & how to manage the finances of their business.
- Solano College SBDC, Fairfield, CA


Profit Mastery is a financial performance system that provides the differentiating point in the market that can catalyze your client’s success. Over the years, we have worked extensively with hundreds of companies, universities, trade associations, banks, pharmacies and franchise networks — large and small — to bring the Profit Mastery resources to thousands of their staff, customers, and prospects.

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

One example is a client who went through the material, then used it to analyze a possible relocation and expansion from rented space into their own building. They ultimately obtained $700,000 in bank funding to accomplish this goal.
- Wyoming Entrepreneur - SBDC, Powell, WY


SBDC Master Site Licensees

  • citi
  • vistage
  • ifa
  • ncpa
  • pearle-vision


1 To register your participants for the Profit Mastery University online curriculum, click here, then email spreadsheet to  (Excel spreadsheet)
2 To read the SBDC Profit Mastery 2012 Annual Report, click here (.pdf)
3 To open the Admin Guide templates, click here (Word doc)
4 To order Participant or Facilitator Guides, click here for order form (to fax or email) (.pdf) Note: Master License States, please click here for your order form (.pdf)
5 To print out the Facilitator’s Guide update click here (.pdf)
6 To read the ASBDC Core Competencies document click here (.pdf)
7 To open the Profit Mastery Financial Training Pre-course Assignment Client Instructions, please click here (Word doc)
8 To learn more about Profit Mastery University (PMU) click here (web link)
9 To watch the Profit Mastery PowerPoint slideshow click here (PPT)
10 To access a list of Profit Mastery Certified Facilitators by State, click here
11 To print Evaluation Forms for your Profit Mastery class click here (.pdf) (Please send completed forms to Rod Bristol)
12 To access the Profit Mastery Minnesota SBDC Spread Sheetsclick here and here (Excel spreadsheets)  Note: These spreadsheets are password protected. Please contact Jennifer Pontinen at NE MN SBDC for access.
13 To read the 5 Credit/50 Hour Class Syllabus, click here(web link)
14 To access a Certificate of Completion you can personalize for your participants, click here
15 To read Letters of Reference for the Profit Mastery program, click here (.pdf)
16 To download a Profit Mastery brochure click here (.pdf)
17 To read "Not So Frequently Asked Questions" click here (.pdf)
18 To access the Profit Mastery Toolkit, click here (web page)
19 To view the Profit Road Map, click here (.pdf)
20 To download the Name Tent card file, please click here (Word doc)
21 To access the ASBDC Resources web page, click here (web page)
22 To print Rod Bristol's Speakers Introduction, click here (.pdf)
23 To print out all of Profit Mastery's one-page flyers, click here (.pdf)
24 To access Profit Mastery University, Module 1, Chapters 1 & 2, click here (web link)
25 To access the SBDC - Profit Mastery University State-wide Implementation Plan, please click here (.pdf)
26 To access the SBDC Marketing Ideas Checklist click here (.pdf)
27 To read letters of reference for Rod Bristol, click here and here.(.pdf's)