Profit Mastery for SBDC

Profit Mastery for Your SBDC Center

Scroll down the page for a list of resources, order forms, and useful information.

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.

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.

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

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

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!

Profit Mastery gave me insight into a new and more effective way of running an efficient business. I now have a major shift in thinking about business finance with great resources.
- MN SBDC Profit Mastery Program Attendee

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


1 To register your participants for the Profit Mastery University online curriculum, click here, then email spreadsheet to  (Excel spreadsheet)
2 To open the Admin Guide, "How to Conduct a Successful Profit Mastery Program" click here (Word doc)

To order Participant’s or Facilitator’s Guides for all NON-Master Licensed Statesclick here for the order form (to fax or email)(.pdf).  

For Master Licensed States, please click here for your order form (.pdf). Master Site Licensed States: Arizona, Connecticut, Florida, Illinois, Montana, North Texas, Utah, West Virginia, Wyoming


To read the ASBDC Core Competencies document click here (.pdf)

5 To open the Profit Mastery Financial Training Pre-course Assignment Client Instructions, please click here (Word doc)
6 To view the Profit Mastery PowerPoint slideshow click here (.pdf)
7 To access a list of Profit Mastery Certified Facilitators by State, click here

To print Evaluation Forms for your Profit Mastery class click here (.pdf) Please send completed forms to Rod Bristol at


To access the Profit Mastery Minnesota SBDC Spread Sheetsclick here and here and here and here (Excel spreadsheets) 

10 To read the 5 Credit/50 Hour Class Syllabus, click here(web link)
11 To access a Certificate of Completion you can personalize for your participants, click here
12 To read Letters of Reference for the Profit Mastery program, click here (.pdf)
13 To download a Profit Mastery brochure click here (.pdf)
14 To read "Not So Frequently Asked Questions" click here (.pdf)
15 To access the Profit Mastery Toolkit, click here (web page)
16 To view the Profit Road Map, click here (.pdf)
17 To download the Name Tent card file, please click here (Word doc)
18 To access the ASBDC Resources web page, click here (web page)
19 To print Rod Bristol's Speakers Introduction, click here (.pdf)
20 To print out all of Profit Mastery's one-page flyers, click here (.pdf)
21 To access Profit Mastery University, Module 1, Chapters 1 & 2, click here (web link)
22 To access the SBDC - Profit Mastery University State-wide Implementation Plan, please click here (.pdf)
23 To access the SBDC Marketing Ideas Checklist click here (.pdf)
24 To read letters of reference and a bio for Rod Bristol, click here (.pdf's)