Profit Mastery Workshops


Invest in Yourself and Your Business with Profit Mastery Workshops!

Core Benefits

  • testimonial-imgImprove
  • financial-imgIncrease
  • testimonial-imgImprove
    Cash Flow
  • financial-imgGain Financial
  • testimonial-imgProven Tools
    & Processes

Picture M*A*S*H's Hawkeye Pearce as a financial consultant instead of a surgeon and you'll have some idea why laughter rang through the walls for an hour and a half outside a Tuesday workshop on pharmacy cash flow.

— National Community Pharmacists Association (NCPA), Washington, DC

Contact us for more info regarding upcoming workshops!


In our hands-on workshops you'll learn to understand your financials, learn how to manage your business to increase profitability, and strengthen your relationship with your lender. Discover how to actively manage YOUR business and accomplish YOUR goals.

Alongside other business owners and managers, you will analyze real-world business problems and uncover how to:

  • Overcome common business problems
  • Understand your financial position
  • Use tools to take active control of your finances
  • Make effective pricing decisions
  • Evaluate and manage cost patterns
  • Make your business bankable
  • Avoid cash crunches
  • Plan for transition
  • Strengthen your lender relationships

I have had so many people tell me how much they enjoyed your presentation style, particularly your sense of humor. (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, CEO, Australian Newsagents' Federation

Sample Profit Mastery Workshops —

  • Practical Tools for Control, Survival and Success - 2 days
  • Get Control of Your Business - 1 day
  • Chart a Course for the Future - 1 day
  • The Cup Theory: Know Your Costs and Manage the Creepers - 90 minutes
  • Using Ratios to Improve Your Company's Bottom Line - 3 to 4 hours
  • For Improved Profits, Manage Your Cash Flow - 3 hours
  • For Efficient Growth, Manage Your Balance Sheet- 90 minutes
  • Valuing Your Business: What's It Really Worth - 60 to 75 minutes
  • Succession Planning: Ensuring Your Dream Survives - 60 to 75 minutes
  • How To Get What You Want From Your Bank - 60 to 75 minutes

Profit Mastery financial management workshops range from 60 minutes to two full days. They are delivered in our practical, plain-English style to ensure the highest knowledge transfer. Our hands-on, case-study approach to workshop design has helped thousands of business owners and their advisors on several continents.

We currently work with over 100 financial institutions, franchise groups, trade associations, and corporations who sponsor our programs for their customers and business network members. Profit Mastery workshops are designed to give you the greatest flexibility ― to include them at convention, regional or management meetings, and/or to incorporate them into your in-house financial training program.

Each workshop can be delivered "off-the-shelf" or specifically customized to your industry, network, or corporation.

Contact us regarding Profit Mastery Workshops!


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

Profit Mastery is a financial performance system that will provide the differentiating point in the market that can catalyze your company’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. Although originally perceived to be a training program, the real outcomes were actually centered around business performance, business development, and retention. 

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!

Meet Some of Our Clients

  • vistage
  • ifa
  • ncpa
  • pearle-vision