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• PROFIT MASTERY WORKSHOPS •

Invest in yourself and your business! 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

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.

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

Contact us regarding Profit Mastery Workshops.

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