Profit Answer Man: Scaling with Profit First & Beyond
Hi, I'm the Profit Answer Man! The Profit Answer Man podcast is a weekly show hosted by Rocky Lalvani, a business coach and Certified Profit First Professional. In each episode, Rocky shares his expertise on how to scale profit and cash flow for 7-8 figure businesses. Episode 1 is the why, 2 - is Mike Michalowicz, and 3-13 are Rocky's take on each chapter in the book. The Profit Answer Man podcast is designed for small business owners, entrepreneurs, and anyone else looking to improve their financial management skills. Rocky covers a wide range of topics, including how to prioritize profit, manage cash flow, and grow your business. One of the things that sets the Profit Answer Man podcast apart is Rocky's engaging and entertaining style. He uses anecdotes, humor, and relatable examples to make the concepts he's discussing easy to understand and apply. If you're a small business owner looking for practical advice on how to improve your financial management and increase profitability, the Profit Answer Man podcast is definitely worth a listen. Whether you're just starting out or have been in business for a while, you'll find plenty of valuable insights and tips that can help you take your business to the next level. Sign up to be notified when the next cohort of the Profit First Experience Course is available! http://bit.do/profitblueprint More about making profitability simple: http://profitcomesfirst.com/ Profit Answer Man Facebook group: https://www.facebook.com/groups/496018144624882/ My podcast about living a richer more meaningful life: http://richersoul.com/ Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
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Ep 288 Your P&L Is Lying—Here’s What to Track with Laresa McIntyre
09/18/2025
Ep 288 Your P&L Is Lying—Here’s What to Track with Laresa McIntyre
Your P&L Is Lying—Here’s What to Track with Laresa McIntyre Stop Chasing Revenue: How Fractional CFOs Clear the Financial Fog Most business owners measure success by one thing: revenue growth. The problem? Revenue isn’t cash—and it doesn’t always translate into profit. In this episode of Profit Answer Man, I sat down with Laresa McIntyre, founder of Rockbridge CFO, to uncover the blind spots that keep owners stuck in financial fog. Laresa brings over 15 years of CFO experience and now helps service-based businesses scale smarter with fractional CFO insight—without the six-figure price tags. Key Lessons: Profit Lives in Margins, Not Revenue. Chasing top-line growth without tracking margins is a recipe for burnout. Know which products and clients actually contribute to the bottom line, and be willing to cut or reprice the ones that don’t. A CFO Looks Forward, Not Backward. Bookkeepers and controllers record history. A CFO interprets that history to help you forecast the future and make smarter decisions 6–24 months out. That’s where clarity—and profit—comes from. Cash Forecasting Prevents Panic. Revenue timing rarely matches expense timing. A 12-week rolling cash forecast shows when money will actually land in your account and when bills come due, so payroll never sneaks up on you. Growth Can Be Dangerous if Mis-Timed. Hiring ahead of sales is one of the fastest ways to destroy profitability. Use metrics like revenue per employee or labor efficiency ratio to know when it’s safe to add headcount. Dashboards Need Action, Not Pretty Charts. Software may give you colorful graphs, but what matters is knowing which levers to pull: raise prices, renegotiate vendor terms, or shift client mix. Insight beats aesthetics. Benchmark Yourself, Not the Industry. Industry averages often include failing businesses. The best benchmark is your own improvement over time—measured by profit, not just revenue. Financial Fog Is Optional. Most founders walk around in a financial fog because the numbers feel intimidating. The cure? Honest conversations with someone who can translate financials into simple, actionable steps. Key Takeaways from the Conversation: The P&L Is Not Cash. Your profit and loss statement is an important report—but it leaves out distributions, debt payments, and sometimes even taxes. Use it in context with your balance sheet and cash forecasts, or risk flying blind. Margins > Revenue. A “big client” may look impressive on paper, but if their gross margin is weak, they’re draining your business. Focus on products, services, and customers that actually add to the bottom line. Forecast Cash Like Payroll Depends on It (Because It Does). A 12-week rolling cash forecast helps you avoid Friday panic. It reveals not just what’s in the bank today, but what’s coming in and going out over the next three months. Hire After Sales, Not Before. Scaling too fast with payroll is one of the biggest traps. Track revenue per employee and labor efficiency to know when it’s really time to bring on the next hire. Dashboards Are Useless Without Insight. Pretty graphs won’t grow your profit. The value is in translating numbers into action: what’s working, what’s broken, and what needs to change this month to protect your margins and cash flow. About Laresa McIntyre: Laresa McIntyre is the founder of Rockbridge CFO, where she helps service-based businesses scale smarter by providing executive-level financial insight without the cost of a full-time CFO. A Certified Management Accountant with an MBA and Master’s in Accounting, Laresa specializes in turning financial chaos into clarity, improving margins, and bringing calm to growth. Links: LinkedIn: Conclusion: Too many business owners work harder and harder for revenue, only to wonder why their bank balance never seems to catch up. The truth is, profit clarity comes not from chasing sales but from mastering margins, timing cash, and knowing when to grow. As Laresa McIntyre reminds us, the P&L isn’t cash, growth without discipline creates fragility, and dashboards without insight are just noise. When you cut through the fog with the right forecasts, metrics, and financial guidance, you finally get what every business owner craves: calm, control, and consistent profit. #ProfitFirst #BusinessFinance #CashFlowFix #FractionalCFO #FinancialClarity #Profitability #SmartScaling #EntrepreneurFinance Watch the full episode on YouTube: Sign up to be notified when the next cohort of the is available! Profit First Toolkit: Relay Bank (affiliate link): Profit Answer Man Facebook group: My podcast about living a richer more meaningful life: Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
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Ep 286 The Profit Pitfalls Most Business Owners Miss with Lisa Hennigar
09/03/2025
Ep 286 The Profit Pitfalls Most Business Owners Miss with Lisa Hennigar
The Profit Pitfalls Most Business Owners Miss with Lisa Hennigar Most business owners don’t lose profit because of one big mistake — it’s usually a thousand tiny leaks. From not knowing your why, to ignoring customer service, to failing to track the right numbers, the truth is this: profit slips away quietly while you’re busy working hard. In this episode of Profit Answer Man, I sit down with Lisa Hennigar, Vice President of Franchise Development at ERA Group and a nationally recognized franchise strategist with over 22 years in the industry. Lisa has worked with everyone from household-name brands to emerging concepts, and she knows exactly where businesses get stuck — and how to turn things around. In This Episode, You’ll Learn: Why your “why” matters more than you think — and how it fuels resilience, team buy-in, and long-term success. The danger of ignoring your P&L — why most owners don’t understand it, and what metrics you actually need to track. Scaling without losing profit — why growing too fast, or in the wrong way, can turn you into an employee of your own business. Customer service as a profit driver — how fast response times and the right client mix can outperform bigger competitors. The hidden costs that eat your margins — from bad leases to auto-renew contracts, to discounting that destroys profitability. Key Takeaway: Profit doesn’t come from working harder — it comes from working smarter. That means knowing your numbers, understanding your why, and being intentional about both the clients you serve and the systems you build. As Lisa reminds us, “Doing simple is hard — but simple is where the money is.” About Lisa Hennigar: Lisa Hennigar is a nationally recognized franchise growth strategist with over 22 years in the franchising industry. She currently serves as Vice President of Franchise Development at ERA Group, an executive cost intelligence consulting firm, where she has been instrumental in helping ERA achieve its highest ranking in 30 years in Entrepreneur Magazine and secure the #1 Global Franchise Brand designation. Her expertise spans franchise recruitment, operations, and unit economics—bridging the gap between sales and ongoing franchisee success. She has worked with brands from iconic household names to emerging concepts, creating scalable growth strategies, improving validation, and streamlining onboarding. Lisa is known as a true change agent, keeping culture, unit economics, and KPIs at the forefront of every transformation she leads—powered by grit, resilience, and a relentless work ethic. Beyond corporate leadership, Lisa served as Chair of SCORE in Michigan, sat on the YMCA Board in Michigan where she helped drive donor fundraising, and was active in Toastmasters, contributing to membership growth. Earning a Certified Franchise Executive, with the International Franchise Association in 2011, Lisa has also been instrumental in attracting top-tier executive talent into franchising and converting independent businesses into thriving franchise locations. Links: LinkedIn: Conclusion: Profit isn’t accidental — it’s the result of clarity, discipline, and intentional choices. As Lisa Hennigar reminds us, too many business owners ignore their why, overlook their numbers, or scale without strategy — and those blind spots quietly drain their wealth. The good news? Profit is always within reach when you track the right metrics, serve the right clients, and make simple, focused improvements. Remember, your business should give you both time and money. If it’s not, it’s time to plug the leaks and reset your strategy. #ProfitFirst #BusinessProfit #SmartScaling #EntrepreneurFinance #CashFlowFix #RevenueLeaks #BusinessClarity #OwnerPay Watch the full episode on YouTube: Sign up to be notified when the next cohort of the is available! Profit First Toolkit: Relay Bank (affiliate link): Profit Answer Man Facebook group: My podcast about living a richer more meaningful life: Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
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Ep 285 Right People, Right Seats: The Hidden Profit Killer in Your Business with Pam Meissner
09/03/2025
Ep 285 Right People, Right Seats: The Hidden Profit Killer in Your Business with Pam Meissner
Right People, Right Seats: The Hidden Profit Killer in Your Business with Pam Meissner When profit is slipping, most businsess owners look to cut costs or push sales harder. But what if your biggest drain isn’t on the P&L at all—it’s in your people? In this episode of Profit Answer Man, Pam Meissner—COO and CFO at CathCap—pulls back the curtain on why “right people, right seats” isn’t just an HR slogan. It’s one of the most powerful levers for profit growth that most companies ignore until it’s too late. The Gap: Why Profit Leaks Hide in Your People: You can have a stellar product, growing sales, and tight cost controls—and still lose money. The reason? People issues that don’t show up as a neat line item on your P&L. Pam sees it all the time: companies hanging on to team members who no longer fit, tolerating culture-killers because they perform well in one area, or promoting loyal employees into roles they can’t succeed in. The Four Quadrants Every Leader Needs to Know: Pam breaks down the four categories of employees, based on competency and alignment with core values: Stars – High performers who live your values. Puppies – Aligned with values but lack skill; worth investing in if trainable. Rats – Low competency, no values alignment; they have to go—fast. Gremlins – Highly competent but toxic to your culture; they hold you hostage and quietly drain profit. Ignoring the “rats” and “gremlins” doesn’t just hurt morale—it actively drives away your stars. Why Core Values Aren’t Just a Poster on the Wall: Most companies have core values, but few hire, fire, and promote based on them. Pam’s advice: Define your values clearly. Interview with them in mind (AI tools like ChatGPT can help craft questions). Involve peers in hiring to assess fit. Hold quarterly conversations so performance and alignment are never a surprise. The Real Cost of a Bad Hire: Replacing someone can cost multiple times their salary—especially if you use recruiters. But the hidden costs of keeping the wrong person are even higher: Lost productivity Star employee turnover Extra resources to “work around” problem employees Pam stresses: The cheapest solution is to hire right the first time—and act quickly when you don’t. The Profit Plan: Align People, Process, and Purpose: To plug these hidden leaks: Audit your team using the four quadrants. Invest in “puppies” with clear timelines and training plans. Remove “rats” immediately and plan a strategic exit for “gremlins.” Keep your stars engaged and appreciated. 💡Bonus Listening: For a real-world example of how to build and keep an all-star team, check out Episode 141 with Emily Cole, co-founder of the Savannah Bananas. Her approach to hiring for culture fit will inspire you to rethink how you find your next great hire. Key Takeaway: Profit isn’t just about cutting costs or selling more—it’s about aligning the right people in the right seats. When you protect your culture and your core values, profit follows. Ready to uncover your hidden profit leaks? Let’s talk. Book a time at ProfitComesFirst.com and start building a team that fuels—not drains—your bottom line. About Pam Meissner: Pam Meissner is a powerhouse in the world of finance and leadership, with a career that spans CFO, COO, and CEO roles across industries. Known for her ability to drive business growth, she has helped companies scale while navigating the complexities of financial strategy and operations. Her expertise lies in turning numbers into narratives—helping business leaders make informed, confident decisions that fuel long-term success. Beyond her financial acumen, Pam brings a global perspective to her work. She has lived and worked across multiple countries, experiences that shaped her leadership philosophy and reinforced the importance of adaptability and innovation. Pam’s journey is also one of resilience. Recently widowed after 30 years of marriage, she continues to lead with strength and purpose. Her son, who has autism, recently graduated from college, and her daughter, a marathon runner, raises funds for autism research—both reflecting the family’s spirit of perseverance and impact. When she’s not advising business leaders, Pam is an award-winning baker, avid reader, and self-taught fashion designer. Whether she’s strategizing financial turnarounds, perfecting the art of the cake, or learning a new skill, she brings the same passion, precision, and problem-solving mindset to everything she does. Links: LinkedIn: Website: Cathcap LinkedIn: Conclusion: Profit isn’t just about financial spreadsheets—it’s about people. As Pam Meissner shared, the wrong person in the wrong seat can quietly drain resources, culture, and profit. The real path to sustainable growth is aligning your team with your core values, investing in potential where it exists, and having the courage to let go when it doesn’t. Remember: profit follows people. When you get the right people in the right seats, you unlock not just financial performance, but a business that truly thrives. Episode 141- Profit First Success with Savanah Bananas and Emily Cole- #ProfitFirst #BusinessClarity #ProfitLeaks #TeamPerformance #CultureFit #SmartScaling #OwnerPay #LeadershipMatters #BusinessGrowth #CoreValues Watch the full episode on YouTube: Sign up to be notified when the next cohort of the is available! Profit First Toolkit: Relay Bank (affiliate link): Profit Answer Man Facebook group: My podcast about living a richer more meaningful life: Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
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Ep 284 Freedom by Design: How to Build a Profitable Business That Serves Your Life with Michael Walsh
08/26/2025
Ep 284 Freedom by Design: How to Build a Profitable Business That Serves Your Life with Michael Walsh
Freedom by Design: How to Build a Profitable Business That Serves Your Life with Michael Walsh Most entrepreneurs start their journey with the dream of freedom—yet many quickly find themselves trapped by the very businesses they built. Revenue grows, responsibilities pile up, and the joy of entrepreneurship fades into overwhelm. In this Episode of the Profit Answer Man, I sat down with Michael Walsh, founder of the Walsh Business Growth Institute and author of Freedom by Design, to unpack how business owners can create companies that support—not suffocate—their lives. Michael has spent over 30 years guiding business owners through the predictable “danger zones” of growth. His message is clear: profit and freedom come when you design your business around your life, not the other way around. Key Insights from Michael Walsh: Business Must Serve Life, Not Just Profit. Too many owners chase revenue milestones—$1M, $5M, $10M—only to find bigger problems waiting at each stage. Michael warns: if profit is your only motivator, satisfaction will always elude you. The companies that thrive long-term are those designed to support the owner’s life and impact. Reflection: Is your business structured to fuel your life’s goals—or is your life revolving around your business? Growth Brings Predictable “Danger Zones”. Michael outlined the common revenue milestones where owners hit walls: $1M–$1.2M → the “zone of hell” where you’re too big for DIY systems but too small to afford enterprise solutions. $5M and $10M → structures and systems must evolve or growth stalls. $12M–$20M → the toughest chasm, where people complexity and outdated processes collide. Takeaway: Each new level requires reinventing systems, structures, and leadership—not just “working harder.” Systems Alone Don’t Scale—People Do. Rocky and Michael both love spreadsheets, but Michael cautions: numbers tell the story, but people drive the result. A well-designed business empowers its people to excel rather than constraining them with rigid systems. Reflection: Are your processes freeing your team to use their strengths—or boxing them in like cogs in a machine? Freedom Comes from Teamwork, Not Control. Michael stresses that leaders must shift from command-and-control to building intelligent ecosystems. True management is about helping people think, thrive, and work together. When teams are supported—not micromanaged—2+2 can equal 6. Question: How much time do you spend training people how to work together, not just what to do? The Future Belongs to the Creative Business Owner. AI is transforming the business landscape, but Michael warns that owners who outsource thinking to machines lose their edge. The next era isn’t the Information Age—it’s the Age of Creativity. Those who combine human insight with AI tools will thrive. Action Step: Don’t fear AI—learn to use it as a creative partner to free you up for high-value problem solving. Key Takeaways: Profit Alone Won’t Bring Fulfillment. Chasing revenue milestones without purpose leads to burnout. Businesses built around life goals—not just profit—create more satisfaction and sustainability. Growth Has Predictable “Danger Zones”. Each revenue milestone ($1M, $5M, $10M, $20M) comes with hidden challenges. Systems, structures, and leadership must evolve at every stage, or growth will stall. Systems Must Support People—Not Control Them. Processes should free your team to use their strengths, not box them in like cogs. Businesses thrive when systems empower people to excel. Freedom Comes Through Teams, Not Micromanagement. Leaders must shift from command-and-control to cultivating intelligent ecosystems. Strong teamwork multiplies results and creates freedom for owners. The Next Age is Creativity, Powered by AI. AI won’t replace entrepreneurs—but those who creatively combine human judgment with AI tools will have a massive advantage in the years ahead. About Michael Walsh: Michael Walsh is the founder of the Walsh Business Growth Institute and author of Freedom by Design: The Business Owner’s Guide to Grow, Make an Impact, and Find Joy Again. For over 30 years, he has helped business owners in Canada, the U.S., and Europe scale profitably by aligning their companies with their life goals. Links: Website: LinkedIn: Conclusion: Freedom in business isn’t about hitting the next revenue milestone—it’s about designing a company that grows with you, supports your lifestyle, and empowers your team. Michael Walsh reminds us that profit follows purpose, systems must evolve with scale, and people—not spreadsheets—ultimately drive success. As the business landscape shifts into the age of creativity, those who align vision, systems, and people while leveraging tools like AI will unlock both profitability and freedom. Your business should give you life, not take it away. The choice to design it that way is yours. Richer Soul Ep 440 The AI Driven Leader with Geoff Woods: #ProfitFirst #BusinessGrowth #FinancialFreedom #SmartScaling #EntrepreneurLife #BusinessStrategy #LeadershipMatters #CashFlowFix #PurposeDrivenBusiness #CreativeEntrepreneur Watch the full episode on YouTube: Sign up to be notified when the next cohort of the is available! Profit First Toolkit: Relay Bank (affiliate link): Profit Answer Man Facebook group: My podcast about living a richer more meaningful life: Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
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Ep 283 Boost Sales Without Spending a Dime with Tracy Beavers
08/19/2025
Ep 283 Boost Sales Without Spending a Dime with Tracy Beavers
Boost Sales Without Spending a Dime with Tracy Beavers Why “More Sales” Isn’t Fixing Your Profit Problem (And What It’s Really Costing You) Ever wondered why your revenue is growing, but your bank account still feels empty? You’re not alone. Most business owners equate more sales with more profit, only to find themselves in the same cycle of financial stress. The truth? Sales without strategy create a dangerous illusion of success—and the hidden cost is your peace of mind, cash flow, and ultimately, your business’s survival. The pain goes deeper: Financial Cost: Ballooning expenses, zero clarity on where money goes, and the constant scramble to cover payroll. Emotional Cost: Late-night anxiety, decision fatigue, and the nagging thought—“Why am I working so hard for so little?" This episode of The Profit Answer Man peels back the layers of that illusion and gives you actionable steps to stop chasing revenue and start building true profit stability. In This Episode, You’ll Learn How To: Apply Profit First principles to regain control of your cash flow and eliminate money stress. Build a sales strategy that fuels profit instead of just increasing workload. Identify the hidden costs in your business model that erode margins—before they sink you. Create systems to move from hustle mode to sustainable, scalable growth. Protect your financial future with small, strategic changes that compound over time. Key Takeaways: 3 Costly Blind Spots Stealing Your Profits Sales Obsession Over Profit Clarity – Chasing more revenue without analyzing margins creates cash flow chaos. Neglecting Simple Systems – Without processes, scaling multiplies inefficiencies (and headaches). No Financial Guardrails – Using your bank balance as a budget leads to feast-and-famine cycles. Meet Our Guest: Tracy Beavers With over 20 years of award-winning sales and marketing experience, Tracy left the corporate world to help entrepreneurs build businesses they love—without sacrificing profitability. As the owner of three businesses, a business and sales coach, and a creator of the “Be a Confident Entrepreneur” program, Tracy understands the real struggles business owners face when trying to grow without losing their sanity (or their cash). She’s been featured on top business podcasts and is a regular contributor on major media outlets. Learn more at . Links: Website: FB Business: FB Personal: FB Group: LinkedIn: Pinterest: Instagram: YouTube Channel: Conclusion Profit doesn’t happen by accident—it happens by design. Chasing more sales without a plan for profitability is the fastest way to end up exhausted and broke, even when your revenue chart looks great. By embracing systems like Profit First, creating clear financial guardrails, and focusing on strategies that align sales with profit, you can build a business that actually supports your life instead of draining it. #ProfitFirst #CashFlow #SmallBusinessTips #BusinessGrowth #EntrepreneurMindset #ScalingUp #ProfitPlanning Watch the full episode on YouTube: Sign up to be notified when the next cohort of the is available! Profit First Toolkit: Relay Bank (affiliate link): Profit Answer Man Facebook group: My podcast about living a richer more meaningful life: Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
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Ep 282 Profitable But Worthless? How to Build a Business Buyers Actually Want with Justin Goodbread
08/12/2025
Ep 282 Profitable But Worthless? How to Build a Business Buyers Actually Want with Justin Goodbread
Profitable But Worthless? How to Build a Business Buyers Actually Want with Justin Goodbread Why High Profit ≠ High Value—And How That Mistake Could Cost You Millions Most business owners are chasing profit… But what if the very thing you’re chasing is keeping you trapped? Imagine this: You’re running a “successful” business with strong margins and great income. You’re paying yourself well, your spouse is on payroll, and life feels comfortable. Until the day you try to sell… and no one wants to buy. This episode of Profit Answer Man reveals the dangerous trap most entrepreneurs fall into: confusing a profitable lifestyle business with a valuable one. Justin Goodbread—who scaled and sold multiple 7-, 8-, and 9-figure companies—breaks down the hard truth behind “ugly babies” (a.k.a. unsellable businesses) and how to turn yours into a cash-rich, investor-ready machine. In This Episode, You’ll Learn: Why profit doesn’t always equal enterprise value (and what to focus on instead). The 8 core areas of a business that drive value (and where most owners get stuck). How to move from being the business to owning the business. The mindset shift that changed Justin’s net worth trajectory forever. Why laser focus, not more hustle, is the real multiplier. Key Takeaways (AKA Profit-Killing Blind Spots): Mistake #1: Believing high profit = high exit value. Investors don’t buy income streams—they buy systems. Mistake #2: Staying at the center of everything. If your business wobbles when you step away, it’s not a business. It’s a job with a title. Mistake #3: Failing to define your ideal client. Serving everyone = attracting no one (and commoditizing your brilliance). Mistake #4: Reinventing the wheel. Frameworks like Profit First, EOS, and Justin’s value-growth model already exist—use them. Mistake #5: Not taking the hard vacation. If your team can’t survive six weeks without you, your valuation will reflect that. Guest Bio: Justin Goodbread is a globally recognized business strategist, bestselling author, and founder of multiple ventures focused on helping service-based businesses maximize enterprise value. With 30+ years of entrepreneurial grit—including exits at the 7-, 8-, and 9-figure levels—Justin has worked with thousands of owners to turn profitable chaos into scalable, transferable wealth. Whether he's simplifying complex business systems or calling out the lies owners tell themselves, Justin is known for his no-nonsense, deeply practical insights that get results. His bestselling book, Your Baby’s Ugly, challenges owners to look at their business through the eyes of a buyer—and transform it into an asset worth paying for. Links: Websites: Official Website: Freedom Formula: The Value Growth Academy: Media Profile/Bio: Justin's Media Profile: Social Media Channels: LinkedIn: Twitter: YouTube: Instagram: Facebook: Conclusion: Is Your Business Valuable—or Just Profitable? Profit is a great starting point… but it’s not the finish line. If your wealth is locked inside a business that can’t run without you, it’s time to ask the hard question: 👉 Would anyone pay top dollar for what you’ve built? If you’re not sure—or if your gut says “probably not”—this episode is your wake-up call. Listen now and explore where your real profit leaks and blind spots might be. 🎧 Listen to the full episode and start building a business that can run, grow, and sell—without you. #ProfitFirst #BusinessGrowth #CashFlowFix #SmartScaling #RevenueLeaks #ProfitClarity #OwnerPay #StrategicFinance Watch the full episode on YouTube: Sign up to be notified when the next cohort of the is available! Profit First Toolkit: Relay Bank (affiliate link): Profit Answer Man Facebook group: My podcast about living a richer more meaningful life: Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
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Ep 281 Why Most Marketing Fails—And How to Make Yours Finally Pay Off with Andrew Gregory
07/30/2025
Ep 281 Why Most Marketing Fails—And How to Make Yours Finally Pay Off with Andrew Gregory
Why Most Marketing Fails—And How to Make Yours Finally Pay Off with Andrew Gregory Why Most Marketing Fails to Deliver Profit—And How to Fix It Marketing agencies promise leads. But what if leads aren’t your problem? Thousands of small business owners are stuck in the same trap: they’re spending money on ads, but their bank accounts still feel tight. The real issue? Bad leads, broken follow-up systems, and a total disconnect between sales and profitability. In this episode of Profit Answer Man, marketing expert Andrew Gregory breaks down the hidden cost of poor marketing strategy—and the profit leaks most home service businesses never see coming. The Real Cost of “Just Getting More Leads” · Every business wants more leads. But what happens when: · The leads don’t convert? · The wrong people answer the phone? · You can’t track what’s working? The result is wasted ad spend, missed revenue, and a whole lot of frustration. Andrew walks us through how most service businesses are focusing on the wrong end of the marketing funnel—and what to do instead. In This Episode, You’ll Learn: Why response time is the #1 lead conversion factor (and most teams fail here). How to calculate Customer Lifetime Value (and why it changes your ad strategy). The difference between top-of-funnel vanity ads and bottom-up revenue generation. What it means to build trust at scale—and how Google is measuring it. Simple ways to fix your lead handling process before spending another dollar. Costly Blind Spots You Might Be Missing: You’re paying for leads without tracking who actually called. Your website creates friction instead of conversions. Your intake team doesn’t follow up fast enough (or at all). You're treating referrals as luck, not a strategy. You’re advertising like a national brand—without the budget or systems. Meet Andrew Gregory: Andrew Gregory is the COO and Partner at UpRoute, a marketing agency focused on helping home service businesses grow profitably. With deep entrepreneurial roots—he’s owned a winery, served on business boards, and helped hundreds of small businesses—Andrew blends real-world experience with practical marketing strategy. His specialty? Turning advertising into measurable, scalable profit. Links: Email: Website: LinkedIn: Your Next Move: Fix the Leaks Before Scaling Up Before you spend another dollar on ads, ask yourself: Are we tracking lead sources with clarity? Is our intake team converting calls with consistency? Do we know our true customer value (including referrals)? Is our follow-up fast, friendly, and frictionless? If you’re not 100% sure, this episode is your wake-up call. Listen now and plug the profit leaks before they drain your next ad campaign. #ProfitFirst #BusinessGrowth #CashFlowFix #SmartScaling #RevenueLeaks #ProfitClarity #OwnerPay #StrategicFinance Watch the full episode on YouTube: Sign up to be notified when the next cohort of the is available! Profit First Toolkit: Relay Bank (affiliate link): Profit Answer Man Facebook group: My podcast about living a richer more meaningful life: Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
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Ep 280 How to Solve the Real Problem Killing Your Profit with Doug C. Brown
07/30/2025
Ep 280 How to Solve the Real Problem Killing Your Profit with Doug C. Brown
How to Solve the Real Problem Killing Your Profit with Doug C. Brown Why Sales ≠ Profit—And the Blind Spots That Bleed Cash The Profit Gap: Why More Sales Might Be Making You Broke You’re pushing for more revenue. Your team is grinding. But your bank balance isn’t growing. In fact, you're more stressed, your margins are tighter, and your team is overwhelmed. Why? Because most businesses chase symptoms—like “bad sales teams” or “slow growth”—instead of finding and fixing the true root cause. Doug C. Brown, a $900M revenue growth expert, exposes the hidden math, decision blind spots, and operational leaks that silently kill profit… even in high-revenue companies. If you’re running faster but falling further behind, this episode is your wake-up call. In This Episode You’ll Learn: Why your biggest profit leaks never show up on your P&L. How a simple math-based model predicts revenue and risk. The deadly myth of “more sales = more profit” (and what to do instead). Why follow-up failures cost you more than bad leads. How to stop being held hostage by top salespeople. Key Takeaways (Costly Mistakes & Blind Spots): You’re solving symptoms, not root causes.. Most owners blame sales teams, not systems. Doug shows how tracking lagging indicators masks the real issues. Revenue can bankrupt you. One client scaled from $5.7M to $8.2M in three weeks—and imploded because ops couldn’t handle the growth. You’re losing 6–7 figures in slow follow-up. Many companies take 28+ days to follow up on leads. Doug’s framework closes this loop—and closes more deals. Poor cash flow ≠ pricing problem—it’s a terms problem. A utility pole company nearly collapsed waiting 180 days for payments. Doug explains how to fix your pay-cycle math. You don’t need more clients—you need better ones. 90% of profit often comes from 10% of clients. But you’re spending your energy on the wrong 90%. Doug teaches how to flip that math. About Doug C. Brown: Doug C. Brown is CEO of CEO Sales Strategies and a globally recognized sales revenue and profit growth expert. He’s built 35+ businesses and driven over $900 million in sales—helping companies like Intuit, Procter & Gamble, and Tony Robbins’ organizations scale smarter. Former President of Sales for Tony Robbins & Chet Holmes, Doug is known for his math-based, cause-first approach to revenue growth. His latest venture, Vibitno, is revolutionizing follow-up automation to fix one of the biggest leaks in sales: speed to response. Links: Website (CEO Sales Strategies): Vibitno: Facebook: LinkedIn: Instagram: Follow-Up Masterclass: Ready to Stop the Bleed? If you’re tired of “working harder” and want to make more by fixing less, it’s time to stop solving symptoms and start fixing root causes. Listen to this episode and ask: Where are you bleeding cash—without even knowing it? Listen now. Then look at your scoreboard. Small shifts = big profit. #ProfitFirst #BusinessGrowth #CashFlowFix #SmartScaling #RevenueLeaks #ProfitClarity #OwnerPay #StrategicFinance #MathOverMyth #FixTheCauseNotTheSymptom Watch the full episode on YouTube: Sign up to be notified when the next cohort of the is available! Profit First Toolkit: Relay Bank (affiliate link): Profit Answer Man Facebook group: My podcast about living a richer more meaningful life: Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
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Ep 279 The Purpose of Business is to Make Money with David Schomer
07/24/2025
Ep 279 The Purpose of Business is to Make Money with David Schomer
The Purpose of Business is to Make Money with David Schomer Why Scaling an E-Commerce Brand Can Bankrupt You (Unless You Fix This First) The Hidden Cost of Growth Nobody Talks About It’s every entrepreneur’s dream: launch a brand, grow revenue, and finally fire your boss. David Schomer lived that dream—scaling a pet supply company on Amazon before going full-time in e-commerce. But what most business owners don’t realize (until it's too late) is that scaling too fast without financial structure can choke your cash flow and starve your business of profit. You can hit record sales and still be broke. The reason? You're playing the wrong financial game. Too many business owners confuse top-line growth with bottom-line success. David learned the hard way—and then rewired his entire approach using Profit First principles. In This Episode You’ll Learn: Why Profit First changed the game for David’s business—and how he applied it to multiple brands. How he scaled a side hustle while working a full-time consulting job (without burning out or going broke). The mindset shift from “revenue chaser” to strategic operator—and why most e-commerce brands don’t survive that jump. Where most Amazon and e-comm sellers leak cash—and what to do instead. How to build a business that supports your life (not the other way around). Key Takeaways: The Costly Blind Spots Killing Profit Revenue ≠ Profit. Most sellers obsess over revenue milestones. But as David puts it, “If you’re not reading Profit First, you’re leaving money on the table.” No Capital = No Exit. David delayed launching a business after college because he didn’t have capital. But later learned you don’t need investor money—you need smarter cash flow systems. Growing Without Guardrails. David scaled his Amazon brand before implementing Profit First—and the stress of staying ahead of vendor payments nearly broke the business. The Risk of Ignoring Financial Education. With a background in M&A and fraud investigations, David understood numbers. Yet even he struggled with cash flow until he embraced simple, behavior-based money management. Guest Bio: David Schomer David Schomer is the CEO of Build Grow Scale, an e-commerce conversion optimization company, and the host of the Firing The Man podcast. He started his entrepreneurial journey selling pumpkins at 12, then worked in M&A, fraud investigation, and business valuation before launching multiple successful private label brands. With over 300 SKUs across Amazon, Etsy, Shopify, Walmart, and more, David brings street-smart financial experience and digital scale savvy to today’s business owner. Links: Facebook: Instagram: YouTube: Tiktok: Conclusion: What’s Your Profit Leak? David’s story is proof that financial clarity—not just product-market fit—is what separates hobby businesses from real wealth builders. If your e-commerce brand is growing but your bank account is shrinking, it’s time to get strategic. #ProfitFirst #BusinessGrowth #CashFlowFix #SmartScaling #RevenueLeaks #ProfitClarity #OwnerPay #StrategicFinance Watch the full episode on YouTube: Sign up to be notified when the next cohort of the is available! Profit First Toolkit: Relay Bank (affiliate link): Profit Answer Man Facebook group: My podcast about living a richer more meaningful life: Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
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Ep 278 How Storytelling Can Drive Your Profits with Seth Donlin
07/14/2025
Ep 278 How Storytelling Can Drive Your Profits with Seth Donlin
How Storytelling Can Drive Your Profits with Seth Donlin Why Visibility ≠ Growth—And How It’s Quietly Costing You Profits Most business owners think the next breakthrough in revenue will come from ads, funnels, or more hustle. But what if the real opportunity is getting in front of someone else’s audience—without spending a dollar on ads? In this episode of Profit Answer Man, we expose the costly visibility gap most owners don’t realize is bleeding their business. Seth Donlin shares why chasing attention isn't enough—and how strategic podcast guesting can generate inbound leads, higher trust, and profit-rich conversations. The GAP Framework: GAP – Business owners invest heavily in visibility, but not all attention converts. They spray money across ads, content, and social without ever becoming trusted in a specific space. This “spray and pray” method burns cash and time. ALTERNATIVE – Many default to building their audience one follower at a time, ignoring the leverage of podcast guesting—a proven method to build instant credibility with zero ad spend. PROFIT PLAN – Use Seth’s approach to land curated podcast appearances where your audience already exists. Create content that scales your voice, authority, and cash flow—while fixing your visibility-to-revenue bottleneck. In This Episode You’ll Learn: How podcast guesting builds trust faster than any cold pitch or paid ad ever could. The three types of audiences—and how to find the ones that convert. Why owning your message (through storytelling) is the most profitable marketing move. How to get in front of thousands without building your own audience. The silent sales advantage of “borrowed trust” from podcast hosts. Key Takeaways: Marketing ≠ Monetization – Many owners show up everywhere but never become memorable anywhere. You Can’t Afford to Be a Commodity – Without a unique story, you’re just noise. Podcast Guesting Isn’t PR—It’s Pipeline – Done right, it’s one of the highest-ROI lead sources for service businesses. You're Missing Buyer-Ready Audiences – The average podcast listener is a high-intent decision-maker. You just need the right pitch and positioning to reach them. Guest Bio: Seth Donlin Seth Donlin is a marketing and communications coach with over 20 years of expertise in storytelling and strategic brand-building. He’s the founder of Awen A/F, a boutique agency helping coaches, consultants, and fractional executives grow their authority and client base by tapping into borrowed audiences—primarily through podcast guesting tours. He’s helped clients leverage this “earned stage” to generate demand, build trust, and grow without the grind of ads or algorithm-chasing. Links: Website: LinkedIn: Instagram: Ready to Fix Your Profit Leaks? If your sales are up but your calendar’s still empty… if you’ve been seen but not sought out… it’s time to explore your visibility-to-profit gap. #ProfitFirst #BusinessGrowth #CashFlowFix #SmartScaling #RevenueLeaks #ProfitClarity #OwnerPay #StrategicFinance Watch the full episode on YouTube: Sign up to be notified when the next cohort of the is available! Profit First Toolkit: Relay Bank (affiliate link): Profit Answer Man Facebook group: My podcast about living a richer more meaningful life: Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
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Ep 277 Why VAs Fail (And How to Fix It) with Barbara Turley
07/08/2025
Ep 277 Why VAs Fail (And How to Fix It) with Barbara Turley
Ep 277 Why VAs Fail (And How to Fix It) with Barbara Turley If your A-players are bogged down in busywork—or worse, you’re the bottleneck—then this episode is your wake-up call. The true cost of bad delegation isn’t just time—it’s lost momentum, missed profit, and mental burnout. Why Your Team’s Wasting Time (And Bleeding Profit) Most business owners know they’re leaving money on the table—but they don’t realize just how much it’s costing them. The real profit leak? It’s not your marketing. It’s not your pricing. It’s your people strategy—or more accurately, your lack of one. When your A-players spend half their day buried in tasks a trained assistant could do, you’re not just wasting time. You’re eroding profit, burning out staff, and stunting growth. In this eye-opening episode, Barbara Turley exposes the hidden cost of messy operations, bad delegation, and hiring without process—and offers a blueprint to fix it. In This Episode, You’ll Learn: The #1 reason delegation fails (hint: it’s not your VA). How to build systems that free your best talent to focus on growth. Why your P&L doesn’t show your biggest profit leak. The profit-first approach to optimizing human capital. What scalable delegation really looks like in a 350-person company. Key Takeaways (A.K.A. Expensive Blind Spots): Hiring a VA without systems is like putting a race car driver in a junkyard car. Most businesses bleed profit by forcing A-players to do admin work. Bad delegation isn’t about bad people—it’s about bad process. High growth with low structure = burnout, churn, and cash chaos. Without an operational foundation, strategy is worthless. Meet Barbara Turley: Barbara Turley is the Founder & CEO of The Virtual Hub, a 350-person global VA firm that’s helped over 200 founders escape the weeds and scale smarter. With a background in equity trading and financial strategy, Barbara brings a sharp operational lens to business growth. Her company boasts a 95% Net Promoter Score, a 4.8-star client rating, and a track record of 50% year-over-year growth. She’s the systems whisperer behind countless business transformations—and a fierce advocate for optimized human capital. Links: FREE Delegation Masterclass: Your Business Is Only as Scalable as Your Systems If your A-players are bogged down in busywork—or worse, you’re the bottleneck—then this episode is your wake-up call. The true cost of bad delegation isn’t just time—it’s lost momentum, missed profit, and mental burnout. Listen now and discover how to systematize your delegation, optimize your people strategy, and finally scale with sanity. Watch the full episode on YouTube: Sign up to be notified when the next cohort of the is available! Profit First Toolkit: Relay Bank (affiliate link): Profit Answer Man Facebook group: My podcast about living a richer more meaningful life: Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #ProfitFirst #BusinessGrowth #CashFlowFix #SmartScaling #RevenueLeaks #ProfitClarity #OwnerPay #StrategicFinance
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Ep 276 How to Outsource To Grow Profitably with Yoni Kozminski
07/01/2025
Ep 276 How to Outsource To Grow Profitably with Yoni Kozminski
Outsourcing To Grow Profitably with Yoni Kozminski What if you could scale your business into eight figures using an offshore team, lean capital, and rock-solid systems? On this episode of The Profit Answer Man, we sit down with Yoni Kozminski – a global entrepreneur who built not one but two bootstrapped companies past the $10M revenue mark. He shares the exact strategies he used to scale using top-tier talent from the Philippines, all while maintaining high profitability and operational control. If you’re looking to reduce margin-killing inefficiencies and systematize your way to profit freedom, this episode is your game plan. In This Episode, You’ll Learn: How Yoni bootstrapped two companies past $10M+ with just $100K in capital. Why hiring offshore isn’t about cheap labor – it’s about buying leverage strategically. The difference between SOPs that gather dust and those that create clarity and scale. How to avoid the hidden tax of operational chaos and stop being the bottleneck in your business. Why process improvement is your best risk management tool. The playbook to build an EOS-aligned, system-driven company with profit-first thinking at its core. Key Takeaways: You don’t need VC money to scale. Yoni’s blueprint shows how leveraging talent and process beats chasing capital. 95% offshore doesn’t mean lower quality – it means higher ROI. When done right, this approach creates margin-rich scale. Process is the new profit lever. SOPs aren’t just for compliance; they’re the foundation of sustainable growth. Hiring top talent isn’t about geography – it’s about alignment, clarity, and culture. Financial freedom starts with operational freedom. If your business can’t run without you, you don’t own a business—you own a job. About Yoni Kozminski: Yoni brings 15+ years of global marketing and strategy expertise, having worked with brands like Mercedes-Benz, Sony, and Mastercard. After scaling and selling a $5M Amazon business, he founded MultiplyMii and Escala – powerhouse agencies that specialize in elite offshore hiring and process optimization. His companies were bootstrapped with just $100,000 and now generate over $10M in combined revenue annually, with a team that’s 95% based in the Philippines. Yoni now helps entrepreneurs systematize, scale, and reclaim their time – all while growing their bottom line. Conclusion: If you're serious about scaling without stress and multiplying your profits without multiplying your headaches, this episode is a masterclass in operational leverage. Links: LinkedIn: Website: Facebook: Instagram: LinkedIn: YouTube: Salary Guide: Watch the full episode on YouTube: Sign up to be notified when the next cohort of the is available! Profit First Toolkit: Relay Bank (affiliate link): Profit Answer Man Facebook group: My podcast about living a richer more meaningful life: Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
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Ep 275 The 7 Profitable Parts of a Business with James Brown
06/21/2025
Ep 275 The 7 Profitable Parts of a Business with James Brown
The 7 Profitable Parts of a Business with James Brown If you think scaling a business means sacrificing your life, family, and freedom—this episode will shatter that belief. In this week’s episode of The Profit Answer Man, we talk to James Brown, the founder of Perseverance Squared and the Business Accelerator Institute, who shares how he built an $8M law firm across four cities—without grinding 80-hour weeks. Instead, he built a business that bought back his time, gave him freedom, and funded his life purpose. Whether you're a solo operator, multi-location service provider, or scaling a firm—this episode gives you the roadmap to do it profitably and sustainably, all while putting Profit First. In This Episode, You Will Learn: How James went from GM assembly lines to law school to running an $8M firm. The myth of the hustle and why "buying back your time" must be part of your strategy. The game-changing moment Profit First reshaped how he viewed business finance. How he systematized his firm so well, he could travel for weeks—and revenue didn’t drop. The difference between a business owner and an operator (and how to become the former). What you can implement today to take your hands off the wheel without crashing your business. Key Takeaways: Build to Exit Before You Need To. James sold his law firm at 49—not because he had to, but because he planned for it. “I never wanted to be 60 and still reviewing client files,” he said. Profit is a Habit, Not an Event. Switching to Profit First forced him to be intentional. He stopped hoping for leftovers and started allocating profit first—literally. If You’re the Bottleneck, You’re the Problem. The business didn't need him. That was the goal. "I designed my firm so I could leave at a moment's notice," James shared. The systems ran the business. Business Should Fund Your Life—Not Consume It. When his son got a last-minute hockey invite in Europe, he packed up and went for three weeks. No stress. That’s the power of designing the right systems from day one. Coaching Is a Force Multiplier. James has now helped over 450 business owners scale smarter—not harder—through his coaching and accelerator programs. Guest Bio: James Brown is the CEO and Founder of Business Accelerator Institute and Perseverance Squared. He launched his first business in 1994 and scaled it to $8M in revenue, eventually selling it to pursue his passion for coaching entrepreneurs. As a former fractional CEO and SLFU Program Manager, he launched Small Law Firm University and developed a marketing program generating $2M annually. James is the co-author of the best-selling book Shift Happens and holds a JD from St. Louis University and a business degree from Lindenwood University. Conclusion: Are You Running a Business or Just Working a Job? James’ story proves what we teach: a business should be built to give you time, money, and freedom—not steal them from you. If you’re stuck in the weeds, constantly solving problems, and unsure where your profit is going—it’s time for a change. You don't have to build alone. We're here to help you implement Profit First, take control of your cash flow, and scale strategically. Links: Website: LinkedIn: Instagram: Facebook: Tiktok: YouTube: Podcast episode landing page: Course: Watch the full episode on YouTube: Sign up to be notified when the next cohort of the is available! Profit First Toolkit: Relay Bank (affiliate link): Profit Answer Man Facebook group: My podcast about living a richer more meaningful life: Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
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Ep 274 Increasing Agency Profit with Eli Rubel
06/16/2025
Ep 274 Increasing Agency Profit with Eli Rubel
Increase Agency Profit with Eli Rubel From Burnout to Bankable: How Eli Rubel Built $10M+ in Profit Working 25 Hours/Week What if the secret to explosive agency profits isn’t grinding harder—but designing smarter? Meet Eli Rubel, the founder of Profit Labs and serial agency entrepreneur who’s racked up over $10 million in net profit since 2020—all while working just 25 hours per week. In this powerhouse episode of The Profit Answer Man, Rocky sits down with Eli to uncover the playbook that’s helping agency owners stop the hustle and start keeping real money in their pockets. If you're tired of scaling your revenue only to watch profits vanish, this conversation will flip your mindset and give you the tools to build a cash-printing agency that works for you. In This Episode, You Will Learn: Why revenue means nothing without profit—and how Eli structures his agencies to maximize take-home income. How Profit First shaped Eli’s philosophy on agency finance (including lessons learned on a beach in Hawaii). The financial blind spots killing your margins—and how to flip your decision-making process. How to reverse-engineer your agency’s operations from profit, not pressure. Why Eli is betting big on specialized, agency-focused bookkeeping and financial services. The overlooked math mistake almost every creative entrepreneur makes—and how to fix it fast. Key Takeaways: Net Profit > Vanity Metrics. Eli focuses on what matters: how much you keep, not just what you make. Revenue without profit is just ego. Design the Business Around the Life You Want. Working 25 hours a week with high profit is not luck—it's intentional structure, delegation, and data-driven decisions. Profit First Isn’t Optional—It’s Essential. Implementing Profit First early on gave Eli the foundation to control cash flow and stop “hope” from being his strategy. The Reverse Budgeting Shift. Don’t spend and hope there’s profit left. Define profit first, then determine what’s left to spend—Eli’s agencies live by this rule. Pain Builds Purpose. Eli launched his agency finance firm because he lived the pain—and now helps others avoid the same traps. Guest Bio: Eli Rubel is a serial entrepreneur and founder of Profit Labs. He owns a portfolio of agencies and has generated over $10 million in net profit since 2020—all while working part-time. His latest venture, Profit Labs, is laser-focused on helping creative and digital agency owners stop losing money through tailored financial insights, clean books, and actionable data. Conclusion: This episode is your wake-up call: Stop measuring your business by how busy you are. Start measuring by how profitable it is. If Eli’s journey showed you anything, it’s this—agencies don’t need more work; they need better financial systems. And if you’re ready to create a business that pays you like the owner—not the operator—it’s time for a conversation. Links: Website: LinkedIn: Watch the full episode on YouTube: Sign up to be notified when the next cohort of the is available! Profit First Toolkit: Relay Bank (affiliate link): Profit Answer Man Facebook group: My podcast about living a richer more meaningful life: Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
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Ep 273 Stop the Stupid, Proactive Problem Solving with Doug Hall
06/07/2025
Ep 273 Stop the Stupid, Proactive Problem Solving with Doug Hall
Stop the Stupid, Proactive Problem Solving with Doug Hall Stop the Stupid, Increase Profits: Unlocking the Hidden Power of Proactive Problem Solving with Doug Hall Imagine running a business where your team is fully engaged, dumb processes are eliminated, and profits grow as a byproduct of operational clarity. That’s not a fantasy—it’s the Profit First future that innovation expert Doug Hall lays out in this episode of The Profit Answer Man. Doug has spent nearly 50 years innovating and coaching at the highest levels—from Procter & Gamble to launching his own distillery. Today, he’s here to help you “stop the stupid” and start leading a high-performance, high-profit team. Doug isn't just talking theory. He’s lived this transformation, and in this episode, he gives you the blueprint to build a culture of ownership, continuous improvement, and scalable profit. Ready to turn your employees into proactive problem solvers? Read on… In This Episode, You Will Learn: Why "stop the stupid" is more than a catchphrase—it's a profitability strategy. How Doug created cultural buy-in with frontline distillery workers and turned skeptics into profit generators. The #1 mindset shift leaders must embrace to get their team aligned with business goals. A real-life system for transforming your business from chaos to clarity—without burning everyone out. The simple opening line that Doug used to flip disengagement into excitement (you’ll want to steal this!). Key Takeaways: Proactive Problem Solving Begins With the Frontline. Doug’s strategy starts with fixing what employees already hate. When you solve their problems first—like back pain from poor equipment—you earn the right to solve your business problems next. Broken Systems Are Margin Killers. You’re not losing profit because of the market—you’re losing it because of inefficiency. Doug shows how identifying daily process friction is the first step to improving cash flow and boosting morale. Innovation Isn’t Just Big Ideas—It’s Fixing Dumb Stuff. We often chase grand strategies while tripping over small, solvable issues. Doug’s framework filters ideas based on feasibility and ROI, turning every team member into a profit multiplier. Employees Don’t Want to Be ‘Managed’—They Want to Matter. This episode explores how to lead with clarity, accountability, and trust. Doug shares how to train staff to think, solve, and take ownership—even if they’re working the bottling line. Real Innovation Happens When Systems Support People. From Procter & Gamble to his own distillery, Doug explains how scalable growth comes from clear systems, engaged people, and leadership that empowers both. Meet Doug Hall: Doug Hall, author of PROACTIVE Problem Solving, is the founder of Eureka! Ranch and Brain Brew Distillery. Named one of America’s top innovation experts by Inc. and The Wall Street Journal, Doug has helped Fortune 500 companies and gritty entrepreneurs alike find, filter, and fast-track big ideas. A former Master Marketing Inventor at P&G, Doug brings an engineer’s precision and a rebel’s mindset to the business world. Fun fact: He’s been awarded two honorary doctorates—for engineering and laws—for his game-changing work in business innovation. Conclusion: Innovation Without Profit Is Just Noise If your team is disengaged, if systems are broken, or if profits are inconsistent—stop the stupid. You don't need more revenue to fix this. You need better alignment, smarter problem solving, and the courage to challenge business-as-usual. Links: LinkedIn: Watch the full episode on YouTube: Sign up to be notified when the next cohort of the is available! Profit First Toolkit: Relay Bank (affiliate link): Profit Answer Man Facebook group: My podcast about living a richer more meaningful life: Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
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Ep 272 Scaling In The Age of Digital Disruption with Mike Peterson
05/30/2025
Ep 272 Scaling In The Age of Digital Disruption with Mike Peterson
Scaling In The Age of Digital Disruption with Mike Peterson Are your teams helping you scale—or silently sabotaging your margins? In today’s episode, we dig into the critical intersection of people, process, and technology with Mike Peterson, author of Leading in the Age of Digital Disruption and founder of Apex Consulting Partners. Mike brings a rare combination of HR and IT expertise to the table—two departments that can either clash or collaborate to drive exponential growth when led strategically. Mike’s story is one of corporate reinvention. After a health scare, he left the executive grind to help leaders build high-performing teams that don’t just work—but work profitably. If you're stuck with cultural friction, technology that no one uses, or leadership that lacks alignment, this episode is for you. In This Episode, You Will Learn: Why most businesses underutilize their IT teams and how to align tech with the bottom line. How to turn human capital into a strategic multiplier, not an overhead line item. How digital transformation fails when change management and culture are ignored. Mike’s framework for identifying misalignment between people, process, and profit goals. The simple but powerful question leaders should ask to unlock performance (and it's not about KPIs). Key Takeaways: HR and IT must stop operating in silos. When united, they become the backbone of scalable, high-margin operations. Technology is not a cost center—unless you make it one. ROI from systems comes when people understand the "why" behind the tools. High-performing teams aren’t built by perks. They're built by clarity, alignment, and accountability—especially in hybrid or remote environments. If your team isn't supporting your vision, it's draining your cash flow. Mike explains how to recalibrate roles and culture to support strategic goals. Profitability comes from process discipline and people performance. Get both wrong, and growth turns toxic. Guest Bio: Mike Peterson is the founder and managing partner of Apex Consulting Partners LLC and the author of Leading in the Age of Digital Disruption. With nearly two decades of global experience in HR and IT leadership at companies like BioMarin and Structure Therapeutics, Mike now helps companies strategically integrate people and technology to build high-performing, scalable operations. He’s a certified HR professional through SHRM and the HRCI. Conclusion The true cost of poor team performance isn't just friction—it’s profit erosion. Mike Peterson reminds us that the businesses that scale profitably aren’t the ones with the flashiest tools or the busiest calendars. They’re the ones with high alignment, disciplined execution, and a culture that’s built to last. If your team feels like a tax on your time and wallet, it’s time to recalibrate. Let’s make your people your greatest profit center. Links: LinkedIn: Watch the full episode on YouTube: Sign up to be notified when the next cohort of the is available! Profit First Toolkit: Relay Bank (affiliate link): Profit Answer Man Facebook group: My podcast about living a richer more meaningful life: Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
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Ep 271 Business Growth Do's and Don'ts to Drive Profit with Carolyn Lowe
05/27/2025
Ep 271 Business Growth Do's and Don'ts to Drive Profit with Carolyn Lowe
Business Growth Do's and Don'ts with Carolyn Lowe Scaling Smarter – How Carolyn Lowe Uses Profit First to Power High-Growth Amazon Brands Are your people profitable—or just payroll? In this episode of The Profit Answer Man, we're diving deep into the often-ignored truth of agency growth: labor isn't your biggest expense—it’s your biggest risk. Carolyn Lowe, founder of ROI Swift and a fierce advocate for Profit First, reveals the real math behind scaling service businesses profitably and sustainably. Carolyn isn’t just another agency owner. She’s scaled brands from $30K to $600K/month profitably on Amazon, lived the corporate gauntlet at Dell, and now advises brands on how to grow without burning through their cash. From Fortune 100 boardrooms to scrappy startup trenches, she’s seen it all—and she’s here to break down what works. If you're serious about growing your business without losing your sanity or your margins, this is an episode you can't afford to miss. In This Episode, You’ll Learn: Why overstaffing is the silent killer of service businesses—and how Carolyn avoids it with a simple ratio. How ROI Swift uses labor efficiency ratios to guide every hiring decision. The surprising connection between lean teams and explosive profit margins. Why Profit First is a must-have playbook in low-margin, high-volume industries like Amazon services. How Carolyn applies EOS-style thinking to team structure and profitability. Key Takeaways: 85% of expenses = people. In a service-based agency, margin management begins (and ends) with smart staffing. Labor Efficiency Ratio (LER) is Carolyn’s north star. For every $1 in wages, her team must generate $2–$3 in revenue. Profit First is not optional. Even in hyper-growth, ROI Swift sticks to its allocations to avoid chaos and cash crunches. Growth ≠ headcount. Carolyn scaled a brand 20x by improving systems—not just hiring more people. If your profit is shrinking, look at your payroll first. Staffing bloat is the most common margin killer in scale-stage businesses. About Carolyn Lowe: Carolyn Lowe founded ROI Swift in 2015 after seeing too many small brands overpay for underwhelming agency results. Her mission? Help 500 emerging brands grow profitably on Amazon. With a track record of turning brands from red to roaring—in one case from $30K/mo unprofitable to $600K/mo profitably in under 2 years—Carolyn walks her talk. She's also the author of Business Do’s and Absolute Don’ts, distilling wisdom from her work at Dell, Costco, Amazon, and multiple startups. Oh, and fun fact? She’s a licensed pilot (though these days she’s too busy helping brands take off). Conclusion: Growth is a Math Problem—So Do the Math Carolyn Lowe doesn’t scale businesses by guessing. She uses math, metrics, and Profit First to create profitable growth without chaos. If you're tired of hiring ahead of revenue—or watching your payroll eat your profit—this episode gives you the blueprint. Links: Website: LinkedIn ROI Swift - LinkedIn Carolyn Lowe – Watch the full episode on YouTube: Sign up to be notified when the next cohort of the is available! Profit First Toolkit: Relay Bank (affiliate link): Profit Answer Man Facebook group: My podcast about living a richer more meaningful life: Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
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Ep 270 Profit First for Lawyers and You with Rjon Robins
05/27/2025
Ep 270 Profit First for Lawyers and You with Rjon Robins
Profit First for Lawyers and You with Rjon Robins Unlocking Profits for Lawyers: RJon Robins on Escaping the Trap of Traditional Accounting Are you unknowingly flying blind in your business? If your accountant is giving you a rearview mirror of what already happened, instead of a roadmap to where you’re going, you may be sabotaging your profits—and not even know it. In this high-impact episode of The Profit Answer Man, we sit down with legendary entrepreneur, attorney, and author RJon Robins to blow the lid off common financial myths that are keeping small law firm owners broke, overworked, and stuck. If you’re running a law firm—or any service-based business—this is the financial intervention you didn’t know you needed. In This Episode, You’ll Learn: The shocking truth about why your accountant may be hurting your business. The difference between a financial accountant and a management accountant—and which one you actually need. Why Profit First is more than a book—it's a strategic doctrine of freedom. How to build businesses that are instantly profitable—and run without you. The mindset shift from sacrifice to profit (and why this matters more than your marketing plan). Key Takeaways: Not All Accountants Are Created Equal: RJon breaks down why most small business owners rely on the wrong type of accountant and what that costs them in clarity and cash flow. Rearview vs. Roadmap: Traditional CPAs are historians. What you need is a strategic partner who helps you see ahead and build profit into your future. Law Firm? No Excuses: If RJon can help lawyers (the ultimate billable-hour addicts) become profitable business owners, the rest of us have no excuse. Doctrine of Profit: RJon’s core philosophy turns the typical entrepreneurial suffering narrative on its head. You don’t need to burn out to be successful. Only 90 Days a Year: RJon now works in his main business just 90 days a year. He spends the rest of his time launching ventures that are immediately profitable. That’s not luck—it’s strategy. About RJon Robins: RJon Robins is the 8-figure founder of How to Manage a Small Law Firm, author of Profit First for Lawyers, and a serial entrepreneur who has grown his business by 8,000% since starting from his kitchen table. A licensed attorney who speaks to thousands of law firm owners every year, he’s built a business that runs largely without him—and now teaches others how to do the same. His latest book, Profit First for Lawyers, is a #1 Amazon bestseller, helping professionals stop sacrificing and start profiting. Conclusion: Are You Stuck in the Doctrine of Sacrifice? If you’re still treating profit like a leftover instead of a priority, it’s time to flip the script. RJon and Rocky expose the lie behind the “work harder” trap and deliver the truth: profit is a choice, not a mystery. Links: Watch the full episode on YouTube: Sign up to be notified when the next cohort of the is available! Profit First Toolkit: Relay Bank (affiliate link): Profit Answer Man Facebook group: My podcast about living a richer more meaningful life: Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
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Ep 269 Implementing Entrepreneurial Operating Systems (EOS) in Your Business with Derek Newcomer
05/11/2025
Ep 269 Implementing Entrepreneurial Operating Systems (EOS) in Your Business with Derek Newcomer
Implementing Entrepreneurial Operating Systems (EOS) in Your Business with Derek Newcomer Have you ever felt like you were great at your craft—but struggling to build a real business around it? You're not alone. In this episode of The Profit Answer Man, we talk to someone who lived that exact journey and came out stronger for it. Meet Derek Newcomer—a former fitness entrepreneur who learned the hard way that being a great coach isn't enough. Today, he's a certified EOS Implementer guiding business owners to gain control, clarity, and consistent results using the Entrepreneurial Operating System. If you're a business owner feeling stuck, overwhelmed, or unable to delegate without chaos, this episode is your wake-up call. Derek's story is proof that you can align your vision, structure your team, and scale without losing your mind—or your money. In This Episode, You Will Learn: Why being great at your craft doesn't mean you're great at running a business. The hard lessons Derek learned about delegation, leadership, and control. How EOS (Entrepreneurial Operating System) became the framework that changed everything. The step-by-step process he uses to help teams execute on vision without burning out. Why "letting go of the vine" is one of the hardest—and most profitable—moves you’ll ever make. Key Takeaways: Don’t Confuse Skill with Strategy: Derek was a top-tier fitness coach, but success in business required a whole new skill set—systems, delegation, and financial discipline. Delegation Requires Process, Not Just Trust: One of Derek’s biggest mistakes was failing to train his team with structured systems. He learned the power of documenting what works and holding others accountable to results. Vision Without Execution Is a Fantasy: EOS helped him—and now his clients—translate big goals into daily actions that actually move the needle. Pain Leads to Clarity: Derek’s business struggles became the training ground for the financial and operational clarity he now brings to his clients. Entrepreneurs Need Coaches Too: EOS Implementers act as that strategic, outside perspective to keep business owners out of the weeds and focused on growth. About Derek Newcomer: Derek Newcomer is a Certified EOS Implementer who’s guided over 20 companies through more than 225 full-day EOS sessions. With a background in fitness coaching, leadership development, and executive coaching, Derek brings a unique mix of hands-on experience and strategic insight. He combines business systems, leadership development, and personal growth to help entrepreneurs lead well, scale effectively, and build businesses that serve their lives—not consume them. Conclusion: Ready to Work On Your Business Instead of In It? This episode is more than just a story—it’s a roadmap. If Derek’s journey resonated with you, maybe it’s time to evaluate your own systems, margins, and team accountability. Want help? Our coaching programs are built around Profit First, EOS, and Scaling Up principles that help business owners like you get back control and boost profitability. Let's start that conversation. Links: EOS Webpage: LinkedIn: Facebook: Instagram: Watch the full episode on YouTube: Sign up to be notified when the next cohort of the is available! Profit First Toolkit: Relay Bank (affiliate link): Profit Answer Man Facebook group: My podcast about living a richer more meaningful life: Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
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Ep 268 Scale Without the Stress with Nick Keesey
05/01/2025
Ep 268 Scale Without the Stress with Nick Keesey
Scale Without the Stress with Nick Keesey Ever feel like your business is running you instead of the other way around? You’re not alone—and today’s guest proves it’s possible to escape that trap and scale with less stress and more profit. Nick Keesey is a battle-tested entrepreneur who’s built multiple 6- and 7-figure businesses—and burned a few to the ground along the way. But instead of staying down, Nick turned failure into fuel, discovering how organization, clarity, and ruthless focus are the keys to sustainable business growth. If you’ve ever struggled with shiny object syndrome, burnout, or scaling chaos—this episode is your wake-up call. We dig into the exact mindset shifts and strategic frameworks that helped Nick (and now his clients) go from “overwhelmed operator” to “organized owner.” In This Episode, You’ll Learn: Why most entrepreneurs fail not from lack of opportunity—but from lack of focus. How to identify the offer that’s working (and stop pivoting away from it!). The organizational strategy Nick uses to turn ideas into systems and profits. The #1 mental shift that separates 7-figure business owners from burnout-prone hustlers. How to step back, see the big picture, and build a business that aligns with your life—not just your P&L. Key Takeaways: Focus is Fuel: If you’re always chasing the next opportunity, you’ll miss the one right in front of you. Lock in on what’s working and double down. Burnout = Misalignment: Too many owners scale offers they secretly hate. Nick reminds us—if you don’t like your business, it won’t last. Organize to Optimize: Business chaos isn’t a badge of honor. It’s a profit leak. Systems, structure, and space to think are your unfair advantages. See Beyond the Bank Account: Money problems keep you short-sighted. Clear the fog with a strategic plan that connects day-to-day tasks to long-term vision. Meet Nick Keesey: Nick Keesey is a serial entrepreneur who’s built (and lost) multiple six- and seven-figure businesses. His background in home organization translated perfectly into the entrepreneurial world—where clutter, chaos, and confusion kill momentum. Nick helps entrepreneurs cut the noise, simplify operations, and build scalable businesses that align with their personal goals. If your business feels overwhelming, Nick has a blueprint for clarity. Conclusion: Don’t Scale a Business You Hate If you’re scaling without a strategy or ignoring the warning signs of burnout, today’s episode is your permission slip to stop… and rethink everything. Nick’s journey proves that chaos is optional—and profitability comes when you align focus, structure, and purpose. Links: Instagram: LinkedIn: Watch the full episode on YouTube: Sign up to be notified when the next cohort of the is available! Profit First Toolkit: Relay Bank (affiliate link): Profit Answer Man Facebook group: My podcast about living a richer more meaningful life: Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
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Ep 267 Profitable Exit Strategy and Succession Planning with Eric Brotman
04/29/2025
Ep 267 Profitable Exit Strategy and Succession Planning with Eric Brotman
Profitable Exit Strategy and Succession Planning with Eric Brotman Are you building a business you can actually walk away from? What if the problem isn’t how to exit—but how you think about it? This week on The Profit Answer Man, we sat down with the legendary Eric Brotman, CEO of BFG Financial Advisors, who’s flipping the script on succession planning. For him, retirement isn't the end—it's a graduation into a new, exciting chapter. In this episode, we’re not just talking theory—we’re breaking down the actual moves Eric made over 15 years to build a business that thrives without him. If you’re serious about maximizing the value of your business and exiting on your terms (without private equity hijacking your legacy), this is the playbook you need. In This Episode, You’ll Learn: Why Eric hates the word retirement—and what mindset shift could unlock your next level. How to start building your exit strategy a decade before you plan to leave. The difference between building a sellable company… and just owning your job. Real-world examples of internal succession done right—without sacrificing culture or control. The one metric you’re probably not watching that could destroy your transition plan. Key Takeaways: Start Your Exit Long Before You Need It. Eric started building his succession plan at 38. Today, he’s gradually transferring ownership to internal partners—protecting culture, profitability, and legacy. “Graduation” Beats “Retirement”. Instead of stepping away into boredom, Eric talks about moving into a chairman/advisory role, staying engaged with strategic vision without day-to-day stress. Internal Buyouts Aren’t Always Lucrative—But They’re Often More Fulfilling. He could’ve taken a big check from PE. Instead, he chose continuity, values, and staying true to the mission. Team Building Is Strategic Planning. This wasn’t just about creating a leadership team. It was about building equity, commitment, and a business that thrives without dependency on one person. Succession = Culture + Cash Flow + Control. Get these right, and you’ve got options. Ignore them, and you’re the bottleneck holding the whole thing back. About Eric Brotman: Eric D. Brotman, CFP®, is the CEO of BFG Financial Advisors, founder of Brotman Media Group, and author of Don’t Retire…Graduate! With 30+ years in the financial planning world and over $700 million AUM, Eric is a true architect of long-term business and financial legacies. His firm’s unique internal succession model offers a rare roadmap for owners who want to graduate instead of retire. Conclusion: Will Your Business Outlive You? Too many founders build a business that dies when they leave. Eric Brotman is living proof that with vision, systems, and intentional planning—you can build a company that survives and thrives without you. If you're not exit-ready, you're not growth-ready. It's time to change that. Links: brotmanmedia.com Watch the full episode on YouTube: Sign up to be notified when the next cohort of the is available! Profit First Toolkit: Relay Bank (affiliate link): Profit Answer Man Facebook group: My podcast about living a richer more meaningful life: Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
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Ep 266 Predictable Profitable Membership Models with Stu McLaren
04/15/2025
Ep 266 Predictable Profitable Membership Models with Stu McLaren
Predictable Profitable Membership Models with Stu McLaren What if your current business model is quietly killing your freedom? That’s the harsh truth Stu McLaren uncovered—and when he made the switch, everything changed. In this episode of The Profit Answer Man, Stu shares the pivotal moment he realized his business, while successful on paper, wasn’t scalable or sustainable for the life he wanted. What followed was a transformation into one of the most respected minds in the world of membership-based business models. If you’re a coach, creator, consultant, or service provider, and you’re stuck in the time-for-money trap—this episode is your wake-up call. In This Episode, You Will Learn: Why a good business can still be built on a broken model How switching to a membership model unlocks scalable income and time freedom The key mindset shift needed to move from 1:1 to 1:many service Tools and strategies Stu used to build a wildly successful recurring revenue business How to identify whether your current business model is serving your goals—or sabotaging them Key Takeaways: Your Business Model Should Serve Your Life, Not the Other Way Around. Stu realized his “successful” consulting business was incompatible with being a present father. The solution? A model that scaled beyond his hours. Memberships Create Leverage. Instead of solving the same problem over and over in 1:1 settings, he teaches at scale. That gave him freedom, impact, and exponential revenue. Look for the Friction. When business success causes anxiety instead of joy, it’s time to reassess the model. Profit is important, but peace is the ultimate metric. Teach What You Know, and Package It Smart. Your skills can be transformed into recurring revenue if structured properly. Stu has helped thousands—from fitness to finance—launch profitable memberships. About Stu McLaren: Stu McLaren is a renowned membership site expert who has been helping entrepreneurs, authors, coaches, and content creators build recurring revenue since 2008. He co-founded multiple platforms and programs dedicated to scaling membership businesses and is the author of Predictable Profits. Stu’s specialty? Helping you turn your expertise into a sustainable business model that works for your life, not against it. Conclusion: More hours won’t solve a broken model. Stu’s journey is a reminder that entrepreneurship isn’t just about income—it’s about freedom. If you’re burning out trading time for dollars, this episode is your signal to shift. Links: Website: Facebook: Instagram: YouTube: X: Watch the full episode on YouTube: Sign up to be notified when the next cohort of the is available! Profit First Toolkit: Relay Bank (affiliate link): Profit Answer Man Facebook group: My podcast about living a richer more meaningful life: Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
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Ep 265 Systems & Processes That Drive Profit with Adi Klevit
04/11/2025
Ep 265 Systems & Processes That Drive Profit with Adi Klevit
Systems & Processes That Drive Profit with Adi Klevit Chaos is expensive. In this episode of The Profit Answer Man, we crack the code on how documented systems aren’t just nice-to-have—they’re the missing multiplier in your business’s profitability formula. If you're tired of being the bottleneck, constantly putting out fires, and never getting ahead, it's time to trade the hustle for high-performance systems that scale. Our guest, Adi Klevit, reveals how business owners can create a self-operating machine by implementing and optimizing their processes. Spoiler alert: Systems aren’t the enemy of creativity—they’re the foundation of freedom. In This Episode, You’ll Learn: Why most entrepreneurs resist creating processes—and how that resistance kills profitability. The difference between organized chaos and scalable clarity. How systematization frees up your mental space AND cash flow. The connection between process documentation and higher business valuations. Why your SOPs are your secret weapon in scaling and exiting. Key Takeaways: “Freedom comes from structure.” Entrepreneurs crave autonomy, but lack of documented processes is what traps them in day-to-day firefighting. Systems are your escape hatch. Systematize for scalability. Want to sell your business or open new locations? Investors and buyers care about repeatability. That means documented processes. Retention tool: Losing a key employee shouldn’t threaten your operations. When SOPs are in place, you retain knowledge even if you lose people. Consistency = trust = profit. Standardized delivery builds a brand customers trust—and trust drives referrals and lifetime value. Build your business to sell, even if you’re not planning to. Systematizing gives you options—scale, step back, or cash out. About Adi Klevit: Adi Klevit is the visionary founder of Business Success Consulting Group, where she helps business owners build scalable, efficient organizations. With a 25+ year background as an Industrial Engineer and management consultant, Adi turns complexity into clarity. She's a process queen and people whisperer—combining strategy and operations into a powerhouse system that frees business owners to thrive. She's also the host of the Systems Simplified podcast, where she interviews top entrepreneurs about the systems behind their success. Conclusion: Systems Drive Profit. What’s the true cost of not having processes? Missed profits. Burnout. Lost opportunities. Adi makes a compelling case that processes are profit levers—and that the business owner's role is to step back, build systems, and lead with clarity. As EOS, Traction, and Scaling Up all emphasize: documented, followed-by-all processes are a non-negotiable for sustainable growth. If you’re ready to turn chaos into cash flow, this episode will show you how. Links: Website: Podcast: LinkedIn: Link to schedule free process mapping session: Watch the full episode on YouTube: Sign up to be notified when the next cohort of the is available! Profit First Toolkit: Relay Bank (affiliate link): Profit Answer Man Facebook group: My podcast about living a richer more meaningful life: Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
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Ep 264 Profitable Exits How to Build and Sell For Maximum Value with Cameron Bishop
04/01/2025
Ep 264 Profitable Exits How to Build and Sell For Maximum Value with Cameron Bishop
Profitable Exits: How to Build and Sell For Maximum Value with Cameron Bishop Are you sitting on the edge of explosive business growth—but don’t know how to scale profitably or exit wisely? Want to know how the pros turn $7 million companies into $400 million powerhouses while pocketing $100 million in profit? In this episode of The Profit Answer Man, we sit down with Cameron Bishop, a serial acquirer, turnaround expert, and strategic advisor who’s bought, built, and exited dozens of businesses. From the front lines of private equity deals to the nitty-gritty of turnaround strategy, Cameron drops pure gold for any entrepreneur ready to grow smart, scale fast, and exit rich. Whether you're thinking about your first acquisition or preparing to sell your life's work, this conversation is your shortcut to clarity. In This Episode, You’ll Learn: Why acquiring a business isn’t just for private equity players (and how YOU can do it). How to assess if a business is worth buying—and what red flags to avoid. Why most deals die in due diligence, not over price (hint: it's all about the details). The biggest mistakes business owners make when trying to sell (and how to prepare YEARS in advance). Why having clean books, clear systems, and competent leadership make your company far more valuable than just revenue. How to de-risk your business before you scale—or sell. What it really takes to grow from $7M to $400M in revenue (and $100M in EBITDA!). Key Takeaways: Acquisitions are a strategic growth lever, not a gamble—if you understand what to look for. Culture and leadership matter more than you think when acquiring or exiting a business. You must plan your exit 3–5 years before you're ready to sell. Otherwise, you're leaving millions on the table. Profitability and simplicity beat growth for growth’s sake—especially in a sale. Most sellers are unprepared. Buyers will see through the fluff, so get your house in order. Who is Cameron Bishop? Cameron Bishop is a battle-tested CEO, investor, and M&A expert who scaled Intertec Publishing from $7M to $400M and $100M in EBITDA through 35+ strategic acquisitions. He’s led turnarounds, advised billion-dollar firms, and now helps business owners maximize value through strategic exits. As a partner at Raincatcher, he specializes in helping entrepreneurs navigate the complex world of mergers, acquisitions, and business transitions. Conclusion: Don’t Wait to Build a Sellable Business If you're serious about scaling or exiting, this episode is a masterclass. Whether you want to grow through acquisition, clean up your books, or understand what really drives value in a sale—Cameron brings decades of wisdom to help you get there faster and with less risk. Links: Watch the full episode on YouTube: Sign up to be notified when the next cohort of the is available! Profit First Toolkit: Relay Bank (affiliate link): Profit Answer Man Facebook group: My podcast about living a richer more meaningful life: Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
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Ep 263 A Profitable Legal Strategy for Your Business with Jeff Holman
03/26/2025
Ep 263 A Profitable Legal Strategy for Your Business with Jeff Holman
A Profitable Legal Strategy with Jeff Holman Is your professional service firm just a glorified job? Are you stuck in the time-for-money trap, wondering where the profit is? In this eye-opening episode of the Profit Answer Man, we sit down with Jeff Holman, a serial entrepreneur and attorney who cracked the code on building true profitability into a law firm—without working 80 hours a week or billing by the hour. If you're running a service-based business, this episode is a masterclass in aligning cash flow, value creation, and scalable legal support. You’ll hear how Jeff transitioned from paycheck-chasing attorney to scalable business owner using a fractional legal team model—and how he implemented Profit First in an industry that often ignores profit altogether. In This Episode, You’ll Learn: Why most law firms (and professional services) operate at a financial loss—even when they look successful. How to escape the “next client, next invoice” cycle and start building enterprise value. The secret behind Jeff’s Fractional Legal Team model—and how you can apply the same thinking to your industry. Why implementing Profit First was a game-changer for Jeff’s firm—and how you can do it too. Why professional service providers MUST stop thinking like employees and start acting like business owners. Key Takeaways: Profit Isn’t Optional: Running a law firm—or any business—without a clear profit strategy is just self-employment in disguise. Jeff shares how he flipped the script and began designing profit into the business. The Time-for-Money Trap is Real: Many lawyers, consultants, and service professionals stay broke by chasing billable hours. Jeff explains how he stepped out of the "lawyer job" mindset and into the role of a true business owner. Build with the End in Mind: “If you’re going to run this business for 10–15 years, why not build something that’s actually worth something?” Jeff dives into how he intentionally built enterprise value instead of just cash flow. Fractional Legal is the Future: Jeff’s team model puts the right attorney with the right client at the right time—maximizing value while minimizing overhead. It’s not just smart law—it’s smart business. Profit First for Professionals: Learn how Jeff applied the Profit First system to create clarity, control, and cash flow in a notoriously chaotic industry—and why more professionals need to do the same. About Jeff Holman: Jeff Holman is the founder of Intellectual Strategies, a firm revolutionizing how startups and growth-stage businesses access legal help. His Fractional Legal Team approach gives companies the right legal expertise when they need it—without the cost of a full-time legal department. With a background in engineering, law, and business, Jeff bridges the gap between technical teams and legal strategy. He’s admitted to practice in California, Utah, and before the U.S. Patent and Trademark Office, and brings over two decades of experience tackling complex business and legal problems. Jeff’s mission is simple: help clients grow smarter, faster, and more profitably. Conclusion: You don’t need to be a lawyer to learn from this episode. Whether you're running a design agency, a coaching practice, or a consulting firm, Jeff Holman’s story is your wake-up call: your business should serve YOU—not the other way around. Stop building a job. Start building a business that pays you now and has value when you’re ready to step away. Links: Website: LinkedIn: YouTube: Instagram: Facebook: Watch the full episode on YouTube: Sign up to be notified when the next cohort of the is available! Profit First Toolkit: Relay Bank (affiliate link): Profit Answer Man Facebook group: My podcast about living a richer more meaningful life: Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
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Ep 262 Turn Your Business into a Freedom Machine with Leslie Hassler
03/20/2025
Ep 262 Turn Your Business into a Freedom Machine with Leslie Hassler
Turn Your Business into a Freedom Machine with Leslie Hassler Scaling a business is the dream of many entrepreneurs, but for most, it turns into a nightmare filled with burnout, financial struggles, and inefficiencies. What if there was a way to grow and scale profitably without sacrificing your health, sanity, and freedom? On this episode of The Profit Answer Man, we sit down with Leslie Hassler, founder of Your Biz Rules, to discuss how entrepreneurs can create predictable profits, sustainable growth, and a thriving business—without the common pitfalls of burnout. Leslie shares her personal journey, key lessons from her Scaling Rich™ framework, and how business owners can shift their mindset to unlock real financial success. If you’ve ever felt stuck or overworked or wondered if scaling is really worth it, this episode is for you. In This Episode, You Will Learn: How to break free from the feast-and-famine cycle of business growth. The biggest mistake business owners make when trying to scale (and how to avoid it). Why most entrepreneurs get in their own way—and how to shift your mindset to unlock success. The importance of implementing systems and processes before you scale. How to build a business that supports your ideal lifestyle, not just revenue goals. Practical steps to start creating predictable profits today. Key Takeaways: Scaling Isn’t Just About Growth—It’s About Predictable, Sustainable Profits. Many business owners push for aggressive growth without ensuring their business can handle it. Leslie emphasizes that scaling profitably requires a strong financial foundation, repeatable processes, and a business model that doesn’t solely depend on the owner. Entrepreneurs Often Get in Their Own Way. Leslie explains that business owners tend to believe their business is “different” or “special,” which prevents them from learning proven strategies that work. The truth? Business growth follows predictable patterns, and entrepreneurs must be willing to adjust their approach. Systems and Processes Are Key to Freedom. A common reason businesses struggle to scale is the lack of documented systems. Leslie shares how implementing structure allows entrepreneurs to step out of the daily grind and focus on growth. Profit First: A Must-Have for Scaling. Without a clear cash management system, many businesses scale out of control—leading to financial chaos instead of success. Leslie highlights the importance of using Profit First principles to ensure that growth is both profitable and sustainable. Burnout Is a Symptom of Poor Business Design. Leslie’s approach emphasizes designing a business that supports the owner's life, rather than one that consumes it. She shares strategies to ensure scaling doesn’t lead to exhaustion, but rather to more freedom and profitability. About Leslie Hassler: Leslie Hassler is the founder of Your Biz Rules, a business strategist, and author of First This, Then That and the upcoming book Scaling Rich™. With over 17 years of entrepreneurial experience, she specializes in helping small business owners scale without burnout by creating predictable profits and sustainable business models. Her holistic approach blends financial strategy, leadership development, and systemization to help business owners reclaim their time, energy, and wealth. Conclusion: Scaling a business should lead to more profit, more freedom, and less stress—not the other way around. Leslie Hassler’s insights prove that with the right mindset, systems, and financial strategies in place, business owners can grow and scale without falling into the burnout trap. Links: Website: LinkedIn: X: Facebook: Instagram: YouTube: Watch the full episode on YouTube: Sign up to be notified when the next cohort of the is available! Profit First Toolkit: Relay Bank (affiliate link): Profit Answer Man Facebook group: My podcast about living a richer more meaningful life: Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
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Ep 261 Increase Profit and Cash Flow with Paul Maskill
03/17/2025
Ep 261 Increase Profit and Cash Flow with Paul Maskill
Increase Profit and Cash Flow with Paul Maskill Are you a business owner looking to scale your operations without drowning in the chaos of daily management? Paul Maskill, a seasoned entrepreneur and financial expert, joins us on The Profit Answer Man podcast to reveal how systematizing your business can lead to sustainable growth and financial freedom. With years of experience in owning and selling service-based businesses, Paul now serves as an outsourced CFO, helping blue-collar businesses create predictable, positive cash flow. If you’re tired of feeling like your business owns you instead of the other way around, this episode is for you. Learn how to shift from technician to leader, attract the right talent, and implement the financial systems necessary for lasting success. In This Episode, You Will Learn: Why systems and processes are critical for freeing up your time and scaling your business efficiently. How treating employee recruitment like customer acquisition solves staffing challenges. Why most business owners struggle with cash flow management—and how to fix it. How Paul transitioned from corporate finance to building, scaling, and selling multiple businesses. The biggest financial mistakes business owners make and how to avoid them. Key Takeaways: You Must Systematize Your Business to Scale. Paul emphasizes that many business owners get trapped in the "technician mindset" (a concept from The E-Myth by Michael Gerber). Instead of focusing on high-level strategy, they’re consumed by daily operations. The solution? Implementing repeatable systems and processes. Recruiting Should Be a Constant Process. One of the biggest challenges business owners face is finding good employees. Paul flips the script and treats recruiting like business development. Cash Flow is King—Understand Your Numbers. Paul explains that many business owners don’t truly understand their financials. They mistake revenue for profit and fail to manage their cash flow effectively. The Power of Fractional CFOs for Small Businesses. Most small businesses can’t afford a full-time CFO, but they still need financial strategy and oversight. That’s where fractional CFOs like Paul come in. About Paul Maskill: Paul Maskill is an entrepreneur, financial strategist, and the founder of Blue Collar Business Advisors. After leaving corporate finance in 2010, he built and sold multiple service-based businesses, including an electrical service company that scaled by over 500% in three years. Now, he helps blue-collar business owners increase profitability, improve cash flow, and create businesses that don’t depend on them. Conclusion: Scaling a business doesn’t mean working harder—it means working smarter. By implementing systems, hiring strategically, and managing cash flow effectively, you can create a thriving business that runs without you. Paul Maskill’s insights are a game-changer for business owners who want to break free from the daily grind and achieve financial freedom. Links: Email: Website: LinkedIn: LinkedIn/paulmaskill Instagram: @paul_maskill BusinessFreedomFormula Watch the full episode on YouTube: Sign up to be notified when the next cohort of the is available! Profit First Toolkit: Relay Bank (affiliate link): Profit Answer Man Facebook group: My podcast about living a richer more meaningful life: Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
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Ep 260 From Startup to Multi-Million Dollar Brand with Matt McLean
03/10/2025
Ep 260 From Startup to Multi-Million Dollar Brand with Matt McLean
From Startup to Multi-Million Dollar Brand with Matt McLean What does it take to turn a backyard business into a nationwide brand? How do you scale profitably while staying true to your mission? And what are the biggest mistakes entrepreneurs make when growing their companies? This week on The Profit Answer Man, we dive deep with Matt McLean, founder and CEO of Uncle Matt’s Organic, America’s top-selling organic orange juice brand. With distribution in 20,000+ stores nationwide, including Walmart, Whole Foods, and Kroger, Matt has mastered the art of scaling a business while staying profitable. But it wasn’t always easy. Matt’s journey is one of resilience, adapting to economic downturns, market competition, and supply chain disruptions while keeping his company thriving. If you’re an entrepreneur looking for real-world lessons on business growth, financial discipline, and staying ahead in a competitive market, this episode is for you. In This Episode, You Will Learn: How Matt McLean grew Uncle Matt’s Organic from 3 acres to a national brand. The profit-first strategies he uses to maintain financial stability. The #1 mistake most businesses make when trying to scale. Why competition can destroy your margins—and how to fight back. How to stand out in an overcrowded industry and build a loyal customer base. Key Takeaways: Why Every Business Needs a “Day One” Mentality. Even after 25 years in business, Matt still thinks of Uncle Matt’s Organic as a startup. He believes that success comes from constantly innovating, staying lean, and never becoming complacent—a mindset Amazon’s Jeff Bezos also champions. The Hardest Part About Scaling? Profitability. Most entrepreneurs believe that more revenue = more profit. WRONG!. As Matt explains, when you create a highly profitable niche, competitors swarm in, driving down margins. The Biggest Mistake That Kills Businesses. Matt shares how many businesses fail because they don’t plan for market fluctuations. After surviving industry downturns and major economic shifts, his advice is clear: “Always have a financial cushion. If you don’t manage your cash flow, you won’t survive long enough to see the next big opportunity. The Secret to Standing Out in an Overcrowded Market. Organic food brands are everywhere. So how did Uncle Matt’s Organic dominate? Matt attributes their success to: Brand authenticity- Their commitment to real organic farming builds trust. Consistent quality- Cutting corners kills brands. Consistency wins, and Customer education- They don’t just sell juice; they educate consumers on health benefits. Want to Grow Faster? Master These Profit First Principles. Matt credits financial discipline as the key to staying profitable. About Matt McLean: Matt McLean is a pioneer in the organic food industry, an entrepreneur, and an advocate for sustainable farming. A 7th-generation Floridian, his citrus-growing heritage inspired him to launch Uncle Matt’s Organic in 1999—before the USDA even had an organic certification. Today, Uncle Matt’s Organic is the #1 selling organic orange juice brand in America, with products available in over 20,000 stores nationwide. Matt is passionate about organic farming, sustainability, and helping other entrepreneurs navigate the challenges of growing a business profitably. Conclusion: Matt McLean’s journey is a masterclass in resilience, smart growth, and financial discipline. If you’re looking to scale your business without losing sight of your bottom line, his Profit First approach is a game-changer. Links: Website: Media Kit: Instagram: Facebook: Twitter: Watch the full episode on YouTube: Sign up to be notified when the next cohort of the is available! Profit First Toolkit: Relay Bank (affiliate link): Profit Answer Man Facebook group: My podcast about living a richer more meaningful life: Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
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Ep 259 Profitable Entity Structures with Alex Langan
03/03/2025
Ep 259 Profitable Entity Structures with Alex Langan
Profitable Entity Structures with Alex Langan In this episode of The Profit Answer Man, we sit down with Alexander Langan, an attorney and financial advisor who brings a unique perspective to wealth management and strategic financial planning. As the Chief Investment Officer of Langan Financial Group, Alex is well-versed in helping business owners build sustainable financial strategies. Our conversation covers the importance of aligning financial, tax, and legal strategies, the impact of business entity structures on profitability, and how business owners can adopt a Profit First mindset—even if they don’t realize they’re already doing it. If you're looking for ways to improve your business's financial health, ensure your advisors are working together effectively, and make smarter financial decisions, this episode is for you. In This Episode, You’ll Learn: Why business owners need a cohesive financial team consisting of a CPA, attorney, financial planner, and a business strategist. How entity structures impact tax savings and long-term financial growth. The hidden financial pitfalls that could be draining your profitability. Why a Profit First approach can simplify financial management—even if you don’t formally follow the system. How to set up multiple bank accounts to manage cash flow more effectively. How financial advisors and business strategists can work together to maximize your bottom line. Key Takeaways: Your Business Needs a Financial Dream Team. Alex emphasizes that business owners should have a CPA, attorney, financial planner, and profit coach who communicate regularly. Without alignment, owners can end up making costly decisions—like structuring their business in a way that benefits their CPA or attorney but hurts their long-term wealth. Entity Structures Can Make or Break Your Finances. Choosing the right business entity isn’t just a legal decision; it’s a profitability decision. Financial Planning Isn't Just About Investments. Most business owners think of a financial advisor as someone who just manages stocks and retirement funds. But Alex brings a broader perspective—financial planning should start at the business level. Optimizing tax strategies, structuring cash flow, and ensuring liquidity in business operations are just as important as planning for personal wealth. Profit First Is a Mindset, Not Just a System. While Alex wasn’t formally using Profit First, he realized he was already following many of its principles. Even if you’re not implementing Profit First exactly as written, adopting a cash flow allocation strategy ensures you’re setting aside money for taxes, profit, and future growth before spending. Simplicity Wins When Managing Finances. A complicated financial plan is one that doesn’t get followed. Whether it’s investing, tax strategies, or cash flow management, the simpler the system, the more effective it is. Guest Bio: Alex Langan is the Chief Investment Officer of Langan Financial Group, a leading financial planning and wealth management firm. As a second-generation leader in the family business, Alex specializes in strategic investments, business finance, and wealth-building strategies. Alex holds a Doctor of Law from Widener University and serves as an Adjunct Professor of Law. He has been featured in major media outlets, including MarketWatch, Yahoo Finance, and ABC 27. Beyond his work in financial planning, Alex is also a Board Member for multiple nonprofits and is passionate about helping business owners build long-term financial success. Conclusion: If you’re a business owner struggling to connect the dots between accounting, legal strategy, financial planning, and business growth, this episode is a must-listen. Aligning your advisors, choosing the right business structure, and adopting a Profit First mindset can transform your financial success. Links: Watch the full episode on YouTube: Sign up to be notified when the next cohort of the is available! Profit First Toolkit: Relay Bank (affiliate link): Profit Answer Man Facebook group: My podcast about living a richer more meaningful life: Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
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Ep 258 Scaling Success: Transforming Your Business into a Powerhouse with Courtney De Ronde
02/25/2025
Ep 258 Scaling Success: Transforming Your Business into a Powerhouse with Courtney De Ronde
Scaling Success: Transforming Your Business into a Powerhouse with Courtney De Ronde Welcome to another insightful episode of The Profit Answer Man! In this episode, we sit down with Courtney De Ronde, CEO of Forge Financial and Management Consulting, to discuss the crucial intersection of financial management and business growth. Many businesses struggle not with generating revenue but with understanding what their numbers mean and how to take action on them. That’s where Courtney and her Simple ScaleUp System™ come in, helping business owners move from financial confusion to confident decision-making. If you’re looking to scale your business while keeping financial clarity, this episode is a must-listen. In This Episode, You Will Learn: How your financials tell the story of your business and why most accountants stop short of helping you act on them. Why management consulting and financial expertise should go hand in hand for business success. The Simple ScaleUp System™ and how it helps entrepreneurs translate financial insights into action. How small businesses can bridge the gap between financial data and strategic decisions. The key factors that separate thriving companies from those that struggle financially. Key Takeaways: Financial Reports Are Just the Beginning. Most business owners get financial reports but struggle to act on them. Courtney highlights how her firm goes beyond the numbers, ensuring business owners understand the "why" behind their profit margins. The Missing Piece in Accounting – Business Strategy. Many accountants provide historical financial data but don’t connect the dots to operational decisions. Courtney’s firm helps entrepreneurs answer the big question: "Now that I know my financials, what should I do next?" This bridges the gap between data and strategy. Scaling Requires Systems, Not Just Growth. Scaling a business isn’t just about increasing revenue—it’s about ensuring your systems, leadership, and financial clarity grow alongside it. The Simple ScaleUp System™ provides a structured framework for making scaling intentional and profitable. Profitability Isn’t Just a Math Problem – It’s a Leadership Issue. Your profit and loss statement won’t explicitly tell you if you have poor leadership, a toxic culture, or inefficient systems—but it will show up in your bottom line. Courtney shares how business leaders can spot these inefficiencies early and take action before they eat away at profits. CFO Services Aren’t Just for Big Companies. Many small businesses think they can’t afford financial leadership, but outsourced CFO services provide big-business financial strategy on a small-business budget. Whether through bookkeeping, tax strategy, or high-level consulting, having a financial expert on your team is a game-changer. About Courtney De Ronde: Courtney De Ronde is the CEO of Forge Financial and Management Consulting and the creator of the Simple ScaleUp System™. With 20+ years as a CPA and 15 years in leadership, she helps business owners understand their numbers and take action toward growth. Her firm provides a mix of financial expertise and management consulting to help businesses and nonprofits scale successfully without financial blind spots. When she’s not helping businesses thrive, Courtney enjoys road-tripping with her husband and three kids from their home base in Des Moines, Iowa. Conclusion: Scaling a business isn’t just about making more money—it’s about making smart, sustainable financial decisions. Courtney De Ronde delivers a refreshing perspective on the power of financial clarity, showing how combining numbers with strategy is the ultimate formula for success. If you’ve ever felt like you’re drowning in financial reports but don’t know what to do next, this episode is for you. Links: Website: ForgeAhead.com LinkedIn: in/CourtneyDeRonde Facebook: /ForgeFMC Watch the full episode on YouTube: Sign up to be notified when the next cohort of the is available! Profit First Toolkit: Relay Bank (affiliate link): Profit Answer Man Facebook group: My podcast about living a richer more meaningful life: Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst
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