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About
Profit MasteryThe Financial Operating System
Certified Profit Mastery Implementer

Build your practice on the financial operating system for small business.

You already know how to help an owner. What you have not had is a system to sell, a system to deliver, and a 40-year brand behind you. That is what this is.
40+
Years field-tested
250,000+
Owners trained
22,000+
Newsletter subscribers
50
States, via SBDCs
A partnership you build alongside your own business  ·  Non-exclusive  ·  Co-branded, never white-label
The Opportunity01 / 03
The gap you fill
Great at the craft. Lost in the numbers.
Every owner has the same handful of financial problems, just with different numbers. Too small for a full-time CFO. Past the point where a bookkeeper is enough. You are the guide in the middle: you install the operating system and coach the owner to run it.
1thing
You find the one thing that matters most right now. Nothing else matters until that is handled. That is the whole method, and it is why owners stay. Not more reports. The one move that actually moves the business.
200,000+
The EOS wedge

More than 200,000 companies run EOS. It organizes vision, people, and process, and has no finance layer. It names a finance seat and never fills it. You are the financial operating system those companies plug in. An open lane no one owns yet.

Know your numbers. Command your cash. Scale with confidence.
What You Get & What You Sell02 / 03
A practice in a box
Everything but the relationships.
■

The brand

Deliver as a Certified Profit Mastery Implementer, co-branded with your firm.

■

The content

PMU, the scorecard, the 13-week cash forecast, the full tool library. Built and tested.

■

The playbook

Step by step: what to run, what to say, and when. You never build from scratch.

■

The platform

A co-branded cockpit, a client portal, and your own landing page.

■

The sales kit

Discovery script, proposal template, objection guide, the free assessment hook.

■

The community

A partner mastermind, HQ office hours, and support. Never alone on a hard client.

The offering ladder
•

Financial Health Check

A free 10-minute diagnostic. Your hook and your demo.

Free
1

Diagnostic Day

A paid deep look. They leave with their scorecard and an action plan.

~$2,500
2

Monthly coaching + quarterly leadership review

The recurring core. Run the system; make the decisions.

~$10k / yr
3

Performance groups

Owners comparing scorecards. The stickiest product you can offer.

~$5k / member
Prices are illustrative and suggested, not mandated. You set your own rates. Final figures pending sign-off against the PM pricing master.
How You Earn & How You Start03 / 03
The economics
You keep what you earn.
Your own coaching, you sourced the client
You keep 100%
Your own workshop, PM runs the back end
You keep 75%
PM Pro membership referral, every client
20% yr 1 · 10% renewal
Work PM hands you
A flat delivery rate
We make our money when your clients buy Profit Mastery, not when you pay us. The fee keeps the bench serious, not the company funded.
Your first 90 days
1–30

Certify

Learn the system, pass the audition, shadow a live engagement.

31–60

First client

Run the Health Check with 10 owners you know. Land a Diagnostic.

61–90

Convert

Turn a diagnostic into an ongoing engagement on PM Pro.

Who this is for

The independent fractional CFO

You have the skill. You want a system and a brand to scale it.

The CPA or advisory firm

Add a finance-coaching line across your whole book.

The ex-SBDC advisor

Going independent. Bring your owners a system you trust.

The business coach

Bolt the finance layer onto what you already do.

Book a 20-minute call to choose your path.

We will show you the model, the economics, and where you fit. No pressure. If it is not a fit, we will tell you.

profitmastery.net/become-an-implementer
DRAFT v0.1 for internal review. Economics illustrative, pending Colin sign-off against the PM pricing master. Not for external distribution. Profit Mastery is not affiliated with, endorsed by, or sponsored by EOS Worldwide, LLC.