Your dedicated business financial coach.
Tools, training, community, and consulting for just $99/month
Why upgrade to PM Pro?
PMU
Our flagship training program is a complete financial management system for your business. Includes 16 hours of online training.
Expert Workshops
Join us for deep-dive learning sessions and fireside chats designed to expand your knowledge and sharpen your skills. Ask questions and gain new tools.
Consulting
Members can book a consultation any time, giving you direct access to expert guidance. Think of it as having your own personal financial coach or on-call CFO.
PM Community
Access our online community of business owners and advisors to learn, ask questions, and share your experience.
What is Profit Mastery?
Profit Mastery helps business owners take control of their finances with practical training, proven tools, and on-demand support. Our mission is to create and deliver tools and resources that help you improve business performance in a constantly changing economy, and to close what is consistently the greatest knowledge gap for business owners: finance.
Backed by more than 40 years of experience, we break down complex financial concepts into simple steps so you can grow cash flow, increase profits, and build a healthier, more resilient business.
Real issues we help members solve…
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Financial statement reviews
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Forecasting and projections
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Breakeven and pricing analysis
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Cash flow and receivables
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Budgeting and cost control
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Financing and acquisition prep
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Turnaround planning
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Exit and succession planning
See what others are saying...
“We undertook the Profit Mastery training - outstanding training that really helped our franchisees understand not only how to build profits, but to understand balance sheet ratios and understand that cash is king and you need to accumulate it.”
Catherine Monson, CEO
Propelled Brands
“In the entire franchise industry, Home Instead Senior Care is the company many franchisors wish to emulate. It’s no coincidence that Home Instead uses the Profit Mastery program, and I’m confident it has played a significant role in their continued success.”
Eric Stites, CEO
Home Instead
“Profit Mastery is AMAZING! It gives me simple, easy and fun tools to really take a hard look at my business and see how I can improve. It is helping me to manage my cash flow and work more efficiently. And is giving me what I need to be PROFITABLE!”
Mike Lilygren, Co-Owner
Bridge Outdoors
“Because of this course, I can now look at my financial records and tell you how much I made this week, month or year. I can determine if I'm charging enough. I can create a cash flow for my upcoming year to see if I will be able to afford a major purchase. It is so freeing to have these tools. There is so much to learn from this course; I can't recommend it enough!”
Business Owner Attendee
“I have taken numerous business courses, continuing education classes, and attempted many financial books but often find myself lost in the jargon. Profit Mastery gave me the confidence to "tackle this elephant" (and yes, I think the imagery is appropriate!). I believe this will be a game changer for me.”
Franchise Owner
“The Profit Mastery seminar gives you the tools to analyze the current health of your business, as well as giving you the ability to be prepared for change within your business. It allows you to analyze what a particular situation will do for your business as well as to your business. It helps you to manage sales growth and/or increasing cost by building profit plans and budgets using financial forecasting tools.”
Business Owner
Meet our clients