Who should take this class?

This four-week virtual event series is designed to guide you through the essential tools and financial strategies from Profit Mastery University (PMU). Each live session will provide a high-level breakdown of key concepts from Modules 2-5, giving you a roadmap to apply financial principles in real time.

After each session, you’ll complete the corresponding coursework in PMU at your own pace, reinforcing the strategies learned in class.

NOTE: If you are a PM Pro subscriber, this event is already included in your subscription and you will automatically be enrolled and emailed details to attend. Learn more about PM Pro here.

This event is perfect for:
   • Small business owners who want to gain control over their financial health and improve cash flow.
   • Entrepreneurs & startups looking to build a solid financial foundation for growth.
   • Financial professionals & managers aiming to sharpen their skills in ratio analysis, budgeting, and profitability.
   • Business consultants & advisors who want to provide stronger financial insights to their clients.
   • Anyone responsible for financial decisions who needs a structured, step-by-step approach to mastering business finance.

No accounting background is required! Whether you’re struggling to make sense of your numbers or just want to improve financial decision-making, this event will equip you with the tools you need to maximize profitability and manage growth responsibly.

What's included?

   • 4 Weekly Zoom sessions (60 minutes each)
   • QA at the end of each session 
   • Access to Profit Mastery University online course
   • Downloadable Participant guidebook with tools, case studies, and coursework
   • Certificate of course completion

Event Schedule & Weekly Focus:

Week 1 – Mastering Your Financial Roadmap (Module 2: Financial Statement & Ratio Analysis)
Tuesday March 18, 2025 @ 1PM ET

Understanding your business’s financial health starts with mastering your numbers.
This session will break down the fundamentals of:

   • Financial statements and what they reveal about your business
   • Key financial ratios and how to interpret them
   • Roadmap Analysis — your guide to making data-driven decisions

Takeaway: Learn how to read, analyze, and apply financial data to drive profitability.

Week 2 – Profitability & Cost Structures (Module 3: Breakeven & Cost Analysis)
Tuesday March 25, 2025 @ 1PM ET

How much does it really cost to run your business? And more importantly, when do you start making a profit?
This session will cover:

   • Understanding fixed vs. variable costs and their impact
   • How to calculate your breakeven point
   • Strategies for pricing and profit optimization

Takeaway: Identify your breakeven point and learn how to build a sustainable profit model.

Week 3 – Cash Flow & Budgeting Strategies (Module 4: Managing Cash Flow)
Tuesday April 8, 2025 @ 1PM ET

Cash flow is the foundation of financial stability, yet many businesses struggle to manage it effectively.
In this session, we’ll focus on:

   • Understanding cash flow cycles and common pitfalls
   • The essentials of cash budgeting and forecasting
   • Tactics to ensure you always have enough cash on hand

Takeaway: Gain control over your cash flow and learn how to keep your business financially resilient.

Week 4 – Managing Growth & The Financial Gap (Module 5: Scaling Your Business Responsibly)
Tuesday April 15, 2025 @ 1PM ET

   • Growth is exciting—but is your business financially prepared for it? --This session will dive into:
   • Identifying and managing the financial gap
   • Smart strategies for financing business expansion
   • How to scale sustainably without running out of cash

Takeaway: Understand the financial risks of growth and how to plan for expansion with confidence.

What is Profit Mastery?

Since 1983, more than 1 million business owners have applied our proven techniques to their businesses, resulting in greater profits and improved cash flow.

We use a straightforward, plain-English approach to help you:

   • Diagnose and monitor your company's financial performance
   • Use break-even analysis to make better decisions relating to cost, price, and profits
   • Avoid cash crunches and increase cash flow
   • Plan for and manage growth
   • Communicate more effectively with bankers and other financial professionals
   • Structure a loan that's the right fit for your business