Financial Planner vs. Business Exit Planner: What’s the Difference and Why You Need Both 
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Financial Planner vs. Business Exit Planner: What’s the Difference and Why You Need Both 

Imagine you’re the proud owner of a thriving architectural business. Let’s call it “Elevate Design Studio”. You’ve spent years building it up from scratch—late nights, early mornings, and more coffee than any human should consume. Now, as you’re starting to think about the next chapter, you realize there’s more to this story than just putting…

Finding Common Ground on the Path to Financial Freedom 
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Finding Common Ground on the Path to Financial Freedom 

Every business owner dreams of that sunny retirement, sipping drinks on a beach, free from the daily grind. Yet, many of us are so caught up in the hustle that we forget to plan for the big “what’s next?”—exiting our business. So, what is exit planning anyway? Is it just another buzzword, or is there…

What Does Profitability Coaching Look Like?
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What Does Profitability Coaching Look Like?

Profitability coaching is a specialized form of coaching that focuses on enhancing a company’s financial performance. But what does this look like in practice? It is a 3-step process, and your profitability coach is there with you every step of the way!  The Profitability Coaching Process  Step 1: Comprehensive Financial Assessment  The journey begins with…

Why You Need a Profitability Coach: To Maximize Your Earnings!
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Why You Need a Profitability Coach: To Maximize Your Earnings!

As a business owner, you juggle multiple roles all at once. You are the visionary, the strategist, a salesperson, and sometimes even a customer service representative. But are you a Profitability expert? If not, a Profitability Coach could be the solution you need to help you achieve your important business goals.  What is a Profitability…

Business Consultant vs. Profitability Coach: What’s the Difference?
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Business Consultant vs. Profitability Coach: What’s the Difference?

A business consultant and a Profitability Coach offer distinct but complementary services to organizations, each playing a crucial role in enhancing a company’s performance and financial health. Understanding their differences can help businesses decide which professional to engage based on their specific needs.  Business Consultant  A business consultant provides expert advice on various aspects of…

Business Coach vs. Profitability Coach: Which One is Right for Your Business? 
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Business Coach vs. Profitability Coach: Which One is Right for Your Business? 

It’s important for business owners to understand the differences between a business coach and a profitability coach to make informed decisions about which type of coaching can best meet their specific needs and goals. Although both types of coaches aim to enhance a business’s success, they focus on different aspects and employ distinct methodologies. Here…

What is Profitability Anyway?
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What is Profitability Anyway?

Every business owner wants to increase cash flow and profitability. But many don’t know where to start or what to do, leaving them confused and frustrated. Every business owner deserves to have a business with a strong financial future.    Simply stated, profitability is how efficiently a company makes a profit. A high gross or net…

A Profitability Coach or a Part-Time CFO: What’s the Difference?
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A Profitability Coach or a Part-Time CFO: What’s the Difference?

Business owners often struggle with financial management, making external help crucial. Two common options are hiring a part-time Chief Financial Officer (CFO) or a business profitability coach. Here are the top five differences between the two:  Why Hiring a Business Profitability Coach Might Be Better:  Hiring a business profitability coach can be advantageous for several…

Going from Me to We: How I’ve Built a Successful Business on Financial Management 
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Going from Me to We: How I’ve Built a Successful Business on Financial Management 

The journey from “a banker laid off in the Great Recession” turned “Profitability Coach for 15 years” has been filled with challenges, growth, and remarkable stories of transformation. Every business owner wants to improve cash flow and profitability. But many don’t know where to start or what to do. I identify the hurdles getting in…

Your Essential Element to Exit Planning
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Your Essential Element to Exit Planning

When it comes time to sell their company, business owners realize they’ve never planned for an event like this and they don’t know where to start or what to do. It can be confusing and frustrating. It shouldn’t be so difficult to sell the company, ride off into the sunset, and start the next chapter…

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