In this workshop, you will learn the 9 financial numbers (and tools) which will drive your growth profitably. As business owners and CEOs, these metrics will enable you to work on your business strategically – rather than in the business tactically.

This workshop will reveal what your financials are telling you and teach you the secrets your financials are hiding from you:

• Which customers are profitable, and which are not.

• Which employees are engaged and performing above (or below) expectations.

• How to grow revenue without spending on marketing.

• How to leverage your financials to accelerate your growth.

• How to successfully manage cash flow.

• How to predict the future using historic margins and trends.

These 9 Numbers will be your guideposts to future growth, profits, and wealth. While we’ll be talking about a lot of numbers, the power of these concepts will be discussed in entertaining and relevant stories of great despair and triumph.

Which of these numbers are you already monitoring? Which will you add to your dashboard?

There are only a handful of secrets that can set you free!

In this workshop, we will walk through them and you will leave with knowledge and confidence that you can scale your company profitably.

“Scaling” successfully means that you make a good profit, pay yourself well, work when you want on what you want, and have a leadership team that can run the company without you.

OK – maybe NOT totally without you, as you are the leader and strategist. You make all the major decisions and motivate your team with your passion and vision.

Key takeaways will be understanding:

• How to grow revenue without spending on marketing.

• How to keep your employees motivated and engaged.

• How to eliminate bottlenecks and emergencies.

• How to manage cash flow and pay yourself more.

• How to build your wealth and your business at the same time!

Having started, grown, and sold two $100M companies, I learned these secrets the hard way – by making the wrong decision every time! You will laugh and cry at my stories, but hopefully remember them and avoid the mistakes I made…

Every business owner and CEO, at some point, gets STUCK. Faced with a decision that baffles you.

What do you do?

This keynote will give you the framework to make those decisions – confidently.

I was STUCK many times when I grew my two companies to $100M and exited successfully.

I’ve seen STUCK many times as I managed commercial banking groups lending more than $2B to business owners and CEOs who were stuck.

With 40 years of experience, I’ve developed a proven path to get unstuck!

• Profits. Understand your numbers. Work only with profitable clients. Charge prices based on value, not cost.

• Peace. Build an operation -- from prospecting to delivery -- that runs on automatic. Managed by a leadership team that has your back so you can take time to do what’s important to you,

• Prosperity. Generate wealth as you create business value. Give back to your team and community. Enjoy your success!

I’ll tell you stories of stupid decisions that I made that will make your STUCK seem less awful. And I’ll tell you how I successfully navigated the path back to success…

With my stories and my secrets, you too can fulfill your dreams.

Most owners believe the only way to grow is to “sell more.”

But if you’re like many small and mid-sized businesses, you’re already running hard… and barely breaking even. This session shows business owners how to unlock substantial growth without chasing more leads.

We’ll focus on generating more profit from the clients you already have using smarter packaging, pricing, and delivery economics.

This is a practical, numbers-backed session that connects real-world financials to everyday operating decisions: how you scope, bundle, price, and prioritize work.

In this session, participants will learn how to:

• Distinguish the three ways to grow revenue.

• Calculate which clients are profitable and which are not.

• Decide whether to fire unprofitable clients or just raise prices.

• Repackage existing services to increase average revenue per client without feeling “salesy.”

• Take the 30-day challenge to improve profit per client.

Why this session now?
Most education focuses on marketing and lead generation, not economics and profitability. This talk fills that gap by giving owners a clear, usable way to grow the business they already have—more profit, more stability, and more freedom—without adding a single new customer.