Company Name: The Profit Planner
Certified Pumpkin Plan Strategist Since: 2024
Based In: United States
Industry Experience: Medical/Behavioral Health, Technology Service Providers, Consultants, Coaches, & Subject Matter Experts, Home Improvement
Areas of Focus: Marketing, Sales, Leadership, Company Culture, Systems and Processes, Financial Analysis, Profitability, Mindset
Why I want to work with you (my mission):
95% of business startups fail to survive 10 years. I’m on a crusade to change that, one business at a time.
Generally, I start with finance: creating sustainable growing profitability while professionalizing financial practices, Then, I move towards business optimization, making your business better by focusing on the best kinds of clients, refining your offerings, and systematizing your processes. The result is a smoothly running, profitable, resilient, business machine. All along the way, we keep an eye toward personal financial matters, for the present, for the short term, for the long term, including: Cash Flow Management, Tax Planning, Investment Positioning, and Estate Preservation. Of course, I don’t do this all by myself. I provide oversight and guidance in collaborations with selected experts.
I founded The Profit Planner in ’23 following a varied career across technology and finance, big business and small. I’m comfortable with technical complexity, business complexity, and the unique complexities of people’s lives. Because in small enterprises the business and the personal are intertwined, my background, experience, and personality, let me look into the whole picture, to support your needs and desires – to build security, stability, and even a legacy, on the foundation of your business.
If any of this resonates with you, let’s have a conversation about your business challenges and how I can help you resolve those challenges.