"One of the biggest challenges of a business' leadership is understanding their financial statements and using them to drive operational improvement in their companies. It is so gratifying when I look out over a group of leaders and share that very moment when they transform their thinking about their numbers to no longer seeing financials as only a necessary evil, but now eagerly await their monthly financial results to measure their progress and further improve profitability. These are the breakthrough moments that really make what we do so meaningful to me." Rod Bristol, Profit Soup
I know first-hand how changes in technology and market forces impact a business. My 23 years' experience as owner of a multi-unit printing chain me prepared me well to help others weed the threats out of opportunities and focus on how to find the strategic pathway forward. Prior to buying my printing company I also spent six years as a mergers and acquisitions specialist, doing business valuations and sales. Combining this with more than eleven years as a master financial trainer, and I work hard to be a champion for business growth, productivity, valuation, and transition.
Financial training that I have presented includes programs for many types of businesses. In franchising these would include sign makers, printing/shipping stores, 24 hour gyms, restoration companies, cleaning companies, QSR restaurants, hotels, DIY home centers, rental companies, lab testing companies and home health care companies to name a few. I have also presented programs for dental practices, independent pharmacies, association members of all types and contractors including insulation, electrical, plumbing, and HVAC.
Another set of clients include banks, both banking staff that need financial training and bank clients. Banks benefit from this type of training in that they have clients with a higher financial acumen and capability of qualifying for loans, and actually paying them back.
I customize each program to the specific financial model of the client which makes the training much more relevant and meaningful to the attendees. I take a family run business and create a professionally managed company with the same people at the helm.
I'm a highly-rated, entertaining keynote speaker and workshop facilitator and have a well-earned reputation for making complex financial topics clear and fun to learn. I have elevated the financial acumen and confidence of literally thousands of business owners through my work with Small Business Development Centers around the US. I am a Certified Franchise Executive and a facilitator for the International Franchise Association's education series for CFE candidates with my next program coming up in February 2020 for the ICFE.
