Visit pamjordan.com to schedule a call with Pam’s team. 

Running a family business is hard — keeping it thriving for over 40 years is even harder.

In this episode of Pivot to Profit, CFO Pam Jordan sits down with Julie Rotuno, second-generation CEO of Mid-Atlantic Packaging, to unpack what it really takes to modernize, scale, and lead a multi-generational business without losing its soul.

Julie shares how she went from painting her parents’ office as a teen to becoming CEO of their multi-million-dollar company — and how she's redefining what legacy leadership really looks like.

You’ll learn:

• How to balance tradition and transformation in a family-run business

• What it takes to step into succession with confidence and clarity

• The strategies Julie used to rebuild operations and acquire a company during the pandemic

• Why focusing on profit, not just sales, drives long-term growth

🔗 Learn more about Julie’s company at midatlanticpackaging.com

Follow her on LinkedIn: @JulieRotuno

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Recommended Videos:

– Overdrafts, Crack Loans, and a Comeback: The Slay Bae Beauty Journey | Gina Micheletti

– Power Partnerships Help You Scale with Genesis PT Founders | Dr. Becky Allen and Dr. Corrie Maguire

– From Burnout to Buyout: How Pam Helped This Agency Pivot to Profit | Kristina Kuss

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Want More Financial Clarity?

📺 YouTube: @pamjordancfo

💼 LinkedIn: Pam Jordan

📸 Instagram: @pamjordancfo

📘 Facebook: Pam Jordan CFO

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Key Takeaways from This Episode:

✅ Legacy matters — but innovation is what keeps it alive

✅ Clear systems and strong leadership drive sustainable growth

✅ Profitability is more than a number — it’s a mindset

✅ It’s possible to modernize a family business without losing its heart

✅ The right CFO can change everything

Visit pamjordan.com to schedule a call with Pam’s team. 

Most business owners are leaving money on the table — not because they’re bad at what they do, but because they’re underpricing. In this solo episode of Pivot to Profit, CFO Pam Jordan breaks down her exact pricing strategy that helps entrepreneurs finally charge what they’re worth (and keep more of what they make).

Inside this episode:

• The Harvard-backed stat that proves small pricing errors destroy profit

• The mindset shift every CEO needs before raising prices

• Pam’s 3-part pricing formula for products and services

• Why overhead is your hidden profit killer

🔗 Learn more and connect with Pam’s team: pamjordan.com

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Recommended Videos:

– Overdrafts, Crack Loans, and a Comeback: The Slay Bae Beauty Journey | Gina Micheletti

– Power Partnerships Help You Scale with Genesis PT Founders | Dr. Becky Allen and Dr. Corrie Maguire

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Want More Financial Clarity?

📺 YouTube: @pamjordancfo

💼 LinkedIn: Pam Jordan

📸 Instagram: @pamjordancfo

📘 Facebook: Pam Jordan CFO

Let’s build a business that fuels your purpose and your profit.

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Key Takeaways from This Episode:

✅ Small pricing mistakes can quietly destroy profit margins

✅ Mindset shifts are essential before increasing prices

✅ Use Pam’s 3-part pricing formula to build sustainable profit

✅ Overhead can be a silent profit killer — track it relentlessly

✅ Confident pricing leads to confident growth

Click the link to calculate your perfect price: https://go.pamjordan.com/how-to-price-your-work-for-profit

Visit pamjordan.com to schedule a call with Pam’s team.

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Only 1.8% of female founders ever hit seven figures — and business coach Dawn McGruer says the reason isn’t society or the market.

It’s a mindset.

In this episode of Pivot to Profit, CFO Pam Jordan sits down with Dawn to unpack how she built multiple seven-figure businesses, rewired her subconscious for success, and teaches other entrepreneurs to do the same.

Dawn shares:

• Why mindset is the real profit strategy

• How she turned a $35K flop into a million-dollar launch in 14 days

• The five critical factors every founder must master to scale

• What it really takes to hit seven figures sustainably

🔗 Learn more about Dawn at dawnmcgruer.com

Follow her on Instagram & LinkedIn @dawnmcgruer

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Recommended Videos:

– Overdrafts, Crack Loans, and a Comeback: The Slay Bae Beauty Journey | Gina Micheletti

– Power Partnerships Help You Scale with Genesis PT Founders | Dr. Becky Allen and Dr. Corrie Maguire

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Want More Financial Clarity?

📺 YouTube: @pamjordancfo

💼 LinkedIn: Pam Jordan

📸 Instagram: @pamjordancfo

📘 Facebook: Pam Jordan CFO

Let’s build a business that fuels your purpose and your profit.

Visit pamjordan.com to schedule a call with Pam’s team.

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Key Takeaways from This Episode:

✅ Mindset—not mechanics—is the foundation of sustainable profit.

✅ Failure is feedback: Dawn turned a $35K flop into a $1M launch in just two weeks.

✅ The subconscious often limits growth more than strategy ever will.

✅ Scaling requires mastering five core areas: mindset, model, marketing, money, and momentum.

✅ Hitting seven figures isn’t about hustle—it’s about alignment, awareness, and systems.

Visit pamjordan.com to schedule a call with Pam’s team.

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What happens when the medical system tells you “you can’t”?

For Allison Germundson, founder of One Strong Woman Therapy, those two words became her fuel to build a thriving women’s health practice from the ground up.

In this episode of Pivot to Profit, CFO Pam Jordan talks with Allison about how she turned rejection into motivation, opened her business while recovering from childbirth, and scaled it into a 10-therapist powerhouse.

Together they dig into:

– The “Watch Me” mindset that sparked her entrepreneurial journey

– How tracking key metrics turned chaos into confidence

– Why women must stop calling what’s common “normal”

– Building profit and purpose in a mission-driven business

🔗 Connect with Allison and One Strong Woman Therapy:

https://www.onestrongwoman.com/

📸 Instagram: @onestrongwomantherapy

📘 Facebook: One Strong Woman Therapy, LLC 

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Key Takeaways from This Episode:

✅ Rejection can be the spark that ignites an entrepreneur’s journey

✅ Tracking key metrics transforms chaos into confidence and growth

✅ What’s “common” in women’s health isn’t always normal—advocacy starts with awareness

✅ Purpose-driven businesses can be both profitable and deeply impactful

✅ The “Watch Me” mindset turns obstacles into opportunities for expansion

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Recommended Videos:

– Overdrafts, Crack Loans, and a Comeback: The Slay Bae Beauty Journey | Gina Micheletti

– Power Partnerships Help You Scale with Genesis PT Founders | Dr. Becky Allen and Dr. Corrie Maguire

– The Hidden Costs of Cross-Border Payments | Marc Racette, Pulse FX

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Want More Financial Clarity?

📺 YouTube: @pamjordancfo

💼 LinkedIn: Pam Jordan

📸 Instagram: @pamjordancfo

📘 Facebook: Pam Jordan CFO

Let’s build a business that fuels your purpose and your profit.

Visit pamjordan.com to schedule a call with Pam’s team.

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Most business owners don’t realize they’re bleeding profit through hidden foreign exchange fees — until it’s too late.

In this episode of Pivot to Profit, CFO Pam Jordan sits down with Marc Racette, founder of Pulse FX, to reveal the unseen costs behind cross-border payments — and how one company lost $35,000 just receiving a wire.

Marc breaks down how to protect your margins, forecast cash flow with confidence, and stop banks and payment processors from quietly taking a cut of every sale.

If your business sells internationally, pays overseas contractors, or collects funds through Stripe, PayPal, or Shopify — this conversation could save you thousands.

🔗 Connect with Marc Racette and Pulse FX: https://pulsefx.com

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Recommended Videos:

– Overdrafts, Crack Loans, and a Comeback: The Slay Bae Beauty Journey | Gina Micheletti

– Power Partnerships Help You Scale with Genesis PT Founders | Dr. Becky Allen and Dr. Corrie Maguire

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Want More Financial Clarity?

📺 YouTube: @pamjordancfo

💼 LinkedIn: Pam Jordan

📸 Instagram: @pamjordancfo

📘 Facebook: Pam Jordan CFO

Let’s build a business that fuels your purpose and your profit.

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Key Takeaways from This Episode:

✅ Hidden foreign exchange fees can quietly erode profits without you noticing.

✅ One business lost $35K on a single wire transfer — proof that small FX costs add up fast.

✅ Banks and payment processors often take a cut of every cross-border transaction.

✅ Tracking and managing FX exposure helps protect your margins and stabilize cash flow.

✅ If you sell internationally or pay overseas contractors, optimizing FX can save you thousands.

Visit pamjordan.com to schedule a call with Pam’s team.

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In this episode of Pivot to Profit, Pam Jordan sits down with Rachel Phillips, CEO of Fully Accountable, to dig into what makes an e-commerce business truly exit-ready: clean, decision-grade financials; the KPIs that matter, and how to stop burning ad dollars on channels that don’t return.

Rachel also shares what separates owners who scale to multi-7 figures from those who stall—and where AI actually helps (and doesn’t) in finance.

🔗 Connect with Rachel and Fully Accountable: https://fullyaccountable.com

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You’ll learn:

– The key differences between bookkeepers, controllers, and CFOs

– How simple pricing and expense audits can drive double-digit profitability gains

– Real client results, including a 14% profit increase in just 30 days

🔗 Learn more and connect with Pam’s team: pamjordan.com

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Recommended Videos:

– Overdrafts, Crack Loans, and a Comeback: The Slay Bae Beauty Journey | Gina Micheletti

– Power Partnerships Help You Scale with Genesis PT Founders | Dr. Becky Allen and Dr. Corrie Maguire

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Want More Financial Clarity?

📺 YouTube: @pamjordancfo

💼 LinkedIn: Pam Jordan

📸 Instagram: @pamjordancfo

📘 Facebook: Pam Jordan CFO

Let’s build a business that fuels your purpose and your profit.

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Key Takeaways from This Episode:

✅ Fractional CFOs give you high-level strategy at a fraction of the cost

✅ Bookkeepers, controllers, and CFOs each play distinct roles in growth

✅ Expense audits can unlock immediate profit gains

✅ Real-world results: +14% profit in just 30 days

✅ Scaling past $750K? It’s time for financial clarity and a growth roadmap

Visit pamjordan.com to schedule a call with Pam’s team.

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In this episode of Pivot to Profit, Pam Jordan sits down with Lindsay Kirby, RN and founder of Sculpt Wellness, to uncover the real story behind building (and rebuilding) a seven-figure med spa.

From growing up on a wheat farm with a scarcity mindset to discovering red light therapy and scaling her business, Lindsay shares the highs of hitting $360K in year one—and the lows of ending up $1M in debt.

She dives into the costly mistake of chasing “the next machine,” how it nearly broke her, and why she’s now laser-focused on profitability, client lifetime value, and redefining what modern healthcare should look like.

🔗 Learn more and connect with Lindsay:

Sculpt Wellness: sculptwellness.com

Instagram: @lindsaykirby_

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Recommended Videos:

– Overdrafts, Crack Loans, and a Comeback: The Slay Bae Beauty Journey | Gina Micheletti

– Power Partnerships Help You Scale | Genesis PT Founders Dr. Becky Allen and Dr. Corrie Maguire

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Want More Financial Clarity?

📺 YouTube: @pamjordancfo

💼 LinkedIn: Pam Jordan

📸 Instagram: @pamjordancfo

📘 Facebook: Pam Jordan CFO

Let’s build a business that fuels your purpose and your profit.

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Key Takeaways from This Episode:

✅ First-year success can still lead to long-term debt if profit isn’t prioritized

✅ Chasing machines ≠ chasing margins

✅ Profitability starts with a mindset shift and clear strategy

✅ Med spa growth is possible without sacrificing your financial health

✅ The future of wellness is proactive, profitable, and personal

Visit pamjordan.com to schedule a call with Pam’s team.

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In this solo episode of Pivot to Profit, Pam Jordan breaks down why a fractional CFO might be the smartest investment you can make for your business. From defining the difference between a bookkeeper, controller, and CFO to sharing real-world client stories, Pam reveals how fractional CFOs save business owners money, bring financial clarity, and create the roadmap for sustainable growth.

You’ll learn:

– Why a full-time CFO costs $250K+ and how a fractional CFO bridges the gap

– The key differences between bookkeepers, controllers, and CFOs

– How simple pricing and expense audits can drive double-digit profitability gains

– Real client results, including a 14% profit increase in just 30 days

– If your business is scaling past $750K in revenue, it’s time to stop guessing and start planning. A fractional CFO can give you the confidence, clarity, and profit strategy to take your business where you want it to go.

🔗 Learn more and connect with Pam’s team: pamjordan.com

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Recommended Videos:

– Overdrafts, Crack Loans, and a Comeback: The Slay Bae Beauty Journey | Gina Micheletti

– Power Partnerships Help You Scale with Genesis PT Founders | Dr. Becky Allen and Dr. Corrie Maguire

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Want More Financial Clarity?

📺 YouTube: @pamjordancfo

💼 LinkedIn: Pam Jordan

📸 Instagram: @pamjordancfo

📘 Facebook: Pam Jordan CFO

Let’s build a business that fuels your purpose and your profit.

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Key Takeaways from This Episode:

✅ Fractional CFOs give you high-level strategy at a fraction of the cost

✅ Bookkeepers, controllers, and CFOs each play distinct roles in growth

✅ Expense audits can unlock immediate profit gains

✅ Real-world results: +14% profit in just 30 days

✅ Scaling past $750K? It’s time for financial clarity and a growth roadmap

Visit pamjordan.com to schedule a call with Pam’s team.

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In this episode of Pivot to Profit, Pam Jordan sits down with Sarah Sullivan, second-generation investor and founder of Sugo Capital, for a candid look at building passive wealth and reshaping money mindsets.

From breaking free of scarcity thinking to managing $150M in assets, Sarah shares how she helps everyday investors create financial freedom through real estate, oil & gas, and private equity.

You’ll learn:

– The mindset shift that fueled her entrepreneurial leap

– How one real estate deal replaced a year’s salary

– Why oil & gas can be a powerful (but risky) tax strategy

– The real ROI of your time as an entrepreneur

If you’re an investor, entrepreneur, or business owner eyeing your next chapter, this episode is packed with insights to help you stack passive income and invest with confidence.

🔗 Resources mentioned:

– Sugo Capital website: https://sugocapital.com

– Resource hub with ROI calculators & tax tools: https://sugocapital.com/sugo-resource-center

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Want More Financial Clarity?

📺 YouTube: @pamjordancfo

💼 LinkedIn: Pam Jordan

📸 Instagram: @pamjordancfo

📘 Facebook: Pam Jordan CFO

Let’s build a business that fuels your purpose and your profit.

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Key Takeaways from This Episode:

✅ You don’t need millions to start building passive income

✅ The right asset class can unlock real financial freedom

✅ Strategic tax planning = next-level ROI

✅ Your mindset around money shapes every investment

✅ There’s more to wealth than hustle — it’s about leverage and intention

Visit https://www.pamjordan.com to schedule a call with our team.

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In this episode of Pivot to Profit, Pam Jordan sits down with Dr. Becky Allen and Dr. Corrie Maguire, co-founders of Genesis PT & Wellness, who turned personal passion and clinical excellence into a scalable, profitable business model transforming pelvic health care.

Whether you're a provider, practice owner, or purpose-driven entrepreneur — this episode is packed with tactical insights, financial truth bombs, and a fresh take on building a values-based business that actually works.

You’ll learn:

– The first money moves that proved their business had real potential

– How the right Visionary–Integrator partnership fuels long-term growth

– Why pricing, revenue streams, and profit tracking matter more than ever

– The Genesis Way: their holistic approach to leadership, operations, and pelvic health

Connect with Becky & Corrie:

Instagram – @drbeckypelvicpt | @drcorriethepelvicpt

Clinic – Genesis PT & Wellness

Want clarity on your business numbers?

Visit pamjordan.com to schedule a call with our team.

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Meet the Experts:

Pam Jordan is the CEO of Pivot Business Group, helping entrepreneurs increase profits, reduce taxes, and build wealth through financial strategy that actually makes sense.

Dr. Becky Allen & Dr. Corrie Maguire are the dynamic duo behind Genesis PT & Wellness — a pioneering pelvic health brand combining clinical excellence with operational brilliance. They empower both patients and providers through The Genesis Way, reshaping the standard of care across the industry.

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Recommended Videos:

– From Scarcity Mindset to Multi-Clinic Growth

– Why Pricing Strategy is More Important Than Followers

– The Visionary/Integrator Dynamic That Scales

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Want More Financial Clarity?

📺 YouTube: @pamjordancfo

💼 LinkedIn: Pam Jordan

📸 Instagram: @pamjordancfo

📘 Facebook: Pam Jordan CFO

Let’s build a business that fuels your purpose and your profit.

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Key Takeaways from This Episode:

✅ Financial clarity starts with honest tracking — not guesswork

✅ The right business partner can make or break your vision

✅ Pricing isn’t just numbers — it’s about impact, value, and sustainability

✅ Operations matter just as much as clinical outcomes

✅ You can’t scale chaos — systems, culture, and leadership are everything