Business Growth Do's and Don'ts with Carolyn Lowe

Scaling Smarter – How Carolyn Lowe Uses Profit First to Power High-Growth Amazon Brands

Are your people profitable—or just payroll? In this episode of The Profit Answer Man, we're diving deep into the often-ignored truth of agency growth: labor isn't your biggest expense—it's your biggest risk. Carolyn Lowe, founder of ROI Swift and a fierce advocate for Profit First, reveals the real math behind scaling service businesses profitably and sustainably.

Carolyn isn't just another agency owner. She's scaled brands from $30K to $600K/month profitably on Amazon, lived the corporate gauntlet at Dell, and now advises brands on how to grow without burning through their cash. From Fortune 100 boardrooms to scrappy startup trenches, she's seen it all—and she's here to break down what works.

If you're serious about growing your business without losing your sanity or your margins, this is an episode you can't afford to miss.

In This Episode, You'll Learn:

1. Why overstaffing is the silent killer of service businesses—and how Carolyn avoids it with a simple ratio.
2. How ROI Swift uses labor efficiency ratios to guide every hiring decision.
3. The surprising connection between lean teams and explosive profit margins.
4. Why Profit First is a must-have playbook in low-margin, high-volume industries like Amazon services.
5. How Carolyn applies EOS-style thinking to team structure and profitability.

Key Takeaways:

• 85% of expenses = people. In a service-based agency, margin management begins (and ends) with smart staffing.
• Labor Efficiency Ratio (LER) is Carolyn's north star. For every $1 in wages, her team must generate $2–$3 in revenue.
• Profit First is not optional. Even in hyper-growth, ROI Swift sticks to its allocations to avoid chaos and cash crunches.
• Growth ≠ headcount. Carolyn scaled a brand 20x by improving systems—not just hiring more people.
• If your profit is shrinking, look at your payroll first. Staffing bloat is the most common margin killer in scale-stage businesses.

About Carolyn Lowe:

Carolyn Lowe founded ROI Swift in 2015 after seeing too many small brands overpay for underwhelming agency results. Her mission? Help 500 emerging brands grow profitably on Amazon. With a track record of turning brands from red to roaring—in one case from $30K/mo unprofitable to $600K/mo profitably in under 2 years—Carolyn walks her talk. She's also the author of Business Do's and Absolute Don'ts, distilling wisdom from her work at Dell, Costco, Amazon, and multiple startups.

Oh, and fun fact? She's a licensed pilot (though these days she's too busy helping brands take off).

Conclusion: Growth is a Math Problem—So Do the Math

Carolyn Lowe doesn't scale businesses by guessing. She uses math, metrics, and Profit First to create profitable growth without chaos. If you're tired of hiring ahead of revenue—or watching your payroll eat your profit—this episode gives you the blueprint.

Links:

Website: https://roiswift.com

LinkedIn ROI Swift - https://www.linkedin.com/company/roi-swift/

LinkedIn Carolyn Lowe – https://www.linkedin.com/in/carolynbyronlowe/

Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman

Sign up to be notified when the next cohort of the Profit First Experience Course is available!

Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page

Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst

Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/

My podcast about living a richer more meaningful life: http://richersoul.com/

Music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

#profitfirst

Profit First for Lawyers and You with Rjon Robins

Unlocking Profits for Lawyers: RJon Robins on Escaping the Trap of Traditional Accounting

Are you unknowingly flying blind in your business? If your accountant is giving you a rearview mirror of what already happened, instead of a roadmap to where you're going, you may be sabotaging your profits—and not even know it.

In this high-impact episode of The Profit Answer Man, we sit down with legendary entrepreneur, attorney, and author RJon Robins to blow the lid off common financial myths that are keeping small law firm owners broke, overworked, and stuck. If you're running a law firm—or any service-based business—this is the financial intervention you didn't know you needed.

In This Episode, You'll Learn:

1. The shocking truth about why your accountant may be hurting your business.
2. The difference between a financial accountant and a management accountant—and which one you actually need.
3. Why Profit First is more than a book—it's a strategic doctrine of freedom.
4. How to build businesses that are instantly profitable—and run without you.
5. The mindset shift from sacrifice to profit (and why this matters more than your marketing plan).

Key Takeaways:

• Not All Accountants Are Created Equal: RJon breaks down why most small business owners rely on the wrong type of accountant and what that costs them in clarity and cash flow.
• Rearview vs. Roadmap: Traditional CPAs are historians. What you need is a strategic partner who helps you see ahead and build profit into your future.
• Law Firm? No Excuses: If RJon can help lawyers (the ultimate billable-hour addicts) become profitable business owners, the rest of us have no excuse.
• Doctrine of Profit: RJon's core philosophy turns the typical entrepreneurial suffering narrative on its head. You don't need to burn out to be successful.
• Only 90 Days a Year: RJon now works in his main business just 90 days a year. He spends the rest of his time launching ventures that are immediately profitable. That's not luck—it's strategy.

About RJon Robins:

RJon Robins is the 8-figure founder of How to Manage a Small Law Firm, author of Profit First for Lawyers, and a serial entrepreneur who has grown his business by 8,000% since starting from his kitchen table. A licensed attorney who speaks to thousands of law firm owners every year, he's built a business that runs largely without him—and now teaches others how to do the same.

His latest book, Profit First for Lawyers, is a #1 Amazon bestseller, helping professionals stop sacrificing and start profiting.

Conclusion:

Are You Stuck in the Doctrine of Sacrifice?

If you're still treating profit like a leftover instead of a priority, it's time to flip the script. RJon and Rocky expose the lie behind the "work harder" trap and deliver the truth: profit is a choice, not a mystery.

Links:

https://rjonrobins.com/

https://www.facebook.com/rjonrobins2/

https://www.instagram.com/rjonrobins/?igshid=YmMyMTA2M2Y%3D

https://www.linkedin.com/404/

https://www.youtube.com/user/RJONROBINS?app=desktop

Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman

Sign up to be notified when the next cohort of the Profit First Experience Course is available!

Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page

Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst

Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/

My podcast about living a richer more meaningful life: http://richersoul.com/

Music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

#profitfirst

Implementing Entrepreneurial Operating Systems (EOS) in Your Business with Derek Newcomer

Have you ever felt like you were great at your craft—but struggling to build a real business around it? You're not alone. In this episode of The Profit Answer Man, we talk to someone who lived that exact journey and came out stronger for it. Meet Derek Newcomer—a former fitness entrepreneur who learned the hard way that being a great coach isn't enough. Today, he's a certified EOS Implementer guiding business owners to gain control, clarity, and consistent results using the Entrepreneurial Operating System.

If you're a business owner feeling stuck, overwhelmed, or unable to delegate without chaos, this episode is your wake-up call. Derek's story is proof that you can align your vision, structure your team, and scale without losing your mind—or your money.

In This Episode, You Will Learn:

1. Why being great at your craft doesn't mean you're great at running a business.
2. The hard lessons Derek learned about delegation, leadership, and control.
3. How EOS (Entrepreneurial Operating System) became the framework that changed everything.
4. The step-by-step process he uses to help teams execute on vision without burning out.
5. Why "letting go of the vine" is one of the hardest—and most profitable—moves you'll ever make.

Key Takeaways:

• Don't Confuse Skill with Strategy: Derek was a top-tier fitness coach, but success in business required a whole new skill set—systems, delegation, and financial discipline.
• Delegation Requires Process, Not Just Trust: One of Derek's biggest mistakes was failing to train his team with structured systems. He learned the power of documenting what works and holding others accountable to results.
• Vision Without Execution Is a Fantasy: EOS helped him—and now his clients—translate big goals into daily actions that actually move the needle.
• Pain Leads to Clarity: Derek's business struggles became the training ground for the financial and operational clarity he now brings to his clients.
• Entrepreneurs Need Coaches Too: EOS Implementers act as that strategic, outside perspective to keep business owners out of the weeds and focused on growth.

About Derek Newcomer:

Derek Newcomer is a Certified EOS Implementer who's guided over 20 companies through more than 225 full-day EOS sessions. With a background in fitness coaching, leadership development, and executive coaching, Derek brings a unique mix of hands-on experience and strategic insight. He combines business systems, leadership development, and personal growth to help entrepreneurs lead well, scale effectively, and build businesses that serve their lives—not consume them.

Conclusion:

Ready to Work On Your Business Instead of In It?

This episode is more than just a story—it's a roadmap. If Derek's journey resonated with you, maybe it's time to evaluate your own systems, margins, and team accountability. Want help? Our coaching programs are built around Profit First, EOS, and Scaling Up principles that help business owners like you get back control and boost profitability. Let's start that conversation.

Links:

EOS Webpage: https://www.eosworldwide.com/derek-newcomer

LinkedIn: https://www.linkedin.com/in/dnewcomer

Facebook: https://www.facebook.com/eosworldwide/

Instagram: https://www.instagram.com/entrepreneurialoperatingsystem/

Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman

Sign up to be notified when the next cohort of the Profit First Experience Course is available!

Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page

Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst

Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/

My podcast about living a richer more meaningful life: http://richersoul.com/

Music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

#profitfirst

Scale Without the Stress with Nick Keesey

Ever feel like your business is running you instead of the other way around?

You're not alone—and today's guest proves it's possible to escape that trap and scale with less stress and more profit. Nick Keesey is a battle-tested entrepreneur who's built multiple 6- and 7-figure businesses—and burned a few to the ground along the way. But instead of staying down, Nick turned failure into fuel, discovering how organization, clarity, and ruthless focus are the keys to sustainable business growth.

If you've ever struggled with shiny object syndrome, burnout, or scaling chaos—this episode is your wake-up call. We dig into the exact mindset shifts and strategic frameworks that helped Nick (and now his clients) go from "overwhelmed operator" to "organized owner."

In This Episode, You'll Learn:

1. Why most entrepreneurs fail not from lack of opportunity—but from lack of focus.
2. How to identify the offer that's working (and stop pivoting away from it!).
3. The organizational strategy Nick uses to turn ideas into systems and profits.
4. The #1 mental shift that separates 7-figure business owners from burnout-prone hustlers.
5. How to step back, see the big picture, and build a business that aligns with your life—not just your P&L.

Key Takeaways:

• Focus is Fuel: If you're always chasing the next opportunity, you'll miss the one right in front of you. Lock in on what's working and double down.
• Burnout = Misalignment: Too many owners scale offers they secretly hate. Nick reminds us—if you don't like your business, it won't last.
• Organize to Optimize: Business chaos isn't a badge of honor. It's a profit leak. Systems, structure, and space to think are your unfair advantages.
• See Beyond the Bank Account: Money problems keep you short-sighted. Clear the fog with a strategic plan that connects day-to-day tasks to long-term vision.

Meet Nick Keesey:

Nick Keesey is a serial entrepreneur who's built (and lost) multiple six- and seven-figure businesses. His background in home organization translated perfectly into the entrepreneurial world—where clutter, chaos, and confusion kill momentum.

Nick helps entrepreneurs cut the noise, simplify operations, and build scalable businesses that align with their personal goals. If your business feels overwhelming, Nick has a blueprint for clarity.

Conclusion:

Don't Scale a Business You Hate

If you're scaling without a strategy or ignoring the warning signs of burnout, today's episode is your permission slip to stop… and rethink everything.

Nick's journey proves that chaos is optional—and profitability comes when you align focus, structure, and purpose.

Links:

Instagram: https://www.instagram.com/nickkeesey/

LinkedIn: https://www.linkedin.com/in/nickkeesey/

https://premierclosers.com/

Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman

Sign up to be notified when the next cohort of the Profit First Experience Course is available!

Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page

Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst

Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/

My podcast about living a richer more meaningful life: http://richersoul.com/

Music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

#profitfirst

Profitable Exit Strategy and Succession Planning with Eric Brotman

Are you building a business you can actually walk away from?

What if the problem isn't how to exit—but how you think about it? This week on The Profit Answer Man, we sat down with the legendary Eric Brotman, CEO of BFG Financial Advisors, who's flipping the script on succession planning. For him, retirement isn't the end—it's a graduation into a new, exciting chapter.

In this episode, we're not just talking theory—we're breaking down the actual moves Eric made over 15 years to build a business that thrives without him. If you're serious about maximizing the value of your business and exiting on your terms (without private equity hijacking your legacy), this is the playbook you need.

In This Episode, You'll Learn:

1. Why Eric hates the word retirement—and what mindset shift could unlock your next level.
2. How to start building your exit strategy a decade before you plan to leave.
3. The difference between building a sellable company… and just owning your job.
4. Real-world examples of internal succession done right—without sacrificing culture or control.
5. The one metric you're probably not watching that could destroy your transition plan.

Key Takeaways:

• Start Your Exit Long Before You Need It. Eric started building his succession plan at 38. Today, he's gradually transferring ownership to internal partners—protecting culture, profitability, and legacy.
• "Graduation" Beats "Retirement". Instead of stepping away into boredom, Eric talks about moving into a chairman/advisory role, staying engaged with strategic vision without day-to-day stress.
• Internal Buyouts Aren't Always Lucrative—But They're Often More Fulfilling. He could've taken a big check from PE. Instead, he chose continuity, values, and staying true to the mission.
• Team Building Is Strategic Planning. This wasn't just about creating a leadership team. It was about building equity, commitment, and a business that thrives without dependency on one person.
• Succession = Culture + Cash Flow + Control. Get these right, and you've got options. Ignore them, and you're the bottleneck holding the whole thing back.

About Eric Brotman:

Eric D. Brotman, CFP®, is the CEO of BFG Financial Advisors, founder of Brotman Media Group, and author of Don't Retire…Graduate! With 30+ years in the financial planning world and over $700 million AUM, Eric is a true architect of long-term business and financial legacies. His firm's unique internal succession model offers a rare roadmap for owners who want to graduate instead of retire.

Conclusion:

Will Your Business Outlive You?

Too many founders build a business that dies when they leave. Eric Brotman is living proof that with vision, systems, and intentional planning—you can build a company that survives and thrives without you.

If you're not exit-ready, you're not growth-ready. It's time to change that.

Links:

https://www.facebook.com/BFGFinancialAdvisors/

https://www.linkedin.com/company/bfgfa/

https://www.linkedin.com/in/ebrotman/

https://www.instagram.com/bfgfinancialadvisors/

brotmanmedia.com

Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman

Sign up to be notified when the next cohort of the Profit First Experience Course is available!

Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page

Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst

Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/

My podcast about living a richer more meaningful life: http://richersoul.com/

Music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

#profitfirst

Predictable Profitable Membership Models with Stu McLaren

What if your current business model is quietly killing your freedom? That's the harsh truth Stu McLaren uncovered—and when he made the switch, everything changed. In this episode of The Profit Answer Man, Stu shares the pivotal moment he realized his business, while successful on paper, wasn't scalable or sustainable for the life he wanted. What followed was a transformation into one of the most respected minds in the world of membership-based business models.

If you're a coach, creator, consultant, or service provider, and you're stuck in the time-for-money trap—this episode is your wake-up call.

In This Episode, You Will Learn:

1. Why a good business can still be built on a broken model

1. How switching to a membership model unlocks scalable income and time freedom

1. The key mindset shift needed to move from 1:1 to 1:many service

1. Tools and strategies Stu used to build a wildly successful recurring revenue business

1. How to identify whether your current business model is serving your goals—or sabotaging them

Key Takeaways:

• Your Business Model Should Serve Your Life, Not the Other Way Around. Stu realized his "successful" consulting business was incompatible with being a present father. The solution? A model that scaled beyond his hours.

• Memberships Create Leverage. Instead of solving the same problem over and over in 1:1 settings, he teaches at scale. That gave him freedom, impact, and exponential revenue.

• Look for the Friction. When business success causes anxiety instead of joy, it's time to reassess the model. Profit is important, but peace is the ultimate metric.

• Teach What You Know, and Package It Smart. Your skills can be transformed into recurring revenue if structured properly. Stu has helped thousands—from fitness to finance—launch profitable memberships.

About Stu McLaren:

Stu McLaren is a renowned membership site expert who has been helping entrepreneurs, authors, coaches, and content creators build recurring revenue since 2008. He co-founded multiple platforms and programs dedicated to scaling membership businesses and is the author of Predictable Profits. Stu's specialty? Helping you turn your expertise into a sustainable business model that works for your life, not against it.

Conclusion:

More hours won't solve a broken model. Stu's journey is a reminder that entrepreneurship isn't just about income—it's about freedom. If you're burning out trading time for dollars, this episode is your signal to shift.

Links:

Website: https://stu.me/

Facebook: https://www.facebook.com/stumclaren/

Instagram: https://www.instagram.com/stumclaren

YouTube: https://www.youtube.com/channel/UCIInFLE5DHNFC3xM7-E4NyA

X: https://x.com/stumclaren

Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman

Sign up to be notified when the next cohort of the Profit First Experience Course is available!

Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page

Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst

Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/

My podcast about living a richer more meaningful life: http://richersoul.com/

Music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

#profitfirst

Systems & Processes That Drive Profit with Adi Klevit

Chaos is expensive. In this episode of The Profit Answer Man, we crack the code on how documented systems aren't just nice-to-have—they're the missing multiplier in your business's profitability formula. If you're tired of being the bottleneck, constantly putting out fires, and never getting ahead, it's time to trade the hustle for high-performance systems that scale. Our guest, Adi Klevit, reveals how business owners can create a self-operating machine by implementing and optimizing their processes.

Spoiler alert: Systems aren't the enemy of creativity—they're the foundation of freedom.

In This Episode, You'll Learn:

1. Why most entrepreneurs resist creating processes—and how that resistance kills profitability.
2. The difference between organized chaos and scalable clarity.
3. How systematization frees up your mental space AND cash flow.
4. The connection between process documentation and higher business valuations.
5. Why your SOPs are your secret weapon in scaling and exiting.

Key Takeaways:

• "Freedom comes from structure." Entrepreneurs crave autonomy, but lack of documented processes is what traps them in day-to-day firefighting. Systems are your escape hatch.
• Systematize for scalability. Want to sell your business or open new locations? Investors and buyers care about repeatability. That means documented processes.
• Retention tool: Losing a key employee shouldn't threaten your operations. When SOPs are in place, you retain knowledge even if you lose people.
• Consistency = trust = profit. Standardized delivery builds a brand customers trust—and trust drives referrals and lifetime value.
• Build your business to sell, even if you're not planning to. Systematizing gives you options—scale, step back, or cash out.

About Adi Klevit:

Adi Klevit is the visionary founder of Business Success Consulting Group, where she helps business owners build scalable, efficient organizations. With a 25+ year background as an Industrial Engineer and management consultant, Adi turns complexity into clarity. She's a process queen and people whisperer—combining strategy and operations into a powerhouse system that frees business owners to thrive.

She's also the host of the Systems Simplified podcast, where she interviews top entrepreneurs about the systems behind their success.

Conclusion:

Systems Drive Profit. What's the true cost of not having processes? Missed profits. Burnout. Lost opportunities. Adi makes a compelling case that processes are profit levers—and that the business owner's role is to step back, build systems, and lead with clarity. As EOS, Traction, and Scaling Up all emphasize: documented, followed-by-all processes are a non-negotiable for sustainable growth.

If you're ready to turn chaos into cash flow, this episode will show you how.

Links:

Website: https://bizsuccesscg.com

Podcast: https://bizsuccesscg.com/podcast/

LinkedIn: https://www.linkedin.com/in/adiklevit/

Link to schedule free process mapping session: https://calendly.com/meetwithadi/free-process-mapping-session

Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman

Sign up to be notified when the next cohort of the Profit First Experience Course is available!

Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page

Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst

Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/

My podcast about living a richer more meaningful life: http://richersoul.com/

Music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

#profitfirst

Profitable Exits: How to Build and Sell For Maximum Value with Cameron Bishop

Are you sitting on the edge of explosive business growth—but don't know how to scale profitably or exit wisely? Want to know how the pros turn $7 million companies into $400 million powerhouses while pocketing $100 million in profit?

In this episode of The Profit Answer Man, we sit down with Cameron Bishop, a serial acquirer, turnaround expert, and strategic advisor who's bought, built, and exited dozens of businesses. From the front lines of private equity deals to the nitty-gritty of turnaround strategy, Cameron drops pure gold for any entrepreneur ready to grow smart, scale fast, and exit rich.

Whether you're thinking about your first acquisition or preparing to sell your life's work, this conversation is your shortcut to clarity.

In This Episode, You'll Learn:

1. Why acquiring a business isn't just for private equity players (and how YOU can do it).
2. How to assess if a business is worth buying—and what red flags to avoid.
3. Why most deals die in due diligence, not over price (hint: it's all about the details).
4. The biggest mistakes business owners make when trying to sell (and how to prepare YEARS in advance).
5. Why having clean books, clear systems, and competent leadership make your company far more valuable than just revenue.
6. How to de-risk your business before you scale—or sell.
7. What it really takes to grow from $7M to $400M in revenue (and $100M in EBITDA!).

Key Takeaways:

• Acquisitions are a strategic growth lever, not a gamble—if you understand what to look for.
• Culture and leadership matter more than you think when acquiring or exiting a business.
• You must plan your exit 3–5 years before you're ready to sell. Otherwise, you're leaving millions on the table.
• Profitability and simplicity beat growth for growth's sake—especially in a sale.
• Most sellers are unprepared. Buyers will see through the fluff, so get your house in order.

Who is Cameron Bishop?

Cameron Bishop is a battle-tested CEO, investor, and M&A expert who scaled Intertec Publishing from $7M to $400M and $100M in EBITDA through 35+ strategic acquisitions. He's led turnarounds, advised billion-dollar firms, and now helps business owners maximize value through strategic exits. As a partner at Raincatcher, he specializes in helping entrepreneurs navigate the complex world of mergers, acquisitions, and business transitions.

Conclusion:

Don't Wait to Build a Sellable Business

If you're serious about scaling or exiting, this episode is a masterclass. Whether you want to grow through acquisition, clean up your books, or understand what really drives value in a sale—Cameron brings decades of wisdom to help you get there faster and with less risk.

Links:

raincatcher.com

https://www.linkedin.com/in/cameron-bishop-19b6804/

Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman

Sign up to be notified when the next cohort of the Profit First Experience Course is available!

Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page

Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst

Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/

My podcast about living a richer more meaningful life: http://richersoul.com/

Music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

#profitfirst

A Profitable Legal Strategy with Jeff Holman

Is your professional service firm just a glorified job? Are you stuck in the time-for-money trap, wondering where the profit is?

In this eye-opening episode of the Profit Answer Man, we sit down with Jeff Holman, a serial entrepreneur and attorney who cracked the code on building true profitability into a law firm—without working 80 hours a week or billing by the hour.

If you're running a service-based business, this episode is a masterclass in aligning cash flow, value creation, and scalable legal support. You'll hear how Jeff transitioned from paycheck-chasing attorney to scalable business owner using a fractional legal team model—and how he implemented Profit First in an industry that often ignores profit altogether.

In This Episode, You'll Learn:

1. Why most law firms (and professional services) operate at a financial loss—even when they look successful.
2. How to escape the "next client, next invoice" cycle and start building enterprise value.
3. The secret behind Jeff's Fractional Legal Team model—and how you can apply the same thinking to your industry.
4. Why implementing Profit First was a game-changer for Jeff's firm—and how you can do it too.
5. Why professional service providers MUST stop thinking like employees and start acting like business owners.

Key Takeaways:

• Profit Isn't Optional: Running a law firm—or any business—without a clear profit strategy is just self-employment in disguise. Jeff shares how he flipped the script and began designing profit into the business.
• The Time-for-Money Trap is Real: Many lawyers, consultants, and service professionals stay broke by chasing billable hours. Jeff explains how he stepped out of the "lawyer job" mindset and into the role of a true business owner.
• Build with the End in Mind: "If you're going to run this business for 10–15 years, why not build something that's actually worth something?" Jeff dives into how he intentionally built enterprise value instead of just cash flow.
• Fractional Legal is the Future: Jeff's team model puts the right attorney with the right client at the right time—maximizing value while minimizing overhead. It's not just smart law—it's smart business.
• Profit First for Professionals: Learn how Jeff applied the Profit First system to create clarity, control, and cash flow in a notoriously chaotic industry—and why more professionals need to do the same.

About Jeff Holman:

Jeff Holman is the founder of Intellectual Strategies, a firm revolutionizing how startups and growth-stage businesses access legal help. His Fractional Legal Team approach gives companies the right legal expertise when they need it—without the cost of a full-time legal department.

With a background in engineering, law, and business, Jeff bridges the gap between technical teams and legal strategy. He's admitted to practice in California, Utah, and before the U.S. Patent and Trademark Office, and brings over two decades of experience tackling complex business and legal problems.

Jeff's mission is simple: help clients grow smarter, faster, and more profitably.

Conclusion:

You don't need to be a lawyer to learn from this episode. Whether you're running a design agency, a coaching practice, or a consulting firm, Jeff Holman's story is your wake-up call: your business should serve YOU—not the other way around.

Stop building a job. Start building a business that pays you now and has value when you're ready to step away.

Links:

Website: https://www.intellectualstrategies.com

LinkedIn: https://www.linkedin.com/in/holman/

YouTube: https://www.youtube.com/@intellectualstrategies9742

Instagram: https://www.instagram.com/intellectualstrategies/

Facebook: https://www.facebook.com/61554259033445

Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman

Sign up to be notified when the next cohort of the Profit First Experience Course is available!

Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page

Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst

Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/

My podcast about living a richer more meaningful life: http://richersoul.com/

Music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

#profitfirst

Turn Your Business into a Freedom Machine with Leslie Hassler

Scaling a business is the dream of many entrepreneurs, but for most, it turns into a nightmare filled with burnout, financial struggles, and inefficiencies. What if there was a way to grow and scale profitably without sacrificing your health, sanity, and freedom?

On this episode of The Profit Answer Man, we sit down with Leslie Hassler, founder of Your Biz Rules, to discuss how entrepreneurs can create predictable profits, sustainable growth, and a thriving business—without the common pitfalls of burnout. Leslie shares her personal journey, key lessons from her Scaling Rich™ framework, and how business owners can shift their mindset to unlock real financial success.

If you've ever felt stuck or overworked or wondered if scaling is really worth it, this episode is for you.

In This Episode, You Will Learn:

1. How to break free from the feast-and-famine cycle of business growth.
2. The biggest mistake business owners make when trying to scale (and how to avoid it).
3. Why most entrepreneurs get in their own way—and how to shift your mindset to unlock success.
4. The importance of implementing systems and processes before you scale.
5. How to build a business that supports your ideal lifestyle, not just revenue goals.
6. Practical steps to start creating predictable profits today.

Key Takeaways:

• Scaling Isn't Just About Growth—It's About Predictable, Sustainable Profits. Many business owners push for aggressive growth without ensuring their business can handle it. Leslie emphasizes that scaling profitably requires a strong financial foundation, repeatable processes, and a business model that doesn't solely depend on the owner.
• Entrepreneurs Often Get in Their Own Way. Leslie explains that business owners tend to believe their business is "different" or "special," which prevents them from learning proven strategies that work. The truth? Business growth follows predictable patterns, and entrepreneurs must be willing to adjust their approach.
• Systems and Processes Are Key to Freedom. A common reason businesses struggle to scale is the lack of documented systems. Leslie shares how implementing structure allows entrepreneurs to step out of the daily grind and focus on growth.
• Profit First: A Must-Have for Scaling. Without a clear cash management system, many businesses scale out of control—leading to financial chaos instead of success. Leslie highlights the importance of using Profit First principles to ensure that growth is both profitable and sustainable.
• Burnout Is a Symptom of Poor Business Design. Leslie's approach emphasizes designing a business that supports the owner's life, rather than one that consumes it. She shares strategies to ensure scaling doesn't lead to exhaustion, but rather to more freedom and profitability.

About Leslie Hassler:

Leslie Hassler is the founder of Your Biz Rules, a business strategist, and author of First This, Then That and the upcoming book Scaling Rich™. With over 17 years of entrepreneurial experience, she specializes in helping small business owners scale without burnout by creating predictable profits and sustainable business models.

Her holistic approach blends financial strategy, leadership development, and systemization to help business owners reclaim their time, energy, and wealth.

Conclusion:

Scaling a business should lead to more profit, more freedom, and less stress—not the other way around. Leslie Hassler's insights prove that with the right mindset, systems, and financial strategies in place, business owners can grow and scale without falling into the burnout trap.

Links:

Website: https://www.yourbizrules.com/PAM

LinkedIn: https://www.linkedin.com/in/lesliehassler/

X: https://x.com/YourBizRules

Facebook: https://www.facebook.com/YourBizRules

Instagram: https://www.instagram.com/leslie.hassler/

YouTube: https://www.youtube.com/@LeslieHassler

Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman

Sign up to be notified when the next cohort of the Profit First Experience Course is available!

Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page

Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst

Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/

My podcast about living a richer more meaningful life: http://richersoul.com/

Music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

#profitfirst