Your company event just got better. Add long-term impact with immediate take-aways.
Financial Acumen: A Core Competency for Every Business Person
What’s going on in your network or organization? Are owners struggling to be profitable or growing too fast to focus? Do your members want specific resources to improve their operations? Does your support team need a common coaching language? Our trainings for business leaders and coaches address the most common business concerns. And let's face it, every business concern has financial implications. Talk to us about your challenges, and we’ll help you select the best topic to spark momentum and gain the traction you’re looking for.
Your organization's profit makers, value builders, and leaders will develop better decision-making instincts and analysis skills. Business advisors, accountants, and franchise support professionals will develop effective coaching techniques and find rock-solid advisory tools that are immediately applicable and easy to share.
Now that's education that sticks.
Our Approach
Our sessions are experiential. Whether a keynote, conference break-out, or immersive workshop, Profit Soup training is facilitator-led but participant-centered. We use case studies, small group activities, role-playing, gamification, and other training techniques to engage adult learners. People say they love our sessions and learn more because they are having fun, and the learning sticks because they have a chance to actively practice skills and discuss insights with their peers.
Our Content
Our curriculum library is substantial. We collaborate with clients to identify the right learning objectives for the audience. Then, we advise the best topics to inspire action, lift financial acumen, and develop planning skills.
45 to 90-Minute Sessions
Here is a sampling of topics recently presented at client conferences or webinars.
Big Financial Mistakes and How to Avoid Them • Profit is Not Optional: Your Pathway to Breakeven PLUS • How to Build a $5 Million Dollar Business • Blueprint for Growth • Profitable Growth Through Multi-Unit Expansion • Race to Profit: Win it Before Your Cash Runs Out • Know Your Numbers, Build Your Plan: Budgeting for Profit and Cash Flow • Benchmark Your Business • Level Up Your Financial Coaching • Measure, Understand, Get it Done! • If I Made That Much Money, Where Is It? Profit and Cash Are Not the Same Thing • Winning Strategies to Strengthen Your Financial Foundation • What's on Your Dashboard? Focus, Prioritize and Energize with KPIs • Better Budget, Better Business • Getting the Financial Backing You Need
Industry Case Studies
Our inventory of industry case studies is extensive. You are sure to find one that aligns with your business model and issues. Here are some industries from which to choose:
equipment rental • employment recruiting • fast-casual restaurant • fitness/membership • home cleaning • home health services • hotel • man in a van • pest control • printing and sign-making • residential remodel • retail hardware and garden centers • specialty construction trades • specialty retail • wholesale distribution
Full or Half-day Workshops
Clients seeking more immersive financial training choose from these full or half-day workshops:
Driving a Great Business - prepares business leaders and consultants to make continuous performance improvement part of the ongoing management process. We will apply a five-step process to identify business priorities and develop a business improvement plan, complete with measurable goals and actionable plans. Includes use of Breakeven PLUS, sales metrics, financial statements, leading and lagging key performance indicators, and industry benchmarks.
Profitable Growth Through Multi-Unit Expansion - for business consultants and owners seeking insights, skills, and resources needed to expand through multi-unit development or acquisition. Start with a vision of enterprise value to establish a location expansion plan and then determine the skills, investments and activities needed to drive growth. Includes business valuation methods, Breakeven PLUS, cash flow forecasting and financing.
Blueprint for Growth - for business leaders who want to be intentional about growth. We'll start by understanding how businesses are valued and transferred and then develop strategies to grow the sales, profits, and cash flow that will yield the targeted value. Evaluate ROI on expansion investments and determine the competencies, capacity, and capital needs to support the plan.
Level-Up Your Financial Coaching - for consultants and leaders of multi-unit enterprises who seek coaching skills and routines to leverage KPIs and financial information to motivate their teams to improve profit, cash flow, and business value.
Email profits@profitsoup.com to request detailed course descriptions.