Three steps to a business you can steer
Colin's planning system, now interactive. Work the series in order, or jump to any step. Each one is free and takes a few minutes.
Explain your business
Write the one-page overview your banker, team, and buyers wish you had.
Diagnose your numbers
Get a straight red / yellow / green read on the numbers that decide survival.
Plan what's next
Turn your story and your numbers into a realistic plan for what's ahead.
Start here: the 3-part journey
The guided path most owners never take. Free, in order, or start with the quick Health Check.
Explain Your Business
Build the one-page overview your banker, team, and buyers wish you had.
Start freeDiagnose Your Numbers
The Financial Health Check: a red / yellow / green read on the 10 checks that decide survival.
Take it freePlan Your Outlook
Turn your story and your numbers into a realistic plan for what's next.
Coming soonQuick checks, any time
Standalone tools beyond the series. No login, no cost. More arriving through 2026.
Breakeven Finder
Find the revenue line you must clear every month, then price to beat it.
Take it freePricing Check
Test whether your prices protect the margin you actually need.
Coming soonCash Conversion Cycle
See how long your cash is tied up between paying out and getting paid.
Coming soonWhen you want an expert in it with you
The free tools show you where you stand. An assessment is the done-with-you version: a Profit Mastery advisor works through your numbers with you.
Profitability Assessment
$2,500
A deep, done-with-you review of your numbers with a Profit Mastery advisor. In a focused working session we go through your business and your financials together, find where profit and cash are hiding, and leave you with a clear, prioritized plan you can act on. The step to take when you're ready to fix the numbers, not just measure them.
Get the Profitability AssessmentThe full financial operating system
Membership connects it all: the deeper tools, benchmarks, live office hours, and the community. Here's what you get. Some pieces are rolling out to members through 2026.
The PM Scorecard
Your live financial scorecard, connected to your books, tracked month over month.
13-Week Cash Forecast
The signature PM tool: spot tight weeks before they become a crisis.
Benchmarks
See your numbers against field-tested benchmarks, with live peer comparisons rolling out to members.
Lending & DSCR Readiness
Know whether your cash flow can comfortably carry new debt before you ask.
Full history & office hours
Every tool saved over time, plus live sessions to work through them with us.
One money move, every Thursday
Join 22,000+ subscribers getting one useful, plain-English move to put more cash in their business. Free, and worth the open.
Subscribe free