Profit Answer Man: Scaling with Profit First & Beyond

Rocky Lalvani
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Jul 27, 2021 • 37min

Ep 69 Profitable Public Relations with Nancy Marshall

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Jul 20, 2021 • 44min

Ep 68 Profit Wise with Jeff Morrill

Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Jeff Morrill co-founded Planet Subaru, “your undealership,” in 1998, and built it into one of the most successful privately-held car dealerships in the United States. He later started other businesses in automotive retail, real estate, telecommunications, and insurance that generate over $100,000,000 in annual revenue. His achievements in building profitable and ethical companies have been featured in a variety of national media including USA Today, Entrepreneur Magazine, Automotive News, The Boston Globe, and others. Jeff is the author of Profit Wise: How to Make More Money in Business by Doing the Right Thing. He is donating all his royalties to charity.   Jeff is a strict vegetarian, even though people tell him it's a big missed steak to eat that way. However, he does like his puns well done. Jeff lives with his wife, Julie, outside Charlottesville, Virginia, on a mountain he refers to as “The Morrill High Ground.” https://www.jeffmorrill.com/ More about making profitability simple: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapters of Profit First: https://sendfox.com/rocky 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.
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Jul 13, 2021 • 38min

Ep 67 What's the Most Profitable Type of Corporate Structure with Tony Lopes

Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Tony Lopes is an attorney in private practice in the Greater Philadelphia area.  He counsels individuals, business owners, emerging entrepreneurs, and corporate executives on matters relating to business and succession planning; estate planning and administration buy-sell agreements; business exit strategies; federal and state tax planning and controversies, mergers and acquisitions; licensing agreements; intellectual property protection; and, lease agreements.   Tony also started the Self Made Strategies Podcast to add value to entrepreneurs, by providing a knowledge base of entrepreneurial information for those entrepreneurs looking to grow.   http://lopeslawllc.com/ https://selfmadestrategies.com/listen-now/ https://collegecastpodcasts.com/ https://www.linkedin.com/in/anthonylopes260/   More about making profitability simple: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapter of Profit First: https://sendfox.com/rocky 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.
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Jul 6, 2021 • 46min

Ep 66 When the People You Love, Don't Love Your Business with Annette de Lancey

Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes   Bio: Annette de Lancey is a Mom, Brand  new GrandMom, Golfer, Loves Trucks, Woman of Faith, Career Entrepreneur & Manufacturer Owner/Founder of She Makes Products I transform struggling products into profitable businesses & overwhelmed entrepreneurs into CEO's in command. Owner/Founder of CastCoverz! "Fun & Functional Products for the Orthopedic Patient." Proudly Made in the USA; 13+ years old,  #1 Global Brand, 92%  4 & 5 Star Rating; Over 5,000 reviews   www.castcoverz.com   instagram @shemakesproducts FACEBOOK: shemakesproducts Pinterest: @shemakesproducts YouTube: SheMakesProducts (not up, yet) Website: www.shemakesproducts.com   More about making profitability simple: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapter of Profit First: https://sendfox.com/rocky 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.
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Jun 29, 2021 • 39min

Ep 65 Use Existing Company Data to Find Alignment and Profitability with Vinay Raman

Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes More about making profitability simple: http://profitcomesfirst.com/ Bio: Vinay Raman is a serial entrepreneur and expert on business scaling growth.   He founded CAARMO in 2013 to help business leaders increase employee retention/hiring, maximize employee productivity and morale, and make better decisions faster.   His mission is to help businesses build the culture they want using data, to help them identify blind spots and everything that holds them back from success.   He also founded Business Blind Spots Exposed! Podcast to help business leaders to see the blindspot(s) and how to punch it through. He has been able to host the podcast and speak with different kinds of international guests from business leaders, business coaches, trainers, mentors, managers, and more.   https://caarmo.com/ Vinay Raman's LinkedIn profile - https://www.linkedin.com/in/vraman/ vinayr@caarmo.com Business Blind Spots Exposed Youtube Channel - https://www.youtube.com/channel/UCkRzz7VlC7LM7xpNeTUekSg     Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapter of Profit First: https://sendfox.com/rocky 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.p
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Jun 22, 2021 • 36min

Ep 64 Clever Profits with Adam Rundle

Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes BIO: Adam Rundle is a management accountant and former law firm CFO originally from South Africa. He moved to the US over 5 years ago and started helping online entrepreneurs grow and scale their businesses with his strategic finance background. When he’s not working with his clients, he coaches rugby in Annapolis at the US Naval Academy which was a dream of his as a child.   He now gets to live his dream as a father, entrepreneur, and rugby coach!   https://cleverprofits.com/ Adam@cleverprofits.com   https://www.youtube.com/channel/UCVCfIOOpCzwUP5xtWS6MALA   https://www.facebook.com/groups/ProfitandGrowth   More about making profitability simple: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapter of Profit First: https://sendfox.com/rocky 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.
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Jun 15, 2021 • 36min

Ep 63 Profit First & Systems with Gwen Bortner

Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes   Gwen has always been interested in a wide variety of things. She had originally planned on being a math teacher but her immediate future took a different path when she discovered computer programming back in the early ‘80s, when PCs were a novelty, and dial up was the hottest technology.   This led to a decade and a half career spanning from those first years of dial up to the early stages of wireless, during which she ran her own consulting company, worked as a consultant for Ernst & Young LLP, and ran the IT department for a competitive phone company. As a consultant, she has worked with clients ranging from Sprint, to a machine shop supplying high-tech wheelchair parts, to the largest international distributor of bull semen.   Fifteen years after making the logical and obvious transition into professional knitwear designer and instructor, Gwen returned to her first loves of consulting, speaking and training. As a natural educator, meeting new people and sharing her knowledge, experience, and insights is one of her greatest joys.   Leveraging her breadth of operational expertise, Gwen works with coaches and consultants who have plateaued and are ready to move to the next level. With a focus on improved business operations utilizing her GEARS framework, Gwen describes herself as a virtual, fractional COO.   For more information on how Gwen helps her clients grow profitable businesses, and to get down-to-earth business advice visit http://gwenbortner.com/.     More about making profitability simple: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapter of Profit First: https://sendfox.com/rocky 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.
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Jun 8, 2021 • 35min

Ep 62 Money Mindsets in Business with Karen McCall

Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Bio: Karen McCall went from dodging IRS calls to helping thousands of people get out of debt and build a life and business they love. Karen is the founder of the Financial Recovery Institute and World Class Money Coach Training and now, at age 77, she is the creator of the money management program MoneyGrit™.    Karen has spent the last 33 years working with small business owners and she’s seen many struggle with self-employment. She has worked with hundreds of solopreneurs and small business owners to help them build lucrative, successful businesses that are not only profitable but feed their soul.   https://www.financialrecovery.com/ https://moneygrit.com/   More about making profitability simple: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapter of Profit First: https://sendfox.com/rocky 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.f
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Jun 1, 2021 • 36min

Ep 61 Understanding Cash Flow with Jeff Prager

Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Bio: Jeff Prager is a “retired” CPA/CEO/CFO, author, speaker, and founder and/or owner of several successful multimillion-dollar companies including Ashworth Golf Clothing, a large land development company and the second-largest privately-owned home builder in Colorado.   Although he tried multiple times to retire, his real passion is bringing the CFO function to small to medium-sized businesses at an affordable rate.  Jeff and his partner Adam have created a proven process to help business owners have a clear path to improve their business that fulfils the owner’s intent when they started it.… in less time and with less stress. They have put together a team of energetic ‘CFOs’ to help their clients through this systematic process. The CFOs seek to understand their clients’ current situation and then help them develop a custom plan to improve their business and achieve tangible benchmarks. They call it The CFO Project.   https://thecfoproject.com/ More about making profitability simple: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapter of Profit First: https://sendfox.com/rocky Chief Profitability Officer 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.  
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May 25, 2021 • 35min

Ep 60 Making Your Business Buyable with Steve Preda

Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports so that they can make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Effortless Cashflow Course: http://bit.do/effortlesscashflowcourse Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes More about making profitability simple: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapter of Profit First: https://sendfox.com/rocky 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.

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