Real scenarios from actual businesses, not textbook theories that don't translate
Study when it works for you, whether that's early morning or late evening
Connect with other leaders facing similar challenges in their organizations
We've watched business leaders transform their approach to finance over months and years. These aren't overnight miracles — they're stories about people who put in the effort and saw meaningful change in how they handle business decisions.
Each person came to us from a different place. Some had years of experience but felt stuck. Others were newer to leadership roles and wanted to build solid foundations early.
Ran a regional logistics company for eight years but struggled with cash flow forecasting. Kept missing opportunities because the numbers always felt uncertain.
Started our program in March 2024. By late 2024, he'd built forecasting models that actually made sense to him. Now plans quarterly instead of scrambling monthly.
Took over his family's hospitality business in 2023 with almost no financial background. Found himself making expensive mistakes early on — the kind that keep you up at night.
Joined us in June 2024. Six months in, he renegotiated supplier contracts and spotted cost leaks he'd been missing. Still learning, but the business is steadier now.
Led a tech startup through rapid growth but felt lost when it came to pricing strategy and margin analysis. Revenue was up, but profitability wasn't following.
Completed our advanced program in early 2025. Restructured pricing based on actual cost analysis. Her team now makes expansion decisions with clearer financial reasoning.
I wasn't expecting miracles, just some clarity. What surprised me was how much I'd been guessing at things I thought I understood. The program didn't fix everything overnight, but it gave me tools I actually use every week. My accountant noticed the difference before I even mentioned I'd been studying.
Desmond Kirby
Construction Project Director
Program participant since September 2024
We stay in touch with participants long after they finish. Not everyone's path looks the same, but there are patterns in how people apply what they've learned as months go by.
Most people focus on understanding their current situation better. It's less about big changes and more about seeing their numbers differently.
This is when we see people start making different decisions. They're more confident about where to invest time and money.
The long-term participants often mention they think about business differently now. Financial literacy becomes part of how they approach strategy.
What works in retail doesn't always translate to professional services. We've seen people apply these principles in varied contexts — here's what that actually looks like.
Managed three specialty stores but couldn't figure out why one location consistently underperformed. Inventory decisions felt like guesswork.
After completing our program in late 2024, he implemented location-specific margin tracking. Discovered the underperforming store actually had better fundamentals — it just needed different inventory mix.
Built a successful consulting practice but struggled to price services profitably. Kept winning work that looked good but barely broke even.
Joined our January 2025 cohort. Within four months, she'd restructured her service packages based on actual delivery costs and value analysis. Hard conversations with some clients, but the business is healthier.
Ran a network of allied health clinics. Growth was steady but capital allocation felt random. Couldn't tell which investments actually paid off.
Completed the program in mid-2024. Now uses ROI analysis for equipment purchases and location decisions. Opened two new clinics in 2025 based on data-driven location analysis instead of intuition.
