PROFIT With A Plan

Bootstrapping for Growth: How to Scale Smart Without Outside Investors
Released February 18, 2025
Guest: Manny Skevofilax CEO of Portal CFO Consultants
Host: Marcia Riner, Business Growth Strategist, Infinite Profit®
 
Is chasing rapid growth putting your profits at risk? 🚀 In this episode of Profit With a Plan, I sit down with Manny Skevofilax, a seasoned business consultant, speaker, and author, to discuss why bootstrapping might be the smartest way to scale your business—without taking on debt or giving away equity.
Manny shares game-changing insights on:✅ How to grow without sacrificing profits✅ Why bootstrapping beats outside investors✅ The key to sustainably controlling your pace of growth
If you want to scale smarter, keep more cash in your business, and build long-term success, this episode is packed with profit-maximizing strategies you don’t want to miss!
🔍 Key Takeaways & Timestamps
[00:00:08] – Introduction
The importance of sustainable growth over reckless expansion
How bootstrapping keeps control in the hands of the business owner
[00:02:26] – Meet Manny Skevofilax
CEO of Portal CFO Consulting
20+ years of experience in strategic planning, financial analysis, and business operations
Former Vice President at Comerica Bank turned business consultant
[00:05:02] – The Truth About Business Debt
Why too much debt isn’t the problem—it’s the inability to repay it
The hidden risks of financing growth
Common mistakes business owners make when taking on loans
[00:10:44] – What is Bootstrapping?
The power of reinvesting profits instead of borrowing
How profitable businesses fuel their own growth
Why simplicity and profitability beat rapid expansion
[00:13:17] – Maximizing Profit Before Scaling
The #1 overlooked expense draining business profits
How to audit your P&L statement for unnecessary costs
The “checkables” strategy for low-hanging profit opportunities
[00:15:09] – When to Hire (and When to Wait!)
The financial trap of hiring too soon
Why cash reserves give businesses hiring flexibility
How to time your next hire without straining resources
[00:19:50] – Creating a Growth Reserve Fund
The importance of setting aside cash for growth
Why reserves reduce financial stress and increase flexibility
The “Marcia Reserve Account” strategy for long-term stability
[00:24:10] – The Smart Way to Scale Your Business
Difference between growth vs. scaling
Why small, steady growth beats big jumps
How to increase revenue without increasing stress
[00:30:18] – Avoiding the Illusion of Wealth
Why easy access to credit creates false financial security
The difference between real growth and artificial success
Lessons from billion-dollar businesses on keeping operations simple
[00:35:38] – Final Takeaways
Why businesses that prioritize profitability last longer
The key to sustainable, controlled, and profitable growth
Why business owners should focus on longevity—not quick wins
🎯 Conclusion
Bootstrapping isn’t about limiting growth—it’s about growing smarter, keeping control, and maximizing profits without relying on outside investors or unnecessary debt. As Manny Skevofilax shared, sustainable success comes from strategic financial decisions, reinvesting profits, and scaling at a steady, controlled pace.
📚 Learn More from Manny Skevofilax
📖 The Ultimate Profit Management – Available on Amazon🌎 Visit MannySkevofilax.com for expert resources on profitability & growth
 
🔑 Keywords for this Episode
 
Bootstrapping for Growth, Business Growth Strategies, Scaling a Business, Sustainable Business Growth, Profitability Strategies, Growing a Business Without Debt, Business Cash Flow Management, Smart Financial Decisions for Entrepreneurs, Small Business Success, Business Expansion Strategies Without Loans
 
💰This episode is sponsored by Infinite Profit ® —We don't just talk profit — we deliver it!
Is your business ready for explosive growth? Visit InfiniteProfitConsulting.com to learn how Marcia and her team can help you boost profits and set your business up for long-term success.
 
🚀 Free Growth & Marketing Audit
Struggling to convert leads into loyal customers? It’s time to turn your customer reviews into profit!
Get your FREE Growth & Marketing Audit at ProfitBoosterBiz.com and start scaling smarter today.
 
🎧 Subscribe & Never Miss an Episode!Find Profit With a Plan on Apple Podcasts, Spotify, and all major podcast platforms. Stay tuned for more high-impact, profit-driven strategies in our next episode!
 
👤 About Marcia Riner
Marcia Riner is a business growth strategist who helps entrepreneurs scale smarter, increase profitability, and maximize business value. As CEO of Infinite Profit® and creator of the Profit Booster® strategies, she goes beyond advice—working alongside business owners to implement proven strategies that strengthen financial stability, optimize operations, and drive long-term success.
Whether you’re looking to boost profits, expand, or prepare for a high-value exit, Marcia delivers the expertise and hands-on support to make it happen. Learn more at InfiniteProfitConsulting.com.
Got questions?  Reach out to Marcia and her team at (949) 229-2112 ♾️

The Hidden Drain on Your Ad Budget - Fighting Ad Fraud 
Guest: Rich Kahn - Co-Founder & CEO of AnuraHost: Marcia Riner - Business Growth Strategist of Infinite Profit®
💸 Are bots and fraudsters stealing your ad budget? In this eye-opening episode of Profit with a Plan, I sit down with Rich Kahn, Co-Founder & CEO of Anura, to expose the massive financial impact of ad fraud and how businesses are unknowingly losing up to 25% of their ad spend to fraudulent clicks, bots, and bad actors.
📈 If you're running digital ads, you can't afford to miss this conversation. Learn how false positives in fraud detection can be just as damaging as fraud itself and why clean data is the key to marketing success.
🔑 Key Takeaways
✅ The True Cost of Ad Fraud – Businesses are losing up to $140 billion annually to fraudulent clicks and traffic. Are you part of that statistic?
✅ False Positives Can Be Costly – Mistakenly flagging real users as fraud could be hurting your ROI just as much as fraud itself.
✅ Real Data = Real Results – The only way to scale successfully is to ensure your marketing decisions are based on actual customer engagement, not fake clicks.
⏱️ Time Stamps
[00:00:05] 🎧 Introduction – Are you wasting money on fake clicks? How ad fraud is draining marketing budgets.
[00:03:10] 🚀 Meet Rich Kahn – Serial entrepreneur, Co-Founder & CEO of Anura, and expert in ad fraud prevention.
[00:04:38] 💡 How Rich Discovered Ad Fraud – From running an ad network to realizing the shocking scale of click fraud.
[00:06:50] 🔥 The Scale of the Problem – Up to 25% of ad budgets are lost to fraud. Are you tracking it?
[00:10:28] ❗ Organized Crime & Ad Fraud – How fraudsters manipulate digital ad platforms to steal your budget.
[00:14:50] ⚠️ False Positives: The Hidden Threat – How misidentifying fraud can cost just as much as real fraud.
[00:16:30] 💸 Who's Profiting from Ad Fraud? – Even Google and Facebook benefit when bots burn your ad spend.
[00:21:06] 🔎 How to Protect Your Business – Why not all fraud detection tools are equal & how to pick the right one.
[00:25:50] 🛑 Agencies and Fraud Protection – Does your marketing agency use certified fraud prevention tools?
[00:29:20] 📊 Real Data = Better ROI – How filtering fraud boosts ROI by 20-25%.
[00:33:10] 📢 Action Steps for Business Owners – The #1 question to ask your marketing agency before signing a contract.
[00:36:58] 🆓 Free Resource Alert! – Download Anura’s 70-page comprehensive guide on ad fraud for free.
🔗 Resources & Links
🔍 Learn More About Ad Fraud & Prevention: Anura.io
📘 Free Guide on Ad Fraud: Download the first comprehensive ad fraud guide from Anura.
📢 Connect with Rich Kahn on LinkedIn: Rich Kahn’s LinkedIn Profile
🎯 Conclusion
Ad fraud isn’t just an industry buzzword—it’s a real financial drain on businesses, stealing billions of dollars in marketing spend every year. As Rich Kahn revealed, the key to maximizing your ad ROI is ensuring your decisions are based on real, verifiable data—not fraudulent clicks.
💡 The takeaway? If you're running digital ads, protect your investment by using a certified fraud detection solution and asking the right questions to your marketing agency. Don't let fraudsters profit from your hard-earned dollars.
🚀 Make your marketing smarter. Make your plans. And profit with them!
 
Keywords for SEO Optimization
Ad fraud, Click fraud, Digital advertising fraud, Marketing fraud prevention, Ad fraud detection, Bot traffic detection, Pay-per-click fraud, PPC fraud, Google Ads fraud, Facebook ad fraud, How to detect and prevent ad fraud in 2025
This episode is sponsored by Infinite Profit ® —We don't just talk profit — we deliver it!
Is your business ready for explosive growth? Visit InfiniteProfitConsulting.com to learn how Marcia and her team can help you boost profits and set your business up for long-term success.
 
 
Grab Your Free Resource:
Ready to turn customer reviews into a growth engine for your business? Get your FREE marketing and growth audit at ProfitBooster.biz. In just one session, discover how to attract new clients, build trust, and drive real growth using the power of reviews. Don’t wait—start unlocking your business’s potential today!
 
 
About Marcia Riner
Marcia Riner is a business growth strategist who helps entrepreneurs scale smarter, increase profitability, and maximize business value. As CEO of Infinite Profit® and creator of the Profit Booster® strategies, she goes beyond advice—working alongside business owners to implement proven strategies that strengthen financial stability, optimize operations, and drive long-term success.
Whether you’re looking to boost profits, expand, or prepare for a high-value exit, Marcia delivers the expertise and hands-on support to make it happen. Learn more at InfiniteProfitConsulting.com.
Got questions?  Reach out to Marcia and her team at (949) 229-2112 ♾️

Work Less, Earn More: Smart Systems & Time Investment for Business Growth
EP288 of PROFIT With A Plan PodcastFebruary 4, 2025
Guest:  Jordan Tait, founder of The Intentional BusinessHost: Marcia Riner, Business Growth Strategist - Infinite Profit®
Episode Summary:
Is your business running you instead of the other way around? In this episode of Profit with a Plan, host Marcia Riner sits down with Jordan Tait, founder of The Intentional Business, to discuss how 6 and 7-figure entrepreneurs can design a business that supports their ideal lifestyle without working more hours.
Jordan shares his journey from corporate burnout to building a business that prioritizes profit, efficiency, and freedom. Discover how smart time investment, systemization, and strategic delegation can transform your business into a tool that works for you—not against you.
🔑 Key Takeaways from This Episode:✔️ How to structure a business around your ideal lifestyle instead of sacrificing your time.✔️ The essential systems that free up your schedule while increasing profits.✔️ A powerful mindset shift that maximizes results with less effort.✔️ Why focusing on the right tasks (not just working harder) is the key to scaling your business.✔️ How to eliminate bottlenecks and delegate effectively without losing control.
If you're tired of working crazy hours just to keep up, this episode will show you a proven path to work less, earn more, and reclaim your time.
🎧 Tune in now and start working smarter, not harder!
Episode Breakdown with Timestamps:
⏱ 00:33 – What You’ll Learn in This Episode
How to build a business that works for you.
The role of systems and automation in freeing up time and increasing profits.
Why time investment is the key to business freedom.
⏱ 01:00 – Welcome to Profit with a Plan
Marcia shares how this podcast helps business owners scale profitably and prepare for a successful exit.
⏱ 02:15 – Jordan’s Story: From Corporate Burnout to Entrepreneurial Freedom
The turning point that led Jordan to leave his high-stress corporate job.
Why lifestyle design became the foundation of his business model.
⏱ 06:40 – The Power of Non-Negotiables in Business & Life
How Jordan identified his business non-negotiables to avoid burnout.
The importance of setting clear time and income boundaries.
⏱ 11:20 – Why Most Entrepreneurs Get Stuck in Overwork
The common mistake: trading a 9-5 for a 24/7 job.
How working more hours can actually stunt business growth.
⏱ 16:05 – Breaking Free from the Bottleneck in Your Business
Why doing everything yourself keeps you stuck—and how to start delegating effectively.
The first tasks you should outsource to free up 10-20 hours per week.
⏱ 21:30 – The 40-Hour Workweek Challenge
How to maximize high-impact work in a 40-hour week.
Identifying and eliminating low-priority tasks that drain time.
⏱ 26:45 – Why Most Business Owners Overcomplicate Growth
The dangers of shiny object syndrome and how to stay focused.
How a one-page business plan can replace complexity with clarity.
⏱ 31:10 – Productivity is NOT About Working More Hours
Why focus beats effort when it comes to real business growth.
The power of setting three high-priority tasks per day.
 
🔥 Ready to Build a Business That Gives You More Freedom?
Free resources: TheIntentionalBusiness.ca
Jordan’s free course: 7 Strategies to Grow Without Working More Hours
Connect with Jordan on LinkedIn for expert insights & strategies.
Conclusion:
What if the success and freedom you’ve been chasing were already within reach—just waiting for you to shift your focus? Today’s conversation with Jordan Tait has been a powerful reminder that growing your business doesn’t have to mean working more hours. Instead, by making smart time investments, leveraging systems, and focusing on what truly moves the needle, you can create a business that supports your lifestyle rather than consumes it.
Now, it’s time to take action. What are the top three things you can prioritize this week that will bring you closer to the life and business you want? Start there, and then look at what you can delegate, simplify, or eliminate to free up even more time.
 
Keywords for SEO Optimization
Business growth strategies, Work less, earn more, Smart business systems, Time investment for entrepreneurs, Scaling a business efficiently, Entrepreneurial freedom, Productivity for business owners, Delegation and automation, CEO mindset shift, Simplifying business growth
This episode is sponsored by Infinite Profit ® —We don't just talk profit — we deliver it!
Is your business ready for explosive growth? Visit InfiniteProfitConsulting.com to learn how Marcia and her team can help you boost profits and set your business up for long-term success.
 
 
Grab Your Free Resource:
Ready to turn customer reviews into a growth engine for your business? Get your FREE marketing and growth audit at ProfitBooster.biz. In just one session, discover how to attract new clients, build trust, and drive real growth using the power of reviews. Don’t wait—start unlocking your business’s potential today!
 
 
About Marcia Riner
Marcia Riner is a business growth strategist who helps entrepreneurs scale smarter, increase profitability, and maximize business value. As CEO of Infinite Profit® and creator of the Profit Booster® strategies, she goes beyond advice—working alongside business owners to implement proven strategies that strengthen financial stability, optimize operations, and drive long-term success.
Whether you’re looking to boost profits, expand, or prepare for a high-value exit, Marcia delivers the expertise and hands-on support to make it happen. Learn more at InfiniteProfitConsulting.com.
Got questions?  Reach out to Marcia and her team at (949) 229-2112 ♾️

Stress-Free Hiring: How to Find the Perfect Fit for Your Team with Dr. Mike NealPROFIT With A Plan Podcast, EP 287January 28, 2025
Guest: Dr Mike Neal, a practicing Optometrist and CEO of Build My TeamHost: Marcia Riner, Business Growth Strategist and CEO of Infinite Profit®
Episode Summary:Tired of wasting time and money on the wrong hires? Dr. Mike Neal, CEO of Build My Team and practicing optometrist, joins the podcast to share his revolutionary approach to hiring. In this episode, you'll discover why traditional methods like resumes are outdated, how to find hidden A-player talent, and why hiring quickly and proactively can transform your business. Learn how Dr. Neal’s assessment-based hiring process can save time, cut costs, and bring the right people into your team with confidence.
 
🔑 Key Takeaways:
Why resumes don't tell the full story and what to use instead.
The critical role speed and proactivity play in hiring success.
How Build My Team helps you find undiscovered talent tailored to your business needs.
CTA: Ready to take the stress out of hiring? Schedule a free consultation with Build My Team at buildmyteam.com.
Time-Stamps for Key Points
[00:00:07] Introduction: Overview of the episode and key topics covered.
[00:00:51] Meet Dr. Mike Neal: Optometrist, entrepreneur, and CEO of Build My Team.
[00:02:28] The Hiring Struggle: Dr. Neal’s personal experience with hiring challenges.
[00:03:40] Why Resumes Don’t Work: Outdated hiring practices and false information.
[00:05:14] The Power of A-Players: How top talent drives growth and avoids babysitting.
[00:08:33] Hiring Hidden Talent: Matching strengths and talents with job roles.
[00:12:32] Time-Saving Solutions: The Build My Team process that requires only an hour of your time.
[00:18:53] Why Speed Matters: The need for immediate follow-ups with candidates.
[00:22:29] The Assessment Process: How Build My Team identifies the best fit for your business.
[00:27:03] Shifting Mindsets: The owner’s role in delegating and empowering a great team.
[00:30:14] Cost-Effective Hiring: Why this process is affordable and efficient for small businesses.
[00:32:30] Final CTA: How to connect with Build My Team and transform your hiring strategy.
Hiring the right team members doesn’t have to be a painful process. With Dr. Mike Neal’s Build My Team system, you can save time, reduce stress, and bring in team members who align perfectly with your needs and goals. Don’t waste another day sifting through resumes—take action now and transform the way you hire.
Visit buildmyteam.com to schedule your free consultation and discover how this innovative approach can drive growth in your business.
Keywords for SEO Optimization
Assessment-based hiring, A-player employees, Small business hiring, Streamlined hiring process, Employee screening, Build My Team system, Proactive hiring strategies, Hiring for small businesses, Talent acquisition for medical practices, Cost-effective hiring solutions
 
This episode is sponsored by Infinite Profit ® —We don't just talk profit — we deliver it!
Is your business ready for explosive growth? Visit InfiniteProfitConsulting.com to learn how Marcia and her team can help you boost profits and set your business up for long-term success.
 
 
Grab Your Free Resource:
Feeling like you're doing everything right but still not seeing the results you want? It might be time for a fresh perspective. That’s why we’re offering a Free Growth & Marketing Audit. In one powerful session, we’ll uncover opportunities to drive real growth for your business. Ready to make an impact? Visit profitbooster.biz and let’s get started!
 
 
About Marcia Riner.  She is a business growth strategist who helps business owners dramatically increase their revenue, profit, and the value of their company. In fact, she can show prospective clients a clear pathway to profit and an impactful ROI for working here before hiring her firm. Through her proven Profit Booster® strategies, she gets results. Marcia is the CEO of Infinite Profit® and more information can be found at https://www.InfiniteProfitConsulting.com
Got questions?  Reach out to Marcia and her team at (949) 229-2112 ♾️
 

Aligning Teams with Customer-Centric OKRs with Josh SeidenEP286 of PROFIT With A Plan Podcast
Guest: Josh Seiden, co-author of Who Does What By How Much? A Practical Guide to Customer-Centric OKRsHost: Marcia Riner, Business Growth Strategist - Infinite Profit®Episode Length: ~35 minutes
 
Episode Summary
In this episode of Profit with a Plan, Marcia speaks with Josh Seiden, a leader in customer-centric strategy, about leveraging Objectives and Key Results (OKRs) to align team efforts with customer needs. Josh shares how OKRs create clarity, empower teams to prioritize effectively, and ensure measurable customer impact.
If you’ve ever felt your team is working hard but on the wrong things, this episode will provide actionable insights and strategies to refocus your organization on what truly matters.
Key Discussion Points with Timestamps
[00:00] Introduction to the Episode
Marcia introduces Josh Seiden and his expertise in strategy, customer-centricity, and evidence-based decision-making.
The focus: Aligning team efforts with OKRs to deliver measurable customer value.
[00:05] What Are OKRs?
Josh explains OKRs: Objectives are clear goals, and Key Results measure progress towards those goals.
Example: Cleveland Clinic’s goal to be "the best place in the world to receive health care" and the measurable steps to achieve it.
[00:18] The Problem with Top-Down Leadership
Discussing how leadership’s disconnected goals can lead to wasted effort.
OKRs bridge the gap between leadership vision and team execution.
[00:30] How OKRs Align Teams
OKRs empower teams by providing a framework that clarifies the “why” behind tasks.
Encouraging creativity and problem-solving among employees by focusing on outcomes rather than tasks.
[00:45] Applying OKRs in Small and Large Organizations
Josh highlights examples of OKRs in startups, nonprofits, and enterprises.
OKRs can focus on big goals like revenue growth or smaller initiatives like employee engagement.
[01:05] Building Customer-Centric OKRs
The importance of understanding customer behavior to set meaningful objectives.
Josh shares how to align internal and external goals with customer needs for maximum impact.
[01:18] Measuring Success with Key Results
Outcomes must reflect a change in customer behavior that creates value for both the organization and the customer.
Example: Increasing average shopping cart size as a key result for premium brand positioning.
[01:30] Implementing and Adjusting OKRs
Setting a regular rhythm of OKR check-ins (weekly, monthly, quarterly) to assess progress and recalibrate strategies.
Josh emphasizes the experimental nature of OKRs, encouraging teams to test and iterate.
[01:45] Overcoming Common OKR Challenges
Why OKRs fail when they lack clarity or buy-in from teams.
Josh introduces the OKR Repair Kit, a free resource to troubleshoot and improve implementation.
[02:00] Resources for Getting Started
Josh’s book, Who Does What By How Much?, offers a practical guide to customer-centric OKRs.
Visit OKR-Book.com for free tools like the OKR Repair Kit.
[02:20] Final Takeaways
Marcia and Josh wrap up with actionable insights on aligning teams, empowering employees, and creating measurable impact.
Key quote: “Every organization wants to get better, but OKRs help define what ‘better’ means.”
Josh Seiden has shared some incredible strategies for using OKRs to bridge the gap between leadership goals and actionable team efforts. Remember, it’s not just about working harder—it’s about working on the right things that create measurable value for your customers and your company.
If you’re ready to dive deeper into this transformative framework, check out Josh’s book, Who Does What By How Much?, and take advantage of the free OKR Repair Kit at OKR-Book.com.
Key Keywords for SEO Optimization
Objectives and Key Results (OKRs), Customer-centric strategy, Team alignment framework, Measuring organizational success, Business growth tools, Evidence-based decision-making, Boosting employee engagement, OKR implementation strategies, Practical OKR guide, OKR Repair Kit, Profit With A Plan, Business Podcast
 
This episode is sponsored by Infinite Profit ® —We don't just talk profit — we deliver it!
Is your business ready for explosive growth? Visit InfiniteProfitConsulting.com to learn how Marcia and her team can help you boost profits and set your business up for long-term success.
 
 
Grab Your Free Resource:
Feeling like you're doing everything right but still not seeing the results you want? It might be time for a fresh perspective. That’s why we’re offering a Free Growth & Marketing Audit. In one powerful session, we’ll uncover opportunities to drive real growth for your business. Ready to make an impact? Visit profitbooster.biz and let’s get started!
 
 
About Marcia Riner.  She is a business growth strategist who helps business owners dramatically increase their revenue, profit, and the value of their company. In fact, she can show prospective clients a clear pathway to profit and an impactful ROI for working here before hiring her firm. Through her proven Profit Booster® strategies, she gets results. Marcia is the CEO of Infinite Profit® and more information can be found at https://www.InfiniteProfitConsulting.com
Got questions?  Reach out to Marcia and her team at (949) 229-2112 ♾️

Fix Profit Leaks and Build a Sales Powerhouse with Nicholas Loise
Are you ready to plug the biggest profit leaks in your business and build a sales engine that drives consistent growth? In this episode of Profit with a Plan, host Marcia Riner is joined by Nicholas Loise, founder of Sales Performance Team and a seasoned sales leader. Nick shares the secrets to transforming your sales process into a powerhouse of profitability while creating systems that boost your business's value when it’s time to sell. If you’re ready to turn your sales team into a profit-generating machine, this episode is a must-listen!
Key Topics Covered:
[00:00:06] The #1 Profit Leak in BusinessesNick dives into why most businesses bleed profits through lost sales and how focusing on conversion rates can reverse the trend.
[00:08:00] Building a Foolproof Sales PlaybookLearn how to design a replicable sales system and playbook that sets up your sales team for success.
[00:14:15] The Key to Sustainable Sales Growth: The 5 PsNick outlines the essential components: People, Processes, Playbook, Production, and Pipeline, to create a high-performing sales team.
[00:20:00] The High Cost of Missed SalesExplore how lost sales impact your bottom line and actionable strategies to address them.
[00:28:30] The Sales Process as an AssetDiscover how having a proven, repeatable sales process can significantly enhance your business’s enterprise value when selling.
[00:33:50] Coaching for Sales ExcellenceNick emphasizes the importance of coaching salespeople, analyzing calls, and refining their approach to increase conversions.
[00:38:20] Common Sales Mistakes to AvoidAvoid the pitfalls of targeting the wrong audience, poor messaging, and ignoring follow-ups that hinder sales success.
Top Takeaways:
Plugging Profit Leaks: The hidden cost of lost sales is the largest profit killer in most businesses. Focusing on improving conversion rates and identifying why sales are lost can recover substantial revenue.
Creating a Sales Playbook: A detailed, repeatable sales process is essential for scaling your business and preparing it for a future sale.
Maximizing Enterprise Value: Systems, processes, and a capable sales team significantly boost your business’s valuation and make it a desirable acquisition.
Timestamps for Actionable Insights:
[00:06:30] Why most businesses lose profits on sales
[00:14:45] Developing a sales playbook that works
[00:20:50] The importance of regularly auditing your sales process
[00:28:00] Coaching techniques to refine sales teams’ skills
[00:36:10] Common pipeline mistakes and how to clean them up
[00:40:20] How small tweaks in your sales process can lead to exponential growth
Call-to-Action:Don’t miss out on Nick’s free Sales Pack, including the top 88 strategies for a high-performing sales team. Visit https://www.salesperformanceteam.com to download now.
 
Subscribe and Share:
Make sure to subscribe to Profit with a Plan on your favorite podcast platform and share this episode with other entrepreneurs exploring exit strategies. Your business legacy starts here!
 
Keywords: Profit leaks, Sales process, Sales playbook, Sales management, Small business growth, Sustainable sales systems, Sales team development,Revenue generation, Sales strategy optimization
 
This episode is sponsored by Infinite Profit ® —We don't just talk profit — we deliver it!
Is your business ready for explosive growth? Visit InfiniteProfitConsulting.com to learn how Marcia and her team can help you boost profits and set your business up for long-term success.
 
 
Grab Your Free Resource:
Feeling like you're doing everything right but still not seeing the results you want? It might be time for a fresh perspective. That’s why we’re offering a Free Growth & Marketing Audit. In one powerful session, we’ll uncover opportunities to drive real growth for your business. Ready to make an impact? Visit profitbooster.biz and let’s get started!
 
 
About Marcia Riner.  She is a business growth strategist who helps business owners dramatically increase their revenue, profit, and the value of their company. In fact, she can show prospective clients a clear pathway to profit and an impactful ROI for working here before hiring her firm. Through her proven Profit Booster® strategies, she gets results. Marcia is the CEO of Infinite Profit® and more information can be found at https://www.InfiniteProfitConsulting.com
Got questions?  Reach out to Marcia and her team at (949) 229-2112 ♾️

Building Legacy and Profit: Exploring ESOPs with Kelly Finnell
If you’ve ever wondered how to sell your business while preserving its legacy and empowering your team, this episode is for you. Kelly Finnell shares decades of expertise to help you understand ESOPs and their role in ownership succession planning. Whether you’re planning an exit or looking to create long-term value, this episode will give you the tools to make informed decisions.
Host: Marcia Riner, Business Growth Strategist - Infinite Profit®Guest: Kelly Finnell, ESOP Consultant - Executive Financial Services, Inc.
 
 
Episode Summary:In this episode of Profit with a Plan, host Marcia Riner dives into the transformative power of Employee Stock Ownership Plans (ESOPs) with Kelly Finnell, one of the nation’s premier ESOP consultants and the author of The ESOP Coach. Kelly shares the benefits of ESOPs as an exit strategy, a management transition tool, and a wealth-building opportunity for employees—all while preserving your business legacy. Whether you’re exploring liquidity options or considering how to secure your company’s future, this episode offers actionable insights to help you make informed decisions.
Episode Highlights:
[00:01:10] What is an ESOP?Kelly defines ESOPs as Employee Stock Ownership Plans, explaining their dual purpose as an exit strategy for business owners and a retirement plan for employees. Learn how ESOPs differ from traditional 401(k) plans and why they’re a unique option in ownership succession planning.
[00:06:30] The Key Benefits of ESOPsKelly breaks down three key features that set ESOPs apart:
Borrowing capability for financing transactions.
Stock purchase transactions with the business owner.
Exclusive focus on the sponsoring company’s stock.
[00:12:45] How ESOPs Create Win-Win ScenariosDiscover how ESOPs align employee efforts with company profitability, creating a sweat-equity-based retirement plan that motivates employees and drives growth.
[00:18:30] Timing Your TransitionKelly advises business owners on when to implement an ESOP, emphasizing the importance of starting at least five years before a planned exit. Learn how an ESOP serves as a glide path for ownership transitions and leadership development.
[00:22:50] ESOP Suitability for Small and Mid-Sized CompaniesKelly outlines the ideal candidate for an ESOP, focusing on businesses with $1M+ in adjusted EBITDA and at least 30 employees. Hear real-world examples of successful ESOPs, including companies like Publix Supermarket and BDO.
[00:29:15] Tax Benefits of ESOPsExplore how ESOPs allow companies to operate tax-free, offering significant advantages at both the corporate and shareholder levels. Kelly shares how Congress incentivizes wealth-sharing through ESOPs and why this strategy appeals across political lines.
[00:35:00] Dispelling Common ESOP MythsKelly addresses misconceptions, such as fears of employee-run committees and the complexities of transitioning to an ESOP structure. Gain clarity on how ESOPs maintain effective leadership and governance.
[00:40:20] Steps to Get Started with an ESOPKelly shares actionable advice for business owners considering ESOPs:
Evaluate if your company meets the criteria.
Build a leadership team to guide the transition.
Leverage resources like his book, The ESOP Coach, and ExecFin.com for deeper learning.
Call-to-Action:Ready to explore how an ESOP could work for your business? Visit Kelly Finnell’s website, ExecFin.com, for more resources, videos, and articles. Check out his book, The ESOP Coach, on Amazon for an in-depth guide.
 
Subscribe and Share:
Make sure to subscribe to Profit with a Plan on your favorite podcast platform and share this episode with other entrepreneurs exploring exit strategies. Your business legacy starts here!
 
Keywords: ESOPs (Employee Stock Ownership Plans), Ownership succession planning, Exit strategy for business owners, Employee ownership, Business legacy, ESOP benefits, ESOP tax advantages, Small and mid-sized businesses, Retirement planning for employees, ESOP transactions, Selling to employees, Liquidity strategies for businesses, Business succession planning options.
 
This episode is sponsored by Infinite Profit ® —We don't just talk profit — we deliver it!
Is your business ready for explosive growth? Visit InfiniteProfitConsulting.com to learn how Marcia and her team can help you boost profits and set your business up for long-term success.
 
 
Grab Your Free Resource:
Feeling like you're doing everything right but still not seeing the results you want? It might be time for a fresh perspective. That’s why we’re offering a Free Growth & Marketing Audit. In one powerful session, we’ll uncover opportunities to drive real growth for your business. Ready to make an impact? Visit profitbooster.biz and let’s get started!
 
 
About Marcia Riner.  She is a business growth strategist who helps business owners dramatically increase their revenue, profit, and the value of their company. In fact, she can show prospective clients a clear pathway to profit and an impactful ROI for working here before hiring her firm. Through her proven Profit Booster® strategies, she gets results. Marcia is the CEO of Infinite Profit® and more information can be found at https://www.InfiniteProfitConsulting.com
Got questions?  Reach out to Marcia and her team at (949) 229-2112 ♾️

The Hidden Key to Growth: How the 80/20 Rule Can Transform Your Business with Perry Marshall
Host: Marcia Riner, Business Growth Strategist - Infinite Profit®Guest: Perry Marshall, Business Strategist, Best-selling Author, and Expert in digital advertising.
 
Episode Description:What if 80% of your success comes from just 20% of your actions? This week, Marcia Riner sits down with Perry Marshall, business strategist, best-selling author of 80/20 Sales and Marketing, and a pioneer in exponential business growth. Perry shares how the 80/20 principle—and its recursive power—can help you uncover hidden profits, focus on high-impact opportunities, and stop wasting time and money on the wrong people, customers, and tasks.
If you're ready to stop spinning your wheels and start working smarter for massive ROI, this episode is a game-changer.
 
Key Takeaways:
Identify the Vital Few: Focus on the 20% of tasks, customers, and resources driving 80% of your results.
The Recursive 80/20 Rule: Dig deeper—the top 20% of the 20% generates 64% of outcomes.
Eliminate Waste: Avoid the low-impact 80% draining your resources, including unprofitable customers and efforts.
High-Value Offers: Create ultra-premium solutions for hyper-responsive customers willing to pay top dollar.
Smarter Targeting: Use data to identify and duplicate your best customers for exponential returns.
 
Timestamps for Key Points:
00:00 – 01:02Introduction: What if 80% of your success is hidden in 20% of your efforts?
01:17 – 02:58Guest Introduction: Perry Marshall’s expertise in leveraging the 80/20 rule to unlock untapped business growth.
03:15 – 06:11The Story of “Racking the Shotgun”: Why finding the right people matters more than convincing the wrong ones.
06:35 – 09:50The Real Power of the 80/20 Rule: The top 4% of customers or actions drive 64% of results—stop focusing on the bottom.
10:30 – 14:13The $2,700 Espresso Machine: Why high-value customers will always pay exponentially more.
14:45 – 18:00Duplicating Your Best Customers: How to target and attract hyper-responsive buyers using data-driven strategies.
18:45 – 24:01Real-World 80/20: How Perry helped businesses reduce ad costs, eliminate waste, and increase profits with precision targeting.
24:10 – 29:00Why You Should Fire 10% of Your Customers: Removing resource-draining clients to maximize profitability.
29:30 – 36:00Posture Shift: Why sales is a disqualification process—focus only on the customers who are a perfect fit.
36:50 – 39:00The Shortcut to Smarter Marketing: Upload your top customers to platforms like Facebook for targeted, high-value lead generation.
39:10 – 42:00Never Develop a Product Until They Pay: Validate demand first to save time, money, and resources.
42:30 – 46:00Final Takeaway: Work smarter, not harder, by focusing on the cream of the crop customers driving your business.
 
CTA for Listeners:Ready to turn the 80/20 principle into real profits? Visit PerryMarshall.com/Podcast to grab Perry’s book 80/20 Sales and Marketing for just $7 (including shipping).
 
Listen Now:Subscribe to Profit With a Plan on all major podcast platforms and never miss an episode!
Keywords: 80/20 rule, exponential business growth, Perry Marshall, high-value customers, business strategy, hyper-responsive buyers, smarter marketing, eliminating waste, digital advertising, profit maximization.
 
This episode is sponsored by Infinite Profit ® —We don't just talk profit — we deliver it!
Is your business ready for explosive growth? Visit InfiniteProfitConsulting.com to learn how Marcia and her team can help you boost profits and set your business up for long-term success.
 
 
Grab Your Free Resource:
Feeling like you're doing everything right but still not seeing the results you want? It might be time for a fresh perspective. That’s why we’re offering a Free Growth & Marketing Audit. In one powerful session, we’ll uncover opportunities to drive real growth for your business. Ready to make an impact? Visit profitbooster.biz and let’s get started!
 
 
About Marcia Riner.  She is a business growth strategist who helps business owners dramatically increase their revenue, profit, and the value of their company. In fact, she can show prospective clients a clear pathway to profit and an impactful ROI for working here before hiring her firm. Through her proven Profit Booster® strategies, she gets results. Marcia is the CEO of Infinite Profit® and more information can be found at https://www.InfiniteProfitConsulting.com
Got questions?  Reach out to Marcia and her team at (949) 229-2112 ♾️

Marketing Ecosystems: Simplify Your Strategy and Amplify Growth with Angela Frank
Host: Marcia Riner, Business Growth Strategist - Infinite Profit®Guest: Angela Frank, Fractional CMO - The Growth Directive
 
What if your marketing could do more by doing less? Imagine ditching the overwhelming clutter of tactics and instead focusing on a cohesive, streamlined strategy that actually works. That’s exactly what Angela Frank, fractional CMO and founder of The Growth Directive, is here to share with us today.
Angela has helped businesses generate over $50 million in revenue with her innovative Marketing Ecosystem approach—a game-changing strategy that connects every piece of your marketing to drive sustainable growth. In this episode, she reveals:
Why your marketing ecosystem is the missing link to scaling your business.
The key metrics that show if your marketing is paying off or wasting money.
Insider tips for staying ahead of marketing trends in 2025 and beyond.
If you’ve ever felt like marketing is a money pit with no payoff, Angela’s insights will shift your mindset and your results. Buckle up, because this episode will show you how to simplify your marketing, amplify your impact, and position your business for long-term profitability.
🎧 Let’s dive in!
Key Points & Timestamps
[00:00:04] – Introduction to Marketing Ecosystems
What does it mean to market less but sell more?
Angela Frank introduces the concept of a marketing ecosystem and how it integrates every aspect of your business.
[00:03:41] – The Origin of the Marketing Ecosystem
Angela explains how her generalist background helped her identify the power of interconnected marketing strategies.
"Think synergy: when all parts of your marketing work together, you save money and achieve better results."
[00:05:24] – Why Marketing Ecosystems Drive Business Growth
A holistic approach fosters flexibility and experimentation.
Business owners can avoid frustration by focusing on strategies unique to their brand.
[00:10:36] – How to Know If Your Marketing is Working
Use tools like Google Looker or Agency Analytics to monitor performance.
Angela advises starting with clear metrics: lead sources, conversion rates, and lifetime customer value.
[00:12:16] – The Role of Social Media in Marketing Ecosystems
Social media may serve as an educational tool rather than a direct conversion channel.
Angela shares the value of asking new customers, “How did you hear about us?” to understand attribution better.
[00:18:14] – Why You Need an Expert’s Help
Avoid costly mistakes by hiring professionals to set up your marketing ecosystem.
Angela discusses the dangers of relying solely on interns or in-house teams without strategic oversight.
[00:27:00] – Marketing Trends for 2025
The rise of AI snippets in organic search and how to diversify content strategies.
Founder-led thought leadership for brand growth.
Angela’s Actionable Tips for Entrepreneurs
Start Small: Pick one organic channel and one paid channel to begin your marketing efforts.
Test Strategically: Focus on testing one element at a time—copy, visuals, or call-to-action—to gather meaningful insights.
Track Data: Use tools like UTM codes to pinpoint which channels are truly driving results.
Consider Fractional Support: A fractional CMO provides strategic oversight, saving you time, money, and effort.
Resources & Freebies
🎁 Free Digital Copy of Angela’s Book: Your Marketing Ecosystem: How Brands Can Market Less and Sell More👉Download your free copy here:   https://www.yourbrandevolved.com/freebook
Connect with Angela Frank
Website: The Growth Directive
Podcast: The Growth Pod
LinkedIn: Angela Frank
Subscribe & Stay Connected
Don’t miss out on future episodes of Profit with a Plan!📅 New episodes drop every Tuesday on your favorite podcast platforms.
Until next week, make your plans and profit with them! 🚀
 
 
This episode is sponsored by Infinite Profit ® —We don't just talk profit — we deliver it!
Is your business ready for explosive growth? Visit InfiniteProfitConsulting.com to learn how Marcia and her team can help you boost profits and set your business up for long-term success.
 
 
Grab Your Free Resource:
Ready to turn customer reviews into a growth engine for your business? Get your FREE marketing and growth audit at ProfitBooster.biz. In just one session, discover how to attract new clients, build trust, and drive real growth using the power of reviews. Don’t wait—start unlocking your business’s potential today!
 
 
About Marcia Riner.  She is a business growth strategist who helps business owners dramatically increase their revenue, profit, and the value of their company. In fact, she can show prospective clients a clear pathway to profit and an impactful ROI for working here before hiring her firm. Through her proven Profit Booster® strategies, she gets results. Marcia is the CEO of Infinite Profit® and more information can be found at https://www.InfiniteProfitConsulting.com
Got questions?  Reach out to Marcia and her team at (949) 229-2112 ♾️

AI SEO & Voice Search: The New Frontier for Small Business Success
Host: Marcia Riner, Business Growth Strategist and CEO of Infinite Profit®
Guest: Robert Downey, co-founder of Simply Be Found
Google as we know it is dead.” Bold claim, right? But today’s guest, Robert Downey, isn’t here to sugarcoat the future. AI and voice search are rewriting the rules of how customers find businesses, and small business owners must adapt—or risk disappearing from the conversation altogether.
In this episode, Robert reveals how tools like AI SEO, voice search, and dynamic strategies are reshaping the digital landscape. If you’ve ever wondered how to stay relevant and visible as search evolves, this is the episode you can’t afford to miss. 
 
Key Timestamps
[00:00:06] Introduction to the EpisodeMarcia introduces Robert Downey and the provocative topic: “Google as we know it is dead.”
[00:01:09] The Rise of Voice SearchDiscover how voice assistants like Alexa, Siri, and Google Assistant are redefining how customers search for businesses.
[00:04:35] The Importance of Being FoundRobert explains why small businesses must move beyond traditional SEO and adapt to AI and voice search technologies.
[00:09:10] The 3 SEO Pillars for AIRobert outlines the essential components for AI optimization: Content, Authority, and Trust, and how they impact your discoverability.
[00:12:50] Blogging for AI SuccessLearn why smaller, consistent content updates can outperform traditional long-form blogging in the age of AI.
[00:16:30] The AI SEO Pixel ExplainedRobert introduces the AI SEO Pixel, a game-changing tool for dynamic website optimization without backend access.
[00:20:40] Organic Search in the AI EraHow AI search levels the playing field by prioritizing trust and relevance over paid placements.
[00:25:50] Actionable AI Strategies for Small BusinessesRobert shares practical ways to leverage AI, voice search, and local SEO to dominate in your market.
[00:30:15] The Future of Search & Staying AheadA warning for businesses: adapt now or risk being left behind in a rapidly evolving search landscape.
ConclusionThis episode underscores a crucial point: the way we search is changing, and businesses must evolve to stay competitive. AI and voice search are no longer optional; they’re essential. Robert Downey’s insights and tools like the AI SEO Pixel provide actionable strategies to help small businesses thrive in this new era.
Ready to future-proof your business? Visit Simply Be Found to learn more about Robert’s innovative platform.
 
Subscribe to Profit with a Plan on your favorite podcast platform to catch more actionable insights in future episodes. See you next week!
 
 
This episode is sponsored by Infinite Profit ® —We don't just talk profit — we deliver it!
Is your business ready for explosive growth? Visit InfiniteProfitConsulting.com to learn how Marcia and her team can help you boost profits and set your business up for long-term success.
 
 
Grab Your Free Resource:
Ready to turn customer reviews into a growth engine for your business? Get your FREE marketing and growth audit at ProfitBooster.biz. In just one session, discover how to attract new clients, build trust, and drive real growth using the power of reviews. Don’t wait—start unlocking your business’s potential today!
 
 
About Marcia Riner.  She is a business growth strategist who helps business owners dramatically increase their revenue, profit, and the value of their company. In fact, she can show prospective clients a clear pathway to profit and an impactful ROI for working here before hiring her firm. Through her proven Profit Booster® strategies, she gets results. Marcia is the CEO of Infinite Profit® and more information can be found at https://www.InfiniteProfitConsulting.com
Got questions?  Reach out to Marcia and her team at (949) 229-2112 ♾️