In this episode of Grow Money Business, we are joined by Rocky Lalvani. Rocky is a chief profitability advisor and currently works in his business consulting practice following the principles written in the book ‘Profit First: Transform Your Business from a Cash-Eating Monster to a Money-Making Machine’ by Mike Michalowicz. Rocky has access to profit specialists worldwide, is certified in the Profit First method, and has firsthand experience boosting revenue for multiple companies. In this conversation, we talk about small business cash management, managing cash flow and profitability, understanding your business finances, common mistakes business owners make, and more.

Show Notes
[05:00] Profit comes first – Rocky starts the conversation by sharing the birth story of Profit First.

[12:00] Helping people – Rocky explains the process of helping people with Profit First.

[20:00] Rocky’s story – Rocky shares how he got into the industry.

[30:00] Mistakes – Grant and Rocky discuss some common mistakes business owners make.

[37:18] Guidance – Grant and Rocky discuss the importance of professional guidance.

Resources
Profit First: Transform Your Business from a Cash-Eating Monster to a Money-Making Machine
By Mike Michalowicz
amazon.com/Profit-First-Transform-Cash-Eating-Money-Making/dp/073521414X

Connect with Rocky
LinkedIn – linkedin.com/in/rocky-lalvani/
Website – profitcomesfirst.com/
richersoul.com/

Grant Bledsoe Financial Planner to Business Owners

I'm a financial planner to business owners, and the founder of Three Oaks Wealth. Our firm helps business owners align their business interests with their personal finances, often including the exit or sale of equity holdings.

I hold several professional credentials, including the CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst, and Certified Exit Planning Advisor designations.