Profit Mastery
Profit Mastery is a privately held financial education and consulting platform that teaches small business owners and their advisors cash flow and profitability management via a self-paced online course (PMU), a $1,200/year membership (PM Pro), vertical programs for banks, CPAs, franchises, and SBDCs, and bespoke Profitability Assessments.
- Company typePrivate
- Founded1983
- HeadquartersHobart, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What Profit Mastery does
Profit Mastery, operating as Mastery LLC (Indiana), is a privately held financial education and consulting platform founded in 1983 and acquired in 2023 by entrepreneur Colin King. The company delivers a tiered curriculum and services stack targeted at small business owners who lack formal accounting expertise, centered on Profit Mastery University (PMU), a self-paced, 16-hour, six-module online course priced at $895 that promises profitability improvement in roughly 6–8 weeks and covers financial statements, ratios, break-even, cash flow, financial gap analysis, and funding.
The product surface extends from the one-time PMU purchase to PM Pro, an annual subscription at $1,200/year that adds live classes, expert workshops, consultations, and the Profit Community; a $2,500 Profitability Assessment for bespoke financial review; personalized consulting engagements; and a free weekly newsletter with 23,000+ subscribers. Vertical-specific sub-brands (Profit Mastery for Banks, CPAs, Franchises, and SBDC) plus a Certified Facilitator (PMCF) program institutionalize the curriculum for channel partners, while an affiliate program extends third-party distribution. Proprietary frameworks — including the Profit Mastery Assessment, Cause and Effect Road Map, Sponge Technique, Fiscal Physical, and Break-Even Analysis tools — form the underlying IP.
The business is operated by a small 11–50 person team, runs on the Kajabi course-delivery and email-automation platform, and serves customers globally via self-serve checkout and direct sales. Named customers and case studies span franchising (Propelled Brands, Home Instead, Winmark), senior care (Home Instead), outdoor recreation (Bridge Outdoors), and banking (Bank of America). Revenue is not publicly disclosed, and the historical footprint claims over 1 million participants since inception.
Profit Mastery firmographics
Firmographics- Name
- Profit Mastery
- Legal name
- Mastery LLC
- Website
- https://profitmastery.net
- Company type
- Private
- Founded year
- 1983
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Profit Mastery is a privately held financial education and consulting platform that teaches small business owners and their advisors cash flow and profitability management via a self-paced online course (PMU), a $1,200/year membership (PM Pro), vertical programs for banks, CPAs, franchises, and SBDCs, and bespoke Profitability Assessments.
- Ownership category
- akta.pro rank
Profit Mastery industry classification
Industry- Product category
- Financial Education and Business Consulting
- NAICS
- Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)
- akta.pro primary industry
- Financial Literacy, Budgeting & Personal Finance (EDAMAHAE)
- akta.pro secondary industries
- Financial Education & Coaching (Digital Programs, Tools) (FSAGADAH), Small Business & Self-Employment Personal Finance (Income, Expenses, Cash Reserves) (EDAAAJAL)
Keywords
Where Profit Mastery is headquartered
LocationHeadquarters
- HQ city
- Hobart
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Profit Mastery business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- Profit Mastery University (PMU): One-time purchase online course providing 16 hours of self-paced financial management training. Includes digital guide, workbook, downloadable tools, webinars, bonus content, and community access. Duration approximately 6-8 weeks to complete.
- PM Pro Membership: Annual subscription at $1,200/year providing all-access financial support including one-on-one consultations, full course library access (current and future), live classes, workshops, exclusive member webinars, and community access. Cancel anytime.
- Profitability Assessment: Comprehensive financial review service at $2,500. Includes analysis of financial statements, identification of improvement areas, and actionable recommendations. Followed by review meeting and customized action plan development.
- Consulting Services: Personalized support for implementing Profit Mastery tools in individual businesses. Members can book consultations for direct access to expert guidance, on-call CFO-level support.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| One time/ perpetual license | Pay-as-you-go | Profit Mastery University - one-time course access at $895 |
| Subscription | Annual | PM Pro - annual membership at $1,200/year |
| Other | Pay-as-you-go | Profitability Assessment - comprehensive financial review at $2,500 |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels6 records
Profit Mastery product offering
Product offeringCore offering
Profit Mastery delivers financial management education and consulting to small business owners through its flagship self-paced online course, Profit Mastery University (PMU), covering financial statements, ratios, break-even analysis, cash flow, and funding. It complements the course with an annual premium membership (PM Pro), a paid Profitability Assessment, and one-on-one consulting to help owners apply the methodology in their businesses.
Product overview
Profit Mastery is a financial education and consulting platform offering a tiered product portfolio centered on business profitability and cash flow management. The core offering is Profit Mastery University (PMU), an 8-week online course with 6 modules covering financial analysis, ratios, break-even analysis, cash flow, and funding. This is complemented by PM Pro, an annual premium membership ($1,200/year) that adds consulting, expert workshops, live classes, member webinars, and community access. Additional services include a $2,500 Profitability Assessment, consulting engagements, and a free weekly newsletter. The platform is built on Kajabi for course delivery and targets small business owners who lack financial expertise.
Differentiator
Problem solved
Functional benefit
Brands
- PM Pro: Premium membership tier offering all-access financial support including consulting, courses, community, and expert guidance at $1,200/year
- PMCF (Profit Mastery Certified Facilitator)
- Profit Mastery for Banks
- Profit Mastery for CPAs
- Profit Mastery for Franchises
- Profit Mastery for SBDC
Products and services
- Profit Mastery University (PMU) Self-paced flagship online course providing 16 hours of financial management training across six modules (Intro to Financials, Ratios & Financial Analysis, Price/Volume/Costs, Cash Flow, Financial Gap Analysis, and Funding). Designed for small business owners with no prior accounting experience; completable in approximately 6-8 weeks.
- PM Pro Membership
Quantifiable outcome
- Increase profits in 6-8 weeks through structured program completion
- +1 more outcomes
Companies that use Profit Mastery
Customer profileNamed customers5 records
Segments5 records
Ideal customer profiles5 records
Profit Mastery technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature5 records
Profit Mastery partnerships and signals
Strategic signalScale indicators3 records
Recent moves6 records
Expansion highlights6 records
Profit Mastery competitors and assessment
Company assessmentBroad incumbents
- Xero: Global cloud accounting platform with Xero Learn and advisor education programs for SMBs and accountants—a broad incumbent that overlaps Profit Master's CPA and business-owner segments through its ecosystem education.
- QuickBooks (Intuit): Dominant SMB accounting platform with embedded tutorials, QuickBooks Live advisors, and educational content—a broad incumbent that increasingly bundles financial education with its software, putting pressure on standalone education plays.
- Kabbage (American Express): Now integrated into American Express Business Blueprint, Kabbage historically provided SMB financial education paired with working capital—a broad incumbent that competes for the same SMB-owner financial-literacy mindshare as Profit Mastery.
Emerging players
- Fit Small Business: Content and review site targeting SMB owners with financial, software, and operations guidance—reaches a similar audience via free content and competes for the same educational attention as Profit Master's newsletter and articles.
- Bench.co: Tech-enabled bookkeeping service for SMBs that pairs software with human accountants and built-in financial insights—competes with Profit Mastery's Profitability Assessment by bundling ongoing financial analysis into a monthly subscription.
- GoVenture: Financial literacy and entrepreneurship simulation tools used in education and small business contexts, representing a more interactive/emerging alternative to Profit Mastery's didactic course format.
Direct peers
- LivePlan (Palo Alto Software): Business planning and financial forecasting software for SMBs that combines tools with educational content, closely paralleling Profit Mastery's combination of structured financial training and applied cash-flow/profitability tooling.
- Bplans: SMB planning resource library and software from Palo Alto Software, offering templates, guides, and financial literacy content for entrepreneurs—directly comparable to Profit Mastery's content-driven educational approach.
- SCORE Association: Nonprofit providing free business mentoring and financial education to SMB owners, mirroring Profit Mastery's primary customer segment and educational mission—though delivered via volunteer mentors rather than paid courses.
Others
- Gold Star / FranNet / Franchise Business Review: Franchise-specific advisory and education firms that overlap Profit Master's franchise vertical program, serving the same franchisor/franchisee audience with tailored financial training and benchmarking.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Profit Mastery social profiles
Digital presenceProfit Mastery financial estimates
Financial estimateRevenue estimate
Valuation estimate
Profit Mastery leadership team
Management profileNumber of profiles
Profiles1 record
Profit Mastery funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Profit Mastery M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Profit Mastery
What does Profit Mastery do?
Profit Mastery delivers financial management education and consulting to small business owners through its flagship self-paced online course, Profit Mastery University (PMU), covering financial statements, ratios, break-even analysis, cash flow, and funding. It complements the course with an annual premium membership (PM Pro), a paid Profitability Assessment, and one-on-one consulting to help owners apply the methodology in their businesses.
Is Profit Mastery a public or private company?
Profit Mastery is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Profit Mastery founded?
Profit Mastery was founded in 1983. It employs 1 to 10 people.
Where is Profit Mastery based?
Profit Mastery is headquartered in Hobart, United States, in the North America region.
How does Profit Mastery make money?
Four revenue lines are on record. Profit Mastery University (PMU) is the primary driver. The others are PM Pro Membership, profitability Assessment and consulting Services.
Who are Profit Mastery's main competitors?
Broad incumbents on record are Xero, QuickBooks (Intuit) and Kabbage (American Express). Emerging players are Fit Small Business, Bench.co and GoVenture. Direct peers are LivePlan (Palo Alto Software), Bplans and SCORE Association. Gold Star / FranNet / Franchise Business Review is listed as an others.
Does Profit Mastery have an API?
No public API is recorded for Profit Mastery.
What industry is Profit Mastery in?
Profit Mastery's product category is Financial Education and Business Consulting. Its primary akta.pro industry code is EDAMAHAE, Financial Literacy, Budgeting & Personal Finance, with a secondary code of FSAGADAH, Financial Education & Coaching (Digital Programs, Tools). Its NAICS code is 54121.