A workshop to catapult your agents into powerhouses

Profit First for Real Estate Professionals

An interactive workshop designed to help real estate professionals implement Profit First and get a handle on their cash flow so they can focus on growing the business.

Practical techniques to manage cash flow, eliminate financial stress, and build a healthy financial cushion.

An live, interactive workshop series from a team of Certified Profit First Professionals.

Empower your agents to achieve financial freedom and career success.

With 116 combined years of experience working with real estate agents, we understand the unique challenges of the profession.

Fluctuating income, seasonal variations, and economic ups and downs can make it incredibly difficult to maintain financial stability and plan for the future. Many agents find themselves struggling to keep up with their expenses, save for taxes, and maintain a consistent income stream.

Those financial struggles can lead to increased stress, reduced productivity, and burnout. We believe that no real estate agent should have to endure these financial hardships, and that's why we've put together this course on Profit First.

We'll guide your agents through the principles and strategies of Profit First, showing them how to allocate income effectively, set aside money for taxes, and prioritize profit. They will learn practical techniques to manage cash flow, eliminate financial stress, and build a healthy financial cushion.

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Unlock success for your agents

Give them the workshop that's been specifically tailored for your industry at a special rate--only 40 broker companies have been invited.

Financial Freedom Bundle

As a bonus, we're sharing a bundle of worksheets and checklists to help your agents reach financial freedom.

  • Worksheet: Conquer Your Money Blocks
  • Checklist: How to Survive a Recession
  • Checklist: Avoid Lifestyle Creep
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Financial Freedom Bundle

As a bonus, we're sharing a bundle of worksheets and checklists to help you reach financial freedom.

Why you need your agents to take this course

  • Help them achieve stability during unpredictable times
  • Benefit from lower turnover and training costs
  • Get better quality leads and sales without the desperation
  • Allow them to focus solely on real estate
  • Communicate that you care about their success and welll-being
  • When your agents have success, you have sucess

Class starts September 12, 2023

6 weeks + 2 optional sessions
Tuesdays at 11am Eastern

$8,000 $597

USE CODE broker40 for EXCLUSIVE Rate

Meet the Instructors

Meet your team of Profit First Professionals. Together we bring 122 years of experience to the table, and we're all passionate about helping business owners like you succeed. We can't wait to meet you!


Wade Carpenter

Carpenter & Company, CPAs

Wade has over 30 years of experience in public accounting, working with contractors from small companies to multi-billion dollar international firms.


Alicia Osthus

AO Financial

As a CPA , Business Coach and Certified Profit First Professional, Alicia works with clients to implement a cash flow system that ensures they are taking their Profit First.

Michelle Scribner

Michelle Scribner

Sum of all Numbers

Certified Mastery Level Profit First Professional, Pumpkin Plan Strategist, Fix This Next Strategist, Cash Flow Management & Business Coach

Diane headshot

Diane Gardner

Profit Coach 4 You

Diane is a Profit First Mastery Level Professional, an accountant and Certified Tax Strategist, as well as being the author of sixteen books.

After this course, you'll be able to:

Level out the feasts and famines common in the real estate industry

Take home a consistent paycheck

Weather months with lower or no income

Understand what expenses your business can truly afford

Take the sting out of paying taxes and don’t get caught short

Understand how to allocate your revenue to protect your business