Gain control of your financials and build your real estate career

Profit First for Real Estate Agents

An interactive workshop designed to help real estate agents implement Profit First, you can transform your financial situation, enjoy stability, and achieve long-term success.

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

A live, six-session interactive workshop from a team of Certified Profit First Professionals.

Start your journey toward financial empowerment.

With 116 combined years of experience working with real estate agents, we understand the unique challenges you face in your profession. Fluctuating income, seasonal variations, and economic ups and downs. These factors 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.

Over time, the financial struggles can lead to increased stress, reduced productivity, and even 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 you through the principles and strategies of Profit First, showing you how to allocate your income effectively, set aside money for taxes, and prioritize profit. You will learn practical techniques to manage cash flow, eliminate financial stress, and build a healthy financial cushion.

Ready to
achieve financial freedom?

Level up your real estate career

Take 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 you 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.

What you'll get out of the course

  • Get clarity on your financial position
  • Stop stressing about taxes and slow seasons
  • Fund your future growth
  • Clearly identify and achieve your lifestyle goals

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!

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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.

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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

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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