Graduate School of BankingUniversity of Wisconsin-Madison
Thanks for having me in your GSB elective. Sign up for The Profit Move and I’ll keep sending the ideas that make you a sharper lender and a real resource for the owners you bank.
Both days of the GSB elective, yours to keep. Revisit the ratio scorecard, break-even, and the “magic number” any time.
Colin King’s GSB elective, full deck. Open, present, or download.
Open the slides Day 2Colin King’s GSB elective, full deck. Open, present, or download.
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Not a course. It’s a system your borrowers actually run. Everything we do lives in one of five layers. It’s the financial playbook most owners never get.
The newsletter, the online course (PMU), cohorts, and bootcamps. How owners finally understand their own numbers.
PM Pro membership: the scorecard, the 13-week cash forecast, pricing and break-even tools, templates and dashboards.
One-to-one and peer performance groups that keep owners accountable to their own numbers, quarter after quarter.
Banks, CPA firms, SBDCs, and certified advisors who deliver Profit Mastery to the owners they serve, co-branded.
Statewide SBDC programs, franchise systems, and bank cohorts. The method scaled across whole networks.
Colin’s GSB elective is Using Financial Statements for Better Credit Decisions. It’s the same field-tested framework Steve LeFever brought to GSB a generation ago, refreshed for today’s numbers.
You worked through the operating cycle, trend analysis, the ratio scorecard, cost structure, break-even, and the “magic number.” It’s the banker’s cut of a system 250,000+ owners have now run.
The point isn’t to memorize ratios. It’s to read a borrower’s story fast, spot risk earlier, and structure smarter deals, then hand owners the same lens so they get more bankable.
When owners understand their financials, your loan files get cleaner, your surprises get fewer, and the next need comes back to you.
They learn to read their own numbers.
Better books, real forecasts, fewer blind spots.
Stronger files, smarter structure, lower risk.
You’re the advisor, not just the lender.
Wallet share grows. The cycle repeats.
Educate once, and the loop keeps paying you back.
CFA · CPA
Colin teaches the financial-analysis elective at GSB and leads Profit Mastery. He’s a CFA and CPA. Just as important, he’s an active owner-operator who has bought and run more than a dozen small businesses. He’s lived the cash-flow crunch he teaches you to spot.
He’s known for one thing above all: making the numbers click. No jargon, no lecture. Just the same street-level clarity you got in class, every week.
Keep learning from ColinSign up for The Profit Move and keep the class going. One useful idea a week on cash, margin, and reading the numbers, plus first word on the next session.
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Some for you. Some to hand your borrowers. All built on the same 40-year method.
Our weekly newsletter. One sharp idea on cash, margin, and reading the numbers. Free, 22,000+ subscribers.
Read it For you and your borrowersA 3-minute interactive tool. Try it yourself, then share it with a borrower to start a better conversation.
Try the tool For your bankRefer, sponsor, or host a cohort for your business clients, co-branded, with none of it on your team’s plate.
See how For your clientsThe membership, tools, and bootcamps your business clients can join to command their cash year-round.
ExploreYou bring the room and the relationships. We bring the curriculum and do the teaching, co-branded with your institution. Here’s how a cohort runs.
You invite your business clients and prospects, co-branded with your bank.
Colin or a senior PM facilitator delivers it live, virtual or in person.
They build a scorecard, a cash forecast, and a plan on their own numbers.
Healthier businesses that bank with you and bring you the next need.
Point clients to Profit Mastery with your own tracked link. No lift for your team, and your clients get a partner rate.
Free to joinBuy seats into a PM cohort at a partner rate and put your clients in the room. Your brand on the education.
Low commitmentA dedicated bootcamp or workshop under your brand. You bring the room, we run it and teach it. In person or virtual.
Most popularNot sure which fits? Start by referring. It’s free, and we confirm every detail with you before you commit.
A hosted event is a great start. An ongoing partnership makes Profit Mastery part of how your bank serves owners, and keeps them close.
Your clients stay yours. We put it in writing.
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