How to Build a Highly Profitable Business

After years of hard work, you've built a business. Now, it's time to unlock its true potential. Here is what you need to know.

In our workshop, 'How to Build a Highly Profitable Business,' you'll discover the power of Key Performance Indicators (KPIs) to drive accountability and transform your financial outcomes. We'll equip you with immediately applicable tools to build a thriving business, helping you translate your ambitions into tangible results. Learn how to set clear goals, track progress effectively, and implement actions that will truly make a difference.

Advisory.Works are partnering with ASB to bring you this event of the year, delivered by Advisory.Works' & Beyond' Director & Strategic Advisor, Ulrich Wiehle (aka Uli).

Uli is a seasoned finance professional with over 15 years of experience in German financial markets, helping small and medium sized companies raise more than $2 billion in their initial and secondary public offerings. He possesses a deep understanding of financial markets and excels in guiding businesses towards growth and operational excellence.

You do not have to have a background in finance or accounting to benefit from this workshop. You and your people will learn exactly how to generate more profit.

We are presenting this event on three dates, across three cities:
Auckland CBD, Monday 17th March 2025
Hamilton, Wednesday 19th March 2025
Tauranga, Friday 21st March 2025

Early Bird tickets are available up to Friday 21st February.
Group discount of 20% applied when 5+ tickets are purchased.

Your ticket includes workshop materials, morning tea, lunch and afternoon tea.

TOPICS THAT WE WILL COVER ON THE DAY:

Finance Fears Anonymous
• Introduction + activity
Objective: Build a safe, non-judgmental space and introduce the day’s goals.

Financial Foundations, Simplified
• Introducing Adam Miltz’s 7 levers
• Activity: Lever Challenge
Objective: Highlight practical actions they can apply immediately to their own businesses.

Setting Financial Goals with OKRs
• Difference between KPI’s and OKRs
• Why OKRs work for financial success
• Real-world example of financial OKRs
• Activity: Pair Up for Progress
Objective: Help attendees set achievable, measurable goals to take control of their finances.

Mastering Your P&l
• Activity: P&L Detective
Objective: Empower attendees to gain clarity and identify actionable next steps from their own financial statements.

Planning for Growth and Cash Flow
• How growth impacts cash flow
• Common cash flow pitfalls and fixes
Objective: Help attendees predict and manage cash flow during growth phases.

How to Manage Ratios and Decision-making
• Tracking and green/red lighting ratios and defining actions (e.g., gross margin, current ratio, OKR)
• What gets measured gets managed
Objective: Demystify ratios and show how they guide actionable insights.

Wrap-up and Commitments
• Receive a downloadable toolkit with templates (cash flow forecast, OKR planner, ratio cheat sheet)
• Receive free Access to Beyond to better manage their ratios
Objective: End the day with clear next steps in place

Note: Dress comfortably and bring a calculator with you (your mobile phone will suffice).