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Profit Advisor, Episode #85

Jun 15, 2022

Pam Jordan is the President of Pivot Business Group. She is a no-nonsense financial expert and speaker who specializes in analyzing and streamlining the backend of fast-growing companies while efficiently creating more profit and strategic growth. Pam started the Pivot Business Group and works day-in and day-out to identify and eliminate errors, create financials businesses can trust, and work with her clients long-term to maximize growth and profit.

As a certified Profit First professional, Pam recognized that most entrepreneurs begin their business on an idea or passion—but many are uninterested in the financial side of running a company. They are laser-focused on growth, innovation, and dominating their industries. Pam has been honored with numerous awards and accolades, including “Outstanding Business and Financial Executive of the Year” and the “40 under 40” in the Triad Business Journal. Listen in for some great takeaways about the importance of knowing your numbers—and how you can add value to your business immediately. 

You will want to hear this episode if you are interested in...

  • Learn more about Pivot Business Group [2:47] 
  • Why Pam chose the route of entrepreneurship [7:15]
  • How do you know when you need a CFO? [9:06]
  • When should you pivot to a full-time CFO? [10:23]
  • The top three mistakes business owners make [11:54] 
  • How a fractional CFO can help with cashflow [16:09]
  • The KPIs that are important to focus on [18:32]
  • Simple techniques to increase the value of your business [24:36] 
  • What Pam recommends to track numbers for your business [31:15]
  • What’s on the horizon for Pam Jordan and Pivot Business Group? [33:46]
  • What brought Pam joy and put her in the right mindset for success [37:51]

Resources & People Mentioned

Connect with Pam Jordan

Bio

Pam Jordan is a no-nonsense financial expert and speaker. Pam specializes in analyzing and streamlining the backend of fast-growing companies as well as efficiently creating more profit and strategic growth. Roughly five years ago, Pam Jordan started the Pivot Business Group. Carrying the title CEO and CFO, she works day in and day out to identify and eliminate errors, create financials businesses can trust, and work with her clients long term to maximize growth (and profit). Pam recognized that most entrepreneurs begin their business based on an idea or passion. This being the case, many of them are not interested in the financial side of running a company. That’s where the Pivot team steps in. They focus on untangling businesses' finances while you continue to grow your company, create ideas, and take over the industry. 

Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

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