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💡 Tip of the Week
Choose one expense to cancel today, and move that dollar to Profit.
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Reflect on 2025: Analyze this year’s performance to identify both wins and areas for improvement.
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Clarify Your Vision for 2026: Whether you’ve already defined your ultimate life/business vision or need to create one, it’s the foundation for setting meaningful goals.
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Revisit Your Profit First Allocations: Assess how well you stuck to your profit targets in 2025 and adjust percentages for the new year.
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Presented by
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Profit First Coaching — Cash Control with a Mentor
Implement Profit First with guides who work with you to create permanent profitability in your business. We teach you using your language, empower you to reach your goals, and help you hit owner-pay & profit targets with confidence.
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Profit First setup, analysis & training
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Mentorship to make you smarter with your money
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Accountability partner to keep you moving toward your goals
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Learn-by-doing guidance to build lasting profit habits.
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Looking Back and Moving Forward: Setting Goals for 2026
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Another year has drawn to a close, and as we step into 2026, it’s a prime opportunity for you to hit “pause,” reflect on the progress you made in 2025, and chart a course for the next twelve months.
Whether you nailed all your goals or found yourself off track, the start of the new year offers a clean slate—and a chance to align your business objectives with your ultimate life and business vision.
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1. Reviewing 2025: Wins, Lessons, and Vision Alignment
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Assess Your Goals: What did you set out to achieve in 2025? Which goals did you exceed, and which fell short? Identifying these trends will help you see what’s working and what needs revisiting.
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Detailed Expense Analysis: Dig into your numbers to uncover inefficiencies.
Look for recurring costs, forgotten subscriptions, or underperforming investments. Pinpointing where your money went is crucial before you decide where it should go next.
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Check Your Vision: If you already have a clear picture of your ultimate business and life vision, compare your 2025 accomplishments against that vision.
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2. Defining—or Refining—Your Vision
If you don’t yet have a documented vision for your business and life, make this a priority in the coming weeks. Your vision is the driving force that should shapes all your decisions. Without it, you risk setting goals that don’t truly serve your bigger purpose. You are the most important employee of your business, and your business should help you achieve your personal and professional goals.
Ask yourself:
- What do I want my life to look like in five or ten years?
- How does my business fit into that picture?
- Which clients, products, or services align with the impact I want to make?
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3. Revisiting Profit First
- Successes & Challenges: Did you maintain your profit, owner’s pay, and tax allocations consistently? Where did you feel strain?
- Set New Targets: Use this fresh start to tighten up your allocations, reduce unnecessary expenses, and ensure you’re setting aside a consistent profit each month.
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4. Setting Focused Goals for 2025
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Use your 2025 review and your ultimate vision to form clear, actionable objectives for 2026. Your goals should be:
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Specific & Measurable: Whether it’s raising your net profit margin by 5% or acquiring a certain number of ideal clients, define what success looks like.
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Realistic but Ambitious: Stretch yourself just enough to stay motivated, but not so far that goals feel impossible.
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Aligned with Your Vision: Every new project or plan should support the business life you truly want to create.
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Accountability: It is a sad truth that most goals are abandoned soon after being set. I’d encourage you to find a trusted friend, business associate, or business advisor who can act as an accountability partner and help you stick with your objectives.
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The Bottom Line
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The transition from one year to the next is more than just flipping a calendar—it’s a chance to realign, recalibrate, and recommit. By taking a thorough look at what worked (and what didn’t) in 2025, clarifying your long-term vision, and setting Profit First-inspired goals for 2026.
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SCHEDULE A STRATEGY SESSION NOW!
Adam Litster
Chief Profit Architect
(816) 500-5779
[email protected]
www.betterbizinfo.com
Simple systems. Consistent profit.
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Here from our top clients — “Profit First is enabling me to stay in business”
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Watch the video testimonial
Click the image to play the video →
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| “Profit First really opened my eyes to where the money was actually going.” |
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How do you like this edition of The Profit Shift?
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Framework Summary
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V
VISIBILITY
Learn the power of accurate information
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P
PROFITABILITY
Grow your cash using disciplined expense control
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S
SCALABILITY
Create a market-dominating position through your powerful offer
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📸
Free Profit Snapshot™
Find your profit potential in minutes—see your current profit health, cash flow insight, and a simple action plan to move forward.
~5 minutes • no spreadsheets • instant results
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© 2025 The Profit Shift. All rights reserved.
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