Brian Feroldi

I demystify the stock market | Author, Speaker, Creator | 90,000+ investors read my free newsletter (see link)

Are you an investor?

Imagine if you could...

🔎 Find great businesses
🎯 Analyze them like Warren Buffett
⚖️ Value them to know if they are a "buy" or "sell"

If you could do this, then you could:

✅ Build a rock-solid portfolio
✅ Skyrocket your net worth
✅ Invest with confidence

The only problem: learning how to invest well can be incredibly confusing!

I should know. I've investing in individual stocks for 20+ years. 

I've made just about every investing mistake you can make.

Here are *some* of the challenges I faced along the way (can you relate?).

❌ Learning how to analyze financial statements
❌ Figuring out if a business was good, great, or gruesome
❌ Valuing a business to know if it is a buy or a sell

If you're facing these same challenges, I can help.

I teach investors just like you how to analyze businesses so you can invest with confidence.

I can say this with conviction because this is exactly what I've done for myself over the last 20 years.

I've built a market-beating portfolio from scratch, which has skyrocketed my net worth.

Now, I help other investors how to do the same thing by showing them how to analyze businesses like a pro.

Here's how I can help you:

🔎 ACCOUNTING: Find, read, and analyze a company's financial statements, fast
🧮 QUALITY: Use a simple checklist to tell if a business is good, great, or gruesome 
⚖️ VALUATION: Calculate the price of a business to know if it is a buy, sell, or hold
🧑‍🤝‍🧑 COMMUNITY: Connect with other investors to share ideas, lessons, and stories

Whether you’re just starting out on your investing journey or want to bring your skills to a new level, I’m here to help. 

Begin your investing journey today: longtermmindset.co

To get started, download my FREE accounting infographic ebook:
🔗 longtermmindset.co/fssebook/

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FREE RESOURCES:

🎥 Youtube Videos: youtube.com/c/brianferoldiyt
📖 Accounting eBook: longtermmindset.co/fssebook/
✅ Investing Checklist: ngtermmindset.co/checklist/
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Questions? Comments?

Email: brian@longtermmindset.co

Contract Writer & Contributor

Helping the world invest. Better.

Covering the healthcare & technology industries for Fool.com.

CFO writing about business finances

Most founders outgrow their finance back office long before they realize it.

It’s a quiet drag on growth, and if you don’t fix it, it only gets noisier as you scale.

𝗦𝗼𝘂𝗻𝗱𝘀 𝗙𝗮𝗺𝗶𝗹𝗶𝗮𝗿?
➛The bookkeeper is doing their best, but numbers still feel off
➛Reports show up late (and still don’t answer the right questions)
➛Cash flow’s tight, even though revenue’s up
➛And you’re still the one chasing clarity, making gut calls, and approving every spend

👋𝗛𝗲𝘆 𝘁𝗵𝗲𝗿𝗲! I’m Kurtis, a problem solver, systems thinker, and someone who thrives in the messy middle of business.

For over 15 years, I’ve worked in financial leadership roles across industries. I don’t just sit back and observe; I get in the weeds, untangle complexity, and help turn founders’ stress into structure.

What drives me is clarity. I like making sense of things, turning chaos into strategy, and building systems that actually work, not just look good in a report.

Outside of work, I’m wired for growth. I’ve hiked Half Dome, read more business books than I care to admit, and try to beat my wife’s reading total every year (with limited success). I’m a competitor by nature, whether it’s finance, fitness, or my sports teams (Ok State & OKC Thunder).

These days, I help service-based founders like you build the financial infrastructure they’ve been missing.

𝗥𝗲𝗰𝗲𝗻𝘁 𝗪𝗶𝗻𝘀:
➛Helped a security business increase profits by 50% and secure a LOC to transform their cash position
➛Tripled profit for a contracting firm by reworking cost drivers and systems
➛Took a founder from cash-negative to cash-positive in 90 days via smart financial restructuring
➛Cut a 60-day close cycle down to 15 days with dashboards and process cleanup
➛Supported a SaaS founder through an acquisition with models that made the deal possible

If you’re scaling and feel like the back end is starting to break, I can help you get ahead of it. You don’t have to do this part alone. 

The 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗗𝗲𝗲𝗽 𝗗𝗶𝘃𝗲 is what you need.

𝗬𝗼𝘂 𝗳𝗶𝗻𝗱 𝗰𝗹𝗮𝗿𝗶𝘁𝘆 𝗼𝗻:
➛What’s broken or missing in your current setup
➛Where the biggest risks and gaps are
➛What needs to happen to fix it and scale cleanly

I’m giving away 3 seats to qualified business owners & founders every month.

Connect with me today and let me help you achieve financial clarity and cash control, with zero bottlenecks!

taplio

The Battle

Brian Feroldi

Kurtis Hanni

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