Profit First for Real Estate Investors Live Workshop

Make More Profit from Your Next Deal

April 11, 2026 | Limited to 30 Seats

LIVE Event | Huntsville, AL

Join Simple CFO’s David Richter and special partner John Morey, experts in operational finance and deal structuring, for a workshop that bridges financial discipline with deal execution. Together, they’ve helped investors convert unpredictable income into predictable profit systems.

This is a LIVE, in-person workshop located in Huntsville, AL. No remote viewing is available and no recording will be provided.

John Morey

John Morey is a full-time real estate investor based in Athens, Alabama, known for creative deal structuring, disciplined execution, and a relentless focus on long-term wealth...

David Richter

John Morey is a full-time real estate investor based in Athens, Alabama, known for creative deal structuring, disciplined execution, and a relentless focus on long-term wealth...

John Morey

John Morey is a full-time real estate investor based in Athens, Alabama, known for creative deal structuring, disciplined execution, and a relentless focus on long-term wealth...

Join Simple CFO’s David Richter and special partner John Morey, experts in operational finance and deal structuring, for a workshop that bridges financial discipline with deal execution. Together, they’ve helped investors convert unpredictable income into predictable profit systems.

This is a LIVE, in-person workshop located in Huntsville, AL. No remote viewing is available and no recording will be provided.

David Richter

David Richter is an active real estate investor who has played a key role in closing over 850 deals in the past 10 years. His experience spans across various strategies, including...

Who Is This Workshop For?

This workshop is engineered for active investors seeking predictable profit from creative finance, flips, rentals, or wholesaling — especially those struggling with cash flow, owner pay, or inconsistent income patterns.

Our purpose is to make your business more profitable. Period. Most REIs are losing the profit they should be earning and don't even know it. With the Profit First methodology so that they find and capture the profit they should have been making all along, and then help them grow and scale.

This Profit First for Real Estate Investors Live Workshop will walk you through learning and implementing Profit First in your real estate business in just half a day. You will learn what to do, how to do it, and see how easy it is with the right systems.

Thanks to John Morey, when you leave this workshop, your business will look completely different and you will be primed for profit! And, at a fraction of our normal price!

Come to Huntsville, AL and Make More Profit!

Why Attend This Workshop?

This isn't some puff and fluff lecture. We will to teach you exactly how Profit First will make you more profit in your business and why you need it to realize your goals and dreams.

Together we're going to go through how to actually set up Profit First in your business so you can see results fast.

You will leave with my book, specific tools to implement Profit First and keep it going, and strategy for using financial data to guide business decisions so you don't rely on gut feelings anymore.

There's no faster way to make your business profitable than implementing Profit First.

What You Get with Profit First

Prioritize making profit in every deal
Control your expenses
Gain financial clarity of your business
Pay yourself regularly
No more surprises at tax time
Know your business health by looking at your bank accounts
Make business decisions based on financial data, not guesses
Have a strategy for making profit, not a hope and a prayer

Workshop Agenda

April 11, 2026 | 9 am - 3 pm

This Event is occurring in Huntsville, AL.

This Workshop is Live, In-Person Only. No Zoom or Recording will be Available.

9:00 - 9:15 am

9:15 - 9:45 am

9:45 - 10:30 am

10:30 - 11:15 am

11:15 - 12:00 pm

12:00 -1:00 pm

1:00 - 1:30 pm

1:30 - 2:00 pm

2:00 - 2:30 pm

2:30 - 3:00 pm

Welcome & Overview: Profit First Reality Check

The Problem

Profit First – How to Actually Pay Yourself

Profit First – The Wealth System Setup

Profit First – The Wealth Habits

Lunch (On Your Own)

Profit First – Financial Team & Processes

Numbers of a Successful Team

Connect and Work with SimpleCFO

Questions & Answers and Next Steps

Workshop Agenda

April 11, 2026 | 9 am - 3 pm

This Workshop is Live, In-Person Only. No Zoom or Recording will be Available.

9:00 - 9:15 am

Welcome & Overview: Profit First Reality Check

9:15 - 9:45 am

The Problem

9:45 - 10:30 am

Profit First – How to Actually Pay Yourself

10:30 - 11:15 am

Profit First – The Wealth System Setup

11:15 - 12:00 pm

Profit First – The Wealth Habits

12:00 -1:00 pm

Lunch (On Your Own)

1:00 - 1:30 pm

Profit First – Financial Team & Processes

1:30 - 2:00 pm

Numbers of a Successful Team

2:00 - 2:30 pm

Connect and Work with SimpleCFO

2:30 - 3:00 pm

Questions & Answers and Next Steps

APPLY NOW! SPACE IS LIMITED TO JUST 30 SEATS! MUST QUALIFY!

Profit First for Real Estate Investors Live Workshop

The Workshop

Make a Profit on Your Very Next Real Estate Deal

Here's what you get:

Profit First for REI book
Profit First for REI audiobook
Profit First Workbook
Profit First Cheat Sheet
Find Your Keep Number
Profit First Instant Assessment

Regular Workshop Price: ~~$1,000~~

John Morey Special: $197!

"Best purchase ever!"

"Profit First transformed my business and I'm finally getting paid!" - John W.

What If You Could Guarantee Profit in Your Business?

David Richter, CEO of Simple CFO and author of Profit First for Real Estate Investing

I worked in real estate investing and diagnosed the entire profit problem. Companies I worked for closed 25 deals and spent like they closed 26. That means no profit, debt spending, and a business that is on track to go bankrupt. I knew there had to be a solution...

The key was PLANNING for profit, then strategizing around it. That may sound obvious, but no one does it. Most business owners just do deals and hope there is money in the account at the end of the month (there isn't).

Profit First is the magic pill that cures all negative balance sheets. We reverse the formula for handling money – you take your Profit First from every transaction. Then all expenses must fit within what is left. Do this for every sale, every time, and watch your profit grow!

Simple CFO – We're Certified Profit First Experts!

We know Profit First inside-out, so we can get Profit First implemented in your company FAST!

Risk-Free

Profit First for Real Estate Investors Live Workshop

April 11, 2026

9 am - 3 pm

John Morey Keller Williams

809 Shoney Dr Ste 108

Huntsville, AL 35801

Apply Now to Get Your Seat for this Profit-Altering Event!

This Workshop is Live, In-Person Only. No Zoom or Recording will be Available.

The Profit First for Real Estate Investors Live Workshop is open to applicants who meet certain requirements to attend. Simple CFO and John Morey reserve the right to decline any application which they determine does not meet the qualifications. Not all who apply will be accepted. Space is limited. Agenda, location, and other items may change at Simple CFO's discretion. No guarantees are offered, and no refunds shall be made. Your results may vary and depend on many factors, including your business model, property choices, extent of implementation, and many other factors or variables.