The Profitaire Society
An exclusive 12-month advisory society for established CEOs who are ready to scale profitably, increase business value, protect what they have built, and turn business success into long-term wealth.
You have already proven that you can generate revenue.
Now the conversation is different.
How much of that revenue is becoming profit?
How much of that profit is becoming wealth?
How valuable is the company you are building?
How intentionally are you protecting what you have created?
The Profitaire Society is where established CEOs come together to make smarter business, tax, financial, and wealth decisions while building companies that produce profit, create cash, increase in value, and support long term financial freedom.
Profitaire Society
Created for the CEO who is ready to move beyond revenue focused conversations and into deeper conversations about profitability, cash, taxes, business value, wealth, and financial freedom.
THIS IS THE ROOM
As your business grows, finding the right room becomes harder.
You need conversations that reflect the level of responsibility you carry.
You need people who understand what it means to lead an established company, manage a team, make significant financial decisions, navigate taxes, protect profitability, and think seriously about wealth.
The Profitaire Society is a curated room of accomplished women CEOs who are committed to building profitable, financially valuable companies and creating long-term wealth.
This is not an open enrollment membership. Every member is selected intentionally because the quality of the room matters! The conversations matter.
The relationships, accountability, and implementation matter.
You are entering a space where CEOs can bring real decisions, real numbers, real opportunities, and real challenges to the table.
THE FOUR PROFITAIRE STRATEGY AREAS
Business Strategies
Build a better, more profitable, and more valuable company.
Inside the Society, you will strengthen your decision making around pricing, offers, margins, team, operations, capacity, recurring revenue, profitable growth, scalability, and business value.
The focus is not growth for the sake of growth.
The focus is building a company that can scale while protecting profitability and increasing enterprise value.
Tax Strategies
Move from reacting to taxes to planning for them proactively.
You will gain greater awareness of strategies related to entity structure, reasonable compensation, retirement planning, deductions, estimated taxes, year end planning, and the tax implications of major business and financial decisions.
Tax strategy becomes part of the conversation throughout the year rather than a once a year event.
Financial Strategies
Understand what your numbers are telling you before making your next major decision.
You will strengthen your thinking around cash flow, profitability, financial KPIs, forecasting, reserves, owner compensation, hiring affordability, budgets, margin improvement, expense management, and financial planning.
The goal is greater clarity around the decisions that directly affect the health, profitability, and value of your company.
Wealth Strategies
Think beyond making money inside the business.
The Society helps you connect business success to personal wealth through strategic conversations around investing, retirement, asset protection, risk management, estate planning, business valuation, succession, exit planning, and long term financial freedom.
Qualified specialists may be brought into the Society to provide expertise in areas that require licensed or specialized guidance.
This is advisory,
not simply educational
You do not need more information sitting in a folder.
You need the right strategy applied to the decisions you are making now.
The premium value of The Profitaire Society comes from application, access, personalized strategy, accountability, expert guidance, implementation, relationships, and the caliber of the room.
Your 12 month Profitaire experience includes:
THE PROFITAIRE EXPERIENCE
Monthly Profitaire Sessions
The signature Society gathering focused on strategy, financial conversations, member wins, planning, CEO decision-making, and focused implementation.
These sessions are designed to help you identify what deserves your attention now and move forward with greater clarity.
Bi Monthly Live Trainings
Deeper strategy sessions across business, tax, financial, and wealth topics selected specifically for established CEOs.
Each training is designed to strengthen how you think, evaluate opportunities, and make decisions.
Monthly Hot Seats
Bring your decisions, your numbers, your challenge, and opportunities.
Hot Seat sessions give members the opportunity to receive direct guidance around real business situations instead of discussing hypothetical scenarios.
Accountability Groups
Smaller peer groups designed to keep you moving on your quarterly priorities.
These groups create consistent accountability, support implementation, and help ensure that important financial and strategic decisions do not remain unfinished.
Expert Led Sessions
Gain access to carefully selected professionals who support the four Profitaire strategy areas.
Experts may include attorneys, wealth advisors, tax specialists, operations strategists, valuation professionals, bankers, insurance professionals, and other specialists whose expertise can help you make more informed decisions.
Private Profitaire Community
The room between the meetings.
Continue the conversations, ask questions, share opportunities, build relationships, celebrate wins, and connect with other established CEOs who understand the responsibility of building and protecting a successful company.
Profitaire Retreats
High-touch, in-person experiences designed around strategic planning, profitability, wealth, business value, relationships, implementation, and meaningful access. These retreats create space to think differently, step away from day-to-day operations, and focus on the decisions that can shape the next chapter of your company and wealth.
THE PROFITAIRE EXPERIENCE
The Profitaire Society is designed to help you become more intentional about what your business is producing for you
Over the course of your 12 month experience, the conversations may help you:
Improve profitability and margins.
Increase cash flow visibility.
Make more informed hiring and growth decisions.
Evaluate whether your company can truly afford major investments.
Develop more proactive tax strategies.
Protect more of the profit your business produces.
Build stronger financial reserves.
Increase the value of your company.
Think more intentionally about owner compensation and distributions.
Connect business profits to personal wealth building.
Plan more strategically for retirement, succession, or exit.
Build relationships with other accomplished CEOs.
Gain access to specialists before major financial decisions are made.
Lead your company with greater financial clarity and confidence.
WHO THE PROFITAIRE SOCIETY IS FOR
The Profitaire Society is for the established CEO who has already built a successful business and
knows that the next level requires a different kind of room.
You may be a strong fit if:
You want to make smarter decisions around cash, taxes, profitability, growth, and wealth.
You are serious about building a highly profitable and financially sustainable business.
You value accountability and implementation.
You want relationships with other accomplished CEOs.
You want access to strategic guidance without hiring a full internal advisory team
You are ready to think differently about the purpose of your business.
You are prepared to think beyond revenue and focus on profit, wealth, business value, and financial freedom
THIS MAY NOT BE YOUR ROOM IF
The Profitaire Society is not designed for early stage entrepreneurs who are still trying to determine what to sell or how to acquire their first clients.
It is also not designed for someone looking for a passive online course, a large networking community, or another collection of videos to watch later.
This is an active advisory environment.
Members are expected to participate, implement, contribute, and engage in meaningful conversations about their businesses and financial decisions.
The Society is intentionally curated to protect the quality of the room.
MEET DR. OCTAVIA CONNER
Your Advisor Inside The Profitaire Society
Dr. Octavia Conner is an award winning CFO, financial strategist, professional speaker, author, and Founder and CEO of Say Yes To Profits®.
With more than two decades of experience in accounting, finance, and tax strategy, she specializes in helping growing consulting firm CEOs gain financial clarity and turn revenue into consistent cash flow and predictable profitability.
Her insights on profitability, cash flow, tax planning, and financial management have been featured in Forbes, Essence, Fox Soul, Fox 5 News, Authority Magazine, Sheen Magazine, Rolling Out, and other leading media outlets.
Dr. Octavia is a recipient of the 2024 Most Influential Speaker Award and the Presidential Lifetime Achievement Award. She has also been recognized as one of the Top 50 Accountants in North America for two consecutive years and as one of the 50 Most Powerful Women in Business in Atlanta, Georgia.
Her passion is helping CEOs turn their top line revenue into their bottom line profit and use that profit to build financially sustainable companies and lasting wealth.
Inside The Profitaire Society, Dr. Octavia brings her experience, strategic insight, financial expertise, and network of professionals into one curated advisory environment.
THE INVESTMENT
A 12 Month Commitment
The Profitaire Society is designed as a full year advisory experience.
Transformation at this level requires more than one conversation or one strategy session.
The 12 month commitment gives members the opportunity to make decisions, implement strategies, measure progress, adjust when necessary, and build long term financial habits alongside a trusted community.
$27,000 paid in FULL
12 monthly payments of $2,500
THE PROFITAIRE PHILOSOPHY
You worked hard to build your business.
Your business should do more than generate revenue.
It should produce profit.
It should create cash.
It should increase in value.
It should provide options.
It should help create wealth.
It should support the life and future you are building.
That is the Profitaire philosophy.
The goal is not simply to build a bigger business.
The goal is to build a better business that produces more of what matters.
Frequently Asked Questions
Is The Profitaire Society a mastermind?
The Society includes many of the elements associated with a high level mastermind, including peer relationships, hot seats, accountability, expert guidance, and strategic conversations.
The Profitaire Society is positioned as an advisory society because the experience extends beyond peer discussion. Members receive access to structured business, tax, financial, and wealth strategy, direct advisory conversations, expert led sessions, implementation support, and curated experiences throughout the year.
Is this a course?
No.
Education is part of the experience, but The Profitaire Society is not designed around consuming content.
The emphasis is on application, decision making, personalized strategy, implementation, accountability, access, and relationships.
Do I need to be generating a certain amount of revenue?
Membership is based on business maturity rather than a single revenue milestone.
The Society is designed for established CEOs who have already demonstrated the ability to build and operate a successful company and are ready for deeper conversations around profitability, financial strategy, taxes, business value, and wealth.
Is individual tax preparation included?
No.
The Society includes tax strategy education, strategic conversations, expert access, and guidance around important tax considerations.
Individual tax preparation, tax return filing, individualized tax plans, or implementation services may require a separate professional engagement depending on the member's needs.
Is this the same as working with Say Yes To Profits® as my Virtual CFO?
No.
The Profitaire Society is a group advisory experience designed to strengthen the CEO's thinking, decision making, strategy, accountability, and access.
Virtual CFO services provide deeper company specific financial support and advisory for businesses that want a more hands on relationship with the Say Yes To Profits® team.
How long is the commitment?
Membership requires a 12 month commitment.
Are retreats included?
Retreat access is included as part of the Profitaire experience. Travel, accommodations, and certain optional expenses may be the member's responsibility unless otherwise stated for a specific retreat.
How do I join?
The Profitaire Society is application based.
Complete the application to tell us more about your business, your goals, the financial decisions you are navigating, and why you believe The Profitaire Society is the right room for you.
Selected applicants will be invited to the next step in the enrollment process.
You Have Built Revenue. Now Build What The Revenue Was Supposed To Create.
Your next chapter is bigger than another revenue milestone.
It is about building a company that produces meaningful profit, creates cash, increases in value, and contributes to your long term wealth.
It is about making smarter business decisions.
Becoming more proactive with taxes.
Understanding your numbers.
Protecting what you have built.
Increasing the value of your company.
Building wealth beyond your business.
And surrounding yourself with CEOs who are having the same conversations.
These are the CEOs you want sitting at your table.
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