How Burt Copeland Helps CEOs Avoid Financial Collapse and Build Profitable Systems

Systems Simplified

In This Episode

What happens when a thriving business suddenly loses 86% of its revenue in just four weeks? Burt Copeland knows firsthand—and he turned that crisis into a calling.

In this engaging episode, host Adi Klevit interviews Burt about the near-collapse of his construction company in 2008 and how that life-altering event led to founding New Life CFO. Together, they explore why financial systems and processes are critical to long-term business health and how most CEOs overlook key risks by focusing too much on sales and too little on operations.

From diagnosing margin issues to leveraging financial reporting for deeper operational insight, Burt shares actionable strategies business owners can implement to strengthen foundations before scaling. He also reveals the surprising power of letting go—why documenting your knowledge and stepping back from day-to-day roles can dramatically increase a company’s valuation and readiness for exit.