Finally, Finance Training for Marketers, Business Owners and Brand Builders From a Former Investment Banker… 

Discover Real World Finance Know-How & Thinking to Confidently and Safely Scale Your Marketing and Business…

Using These Inside Secrets That Took a Business to Almost 50% Return in Invested Capital!

It’s shocking but true. Most marketers are missing out on creating high value in their businesses.

Even after working hard, not taking vacations, sacrificing precious family time, they just won’t create the value they had hoped for.

Take a business with profit margins of around 7% (not Return on Ad Spend).

Even with revenues of $1M makes a net profit of around 75,000…

This means the median exit price is a disappointing $290,000, which is not a lot of money for the years of sacrifice they’ve already made.

Because most marketers and business owners aren’t taught the required financial thinking and skills to create real profits and business values…

This goes well beyond… launching an offer…

You can change this today…

Check out this grap… 

If you’re a marketer or business owner, then this is the most important metric you want to manage.

In fact, every business owner should view this graph monthly or at least once a year!

But you’ll be hard-pressed to find many marketers or business owners who are even heard of this metric, let alone tracking it…

Yet, they track ROAS (Return on Ad Spend) from their ads manager.

And not a Return on Investment Capital…

But ROIC, or Return on Invested Capital, IS the ROAS of business.

Why is ROIC so important?

Before we understand RoIC, let’s define it…

Return on Invested Capital (ROIC) is the Profit Divided by All Capital or Investment in your business.

ROIC = Profit / (Debt + Equity)

(Debt is money you’ve borrowed to fund your business and equity is your hard earned cash invested in your business). 

There are 2 reasons why you must track this number…

Reason #1: Making above the ‘Hurdle’ Rate!

Consider these 2 options…

Invest $100,000 in a business and make a $5000 net profit.


Investment $100,000 in a bank and make $5000 in net interest.

You’d pick the bank.

Easy peasy profit. You can get stranded on an island or go to sleep for a full year, and you’d make 5%.

Now consider the business…

You’d have to turn up, hire people, file tax returns, work late at night and weekends, lose sleep when you have a bad month, and a myriad of truly ‘pain-in-the-ass’ things you are responsible for even if you’re not doing these yourself.

Let’s just call this…  

The Business ‘Pain-In-The-Ass’ (PITA) Premium!

The Business PITA Premium is the EXTRA rate of return you’d want to get for dealing with PITA issues.

There are ways to calculate the PITA premium, which you’ll see below.

Let’s make our PITA Premium 10%.

So the bank rate + PITA Premium = 5% + 10% = 15%.

Your $100,000 investment in your business must make you 15% for it to be equivalent to the bank’s 5%.

You’ll want compensation for this extra risk we’re calling the PITA Premium.

This 15% return is called the hurdle rate.

A 5% ROIC means you’re making a profit but reducing the value of your business or what someone will pay you for it.

You’ll discover how to calculate the hurdle rate below. 

Reason #2: Impossible to Scale a LOW ROIC Business

Almost all growth has to be financed. You might finance it from profits or by injecting debt or some of your own money.

There is no way around this. Even if you have customers paying you upfront, you may not hit the hurdle rate.

In this case, you’re cashflow positive while running a loss-making business…

A Cashflow Positive, Loss-Making Business!

Until one day, losses catch up to you. And you can no longer pay your bills.

And you’ll have to make the tough decision whether to pump more money and make a bad situation worse or close the business and say goodbye to everything you’ve worked for.

This nearly happened to cashflow positive agency making about $1M per month, but with a very simple spreadsheet we’ll show you in a moment, this could have been detected and avoided completely.

In fact…Most businesses will never successfully scale a business because they lack a foundational understanding of finance.

Let alone optimizing their financials for maximum returns and exit values in minimum time. 

What’s Your Current Situation?

Perhaps you’re just doing annual tax returns, and that’s perfectly ok.

But now you know better; you have no choice but to maximize the value of your business. You just won’t be able to create a business that no one wants to buy!

The real pandemic in business is spending years on a business and getting hardly anything for it!

Before we continue… 

My name is Nik Thakorlal.

I am the founder of LeadsHook, a personalized marketing platform used in over 30 countries for marketing and leadgen.

Millions of leads have been generated… Everything from a handful a week to about 200,000 leads in a single day!

I’ve worked with thousands of businesses to improve their marketing but almost always, we also need to ‘fix’ up their financial reporting.

In my prior life, I worked in investment banking, so I have a unique perspective on finance, mathematics, marketing, and technology to solve business problems.

I do almost all of our new user onboarding calls for LeadsHook. This gives me privileged access to information, offers, and their numbers. 

“A short answer would be – watch every Nik Thakorlal video in his courses. He really is a master and his teaching helped me think about it differently.”

Picture of Greg Milligan
Greg Milligan

After consulting with over 4000 marketers and business owners, most are either clueless or treat financial analysis almost as an afterthought…

Things like… giving an external bookkeeper their old shoebox of receipts or PDFs in a Google Drive or Dropbox folder.

Heap of paper sales receipts in a mound isolated on white background.

So as long as the tax returns are done, the finance part is done!

Worst part is most businesses don’t know… even profitable ones… that what they’re doing is NOT increasing the value of their business.

Life of a business owner is hard. You take an enormous amount of risk.

You sacrifice your sleep, weekends, and perhaps time away from family. Maybe you’re among the 70% of business owners who don’t take holidays! (Yes, I was shocked to learn this as well!)

You risk your hard earned savings for a better life for your loved ones.

Perhaps family time is having your face glued to your mobile!

You’re there but not there!

It doesn’t have to be that way.

The quickest and fastest way to stop and reverse this trend is to know your numbers.

The image above is a spreadsheet you can get, which gives a breakdown of the ROIC number. Think of these numbers as components or levers you know and can influence to change the final topline number.

ROAS is influenced by metrics like Clickthrough Rates and Conversion Rates. Similarly, ROIC is constructed from its component metrics.

In fact, these financial metrics filter down to marketing, operational, and sales metrics.

This is how you manage the financial performance of your business and make business decisions that impact marketing, sales, and operations.

And these move further up to impact various financial metrics.

This, ultimately, feeds into ROIC   

Today, you have an opportunity below to finally see your own levers…

For the first time, you’ll see which levers are in the red.

This immediately informs you of the marketing, sales, or operational changes you must make to turn your business around… 



This is the first course of its type that a marketer has delivered with a background in investment banking.

This course is unique because it’s all about extracting maximum value for your business from your marketing, sales, and operations. It’s a practical course for immediate impact.

You won’t want to miss out on this live training because you’ll be implementing on your business as you progress through the live training.

You can also get all of your questions answered in the Q&A sessions.

One more thing… based on your questions, you get to steer the direction of this live training. This group learning environment makes for a rich learning experience, especially the Q&A sessions.

These live training will be done in 2 time zones. The same session will be taught twice per week.

You can choose to attend one or both of these weekly sessions.

Live Training Starts:

Session #1 – 7th / 8th September 2023
Session #2 – 11th /12th September 2023

Each week the same material will be presented in 2 sessions. This means there is at least one session that can work for you. No more getting up at odd hours to attend training!

Weekly Session 1:

Sydney AU – Friday 1am – 2am AEST
Auckland NZ – Friday 3 am – 4 am NZST
Singapore – Friday 11 pm – 12 am SGT
London, UK – Thursday 4 pm – 5 pm BST
🥯US East – Thursday, 11 am – 12 pm EDT
🏄US West – Thursday, 8 am – 9 am PDT

Weekly Session 2:

Sydney AU – Tuesday 12 pm – 1 pm AEST
Auckland NZ – Tuesday 2 pm – 3 pm NZST
Singapore – Tuesday 10 am – 11 am SGT
London, UK – Tuesday 3 am – 4 am BST
🥯US East – Monday 10pm – 11 pm EDT
🏄US West – Monday 7 pm – 8 pm PDT

This course covers a wide range of topics to give you a complete understanding of your finance and economics… 

Finance SOS Outline


Module 1: Decoding Financial Mysteries: Your Guide to Financial Statements
1.1 Unveiling the Basics: The ABCs of Financial Statements
1.2 The Power of Interpretation: Unraveling Balance Sheets, Income Statements, and Cash Flow Statements 

Module 2: Mastering the Lifeblood of Business: Cash Flow Planning and Analysis
2.1 The Heartbeat of Your Business: Understanding the Operating Cash Flow Cycle
2.2 The Strategic Player: Diving into the Investing Cash Flow Cycle
2.3 Your Key to Financial Agility: Strategies for Optimizing Working Capital Accounts
2.4 A Peek into the Future: Long-term Investments and Calculating ROI 

Module 3: The Crystal Ball of Business: Valuing Future Opportunities and Optionality
3.1 The Magic of Possibilities: Understanding Optionality in Business
3.2 Hidden Treasures: Valuing Opportunities that May Not Provide Immediate Cash Flow
3.3 The Art of the Unknown: Decision-making Strategies for Uncertain Future Payoffs 

Module 4: The Growth Code: Unpacking Financial Metrics for Growth and Profitability
4.1 Your Business Health Check: Key Financial Metrics for Businesses
4.2 The Art of Efficiency: Making the Most of Your Capital
4.3 The Growth Thermometer: Monitoring Revenue, Customer, and Leads Growth 

Module 5: Value Amplification: Taking Action to Increase Business Value
5.1 The Value Booster: Strategies for Increasing Business Value
5.2 From Analysis to Action: Implementing Changes Based on Financial Analysis 

Module 6: The Big League: Advanced Topics in Business Finance
6.1 Your Growth Engine: Investment Strategies for Businesses
6.2 The Price Tag: Business Valuation Techniques
6.3 The Profit Machine: Profitability Analysis and Growth Planning 

Module 7: The Golden Thread: Linking Marketing & Sales Expenditure to Cash Flow and Valuation 
7.1 The Money Trail: How Marketing and Sales Spending Impacts Your Cash Flow
7.2 Investing in Growth: Understanding the ROI of Your Marketing and Sales Efforts
7.3 The Valuation Effect: How Strategic Marketing and Sales Spending Can Boost Your Business Value 

Here’s a sample of topics you’ll learn during this live training session…
  • How to perform financial surgery to ‘convert’ an accountant’s financial statements to a business owner’s financials. This allows you to run your business like an investment that produces cash flow AND increases in value.
  • How to Use Simple CC-Cycle to never run out of money when scaling. Further, discover how to assess when you should get external investment.
  • When to safely get external investment or add your own savings. More importantly, the right type of investment for growth! Choosing the wrong investment could easily stop your business growth or, worse… smash the exit price of your business!
  • How to turn time into an asset vs. a liability. You’ll learn about what projects are liabilities even if they make a profit! This is so counter-intuitive that hardly any business even thinks of this!
  • When an irresistible offer is actually a soul-sucking offer…that keeps you poor. You’ll get your financial microscope to discover loss-making irresistible offers.
  • How to find the REAL cost of your discounts! You’ll be shocked to discover some discounts cost you a small ransom! It’ll be cheaper to get loan-shark rates than to discount your offers!
  • Your army of affiliates is sending you free money, right? WRONG! Discover if your affiliates are your most expensive channel to get new clients!
  • How to discover with pinpoint accuracy clients chewing up your profits. Almost every business has clients or customers who are subsidized by profitable ones! Even better, you’ll learn how to ‘retrain’ these clients for immediate profits!
  • Use the same framework used by professional options traders to evaluate opportunities. You’ll visualize your opportunities like a garden. And you’ll know which opportunities you should harvest right away, water or uproot!
  • You’ll discover how money and credit are created in the economy. You’ll discover hardly any money does not come from deposits! And how this impacts the opportunities you should chase and those you should not!You’ll even discover how money and its printing impact your business, clients, and, most importantly, your net worth!
  • You’ll learn about the real kingmakers of wealth. They are in every economy operating in plain sight! You must keep an eye on them. BTW, it’s not the government or some secret society or the illuminati!
  • Discover how to create real wealth-growing offers in your business. You’ll discover the psychological triggers to create the perception of value without costing you a single penny!
  • How to productize your business for a sale. Yes, it is the ultimate product for wealth creation and even multi-generation wealth. Don’t let your business be yet one more case of years wasted.
  • Discover your business’s Saleability Score. This list of 15 factors gained from working through Mergers & Acquisitions transactions. This list covers every aspect of your business all prospective buyers will use to perform their ‘gotcha’ analysis. Each gotcha reduces the sale price of your business.This list alone is worth many times the price you’re paying today!

    How to fix your offer using the “Assumptions vs Reality” zoom-in method used by management accountants! In fact, this is even more powerful when used by marketers!

    And so much more because your feedback during live calls will guide this course…  

How to Finance Growth…

We’ll even look at how to finance high growth. I think many businesses create marketing campaigns or offers with massive lifetime values but are cashflow negative on the front end.

Unfortunately, without understanding how to fund growth, there is a reluctance to scale. Well, there is no need to turn a funding problem into a marketing problem…

It’s magnitudes times easier to solve funding problems than marketing problems.

Unfortunately, you can’t fund anything unless you understand the economics or unit economics of your business.

Truly this course is one of its kind.

And you’re in luck if you’re still reading because there is no other place to get this material taught by a marketing and finance practitioner with 30 years of experience.

This gets you as close as possible to becoming a World Class CFO for your own business. And you’ll have the confidence to hire and keep your CFO honest.

Now, it’s time for you to decide…

While you’re getting ready to join Finance SOS Live Training, take a moment to realize the permanent value you’re creating in your own capability, worth tens of thousands, if not hundreds of thousands of dollars a year.  

Use these new thinking skills to maneuver profitability growth and ‘set you up’ for a life exit that could be worth millions!

Here’s the truth: Financial analysis keeps your marketing honest! It forces you to make better decisions and choices of the opportunities and offers you’ll launch… all the way to… what types of long-term investments you should make…

You’ll be asking new and different sets of questions. You’ll approach and solve business problems from a new finance vantage point…

It’s all about eliminating the financial Achilles Heel, and that makes you a more considered thinker.

Ultimately, the ability to outthink your competition is the most scalable skill. Your ability to checkmate your problems instead of toiling away with an old obsolete framework.

Once you learn these skills, you can never unlearn them.

These are foundational skills to help with your business, your marketing, your investments, and your retirement.

BONUS #1: Release Mental Capacity By Operationalizing Your Entire Business With Business Process Maps

Do you find yourself going through the drudgery of working out how to do something all over again… yet again, but you can’t remember what you did last time?

Or does your team keep asking for the same things over and over again?  It’s tiring, a huge waste of your mental energy, and these distractions have a very high cost.

Now multiply this by tens or hundreds of questions per month, and no wonder you’re working 50-80 hours per week and still not getting anything done!

Most, if not all, business owners are needlessly carrying around mental maps or pictures of how things work in their businesses.

This is so easily solved by creating business process maps.

Business process mapping looks trivial but is one of those critical practices to scale your business dramatically.

One more thing… this is a necessary step to automate your business.

Far too many businesses are automating the wrong part of their business.  This is where your automation is not reducing your business complexity and the hours you’re working.

You’ll learn how to process map your entire business.  You’ll also learn how to prioritize and automate the right part of your business so you and your team eliminate brain-dead activities and only work on real ‘needle-movers’

BONUS #2: Finance Standard Operating Procedures

While Bonus #1 shows you the map of the flow of information, money, and resources, standard operating processes are the recipes to get stuff done.

Business process maps take care of the big picture part… how different processes, team members, departments, apps, and systems relate to each other.

Standard operating procedures are recipes to create the best outcomes.

You’ll learn how to ensure you have 3 main parts every SOP must have. This goes beyond just having folders of Google Docs or a specialist app no one ever uses.

How to create a culture of ‘going-to-SOPs.’ And to stop pestering team members for things like…

“How do I download invoices from Facebook?” or “I’ve created a new Facebook ad… should I post it online?”

You’ll receive a standard set of SOPs for finance so your financials are up-to-date and your KPIs, metrics, and financials are serving you. 

BONUS #3: How to Launch a ‘Covert’ Desires Reconnaissance Campaign

This bonus is easily a course on its own! What would you pay to have the market tell you with pinpoint accuracy what hooks and appeals they want you to have with them!

Many years ago, I was in the consumer goods business selling products like toothpaste and deodorant sprays through large grocery and pharmacy chains…

This is a high-risk business where you can easily spend thousands to hundreds of thoughts to a few million dollars to launch a new product.

This is just an investment in marketing and buying offline media like TV spots. This does not even include product R&D, product development, and inventory investment.

You don’t have the benefit of jumping into Canva to smash out creatives in a few minutes and upload them into a $20 per day Facebook campaign…

Getting it wrong is expensive…

So we spent much time on research, analysis, and market testing.

One of the main powerful ways to reduce risk is to do a ‘concepts test’ to find appeals and hooks that resonate with your market.

You get the complete concepts-testing framework, including how to think like an investment manager. Amazingly, this method is as powerful and gets fast results with online businesses! 

BONUS #4: The Profitability Litmus Test: How to Time-Lapsed Financial Model of Your Offer, Marketing and Business

All marketers and business owners are Investment Managers. You are deploying capital with the hopes of bringing back profits…

If you lose 10% of your capital, then you need to make 11% to get back to even!

Lose 20%, and now you need to make 25% to get back to even…

Lose 50%, and now you need to make 100% to get back to even.

Investment managers deal with this every day, but marketers and media buyers are too lax with managing their ad spend.

Like investment managers, marketers have to spend. But there is a way to model your offer that ensures you don’t move from testing to wasting…

This is called the Profitability Litmus Test…

The Profitability Litmus Test keeps you, your media buyer, and whoever else is spending your hard-earned capital honest.

The goal is to invest in your marketing without wasting. More importantly, knowing if this campaign will ever be profitable.

You’ll be shocked to learn how much money you might have wasted so far in your business. The great news is that this STOPS right now. 

Time to Get Onboard…

Each bonus itself is easily worth thousands of dollars.

If you hired a CFO to process map your business and create finance SOPs, you’ll easily pay $10,000+

And if you hired an finance analyst with a strong marketing background to model your offers and build financial models to validate your offer, you’d easily pay another $5,000-$10,000.

Coupled with the Finance SOS course that gets you close to the CFO level, this course is pretty much free for the value you’re giving you’re creating for yourself and your business.

Amazingly, you’re unlikely to get this information packaged for someone who wants to grow his online business or marketing agency.

Join the live training now for $999 which includes 6 weeks of live training. It includes all of the financial models and 4 bonuses. 

What You’ll Get Today

Grab this this training for a low price of $999.

(The price will increase to $1999 after September 7th)

Join the course by clicking the button below.

P.S. If you’ve read this far, then you probably need to level up with your financial brain. Click the button above and join the Finance SOS live training.

FAQ's - Tracking SOS In A Nutshull


Ok, well, it’s a misconception that Tracking is just to ‘KNOW’ your numbers.

Yes, that’s part of it… 

But more importantly, when your Tracking is off, you’re not feeding the tracking signals back into the paid traffic platform A.I…

…Which means they’re not optimizing your campaigns for you…

…you’ll have higher CPLs (Cost per Lead)…

…you’re paying more for traffic in the first place…

And campaigns that COULD be profitable (but look like they are losers) and are shut off prematurely.

Meaning you could be flushing revenue down the drain.


When your Tracking isn’t accurate; you can’t make important business strategy decisions because they’ll be based on skewed data.

See what I mean?

Getting your tracking right isn’t a luxury; it’s necessary for any business wanting to scale.

100% it’s for you!

Don’t think for one second you’re alone. Most business owners sit on the creative side instead of the techie side of the business.

This is the Norm.

This is why the 30 Modules in Tracking SOS are put together in such a way you’ll understand the concepts first before we even touch GTM containers or Pixels…

That way, whatever platform you use, you’ll find it child’s play to track whatever event you need to make intelligent, data-backed marketing decisions resulting in actual revenue.

(And even if you are comfortable with Tracking, this will give you a whole new understanding of what’s possible outside of just copy and pasting a Facebook and Google Pixel)

Not at all. This is NOT LeadsHook- centric training…You will get massive value whatever platforms you use.

At the end of Tracking SOS, you’ll be skilled in the following:

– Google Tag Manager,
– Google Analytics 4 (Client & Serverside)
– Google Ads Conversions
– Bing
– Facebook (Clientside & Serverside)
– TikTok
– OutBrain
– Snapchat
– Taboola
– Reddit
– Quora
– Twitter
– LinkedIn
– Pinterest
– Ringba (New addition for pay per call marketers!)
– Customer Labs
– PostHog
– Hyros
– CPV Labs for affiliate tracking.
– And More

After finishing the course, you’ll be a bonafide tracking expert with more knowledge and troubleshooting skills than those charging $100 an hour on Fiverr & Upwork.

Listen, we know your team, internal or external, but just because they say everything is being tracked properly doesn’t mean it is.

They are only human…They can make mistakes.

But it’s not their business and profits on the line…

It’s yours!

By all means, use a team if that’s your business structure, but knowing Tracking inside out so that you can verify their work, could save you Tens of Thousands of dollars in the future.

Otherwise, you’re blindly trusting them with the future of your business.

I know it sounds dramatic, but it’s true. 

Yeah, of course. Our goal is to get your Tracking on point and stop losing conversions.

It’s up to you who’s the best person to do that. 

With all due respect, it isn’t. 

Not, when you take into account with poor tracking :

  • CPLs are higher as your campaigns are not getting optimized by your paid traffic platforms.
  • Campaigns that could be profitable are being shut off early.
  • You’re paying out for expensive $100 dollar-an-hour ‘experts’ for solutions and waiting days for them to happen instead of you or your team fixing it in minutes for free.

Oh, and you’re gaining a lifelong skill that you’ll apply to every business, and use data to scale them faster than you have previously.

When you look at it like that, we think it’s an extremely fair price.

I’m afraid not.

We do not offer a refund or Guarantee with Tracking SOS.

Let me explain why.

Tracking SOS is the most complete course for marketers who want to separate themselves from their competition by optimizing their tracking.

We also know Tracking properly is essential to get your business to scale.

So, by offering a money-back guarantee, we’re giving you the option to not follow through.

We WANT you to succeed, so we offer no refunds.

And secondly….there are a few bad apples out there who see no problem in buying a course, taking the material, and then asking for a refund.

Apart from being wrong, it’s unfair to those genuine people who invest their hard-earned money to upgrade their skills.

So, with that in mind, if you’re not 100% sure this Tracking SOS is for you, please don’t buy it.