PIVOT 2026 FAQs Workshops & Instructors Register Now

Are you a financial professional watching companies struggle with cash flow and profits?

Do you...

...want specialized advisory skills to guide any company through a crisis?

...wish you knew how to generate more cash flow and increase profitability?

The time, money, and effort required to master these skills on your own can be stressful, time-consuming, and negatively impact your health and well-being.

I understand. When I started advising struggling businesses, I started from scratch with each new client.

I knew I could help, but finding the root causes of each crisis was time-consuming and frustrating.

It took me years to become confident providing advisory services. My only “resources” were accounting reports.

They usually told an inaccurate and misleading story.

That's why I developed Cash is Clear® Learning Systems.

Our proven systems come from over 20 years of successful client transformations.

The hundreds of strategies in the Cash is Clear® Maximizer can increase cash flow and profits for any business.

I'll share every system we've developed during PIVOT in a fun, accelerated, hands-on learning environment.

We know what it’s like to dread conferences:

Trapped in windowless hotel ballrooms with hundreds of strangers

8-10 hours of daily information overload

Presenters who focus on selling, not teaching

Mediocre, expensive food

Leaving your spouse or partner at home (why would they want to be there?)

Coming home overwhelmed and frustrated with pages of notes, but no plan for implementing change

PIVOT is designed as an entirely different experience.

Workshops, not lectures.

Half-day sessions so you have time to absorb, reflect, and integrate what you learn.

Pristine beaches and luxury amenities at an all-inclusive resort.

Plans to transform your practice and your life.

Learn the game-changing Cash is Clear® Process.

More than 16 weeks’ worth of training compacted into four transformational days with a globally recognized cash flow expert.

Grow your business

Develop a brand strategy to secure your distinctive positioning in the marketplace. Turn your reputation into revenue and make raving fans that continually refer business back to you.

Live your best life

Ignite rebirth, inspiration, and transformation. Rejuvenate at a luxury all-inclusive resort with pristine beaches and world-class amenities.

Enjoy a small group setting

With a maximum of 20 attendees, you’ll get to know everyone.

Bring your spouse, partner, or friend

Enjoy the resort experience together.

Cash Flow Skills

Intensive hands-on learning with a real-world case study.

Based on one of David Safeer's clients, you will work through mindset, spreadsheet, and role-play exercises.

Mindset. Model. Manage. Mentor. Maximize.

Business Growth

Personal Branding that differentiates you.

Team Leadership Systems for self-running organizations.

Service-Oriented Selling that closes deals while creating raving fans.

Life Optimization

Expert coaching to obliterate toxic internal myths.

Uncover your innate gifts.

Create an actionable roadmap for meaningful professional transformation and lasting impact.

Jennifer Gaudet, CEO Stride Accounting

“The way we were doing business, we weren’t going to make it. The Cash is Clear® Process opened our eyes to what we needed to get ourselves out of a crisis. It was a great experience.

I now teach others how to run successful businesses using cash flow forecasting and sales trends to increase a business’s top and bottom lines.”

Peter, Riefstahl, CPA

"As a CPA who thinks principally in terms of tax implications, the Cash is Clear program has helped me expand my mindset to incorporate cash-first thinking in ways that better serve my clients.

From guiding clients in their day-to-day operations to making quarterly tax payments, the Cash is Clear program has helped me advise the business that I serve in a more comprehensive and valuable way."

Robyn Scobey, Business Growth and Cash Flow Advisor

“The Cash is Clear® 5-step framework—Mindset, Model, Manage, Mentor, and Maximize—provides me with a solid roadmap that works across any industry.

The practical tools and masterminds make it a game-changer for both my clients and my own business. Bottom line: it delivers real results that you can actually use.”

Brad Stevenson, CPA

“Working with Cash Is Clear® has fundamentally transformed my approach to cash flow management for small business clients.

I used to focus on technical solutions. David taught me the value of digging to uncover each client’s unique cash flow challenges and financial picture.

The Cash is Clear® Process elevated me from reactive problem solver to proactive cash flow strategist.”

Drew Faloon, CFP^®

"Cash is Clear® has been a very helpful program for me to help my clients optimize their cash flow.

I really enjoy how the program provides practical ways to help businesses with their cash flow immediately.

I would highly recommend it for advisors who work with businesses.

The ROI is real."

Your PIVOT Experience Includes

Four days of workshops

All workshop materials

Small group access to global thought leaders

5 nights all-inclusive luxury resort

All meals and beverages

Full resort amenities

Elite professional networking

Surprises and giveaways

PIVOT Pricing

Includes workshops and 6 days/5 nights at the all-inclusive Secrets Riviera Cancun.

Cash is Clear® Mastermind members

Exclusive early-bird price: $3,450 and $450 for a guest

After December 1: $3,900 and $650 for a guest

Non-members

Non-member early-bird price: $3,975 and $675 for a guest

After December 1: $4,475 and $850 for a guest

The Cash is Clear® Mastermind

...could save you over $1,400 on PIVOT 2026

...provides you with ongoing training, certification, and mastermind support.

Learn more about the mastermind

Option 1: Spend years learning through expensive trial and error.

Option 2: Four days in an accelerated, results-focused case study.

Get on the path to quickly become a cash flow and profit expert.

Transform cash flow and profitability with confidence.

Improve the future of any business.

More than a conference.

A strategic investment in mastering the skills that drive business success.

We’ve spent decades accumulating knowledge which we’ve distilled into our courses, tools, and methods.

How much would it be worth if you could:

Access a systematic approach to learning about a new business, asking the right questions, analyzing accounting reports, and finding root causes of a company’s problems?

Train your mind to stop automatically thinking about the past and to start creating the future of any company?

Identify the key steps and have the tools to implement cash flow systems?

Have over 230 cash flow strategies at your fingertips to address any situation?

What would be the cost if you were to attend four separate events?

1. An extensive cash flow and profitability case study and workshop

2. Business and branding growth training

3. Leadership and personal development seminar

4. Six days/ five nights at an all-inclusive resort with your spouse or partner

We made this as low-cost as possible so you can access these skills and make an impact in days, not months.

Exclusive pricing for Cash is Clear^® Mastermind members
Reduced pricing for Early Bird commitment
Payment plan option
Bring a guest for a minimal additional fee

We understand you may have concerns.

The investment feels significant, taking time away from work and family seems daunting, and you might question whether you deserve a luxury "working vacation."

But consider this: What if you returned home completely rejuvenated and equipped to:

Command premium advisory fees while guiding clients from crisis to unprecedented growth
Transform your own business from daily chaos to predictable cash flow and maximum profitability
Move forward with renewed energy, advanced skills, and a crystal-clear roadmap for sustainable success

PIVOT isn't an expense.

It's a strategic investment in your future.

While the upfront cost is real, the potential returns, both financial and personal, are immeasurable.

You're not just buying a conference; you're investing in expertise and confidence to charge what you're truly worth while creating the business and life you've always envisioned.

P.S. Remember, you can register your spouse or partner to attend as a guest, so they can enjoy the resort with you!

Cash is Clear® is on a mission to stop the epidemic of business failures.

We believe financial professionals and business owners deserve systems to identify and resolve the root cause of business problems. We teach an exclusive process to uncover real issues instead of merely treating symptoms.

Attending PIVOT delivers the documented, step-by-step systems we wish we'd had when starting out.

You’ll save years of trial and error, and gain proven methods for controlling cash flow, boosting profitability, and future-proofing any business.

PIVOT: An experience unlike any conference you’ve attended.

Have questions? Contact Us

Phone/WhatsApp: +1.801.558.5036

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