In this episode of the Level Up Claims Podcast, host Galen Hair sits down with Marie Torossian, CPA, former CFO, and founder of The Profit Lab, to discuss how business owners can scale smarter, increase valuation, and build systems that attract investors.

Marie explains why true business modernization goes far beyond technology and into mindset, leadership, and financial strategy. She breaks down value-based pricing, financial projections, process documentation, and why clean financials are non-negotiable for growth, private equity interest, and long-term scalability.

This conversation is packed with practical insights for firm owners and entrepreneurs who want to reduce owner dependency, create predictable growth, and build a business that can operate—and sell—without chaos.

Highlights:

Marie Torossian's journey from CPA and CFO to scaling strategist
Why modernization is about mindset—not just tech stacks
How value-based pricing increases profitability and confidence
Common financial red flags that hurt valuation
Why clean books are essential before scaling
The role of financial projections in strategic growth
What investors look for in scalable businesses
Systems and processes that reduce owner dependency
Identifying chaos vs. structure inside your organization
Leadership habits that drive long-term growth
What it really means to "level up" as a business owner

Episode Resources:

· Connect with Marie Torossian

· https://marietorossiancpa.com

· Connect with Galen M. Hair

· https://insuranceclaimhq.com

· hair@hairshunnarah.com

· https://levelupclaim.com/