The Prosperity Playbook: Your Guide to Financial Success

For many small business owners, especially in family-run enterprises, financial management can feel like an insurmountable challenge that drains energy and creativity.

It often leads to overwhelming anxiety, pulling you away from what truly matters: your family, your dreams, and your personal fulfillment.

However, with the right framework, you can transform this burden into a source of empowerment and lasting prosperity that enriches every aspect of your life.

This guide explores how the Prosperity Playbook turns raw data into actionable insights, helping you navigate the complexities of cash flow, profit, and succession planning with ease.

By embracing this system, you move from uncertainty to clarity, fostering a business that not only survives but thrives for generations.

The Core Concept and Framework

The Prosperity Playbook is designed to build confidence in financial management through a structured, repeatable process.

It emphasizes turning data into insights via visual dashboards and tools that reduce anxiety and empower non-financial leaders.

This framework progresses through key stages, enabling owners to plan, execute, and amplify their success effectively.

• Data: Establishing an accurate foundation for all financial decisions.
• Cashflow: Ensuring consistent coverage of expenses and building reserves.
• Profit: Rewarding risk and fueling reinvestment for growth.
• Legacy: Planning for successful succession and long-term impact.
• Owner Lifestyle: Harnessing the business to achieve a dreamed life and personal freedom.

This progression creates a holistic approach to prosperity, shifting focus from mere profits to overall well-being and fulfillment.

Author and Expertise

The system is spearheaded by Mackey McNeill, a CPA and Personal Financial Specialist with over 30 years of experience.

She is the CEO of Mackey Advisors, a firm specializing in coaching and CFO-level expertise for family business succession.

McNeill has authored multiple books, including award-winning works that merge financial expertise with emotional alignment and purpose-driven prosperity.

Her insights have been featured in major publications like The Wall Street Journal and The New York Times.

Co-leading with Sarah Grace, a non-financially trained COO, demonstrates the accessibility of the system for all business owners.

Course Structure: A Detailed Breakdown

The online Prosperity Playbook Course is priced at $89 standard or $59 for clients, offering templates, graphs, and financial literacy tools.

It guarantees confidence in numbers through a 100% repeatable process for goal-setting, dashboards, and team education.

Below is a table outlining the seven modules that form the core of the course.

This structured approach ensures that every aspect of financial management is covered, from basics to advanced planning.

Key Topics for Financial Success

To achieve prosperity, the Playbook focuses on several critical areas that are essential for small business owners.

• Accurate Data: A non-negotiable foundation for informed decisions and strategic planning.
• Cashflow Confidence: Understanding your financial position to cover expenses consistently and avoid crises.
• Profitability: Growing the bottom line to reward risk and enable reinvestment for future expansion.
• Annual and Monthly Reviews: Implementing five-step processes for regular assessments to stay on track.
• Succession Planning: Preparing for the biggest lifetime transaction with careful thought and emotional alignment for owners and next-gen.
• Owner Lifestyle and Legacy: Using the business to create a dreamed life and give back to the community.
• Time Management: Reducing work hours and increasing efficiency to reclaim personal time.
• Team Financial Literacy: Educating all team members with visual dashboards derived from accurate data.

These topics work together to build an enduring confidence in financial management, even in uncertain times like the COVID-19 pandemic.

Specific Numbers and Data Points

The Playbook aligns with modern financial trends, such as the Intuit 2025 Prosperity Index, which highlights a shift toward intentionality and simplicity.

For example, 61% of Gen Z and Millennials save without professional help, and 47% use DIY tax tools like TurboTax.

This reflects a broader desire for purpose-driven prosperity over traditional pressure and complexity.

1. Pricing: The course is available at $89, with a discounted rate of $59 for existing clients.
2. Podcast Insights: In episodes like the Ferguson Alliance discussion, wage strategies include benchmark 3% market raises and establishing written compensation philosophies for fairness.
3. Focus on Processes: The system emphasizes repeatable methods over hard metrics, making it adaptable to various business sizes and types.

These data points underscore the relevance of the Playbook in today's evolving financial landscape.

Related Books and Resources

Mackey McNeill's books provide deeper insights into the principles behind the Prosperity Playbook.

• The Prosperity Playbook: Planning for a Successful Family Business Succession
• The Intersection of Joy and Money: A 5-step journey for self-discovery and aligning intentions with actions for joyful prosperity.
• Additional resources include a free Prosperity Playbook Roadmap guide, whiteboard sessions with coaches, and client services through Mackey Advisors.

These tools complement the course, offering varied pathways to financial mastery and personal fulfillment.

Broader Context and Testimonials

The Playbook targets overwhelmed owners who lack time and family balance, building what users describe as "enduring confidence."

Testimonials highlight its impact, with one owner noting, "I wished we’d said yes earlier to this system, as it always provides value."

It shifts the narrative from profits to prosperity at every stage, making finances engaging and even fun for teams.

However, it's noted that some sources find it basic for novices, though it excels in accessibility for non-experts.

1. Modern Alignment: The system resonates with 2025 trends of using tech tools and prioritizing resilience over external pressure.
2. Emotional Preparation: Succession planning requires fortitude and detailed strategies to handle family dynamics and emotional transitions.
3. Practical Empowerment: By reducing overwhelm, owners can focus on growth and legacy, creating a ripple effect of positive change.

This holistic approach ensures that financial success is not just about numbers, but about building a life and business that brings joy and purpose.