ROOTED · THE PROFIT CATALYST MASTERMIND
A 12-month mastermind for bilingual Hispanic CEOs and their operators — integrating finances, operations, and conscious leadership into one rooted system.
Including the AI implementation strategy your business needs and you don't have time to figure out alone.
June 2026 cohort · 9 founding spots remaining

IF THIS SOUNDS FAMILIAR...
From the outside, it looks like you've made it. Revenue is up. Clients are happy. People ask you how you did it.
From the inside, you know the truth. The business runs because you run it. If you stopped answering messages for 48 hours, things would slip. If you took a real vacation, you'd come back to chaos. The team is good — but they're waiting for you.
You've already invested in help. A coach for sales. An accountant for taxes. A consultant for operations. A mentor for leadership. Each one solved one piece. The puzzle stayed unfinished.
And there's something else. You don't say it out loud. But you feel it.
You're tired of being the one who holds everything together — at work, at home, for your family, for your team. You built this business to give you freedom. Right now it's giving you the opposite.
You don't have a strategy problem. You have an integration problem.
THE FOUNDER
I'm Yasnay Montalvo.
I was born in Cuba. I came to the United States at 18 — eleven years after my father left on a raft, crossing the ocean to build a future for our family. I grew up watching my family's resilience build a convenience store that fed us — and absorbed everything else. Their time. Their presence. The years they could have spent with us.
I am an accountant by education and training. I've spent more than 18 years in the entrepreneurial community, working alongside business owners across many industries — watching the same pattern play out again and again. The business that was supposed to provide freedom became the thing that consumed it.
Then in 2020, in the middle of the pandemic, my son was born. I quit my corporate job to be a present mother.
I didn't set out to start a business. People started looking for me. They needed help with their numbers, their systems, their decisions — and I wanted to help. A few months in, I was working more than I had been at my corporate job.
I remember the day everything changed.
I was at my desk. QuickBooks open on one screen, an Excel spreadsheet on another. On my laptop, YouTube on autoplay — Baby Shark, on a loop, keeping my son entertained while I worked. He was eight months old.

I looked into his eyes. And I saw it — the same need I had carried as a little girl. The need to be seen. To be present with. The need to matter more than whatever was on the screen.
In that moment, I made a conscious decision: I would not repeat the pattern. I would not build the same business that had absorbed my family's life. I would find the resources, the mentorship, the tools, and the support to run this business differently. A business that supported my life — not the other way around. A business that let me be present with my son. With my family. With myself.
A few weeks later, I manifested Clockwork into my life. A Facebook ad appeared. By 2021, I had put my initial $10,000 investment on a credit card and begun my Clockwork journey. I never looked back.
Today, I'm certified in both Clockwork and Profit First — the same is true for my operator. We don't just teach these methodologies inside Rooted. We support you to implement them, the way they were meant to be implemented.
Integrating Clockwork with Profit First — and with the personal development work I've done over the years — is what allowed me to become the person, the business owner, the leader, the mom, and the wife I am today.
In five years, my firm has generated over $1 million while I work fewer than 30 hours per week, lead a remote team, and remain fully present as a mother. I built my business the way I teach others to build theirs.
But here's what I noticed along the way: I invested over $200,000 in programs, masterminds, courses, coaches, and consultants to assemble this integrated system. And in all those years, in all those rooms, I never found a single program that combined what we do here. Not one. Each one solved a piece. The integration was always my problem to figure out.
That's why I built Rooted — so you don't have to spend the years and the money I did chasing what should have always been together.
I'm officially endorsed by Mike Michalowicz, creator of Profit First and Clockwork.
Rooted is the integrated system, delivered in 12 months. Built so you don't have to learn it the way I did.
This program is what I needed.
I'm offering it to the business owner I was then.
Certified & Endorsed
Backed by industry-leading certifications and recognized expertise.Backed by industry-leading certifications and recognized expertise.

Profit First Certified Professional

QuickBooks Certified ProAdvisor Online

QuickBooks Elite ProAdvisor

Clockwork System Certified
Officially Endorsed
“She is remarkable. If you own a business and you are a native Spanish speaker, I'm not your guy — she is your gal. Work with her.”
— Mike Michalowicz
Bestselling Author of Profit First & Clockwork
Yasnay is the officially endorsed Profit First + Clockwork specialist for the Spanish-speaking business community in the United States — delivering Mike's proven methodologies with cultural relevance and bilingual expertise.
THE METHODOLOGY
Most programs treat them as separate. We don't — because they're not. The way you handle money, the systems that run your business, and the leader you become are one conversation.
Stop guessing what your numbers mean. Profit First, value pricing, clean books, and capital readiness — so every number tells you what to do next.
Stop being the bottleneck. Clockwork methodology + AI implementation led by your operator — systems and tools that move the business forward without you holding every thread.
Stop leading from urgency. Human Design, NLP, somatic awareness — the inner work that turns reactive decisions into rooted ones, and protects you from the burnout that took down the version of you who built this business.
THE STRUCTURE
Rooted develops both seats — yours and your operator's — together. Because the business that runs without you isn't built by you alone. It's built by the partnership you develop with the right person beside you.
FOUNDER TRACK
Led by Yasnay Montalvo
OPERATOR TRACK
Led by Juan Reyes, Certified Clockwork Operating Officer
Your operator becomes your AI Implementation Officer.
While the world races to keep up with AI, your operator stays a la vanguardia — testing, evaluating, integrating new tools as they emerge. You stay aware. They handle execution. You stay focused on what only you can do: lead, vision, presence with the clients and decisions that move the business forward.
Don't have an operator yet? You're not behind — most founders entering Rooted don't either.
This isn't an abstract recommendation. Every member of my team — currently three operators in Colombia — has been hired through this partner over the past four years. I've personally placed and worked with more than 12 team members from Latin America.
My very first hire was a virtual assistant from Latin America. That experience changed everything. It opened my eyes to a model that has shaped my business ever since: building a US-based company while creating real opportunity for talented people in Latin America. Paying meaningful salaries by their economy's standards. Investing in their professional development. Treating them as partners, not vendors.
This is the same partner I still trust with every hire I make. You'll have access to them — and to the model that's worked for me for years (4-year track record, approximately $1,000/month average operator compensation, 3-month replacement guarantee).
THE OUTCOMES
Not just learned. Operational.
THE ANNUAL RETREAT
12 months of building. 3 days of return.
You spend most of your year holding it together — performing the version of yourself the business needs.
Once a year, you stop.
Every year, my team and I travel to Colombia for our annual retreat — a practice that has shaped the way we lead, work, and rest together. Beginning in 2026, Rooted founders and their operators join us.
Five days. One travel day, three days of programming, one travel day. Cacao ceremonies. Drumming ceremonies. Ancient practices. The kind of stillness that doesn't exist in your inbox. Founder and operator, together. Both languages welcome.
This is not a typical retreat with whiteboards and breakout rooms. This is the part of the year where you remember who you were before the business needed you to be someone else.






Photos from our 2025 team retreat in Colombia. Beginning 2026, Rooted founders and operators join us.
CEOs spend 12 months building structure. Once a year, they go back to themselves.
The retreat experience itself is fully included. Travel and accommodations are not.
THE PROOF
María Angélica started where you are. She's where you're going.
María Angélica Ramírez, MARB Language & Services — on operator development and the resistance behind it
ABEL GRADUATES — AITZA NEGRÓN, MARÍA ANGÉLICA RAMÍREZ, ALAN RIVERA, SOFIA
ABEL — Accelerate Business Efficiency and Leadership — was the first, smaller cohort of this work. Rooted is its evolution: the same rigor, now integrating the three pillars and the annual immersive in Colombia.
“This program was groundbreaking. The program provided for an A to Z assessment of your own business. A lot of programs target specific areas — sales, marketing, scaling — but I felt this was very complete.”
Alan Rivera, ABEL graduate
“This didn't happen to me before Profit First. It gives me incredible freedom.”
Carla Sánchez, Mentora de Negocios Digitales
Built predictable, profit-aligned cash flow and the confidence to lead as a CEO.
“Yasnay always finds a way to get it done — and done well. Her eagerness to invest in others is inspiring.”
Phillip Ingraham, Bahamian Connection Village
Refinanced commercial property, accessed capital, shifted his mindset around ownership.
“Running a business is already challenging, and this support has been invaluable. I highly recommend TPC.”
Theresa Brooks, TLC, 123 Inc
Achieved complete QuickBooks clarity and cash flow visibility.
Rooted is the first time these transformations are delivered together — in a group container, with the operator developed in parallel.
WHAT'S INCLUDED
EXCLUSIVE
THE INVESTMENT
Most premium masterminds at this caliber price between $30,000 and $40,000 — and develop only one seat: the founder. Rooted develops two — yours and your operator's. The conventional value of a two-seat program of this caliber is $50,000. Founding members pay $15,000 — and lock that rate for life.
Two-seat market value
$50,000
Conventional value
Founding Cohort
$15,000
Pay in full · 12 spots only · Locked for life
Or $4,500/quarter × 4 = $18,000
Standard Investment
$25,000
Pay in full · 12-month commitment
Or $7,500/quarter × 4 = $30,000
Once 12 founding spots fill, the standard rate of $25,000 takes effect.
9 founding spots remaining.
Founding Member Promise
Your $15K rate is yours for life. Every renewal year, you pay what founding members paid — even when the standard rate rises beyond $25K. Continuous enrollment is what protects it.
THE FIT
FREQUENTLY ASKED
This is exactly why Rooted develops your operator alongside you. AI isn't going to slow down — every week brings new tools, new agents, new approaches. As the founder, you stay aware of what we're integrating and why. But your operator handles execution. They become your AI Implementation Officer — staying a la vanguardia of what's emerging, testing, evaluating, and implementing the tools that actually move your business forward. We also bring in our AI Implementation Partner for a Group AI Strategy Session (founding member bonus), and founding members receive special pricing if they choose to engage our partner directly for custom AI agent builds. The result: you don't fall behind, and you don't burn out trying to keep up alone.
Included: All sessions across the three pillars, founder + operator seats, curated guest experts, full curriculum library, AI implementation toolkit, and the annual Raíces retreat experience itself. Separate: Travel and accommodations for Raíces. Operator hiring fees and operator salary if you hire through our recruiting partner. Any custom AI agent build engagement with our AI Implementation Partner is a separate investment (founding members receive special pricing).
Rooted is for service-based business owners with an established business — meaning a clear offer, real paying clients, and a track record of revenue. Most members generate multiple six figures to multi-seven figures, but what matters most is that you're past the validation stage.
If you're earlier in the journey but you have real clients and you know exactly what you sell, Rooted is built precisely for you. The integration work, the financial structure, the operator development, the inner work — these are foundations every business eventually needs. The earlier you build them, the further they take you.
Rooted is not for people still figuring out what business to start, still validating an offer, or pre-revenue. We're here to put structure on what's already working — not to teach you how to begin.
If you're tired of fragmented support and you're ready to integrate, we should talk.
APPLY
Entry to Rooted requires:
This isn't a sales call dressed as a fit call. If the room isn't right for you, we'll tell you.
The written application takes about 20 minutes. After submission, we'll review and reach out within 3 business days to schedule your fit call. Total process from application to enrollment: 7–14 days.
9 founding spots remaining · June 2026 cohort
There's a version of you who built this business by sheer will.
The you who got you here is not the you who takes you forward.
The next version is rooted. You have a business that holds without you holding it. You have an operator you trust who keeps you a la vanguardia of what's coming. You have finances you understand. You have an inner life you protect.
You speak both languages. You know where you came from. You are not running from anything anymore.
This is who Rooted is built for.
Rooted founders choose depth over speed.
Foundation over flash.
Integration over fragmentation.
If this sounds like you — or like the CEO you're becoming — apply.