This is what shows up every month.
Some of these are samples, illustrative businesses built to show the format and the depth of the analysis. One is a real client briefing, with the name and logo changed at their request. Where a business would be recognisable from its numbers alone, the figures are rescaled and the card says so: the ratios and the analysis are real, the dollar amounts are not.
Summit Air Mechanical
HVAC & mechanical contracting · ~$2M annual
Six months of revenue, ticket price, and labor efficiency, and the three moves that came out of it.
D.C. Clark Custom Homes
Custom home building · ~$4M annual
Margin and cost per square foot, tracked against a build schedule that moves.
Lakeside Exteriors
Exterior contracting · ~$3M annual
Pipeline, booked revenue, and backlog. A sales-side view of the same engine.
Seasonal Ice Cream Shop
Seasonal food retail · ~$119K annual
A seasonal shop being prepared for sale. What the next owner is buying, the four named actions that turn it profitable, and the one line big enough to decide the outcome.
Built from a real engagement. Customer and business names removed; the figures are the business's own.
Want to see one built from your numbers?
On a discovery call we'll map what your first briefing would look like, using the data you already have.