Analyze your business's profitability just as a private equity would
PE Profitability Maximizing Calculator
Plug in your business's financials, answer a few questions, and immediately discover where you're leaving money on the table.
PE Profitability Maximizing Calculator
Plug in your business's financials, answer a few questions, and immediately discover where you're leaving money on the table.
PE Profitability Maximizing Calculator
Find the missed opportunities to increase your profit margin
Our free Optimization Calculator Spreadsheet is an easy and user-friendly tool we use with our portfolio companies to help identify areas where money is left on the table. This simple but powerful spreadsheet is designed to pinpoint where to focus and what levers should be pulled to maximize the business’s profit (EBITDA).
How Does It Work?
Using the spreadsheet is simple and intuitive:
- Input Your Financial Data - Input your high-level financial data such as revenue, Cost of Goods Sold (COGS), etc.
- Answer Some Questions - Respond to a series of simple (but methodical) yes or no questions about your business.
- Get Your Results - Immediately receive your results and discover how you can increase your profit.
Since this is a Google Spreadsheet, the data is only accessible to you and isn’t shared with anyone external. You just create your own Google Sheets copy and run.
What kind of results do I get?
The results tab will include an estimate of how much you can boost your bottom line and a breakdown of areas with the highest potential for optimization. Some of these areas might include:
- Improving your conversion rate
- Increasing your order frequency
- Reducing customer churn
- Increasing your average order value
- Reducing your overhead costs
- Acquiring customers more efficiently (lowering CAC)
What should I do with the results?
You might be wondering, "Great, I have my results. Now what?"
Start by selecting the area with the highest potential for improvement (the tool will tell you which one). Review the questions you answered "no" to, and strategize ways to turn those into a "yes".
Why did we create this tool and why is it free?
Our mission is to help businesses thrive and maximize their profitability. After collaborating with hundreds of businesses, we've discovered several "levers" that can significantly increase a company's bottom line (EBITDA). We initially created this tool for our own use to quickly pinpoint where to focus our energy with each company we engage with. Over time, many business owners expressed interest in using it for their own businesses. Since uncovering opportunities is just the beginning of our process, we're happy to share our tool at no cost. Discover your business's potential and let's discuss how to make these opportunities a reality!
Download a copy and go treasure hunting!
Enter your email to receive a free copy of the Optimization Calculator Spreadsheet, and start maximizing your bottom line today! After reviewing the results, we invite you to book a call with us to discuss them together and explore how to capitalize on the opportunities you've uncovered. Happy treasure hunting!
PE Profitability Maximizing Calculator
Find the missed opportunities to increase your profit margin
Our free Optimization Calculator Spreadsheet is an easy and user-friendly tool we use with our portfolio companies to help identify areas where money is left on the table. This simple but powerful spreadsheet is designed to pinpoint where to focus and what levers should be pulled to maximize the business’s profit (EBITDA).
How Does It Work?
Using the spreadsheet is simple and intuitive:
- Input Your Financial Data - Input your high-level financial data such as revenue, Cost of Goods Sold (COGS), etc.
- Answer Some Questions - Respond to a series of simple (but methodical) yes or no questions about your business.
- Get Your Results - Immediately receive your results and discover how you can increase your profit.
Since this is a Google Spreadsheet, the data is only accessible to you and isn’t shared with anyone external. You just create your own Google Sheets copy and run.
What kind of results do I get?
The results tab will include an estimate of how much you can boost your bottom line and a breakdown of areas with the highest potential for optimization. Some of these areas might include:
- Improving your conversion rate
- Increasing your order frequency
- Reducing customer churn
- Increasing your average order value
- Reducing your overhead costs
- Acquiring customers more efficiently (lowering CAC)
What should I do with the results?
You might be wondering, "Great, I have my results. Now what?"
Start by selecting the area with the highest potential for improvement (the tool will tell you which one). Review the questions you answered "no" to, and strategize ways to turn those into a "yes".
Why did we create this tool and why is it free?
Our mission is to help businesses thrive and maximize their profitability. After collaborating with hundreds of businesses, we've discovered several "levers" that can significantly increase a company's bottom line (EBITDA). We initially created this tool for our own use to quickly pinpoint where to focus our energy with each company we engage with. Over time, many business owners expressed interest in using it for their own businesses. Since uncovering opportunities is just the beginning of our process, we're happy to share our tool at no cost. Discover your business's potential and let's discuss how to make these opportunities a reality!
Download a copy and go treasure hunting!
Enter your email to receive a free copy of the Optimization Calculator Spreadsheet, and start maximizing your bottom line today! After reviewing the results, we invite you to book a call with us to discuss them together and explore how to capitalize on the opportunities you've uncovered. Happy treasure hunting!
