Learning Center
Tools for the decisions that actually move the number.
Planning, pricing, budgeting, and valuation instruments built from how our partner companies run. Everything calculates in your browser — nothing you type is sent to us, stored, or logged.
9
Tools ready to use
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Which of these is your sentence?
- Profitability
Where is my profit actually leaking?
Compare your gross margin, marketing and overhead against the benchmark band for your size, and price the gap in cash.
- Margin vs benchmark
- Profit left on the table
- What the gap is worth at exit
- Pricing
Is this job priced to make money?
Check a quote against the 55% cost target before it goes out, including labor and commissions.
- Total cost
- Cost as % of sale
- Minimum viable price
- Pricing
What do I have to charge per hour to survive?
Work backwards from overhead, headcount, and billable efficiency to the rate that covers it all.
- Break-even rate
- Target rate at your margin
- Billable efficiency
- Marketing
How much should I spend, and on what?
Set a defensible budget from revenue goals and cost per acquisition, then split it by channel.
- Annual and monthly budget
- Channel allocation
- Leads needed
- Profitability
Which lever earns the most, soonest?
Rank the five profit levers by what each is worth in your business, and see the plan that closes the gap to your target margin.
- Ranked levers
- Dollars per point
- Sequenced 12-month plan
- Valuation
What is my business actually worth?
Estimate enterprise value from revenue, margin, and the factors buyers actually adjust for.
- Adjusted EBITDA
- Valuation range
- What's moving your multiple
- Valuation
What would better margins be worth when I sell?
See what closing the gap between your margin today and your target margin adds to enterprise value at 5×, 7× and 10×.
- EBITDA uplift
- Added enterprise value
- Value per margin point
- Strategy
Am I ready to sell — and what's missing?
Grade the eleven things diligence actually tests, and see which gaps cost you multiple rather than just time.
- Readiness grade
- Ranked gaps
- Estimated multiple drag
- Strategy
Sell once, or take multiple equity events?
Compare a single sale against a partnership with staged liquidity, over 5, 10, or 15 years.
- Both outcomes
- Year-by-year table
- The difference
- Valuation
How much value walks out when I do?
Score the business on the twelve dependencies buyers discount for, and see the cost in EBITDA turns.
- Dependence score
- Estimated multiple drag
- Ranked fixes
- Strategy
How many techs do I need to hit my number?
Model headcount, ticket average, and calls per day against a revenue target.
- Headcount required
- Revenue per tech
- Hiring runway
- Valuation
What is a recurring plan member really worth?
Lifetime value of a plan member, and what recurring revenue does to your valuation multiple.
- Member lifetime value
- Recurring revenue share
- Multiple impact
Why these are free
Every one of these started as an internal spreadsheet.
They are the models our operators use to run partner companies — pricing discipline, overhead recovery, budget defense, valuation. We would rather a good operator use them and never call us than not have them at all. If a conversation follows, it follows.
Guides
The reasoning behind the numbers.
- Financial Management Guide The five reports that actually run a trades business, how often to read them, and what to do when they disagree.
- Selling Your Business What a sale process actually looks like, what buyers pay for, and the work that has to happen 12–36 months before you start.
- Private Equity Guide How PE actually works in home services, the difference between a fund and an operator platform, and the questions to ask before signing.
Partnership
Numbers not landing where you want them?
Our operators have run trades businesses themselves. Bring us the output and we'll tell you what we'd do.