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Buyer & seller tools

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Marketing

Client Profitability illustration
Income

Client Profitability

Profit left on a client after labor and overhead.

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Conversion Rate illustration
Performance

Conversion Rate

Share of visitors that become leads or customers.

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Customer Acquisition Cost illustration
Cost

Customer Acquisition Cost

What it costs on average to win one new customer.

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Marketing ROI illustration
Return

Marketing ROI

Profit return on every dollar of marketing spend.

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Suggested roadmap

Rental property deal analysis

Run these in order to underwrite a rental or commercial deal end to end.

  1. 1Net Operating IncomeStart with income minus operating expenses.
  2. 2Capitalization RateTurn NOI into a market value / yield check.
  3. 3Property Value from NOIEstimate value from NOI and a target cap rate.
  4. 4Loan-to-Value RatioSize the loan against that value.
  5. 5Monthly Amortization PaymentCompute the monthly debt payment.
  6. 6Debt Service Coverage RatioConfirm the deal covers its debt.
  7. 7Cash-on-Cash ReturnMeasure the cash yield on your money in.
  8. 8Return on InvestmentFinish with the overall return.

Suggested roadmap

Estimate and bid a job

Build a job estimate from materials and labor, then bid and check the margin.

  1. 1Material Cost with WasteTotal materials with a waste allowance.
  2. 2Labor CostAdd crew labor cost.
  3. 3Bid PriceMark up cost into a bid price.
  4. 4Job Profit MarginConfirm the margin on that bid.

Suggested roadmap

Run a coffee, tea, or food shop

The core numbers a small food or retail franchise watches to stay in the black.

  1. 1Gross ProfitStart with revenue minus cost of goods sold.
  2. 2Profit MarginSee how much of each sales dollar you keep.
  3. 3Break-Even SalesFind the sales needed to cover fixed costs.
  4. 4Labor Cost PercentageKeep wages in check against sales.
  5. 5Inventory TurnoverTrack how fast stock sells through.