The public cases use linked monthly calculations; the personalized Excel service is still in development.
These pages expose the assumptions and calculated results of 30 reproducible operating cases. They help you examine a business before preparing a personalized forecast. Downloadable personalized workbooks are not offered in this edition.
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Read the published full plan examples. Each entry below states whether a full example is available.
30 business packages · 2 with a full plan example · 28 guide sets
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Three-bay independent mechanical repair shop with two technicians and an owner service adviser
Five guides · full plan example pending
192.4
Cash break-even billed technician-hours per month
Steady-month threshold including scheduled debt, before income taxes and changes in working capital; uses the stated price, service mix and fixed cost base.
Four-bay retrofit of an existing leased wash site
Full plan example + five guides
Model wash contribution, bay capacity, uptime, utilization and break-even without borrowing conveyor-wash assumptions.
Private preschool for ages 3–5: four rooms, assumed licensed capacity of 48; no infant care
Five guides · full plan example pending
34–36 / 39–48
Cash-positive whole-child enrollment intervals · steady month
Enrollment counts 37, 38 are cash-negative when another classroom opens. Includes the applicable qualified roster and scheduled debt; before income taxes and changes in working capital. Read the staffing-step calculation.
Small off-premise caterer from an existing DBPR-licensed shared commercial kitchen
Five guides · full plan example pending
Calculate drop-off and staffed-buffet contribution from guest counts, recipe yield, equipment rentals and crew hours, then test calendar and kitchen capacity.
Counter-service café in an existing leased unit
Full plan example + five guides
Calculate café contribution per transaction, operating and debt-service break-even, staffing capacity and a useful weekly scorecard.
Independent leased counter-service restaurant; existing kitchen infrastructure; no alcohol, drive-through or franchise fees
Five guides · full plan example pending
Compare counter-service orders by dining and pickup channel, then test peak kitchen output, queue limits and paid shift capacity.
One owner-operated bowl-menu food truck; five three-hour private-site service windows per week
Five guides · full plan example pending
Calculate a bowl order with expected drink, waste, packaging, tax-aware card fees and B&O, then test the paid service calendar and assembly bottleneck.
60-seat independent restaurant in an existing leased restaurant space; no alcohol sales
Five guides · full plan example pending
2,265.5
Cash break-even guest covers per month
Steady-month threshold including scheduled debt, before income taxes and changes in working capital; uses the stated price, service mix and fixed cost base.
On-site pan bread, sweet buns and cookies sold retail carryout; excludes café, drinks, wholesale, cakes, delivery and property purchase
Five guides · full plan example pending
Calculate contribution per produced and sold bakery item, then check oven, mixing, proofing and paid labor capacity.
Owner-led small team cleaning ordinary commercial offices under recurring contracts
Five guides · full plan example pending
A standard account is priced from measured cleaning work, paid travel, rework and roster limits rather than square footage alone.
Small licensed residential electrical service and installation crew: one master/owner plus one journeyman and one van
Five guides · full plan example pending
Calculate service and installation job contribution, two-person labor cost, travel, callback capacity and the cash break-even workload.
Two-technician residential HVAC operation: working owner, one employee and part-time dispatch support
Five guides · full plan example pending
74.3
Cash break-even mixed jobs per month
Steady-month threshold including scheduled debt, before income taxes and changes in working capital; uses the stated price, service mix and fixed cost base.
Owner-led residential repaint crew with two employed painters; interior and exterior work; no industrial coatings or lead abatement
Five guides · full plan example pending
Calculate repaint bids from person-hours, measured materials, rework and paid capacity without confusing job contribution with net profit.
One two-person owner-led residential maintenance crew, truck and trailer
Five guides · full plan example pending
91.9
Cash break-even property visits per month
Steady-month threshold including scheduled debt, before income taxes and changes in working capital; uses the stated price, service mix and fixed cost base.
Owner-led residential remodeling crew with two employees and specialist subcontractors
Five guides · full plan example pending
1.7
Cash break-even project-equivalents per month
Steady-month threshold including scheduled debt, before income taxes and changes in working capital; uses the stated price, service mix and fixed cost base.
California residential asphalt-shingle replacement contractor with a licensed subcontract installation crew and one employed repair/logistics technician
Five guides · full plan example pending
Calculate a standard 20-square replacement job, repair contribution, safe crew days, employee hours and whole-job break-even.
Leased employee-operated nail salon; no booth rentals
Five guides · full plan example pending
Calculate nail-service contribution and booking-time capacity before fixed technician wages, owner labor, overhead and debt.
Four-chair employee-operated hair salon with three employed stylists and a working owner
Five guides · full plan example pending
326.4
Cash break-even booked stylist-hours per month
Steady-month threshold including scheduled debt, before income taxes and changes in working capital; uses the stated price, service mix and fixed cost base.
Independent membership gym with limited personal training; no pool or spa
Five guides · full plan example pending
429.6
Cash break-even active members
Steady-month threshold including scheduled debt, before income taxes and changes in working capital; uses the stated price, service mix and fixed cost base.
Dog-only fixed salon with three employed groomers, one employed bather and a paid owner-manager; no boarding, mobile services, retail, training, cat grooming or veterinary care
Five guides · full plan example pending
315
Completed appointments / month, including scheduled debt
Leased coin/card laundromat; no dry cleaning or wash-and-fold
Five guides · full plan example pending
Calculate laundromat contribution by washer size, attached dryer minutes, water, heat, fees and time capacity before comparing fixed costs and debt.
Small remote bookkeeping team; ordinary reconciliation and management reports; no audit, legal, tax-filing or licensed CPA claims
Five guides · full plan example pending
Price scoped recurring work, owner review and paid capacity before applying retainers to a monthly bookkeeping roster.
Small licensed tax/accounting practice; no audit, review, compilation or other attest engagements
Five guides · full plan example pending
Use client-months, completed tax jobs and owner hours to connect CPA-practice fees with productive labor, price realization and capacity.
Owner-dentist, three-room general practice in leased second-generation dental premises; preventive care, fillings and outsourced-lab crowns; no specialist surgery or sedation
Five guides · full plan example pending
Compare completed dental episodes, collected fees and contribution per constrained clinician hour, including hygiene checks and two-visit crowns.
Owner-veterinarian outpatient clinic; no boarding, overnight hospital, grooming, aseptic surgery, anesthesia, dental suite, radiography or automated CBC/chemistry analyzer
Five guides · full plan example pending
Calculate visit-level contribution, clinician and technician capacity, cash break-even and collections without treating two exam rooms as two veterinarians.
Small licensed independent Texas commercial property-and-casualty agency; annual policies and carrier direct bill; no underwriting or acquired book
Five guides · full plan example pending
Calculate commission contribution per annual policy and test qualified leads, seller hours, service work and renewal cohorts before treating capacity as sales.
Small outpatient physical therapy practice; two licensed PTs; retained leased medical suite; no home care
Five guides · full plan example pending
Define net revenue per completed physical therapy visit and test one-to-one treatment, documentation, cancellations and paid staffing capacity.
Small duplex-color digital general commercial print shop, with basic cutting and outsourced complex finishing; no newspaper, book or screen-printing plant
Five guides · full plan example pending
Calculate setup-plus-run job contribution with duplex clicks, spoilage, proof sheets, trade finishing and paid operator/owner capacity.
Independent small general-assortment grocery store in leased former food-retail premises; no fuel, pharmacy, liquor or food preparation
Five guides · full plan example pending
Calculate grocery basket contribution from department purchase costs and losses, then test staffed checkout and stocking capacity.
Two used 33,000-lb GVWR 26-foot liftgate dry boxes; employed driver and paid owner-driver; commercial general freight
Five guides · full plan example pending
Calculate contribution per paid truck day while keeping fixed driver wages, empty mileage, handling time and debt commitments visible.
| Format | Revenue driver | Key constraint |
|---|---|---|
| Café / restaurant | Transactions or covers × receipt | Team throughput or seat turns; payroll remains payable |
| Self-service wash | Paid bay sessions × receipt | Bay time, occupancy duration and uptime |
| Remodeling / HVAC | Project or service/install mix | Productive crew-hours, materials and collection timing |
| Gym | Members after joins and cancellations | Retention and peak concurrent attendance |
| Landscape route | Paid visits × price | Crew travel, on-site time and seasons |
| Preschool | Whole-child enrollment × tuition | Licensed places and qualified staffing steps |
| Auto repair / hair salon | Billed or booked service-hours | Available skilled hours, bays or chairs |
Opening sources and uses establish equity, debt, assets and initial cash. Monthly operations drive profit. Inventory and settlement timing drive working capital. Debt payments split between interest and principal. Cash flow and the balance sheet then reconcile with those schedules.
Each case runs for 60 months with explicitly defined scenarios. Keep each scenario’s opening funding, staffing, service mix, taxes and working-capital assumptions attached to its results. The preschool roster changes with whole-classroom staffing steps; the gym follows member joins and cancellations. The methodology defines coverage, capital recovery and the exclusions.
A real project needs its actual calendar, local prices, tax treatment, seasonality, opening schedule, lender terms and replacement spending. It may also need multiple products, different sites or an acquisition history. Start with the projection guide; do not apply a café demand engine to every business.
