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Survivors & Thrivers

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Presentation from Be A Boss Presentation 1/28/20

Published in: Business
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Survivors & Thrivers

  1. 1. A real estate financial case study from: Survivors & Thrivers 1
  2. 2. ThriversSurvivors All our businesses 2
  3. 3. Survivors Thrivers GCI $1,200,000$1,200,000 Profit $420,000$204,000 17% Margin 35% Margin 3
  4. 4. What Separates the Thrivers from the Survivors? Cost of Sale Lead Gen Debt Cash Reserves Tax Salaries Profit & Loss Balance Sheet 4
  5. 5. Survivors Thrivers 50% or more on COS 40% or less on COS = $600,000 = $480,000 Cost of Sale 5
  6. 6. Lead Gen Survivors Thrivers 10% or more on Lead Gen 5% or less on Lead Gen = $120,000 = $60,000 6
  7. 7. Survivors Thrivers 15% or more on Salaries 12% or less on Salaries = $180,000 = $144,000 Salaries 7
  8. 8. Survivors Thrivers Credit Card Debt Tax Debt No Credit Card Debt No Tax Debt Debt 8
  9. 9. Survivors Thrivers Small Reserves Commingle personal and business funds Underfunded Tax Reserve 3 Mos Operating Reserve No Commingling Fully Funded Tax Reserve Cash Reserves 9
  10. 10. Survivors Thrivers Tax is an afterthought No proactive tax strategy Ineffective or non-existent advisory Tax is treated as an expense Proactive tax strategy Excellent and effective advisory Tax 10
  11. 11. Survivors Thrivers GCI $1,200,000$1,200,000 Profit $420,000$204,000 17% Margin 35% Margin 11
  12. 12. www.kilneradvantage.com michael@kilneradvantage.com Thank you! Questions? 12

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