Presentation from Be A Boss Presentation 1/28/20

1. A real estate financial case study from:
Survivors & Thrivers
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2. ThriversSurvivors
All our businesses
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3. Survivors Thrivers
GCI
$1,200,000$1,200,000
Profit
$420,000$204,000
17% Margin 35% Margin
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4. What Separates the Thrivers from the Survivors?
Cost of Sale Lead Gen
Debt Cash Reserves Tax
Salaries
Profit
& Loss
Balance
Sheet
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5. Survivors Thrivers
50% or more
on COS
40% or less
on COS
= $600,000 = $480,000
Cost of Sale
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6. Lead Gen
Survivors Thrivers
10% or more
on Lead Gen
5% or less
on Lead Gen
= $120,000 = $60,000
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7. Survivors Thrivers
15% or more
on Salaries
12% or less
on Salaries
= $180,000 = $144,000
Salaries
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8. Survivors Thrivers
Credit Card Debt
Tax Debt
No Credit Card Debt
No Tax Debt
Debt
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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
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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
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11. Survivors Thrivers
GCI
$1,200,000$1,200,000
Profit
$420,000$204,000
17% Margin 35% Margin
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12. www.kilneradvantage.com
michael@kilneradvantage.com
Thank you!
Questions?
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