The sample report

A full report for a sample business: what it’s worth, the plan to make it worth more, and every figure’s source. See inside before you run your own.

2-minute readUpdated October 2026

What the sample is

The sample report is a full run for a small business phone company with $2.65M in yearly sales and 7,800 phone lines. Its figures are a demonstration, built for the purpose, not a forecast for your business. The names are removed. Everything else is exactly as the engine printed it.

Four pages from inside

The football fieldWhat moves the valueWhere each number came fromThe cover

The first 90 days, from the sample

Part 2 is the part owners act on first: nine actions that need no new hire and no new system. In the sample they are:

1. Put a reason code on every discount
2. Run a two-carrier termination RFP
3. Clean up the number inventory
4. Audit USF recovery line by line
5. Record why every customer leaves
6. Code every lost opportunity
7. Reactivate the six dormant partners
8. Build the add-back schedule and a clean trailing-twelve-month P&L
9. Decide the buyer strategy now

Each comes with three steps, an effort level, the odds it lands, and the objective it serves. The first, a reason code on every discount, serves the objective worth +$620k: stop the slow leak in average price.

What waiting costs

A buyer credits a result only once it shows up in the trailing twelve months. Start the sample’s plan this quarter and the work is creditable at a sale three years out. Start a year later and the same work arrives unpaid.

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