What's inside.
The exact QBO audit Albert runs for every new STRATEGO client. How to identify chart-of-account errors, vendor overcharges, and revenue miscoding in one weekend.
A step-by-step walkthrough of the rolling forecast model STRATEGO deploys in the first two weeks of every engagement. Includes a downloadable template.
How to calculate true location-level profitability — stripping out corporate allocation, intercompany charges, and ownership comp — for every location in your portfolio.
Revenue per square foot. Instructor cost ratios. Membership churn economics. The six KPIs that reveal which locations are profitable and which are being subsidized.
How to structure a revolving line of credit for a fitness operator. The difference between good debt (proactive, low-rate, line of credit) and bad debt (reactive, MCA, merchant cash advance).
What your financials need to look like before you approach a bank, a PE sponsor, or an SBA lender. The three documents every lender asks for and how to make sure yours are ready.
Templates included.
“This Playbook is the framework I use on day one with every STRATEGO client. I'm giving it away because I know that most operators — even if they never hire me — will build a stronger business if they understand these six concepts. If you work through it and realize you want help executing it, my calendar is on the site.”
Ready to skip the Playbook and go straight to results?
Book a free 30-minute CFO Strategy Call. Albert will map your current financial state and tell you exactly what to fix first.