Jamie
Accountant · Cedar Ledger
Month-end books, taxes and the numbers behind a loan.
Can see: Books and this plan
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ForgeLine AutoYour business todayTodayBestimate
$780,000+$64K since Januarythis year
This week
18 of 42 fleet contracts renewed. Remind the other 24?18 of 42 fleet contracts renewed. Remind the rest?
Needs youJamie is reviewing your August booksJamie is reviewing August books
Thursday
Books caught up through August
DoneWhat do you want to happen next?
Pick a goal. SMB shows where you stand, prepares the first steps and brings in the right people.
Grow revenue by 20% this year
Riverbend CoffeeCoffee shop · IndianapolisWhere you are
Revenue so far this yearRevenue so far
Up 10%From your tools
Office catering, Jul–AugCatering, Jul–Aug
$28,000From your tools
First steps SMB prepares
Price an office catering offer: $450 an order
Ready
Add “Office catering” to your menu
Draft
Write to 3 offices that ordered twice
DraftTwo more orders a week could add $3,600 over four weeks. An estimate, not money in the bank.
Who can help
Jamie
Accountant · Cedar Ledger
Double-checks your costs before you commit.
Can see your booksHire a lead technician
ForgeLine AutoAuto repair · South BendWhere you are
Days that run without youDays without you
3 of 6Improve
Estimated costEstimated cost
$6,240/moEstimate
First steps SMB prepares
Estimate pay: $30/hr for 40 hours a week
Ready
Draft the job post and interview questions
Draft
Hold three interview times next week
DraftIncludes about 20% extra for payroll taxes and benefits. You pick the person and the pay.
Who can help
Local chamber
Indianapolis
Shares local hiring events and job boards.
Not shared yetBorrow $85,000 for a second hygiene room
Goodwell DentalDental practice · LafayetteWhere you are
BestimateBestimate
$960,000Estimate
Tax returns on fileTax returns
2 of 3Needs you
First steps SMB prepares
Pull two years of profit and loss
Ready
Gather the equipment quote and build-out plan
ReadyUpload your third tax return
Needs youA ready packet isn’t a loan approval. The lender decides.
Who can help
Priya
SBA lender · Fishers
Reviews the packet and explains the loan options.
Intro set · Thursday, 10:00 AMSell for $2,000,000 in 2030
Fieldwork PlumbingPlumbing · Fort WayneWhere you are
Bestimate todayBestimate today
$1,240,000Estimate
Maintenance plansMaintenance plans
22% of salesImprove
First steps SMB prepares
Hire a service manager to run dispatch
Draft
Grow maintenance plans to 30% of sales
ReadyPut three years of records in one folder
DraftYour goal isn’t an offer. SMB shows how close you are.
Who can help
Ben
Business broker · Carmel
Reviews your plan once a year and tells you what buyers look for.
Not shared yetOpen a second store in Columbus
Juniper GoodsRetail shop · BloomingtonWhere you are
Owner earningsOwner earnings
$118,000You confirmed
Online share of salesOnline sales
34%From your tools
First steps SMB prepares
Compare three spaces by rent and foot traffic
DraftModel first-year costs from store one
ReadyPlan who runs store one day to day
DraftRent and foot traffic come from public data, costs from your books. You choose the space.
Who can help
Economic development
Marion County
Shares site data and local programs for new locations.
Not shared yetKnow what it’s worth, and what moves it.
Your free Bestimate shows what your business is worth and which parts of it move that number most, so you know where to spend your time.Your free Bestimate shows what your business is worth, and which parts move it most.
Bestimate · Sep 20
$780,000Likely range$710,000 – $850,000
| What moves it | ForgeLine | Status |
|---|---|---|
| Your earnings | $205,000 a year | Good |
| Recurring revenue | 41% from fleet contracts | Good |
| Runs without you | 3 of 6 days | Improve |
| Tax returns | 3 of 3 on file | Done |
Biggest lever: a shop that runs without you. Promote a lead technician.
You don’t have to do it alone.
Bring in an accountant, a lender or a broker near you. Share only what they need, and see everything in one place.Bring in an accountant, a lender or a broker near you. Share only what they need.
Priya
SBA lender · Fishers
Loans for equipment, a second location or buying a business.
Can see: Loan packet, when you share it
Ben
Business broker · Carmel
Pricing, marketing and selling a business when you’re ready.
Can see: Nothing yet
Local chamber
Indianapolis
Events, referrals and other owners nearby.
Can see: Nothing yet
Economic development
Marion County
Grants, site data and programs for local businesses.
Can see: Nothing yet
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