Financial Freedom Calculator

1. Personal Information

Prepared for
Email
I am currently	years old
I expect to live to the age of	years
I wish to be financially free in	years time
I will require $	annually in today's money

2. Business Inputs

Metric
Sales
Cost of Sales		(To decrease, use negative value)
Overheads	by
Taxation	by

3. Financial Parameters

Tax Rate	%
Invest @	%
FF Investment Rate	%
FF Inflation Rate	%
Goodwill Multiple

Your Unrealized Profit Potential

This personalized report reveals four powerful insights:

The profits currently leaking out of your business
How small, targeted improvements can dramatically increase your bottom line
How reinvesting those new profits can accelerate your path to financial freedom
How increased profitability can significantly raise the value of your company

Prepared for:

I am currently:

I wish to be financially free in:

I will require:

Metric	Current	% Change	Projected	Difference
Sales	$10	5.000%	$11	$1
Cost of Sales	$20	-5.000%	$19	$-1
Gross Profit	$-10	-15.000%	$-9	$2
Overheads	$20	-5.000%	$19	$-1
Net Profit	$-30	-8.333%	$-28	$3
Taxation	$-9	-5.000%	$-8	$1
After Tax Profit	$-21	-6.369%	$-20	$1

What This Means—for Me

By making a few simple adjustments, I can increase my profits by —adding to my bottom line—by simply:

Increasing sales by
Reducing cost of sales by
Lowering overhead by

That is new profit—profit my business is not generating today.

About Paying Tax

Yes, I’ll pay an additional in tax from that new profit. But I’ll still have in after-tax profit that I can choose to spend—or invest.

If I Do This Just Once

If I optimize my business for one year and invest the additional after-tax profits of at a annual return, in years that one-time investment would grow to .That’s money working for me—and growing.

If I commit to this process every year and invest annually at for years, I’ll accumulate —just from improvements I control.

Your Profit Turnaround—By the Numbers

By making small improvements that generate in new after-tax profit:

A one-time optimization grows to in years
Repeating that optimization every year grows to in years

Bonus: Increased Business Valuation

Improving profitability also boosts the potential sale value of my business. An interested investor may be willing to pay an additional based on the increase in pre-tax profit. That’s a major lift in business value—without increasing my hours or team size.

My Path to Financial Freedom

To enjoy financial freedom in with in annual income (adjusted for today’s dollars), I estimate needing a portfolio of working for me.

By unlocking the potential in my business, I can add:

from cumulative after-tax profit gains
in increased business valuation

That’s closer to my financial freedom goal.

Why am I not doing this!?

Your Unrealized Profit Potential

This personalized report reveals four powerful insights:

The profits currently leaking out of your business
How small, targeted improvements can dramatically increase your bottom line
How reinvesting those new profits can accelerate your path to financial freedom
How increased profitability can significantly raise the value of your company

Prepared for:

I am currently:

I wish to be financially free in:

I will require:

Metric	Current	% Change	Projected	Difference	Note
Sales					Presumed to increase by volume
Cost of Sales					May rise with more volume
Gross Profit					Sales minus Cost of Sales
Overheads					Includes wages, rent, admin
Net Profit					Gross Profit - Overheads
Taxation					Progressive tax system
After Tax Profit					Net cash gain

What This Means—for Me

By making a few simple adjustments, I can increase my profits by ?— adding ? to my bottom line—by simply:

Increasing sales by ?%
Reducing cost of sales by ?%
Lowering overhead by ?%

That ? is new profit my business isn't generating yet.

If I Do This Just Once

If I optimize my business for one year and invest the additional after-tax profits of ? at a ?% annual return, in ? years that one-time investment would grow to ?.

If I Do This Every Year

By committing every year and investing ? at ?% for ? years, I'll accumulate ?—just from controlled improvements.

Bonus: Increased Business Valuation

Profitability also increases your business value. An investor may pay ? more for the additional pre-tax profit.

My Path to Financial Freedom

To achieve financial freedom in ? years with ? in annual income, I estimate needing ?.

? from cumulative profits
? in increased business value

Total: ? closer to my goal.