Compass strategic packet

Compass E2E Test

Prepared November 4, 2026

Why we do everything

A business you could sell is a business worth keeping

Everything in this packet exists to move one number, and every business walks the same spiral into it. Each chapter you clear puts you on a tighter turn with fewer companies still on the line — and the rules of the game change at every turn.

Healthy financials the Perfect P&L ratios Capital raise it, deploy it Velocity growth · margin · risk Fortifying trim the fat, bolster it stronger ENTERPRISE VALUE measured with your valuation
YOU ARE HERE Clean books

Not a chapter — accurate, dependable numbers that tell the story completely and truthfully. Every turn above is measured, and none of it holds without that underneath.

Your scoring

How the conclusion forms

Nine components, scored from your calls and your numbers. Click through: each one adds a corner, and the shape they close into is your business.

OPERATING MODEL GO-TO-MARKET REVENUE PATTERN FOUNDER PROFILE TEAM SHAPE SALES CYCLE MOAT CONCENTRATION RISK APPETITE

Financial Targets

Ad Spend23%
Total Labor32%
Overheads & G&A18%
Operating Income (EBITDA) 18-24% A range on purpose: judge the cycle, not the single month.
0%15%30%

Inside the 32%: the labor breakdown

The framework splits the 32% four ways. G&A headcount sits in the overhead line, not here.

10%
8%
8%
6%
Fulfillment10%

The delivery team.

Sales8%

The selling seats.

Marketing8%

Demand creation staff.

Ops6%

The core that keeps it running.

The conclusion

The story in two headlines

01 · The Scoring The evidence walked to Dealership.
DealershipThe one-stop shop stacking offers into an ecosystem.

With several offers built to work together, a Dealership turns one customer relationship into a stream of revenue that compounds over years. A first purchase can lead to an upgrade, a cross-sell, a renewal and an expansion.

What healthy looks like Several revenue streams spread the risk, so losing any single product line doesn't end the business, which is rare among Conversion Engines.

What breaks it The brand can get diluted. A luxury brand at the top and a budget product at the bottom rarely sit well together, and the wrong tier can spoil how buyers see the whole ladder.

233218% OF REVENUE
02 · The Perfect P&L The baseline keeps 18-24% of revenue.
23% ad spend · 32% total labor · 18% overheads.Labor splits four ways: 10 fulfill, 8 sales, 8 marketing, 6 ops.The framework's note: complex P&L; need SKU-level margin accounting.

What you make today, and what grows it long-term. Both, on purpose.