Farm Profitability Health Check
Where is the money actually going?
Fifteen questions across five areas. Scores each one separately, so you find the weak area rather than an average.
Open the tool
Free tools
Know Your Numbers Before You Need To
Twenty-five calculators, templates and worksheets built for farms, processors, food makers and CSA operations, because the generic small-business versions get yield, seasonality and multiple enterprises wrong. The calculators run in your browser and none of your figures are sent anywhere.
9
calculators and scorecards you run here
16
templates and worksheets to download
2–5 min
each, with figures you already have
700+
businesses these were built from
Working out
Operation
Format
The tools
Run it here
Interactive. Answer a few questions and get a number back, with nothing saved and nothing sent to us.
Owner Compensation Reality Check
Am I profitable, or just cheap labor?
Your effective hourly rate, and what the business would report if you paid yourself what the job is worth.
Open the toolTrue Margin per Cut
What does a saleable pound really cost me?
Two yield losses, a flat kill fee and cut-and-wrap billed on hanging weight. Presets for beef, pork and lamb.
Open the toolBreak-Even Season
How many do I need to sell before the season pays?
Break-even volume for shares, boxes, subscriptions or animals, plus which lever moves that number most.
Open the toolCost to Serve by Route
Which of my routes is losing money?
Three routes side by side from miles, hours, stops and revenue. Shows the gap a blended margin hides.
Open the toolWholesale Readiness Scorecard
Am I ready to pitch a buyer?
Fifteen things a buyer checks, five of them non-negotiable. Blockers are checked before the score.
Open the toolSeasonal Cash Flow Gap
Which month do I run out?
Twelve months in, one number out: how much you need available to get through the trough, and which month it lands.
Open the toolVertical Integration Feasibility
Should I build it, or keep using someone else's?
Build against outsource, including whether you would sell capacity to anyone else, and whether the saving covers the debt service.
Open the toolGrant Readiness & ROI
Is this grant worth the effort?
A grant is not free money. Works out what it is really worth after the match, the application time and the reporting.
Being updated for new USDA rulesNothing matches that combination
Try widening one of the filters, or start with the Farm Profitability Health Check, which covers all five questions at once.
Download and fill in
Templates, worksheets and checklists. Built from the ones our consultants actually hand to clients.
Chart of Accounts Template
A clean account structure built for vertically integrated farms and food businesses, with seven core categories that clarify revenue, COGS, operating expenses and profitability.
DownloadSample Profit & Loss Statement
Shows what a clean, well-structured P&L should look like, so you know what to compare your own numbers against.
DownloadSample P&L with Class Tracking
Separates financial results by enterprise or product line, for anyone running more than one thing under one roof.
DownloadOne-Page Business Strategy Template
A single worksheet to step back and define values, niche, financial targets and strategy in one sitting.
DownloadCrop Cost & Profit Calculator
Tracks inputs, labor and revenue so you can compare real margins across products side by side.
DownloadROI Evaluation Worksheet
Models projected revenue, costs and timeline so you can evaluate whether a big investment will actually pay off.
DownloadSWOT Analysis Template
Walks through strengths, weaknesses, opportunities and threats to guide a decision you have been putting off.
DownloadVision & Planning Worksheet
Helps you define direction, market positioning and long-term goals before you make a big decision, not after.
DownloadStrategic Business Plan Outline
A comprehensive outline covering strategy, operations, marketing and financial planning, built toward an investor-ready plan.
DownloadFunder Investment Checklist
A practical framework for evaluating investment opportunities across financials, business planning and marketing clarity.
DownloadFarmer Investment Readiness Checklist
Assess your readiness across strategy, marketing, operations and financials before you go looking for funding.
DownloadFarm Succession Planning Scorecard
Evaluates how prepared you are for succession, including communication, financial readiness, leadership transition and governance.
DownloadHerd Model Template
Projects herd size, production output and financial performance so you can plan growth with real numbers.
DownloadBrand Identity Worksheet
Clarifies your brand voice, mission and ideal customer, so your marketing stops feeling inconsistent.
Download12-Month Marketing Calendar
A full year of campaigns, promotions and launches mapped out, so marketing stops happening in a scramble.
DownloadWeekly Marketing Metrics Tracker
Connects marketing activity to real results, week over week, instead of guessing what is working.
DownloadNothing matches that combination
Try widening one of the filters.
Being straight with you
Why These Are Free, And What We Ask For
No catch, but no pretence either.
One email, once
It unlocks every download on this page and it is the only time we ask. Nothing you type into a calculator reaches us, because they run entirely in your browser.
We will follow up
You gave us an email because you run a farm or food business, and that is who we work with. One click unsubscribes and we do not sell your data.
Built from real engagements
The arithmetic is the arithmetic we run for clients. The vertical integration tool exists because we have taken two clients in opposite directions in the same year and both were right.
Some answers will not be comfortable
The owner compensation tool tells a fair number of people their business does not turn a profit once their own work is paid for. We would rather you knew that.
One form, then everything
Where should we send the kit?
One email unlocks all sixteen downloads on this page, and we will send new ones as we build them. The calculators don't need this. Each has its own quick sign-up, so if one of those is what you came for, skip it.
One click unsubscribes and we do not sell your data. See our Privacy Notice.