Free Scale-Ready Assessment — see how your business scores on the 60-15-15 standard.Book yours →
Free 20-Minute Profit & Tax Leak Check | Bennett Financials
Free 20-Minute Leak Check

In 20 minutes, find out which problem is costing you the most: tax, scale, or profit leak

We’ll tell you which of the three is bleeding the most money out of your business — and roughly how much — on one 20‑minute call. No documents. No prep.

For US‑based service businesses doing $1M–$20M in annual revenue.

Leak Map
Sample Diagnostic
Live
Tax Leak $120K – $180K
Scaling Leak $80K – $140K
Profit Leak $40K – $90K
Total recoverable
$240K – $410K
per year
conservative
Built in 20 minutes · No documents · Yours to keep

Trusted by growing service businesses

$50K–$300K
Avg leaks found per call
20 min
Operator-level call
Zero
Documents required
$1M–$20M
Service businesses
Run The Leak Check

Pick a time. Bring rough numbers in your head.

No documents. No prep. 20 minutes, operator‑level, zero pressure. If we don’t find meaningful upside, we’ll tell you you’re already top tier and wrap early.

Built For

Who This Is For

This Leak Check is built for US‑based service businesses where the leaks are big enough to matter:

IT, MSP, and cybersecurity firms
$1M–$20M in annual revenue
Private medical practices
Especially cash‑pay, $1M–$10M in collections
Law firms
$1M–$20M in annual fees
Other US‑based service businesses
$1M–$20M in annual revenue

Not A Fit For

Businesses under $1M in revenue
Pure product / e‑commerce companies
Qualification Snapshot
Revenue$1M – $20M
GeographyUnited States
Business TypeService
IndustriesIT / Health / Legal / Pro Svcs
Tax StrategyReactive Only
Qualification Strong Candidate
Ground Rules

What This Is — And What It Isn’t

Four promises we make before you book. Read them, then decide.

Promise 01
No documents or prep required

Bring rough numbers in your head. We don’t need P&Ls, tax returns, or QuickBooks access to run the Leak Check.

No P&L No returns No QuickBooks
Promise 02
20 minutes, operator‑level conversation

No junior associates. No script. You talk to someone who has actually run the numbers on businesses your size.

Senior only No script Real operator
Promise 03
We won’t ask for a decision on the call

Zero pressure. Zero hard pitch. You leave with a Leak Map either way — refer us, hire us, or shelve it.

No pressure No pitch Map yours
Promise 04
If we don’t find meaningful upside, we wrap early

We’ll tell you you’re already top tier and give you your time back. No theater. No filler.

Honest call Time back No filler
Signed
All four promises — or wrap the call early.
Book The Call
The Diagnosis

The 3 Problems We Diagnose

Most $1M–$20M service businesses are bleeding money in one of three places. The Leak Check tells you which one is yours — and what it’s worth in dollars.

01
Tax Problem

You’re overpaying the IRS

You’re paying 30–45% effective tax when high‑performers in your bracket pay 18–25%. Your CPA files returns; nobody is engineering them down. Every year you wait costs you six figures.

02
Scaling Problem

Revenue grows, profit doesn’t

You’re working harder, hiring more, and somehow taking home the same. The business runs on you, and a buyer wouldn’t touch it at a real multiple.

03
Profit Leak

Money leaks before it lands

Margins look fine on the surface but you’re under‑priced, over‑staffed, or carrying dead weight in your P&L. The money is there — it’s just leaving before it hits your account.

Most owners have two of the three. A few have all three. The Leak Check tells you which is costing you the most right now.

The Standard

Every Leak Check runs against four numbers.

60‑15‑15 is the standard for a healthy service business: 60% gross margin, 15% sales & marketing, 15% G&A, 30% net profit. We map your numbers against it and tell you exactly where you sit — and how many dollars you’re leaving on the table.

60%
Gross Margin
What you keep after delivering the work
15%
Sales & Marketing
What it costs to win new business
15%
G&A
What it costs to run the business
30%
Net Profit
The outcome when the system is working
60% Margin
15% S&M
15% G&A
=
30% Profit
How It Works

4 Steps. No Prep. No Documents.

1
Step 1 — Under 2 minutes

Answer 4–6 questions

Quick form. Revenue, margin, entity structure, last year’s tax bill, biggest frustration. Under 2 minutes.

Revenue band Entity type Biggest leak
Start2 min
2
Step 2 — Before the call

We pre‑build your Leak Map

Before the call, we run your numbers through our 60‑15‑15 framework and identify the top 3–5 leaks. So when you show up, we’re ready to talk dollars, not gather data.

60‑15‑15 diagnostic Top 3–5 leaks Dollar ranges
Form submittedCall day
3
Step 3 — 20 minutes, live

20‑minute Google Meet

We walk you through the Leak Map live. You see which of the three problems is costing you the most, in dollars.

Walk the map Quantify upside Ranked fix order
Call start20 min
4
Step 4 — Yours to keep

You keep the Leak Map

Yours to keep whether we work together or not. If you want help implementing, we’ll talk. If not, you walk away with a clearer view of your numbers than you came in with.

1‑page PDF Zero obligation Refer or hire
Call endsOngoing
What You Get

What You Walk Away With

Four deliverables in 20 minutes. All on one page. Yours to keep.

01
60‑15‑15 snapshot

Revenue, gross margin, and tax efficiency — measured against the standard for your size.

02
1‑page Leak Map

Top 3–5 leaks with conservative dollar ranges. Tagged: tax, scale, or profit.

03
Prioritized fix order

Which leak to plug first for biggest 12‑month impact. Ranked by dollars, not effort.

04
Clear answer: which problem is biggest

Tax, scale, or profit leak — and roughly what it’s worth.

leak-map.pdf
1 / 1
Bennett Financials
Leak Map — Sample
Recoverable
$240K–$410K
60‑15‑15 Snapshot
Margin
52%
S&M
22%
G&A
21%
Profit
9%
Top Leaks (Ranked)
1
Entity structure mispriced
Tax
$140K
2
Owner‑dependent delivery
Scale
$110K
3
Under‑priced retainer mix
Profit
$65K
Built in 20 min · Yours to keep Delivered live
Sample of the actual 1‑page deliverable
Why Free?

Why It’s Free

A percentage of owners ask us to implement the fixes after seeing the numbers — that’s how we make money. The rest leave with a clear plan and refer us later. You get the Leak Map either way.

Some owners ask us to implement

A meaningful percentage of owners ask us to help implement the fixes after they see the numbers. That’s how we make money.

The rest refer us later

Owners who don’t need our help walk away with a clear plan and refer us when someone in their network complains about taxes or margins.

This is the fast, 20‑minute version of our full Scale Ready Assessment. Most owners get enough from this call and the Leak Map to know exactly where to start. If the Leak Check surfaces something serious and you want to go deeper, we’ll talk about whether it makes sense to do the full Scale Ready Assessment together.

What To Expect

What Happens On The Call

We will:

Confirm the answers from your intake form
Walk through your Leak Map live
Quantify the upside in plain numbers
Tell you which of the three problems is costing you the most

We won’t:

Ask for a decision on the spot
Hard‑pitch a contract
Ask you to switch CPAs

What if you find nothing?

We’ll tell you you’re already in the top tier for your size, wrap the call early, and you keep the Leak Map for future reference. Your time back, no theater.

What’s At Stake

Same earnings. Different multiple.

Enterprise value is determined by two things — how much your business makes, and how risky that income stream looks to a buyer. The Leak Check surfaces both. Plug the leaks and EBITDA rises. Reduce owner dependence and the multiple rises with it. Together, they compound.

Independent business
6.27x
EBITDA multiple
VS
Owner‑dependent
2.76x
EBITDA multiple

Based on 5,000 benchmarked companies, businesses scoring 80+ on growth readiness sell at 6.27x EBITDA. Below 50 sell at 2.76x. Same earnings, more than 2x the value. The only thing that changes is the financial design.

FAQ

Quick Answers Before You Book

The questions owners ask most often before getting on the call.

No. This is operator‑level. We’ll coordinate with your CPA later if you move forward.
We’ll tell you you’re already top tier and wrap early. You keep the Leak Map.
No. Tax is one of the three problems. We also diagnose scaling and profit leaks — and tell you which is biggest.
The SRA is our deeper diagnostic — full data pull, longer engagement, full implementation roadmap. The Leak Check is the 20‑minute version that tells you whether going deeper is worth it. We only invite owners into the SRA when the Leak Check surfaces something serious.
Get Started

Find Out Which Problem Is Costing You The Most

20 minutes. No prep. No pressure. Walk away knowing whether you have a tax problem, a scaling problem, or a profit leak — and what it’s worth to fix.

For US‑based service businesses doing $1M–$20M in annual revenue.

Start My Leak Check