The Breakdowns

Every recommendation is earnedon camera.

A breakdown is a recorded evaluation I narrate: the numbers on the table, the read out loud, and a straight verdict. No music montage, no hype. The first breakdowns drop soon. Get on the list and you will see them first.

Two formats

One engine, two kinds of read.

Site breakdown

What business fits this location?

A speculative read on a real address: traffic, daytime population, drive-time capture, and the math behind which model the corridor actually supports. The franchise-leaning format.

Explore franchise
Real-listing teardown

Should you buy this business?

Due diligence on camera: customer concentration, owner-dependence, and whether the deal is financeable, in PASS, FLAG, and ratios. The acquisition-leaning format.

An opinion on the stated numbers, not financial advice. Listings are anonymized, so do your own due diligence.

Explore acquisition
What it covers

Whichever format it is, a breakdown runs the same three checks, in the open and in order. Here is the protocol.

The protocol

How a breakdown actually runs.

01

Location & traffic

We read the corridor before the franchise: traffic, daytime population, and drive-time capture around the actual site.

02

The model & the fit

We stress-test the model against the filings: margins, ramp, and whether the unit holds up where you intend to run it.

03

Bankability & verdict

We pressure-test financeability and give you a straight verdict, PASS or FLAG, with the reasoning shown.

Get on the list

Get the next breakdown.

New breakdowns land on the list first: site reads and real-listing teardowns, as they drop. No noise, no filler. When the first one is ready, you will be the first to know.

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