Business Growth Bundles
For owners who want systems, not stress.
Get organized, stabilize cash flow, and scale—without losing what makes your business special. A fully built, plug-and-play financial system for small business owners.
These are a complete set of customizable tools that help entrepreneurs understand their numbers, make smarter decisions, and operate like a well-structured company — not just a hustle.
A real-world acquisition & operations system—for entrepreneurs, not corporations.
Most business tools speak in complicated financial language. This one doesn’t.
This toolkit was built for real entrepreneurs—owners, operators, investors—who want structure, clarity, and confidence when acquiring or growing a small business… without the corporate jargon.
With this system, you get a step-by-step framework, built in Google Sheets, that shows you:
- How to track businesses you’re considering buying
- How to tell if the numbers make sense (or if you’re about to lose money)
- How to price services the right way
- How to create orders after you buy the business
- How to measure whether the business is actually improving
What’s Included in the Business Growth Financial Toolkits:
Instructions
A simple, beginner-friendly walkthrough showing you how to use the toolkit step by step.
- Explains every tab in everyday language
- Shows which boxes you can type in, and which ones calculate automatically
- No jargon—just clear directions
Acquisition of Pipeline Tracker
This is your “deal control center.”
- Keeps track of every business you're considering
- Tells you what stage it’s in (Contacted, NDA Sent, LOI, Under Review, Closed)
- You’ll never lose track of seller conversations or forget where a deal stands
Plain English:
One place to organize every potential business deal—from first conversation to closing.
Budget & Cash Flow Planner
The sheet that tells you if you can actually afford the business—and survive after buying it.
- Tracks income, expenses, and loan payments
- Show how much money you’ll have left each month
- Calculates your DSCR → translated: “Can this business pay its debts and still breathe?”
Plain English:
Will this business make you money—or drain you dry? This sheet answers that.
Break-Even Calculator
This tells you the minimum number of customers or jobs you need each month just to not lose money.
- Enter your expected prices and costs
- It tells you the “survival number”
Plain English:
How much do you need to make each month before you start earning profit?
Service Pricing & Profit Calculator
This helps you price your services correctly. No guessing.
- Enter your labor, materials, and time
- It tells you how much you should charge
- Shows your true profit per job
Plain English:
Stop guessing your prices—this tells you exactly what you need to charge to make money.
SOP / 30–60–90 Day Operations Template
Perfect for when you buy a business—or need to bring order to chaos.
- Day 1: What needs to happen immediately
- Day 30–60–90: What to fix, organize, and improve over time
- Helps you train employees and standardize daily work
Plain English:
How to run the business once you own it—written as a step-by-step checklist.
KPI Dashboard (Business Scoreboard)
This is where numbers turn into clarity.
- Tracks profit, customer growth, revenue per employee, job repeat rate
- Auto-updates as you enter data in other sheets
Plain English:
This tab tells you if the business is doing well—or quietly dying.
Business Valuation & Deal Multiple Estimator
Great for checking if a seller’s price makes sense.
- You enter revenue and profit
- It compares it with normal industry multiples
- Helps you spot overpriced/underpriced businesses
Plain English:
Is the business worth what the seller is asking for—or are you about to overpay?
Who This Is For
✔ First-time business buyers.
✔ Operators of businesses.
✔ Entrepreneurs who want structure—but not corporate nonsense.
✔ People who learn by doing, not just reading business books.
STARTER — $97 (Discounted)
For self-starters who just want the tools.
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Full Business Toolkit (Google Sheets)
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Acquisition Pipeline Tracker
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Budget & Cash Flow Planner
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Break-Even Calculator
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Service Pricing & Profit Calculator
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KPI Dashboard
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SOP / 30-60-90 Day Operational Template
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Plain-English “Instructions” Tab
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❌ No sample data or extras
GROWTH — $197 (Discounted)
For entrepreneurs who want the toolkit plus built-in guidance.
Includes everything in Starter, plus:
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Pre-Filled Sample Business Data (you can overwrite)
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PDF Guide: “How to Use Each Tab Step-by-Step”
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Plain-English Definitions (EBITDA, DSCR, etc.)
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Deal Analysis Checklist (What to look for before buying a business)
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❌ No customization
PREMIUM — $297 (Discounted)
For those who want the full system ready to operate like a business dashboard.
Includes everything in Growth, plus:
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Automated KPI Dashboard (fully linked across all tabs)
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Printable SOP Document Pack (Word + PDF templates)
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Email Templates for Contacting Sellers, Banks & Brokers
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Pitch Deck Template (Google Slides or PowerPoint)
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Lifetime Access + Free Updates
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❌ No custom setup required
Payment Terms
For consultations only. To reserve your consultation spot and begin service, A deposit is required upfront (typically 30–50% depending on the service). The remaining balance is due upon completion of the service or delivery of final documents. Payment plans may be available for select clients or packages.
Note: Consulting services, entity structuring guidance, or credit-related processes are educational in nature. Equity Duke does not offer legal or financial advice — clients are encouraged to consult licensed professionals for legal or tax-related execution.