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Demonstration accountRead-only — this company is illustrative, and nothing here can be changed
Multi-unit restaurant group

Coppersmith Table Group

$11.6M revenue · 6 locations · 214 staff

Coppersmith operates six restaurants across three concepts. Two carry the group, one is quietly bleeding, and consolidated reporting hides all of it. The founder's daughter runs operations and is the presumptive successor, but nothing has been formalized.

The question on the table

Which locations do we keep, which do we close, and how do we hand this to the next generation?

Company file

Revenue
$11.6M
Locations
6
Blended prime cost
67.4%
Staff
214
Oldest location
17 years

What the system found

+$412k

EBITDA recovered by closing one unit and repricing two menus

67.4% → 61.8%

Prime cost after the labor scheduling changes

0 → 100%

Succession documentation, from nothing to a signed plan

Comprehensive Financial AnalysisCash Flow CommandCompetitive Position RadarFamily Transition & Successor Simulator

Unit economics, cash timing, competitive position, and a family handoff.

Comprehensive Financial Analysis

Six locations, unmasked

Open the real tool
LocationRevenuePrime cost4-wall EBITDAVerdict
Coppersmith Downtown$3.10M61.2%$487kKeep — flagship
Coppersmith Riverside$2.42M63.8%$291kKeep
Foundry Tap (North)$2.01M66.1%$164kReprice menu
Foundry Tap (Airport)$1.68M72.4%−$88kClose at lease end
Marlowe's$1.44M70.9%$21kReprice + labor fix
Coppersmith Catering$0.95M58.4%$203kExpand
  • HighThe airport unit has lost money for nine consecutive quarters

    It is funded by the flagship. The lease expires in fourteen months — do not renew, and stop reinvesting in it now.

  • MediumCatering has the best margin and the least attention

    58.4% prime cost with no dedicated salesperson. This is the growth lever hiding in plain sight.

Why this matters

Consolidated P&Ls are where losing locations hide. Once each unit is judged on its own four-wall economics, the decision usually makes itself.

$412k of EBITDA recovered from one closure and two menu repricings

Cash Flow Command

Thirteen weeks across six units

Open the real tool

Cash on hand

$308k

Weekly burn (Jan)

$61k

Runway

11 weeks

After the airport closure

24 weeks

Q1 seasonal trough

−$184k

Patio season recovery

+$322k

Catering contracts booked

+$148k

Airport unit drag

−$88k
Why this matters

Restaurants run on weekly cash, not monthly statements. Seeing the trough three months out is what lets you negotiate with a landlord instead of a payday lender.

Competitive Position Radar

What the block is doing

Open the real tool
CompetitorSignalSo what
Harlow & VineEntrée prices up 9% with no traffic lossYou have pricing headroom you are not taking
The Brass RailReview velocity up 3x since a new GMTalent to recruit or a threat to watch
Union YardLaunched lunch serviceDirectly hits Riverside's weakest daypart
Sable KitchenClosedAbsorb their catering accounts
Why this matters

Restaurant competition is menu pricing, review velocity, and hiring — all public, all moving weekly, none of it something a chef-owner has time to track.

Family Transition & Successor Simulator

Handing it to the next generation

Open the real tool
  • Define the successor's authority by decision type

    Menu and hiring today, capital and real estate at 24 months

    Founder + successor

  • Value the business independently of family opinion

    4.1x on normalized EBITDA excluding the airport unit

  • Address the two non-operating siblings

    Equity vs. note vs. life insurance modeled three ways

  • Document the founder's supplier relationships

    Nine key vendor relationships exist only in his phone

  • Set the founder's exit date in writing

    The single highest-predictive factor in successful handoffs

  • HighNine vendor relationships are personal, not corporate

    Two of them provide below-market pricing that will not survive the founder's departure. Modeled cost of losing them: $71k a year.

Why this matters

Most family business transitions fail on undiscussed assumptions, not on taxes. Writing them down while everyone is healthy is the entire exercise.

What would this look like for your business?

Coppersmith Table Group is illustrative. The tools are not. Point them at your own numbers and you will have the first version of this file inside an afternoon.

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