Profit Leak Diagnostic — Starting at $999

Your Business Is Generating Revenue.
Find Out Why More Profit
Isn't Reaching the Bottom Line.

A structured financial and operational review for coffee shops, restaurants, and multi-location food businesses — delivering a clear action plan in 7–10 business days.

No retainer. No ongoing commitment. Results in 7–10 business days.

$999
Starting price for
single-location businesses
7–10
Business days to
full findings report
12mo
Financial performance
review window
$1M+
Operators we serve,
up to $10M+ revenue
The Problem

"If sales are strong, why isn't more profit reaching the bottom line?"

Most food business owners feel this. Revenue is growing, the operation is busy — but the owner's take-home isn't moving. The money is leaking somewhere, and standard bookkeeping doesn't tell you where.

Diagnose Your Profit Leak
📈
Revenue grows, profit doesn't
Sales look healthy but owner income stays flat
💸
Cash feels tighter than it should
Despite healthy sales, cash always feels thin
👷
Labor costs feel too high
Scheduling never quite optimizes staffing costs
📊
Reports exist, clarity doesn't
Financial data is there, but decisions still feel unclear
The Diagnostic

Everything Included.
Nothing Hidden.

A single fixed-fee engagement. No retainers, no ongoing commitments. You get a complete picture of where profit is leaking — and exactly what to do about it.

What You Receive

12-Month P&L Review
Full financial performance analysis
P&L Normalization
Cleaned and categorized data
Labor Cost Analysis
Identify staffing inefficiencies
Food & Bev Cost Analysis
COGS and margin breakdown
Revenue & Product Mix
What's selling vs. what's profitable
Location Benchmarking
Multi-unit performance comparison
Cash Flow & Working Capital
Liquidity and capital review
Executive Summary
Full written findings report
90-Day Action Roadmap
Prioritized, quantified improvement opportunities with specific actions to take in the next 90 days
Profit Leak Diagnostic
STARTING AT
$ 999
Single-location businesses
Higher for multi-location operators
All 9 deliverables included
7–10 business day delivery
No retainer required
Works with imperfect books
Institutional-level analysis
Start Your Diagnostic

For operators generating $1M–$10M+ annually

Why It Works

Five Ways the Diagnostic
Changes the Business

01

Find Hidden Profit Opportunities

Identify margin leakage in labor, pricing, purchasing, and operational execution before it compounds further.

02

Improve Cash Flow

Understand exactly why cash may be tight despite healthy sales — and what to do about it this quarter.

03

Benchmark Store Performance

Compare locations, channels, and product mix to identify which units underperform and why.

04

Turn Data Into Action

You receive clear recommendations and a 90-day roadmap — not just charts and reports that sit on a shelf.

05

Objective Outside Perspective

Independent analysis grounded in institutional finance — without hiring a full-time CFO or finance team.

Founder Background

Institutional finance background
Cash flow modeling expertise
Structured analytical rigor
Independent operator focus
The Process

From Data to Decision
in 7–10 Business Days

1

Share Your Data

Send your last 12 months of P&Ls, payroll summaries, POS exports, and vendor reports (if available). Perfect books are not required.

P&L Statements Payroll Data POS Exports Vendor Reports
2

We Run the Analysis

Our team normalizes your financials, models unit economics, benchmarks performance across locations, and identifies exactly where margin is leaking — using the same analytical rigor applied in institutional finance.

3

Receive Your Report & Action Plan

You receive a full executive summary of findings and a 90-day action roadmap with quantified improvement opportunities — ready to implement immediately.

Get Started →
Ideal Clients

Built for Independent
Food & Beverage Businesses

We work exclusively with food and beverage businesses — not general SMBs. Our frameworks are built around your cost structure, POS data, and operational realities.

Independent Coffee Shops & Cafés
Single or multi-location operators
🍽️
Specialty Food Operators
Bakeries, fast casual, food halls
📍
Multi-Location Hospitality Businesses
Operators with 2–10+ units

Revenue Profile

Annual Revenue $1M – $10M+

Not a fit for:

×Operators under $500K revenue
×Non-food / hospitality businesses
×Franchise chains or corporate groups
How We're Different

Not Your Accountant.
Not Your Bookkeeper.

Traditional Accountant / Bookkeeper

Records transactions and expenses
Prepares tax filings and compliance reports
Focuses on historical accuracy
Tells you what happened
VS

Altis Advisory

Analyzes why profitability is changing
Identifies where margin is leaking
Focuses on operational profitability
Tells you what to do about it
FAQ

Common Questions

How is this different from an accountant or bookkeeper?

Accountants and bookkeepers focus on recordkeeping, taxes, and compliance. We focus on why profitability is changing, where margin is leaking, and what operational decisions can improve performance.

What information do you need to get started?

Most engagements start with:

Last 12 months of P&Ls
Payroll summaries
POS sales exports
Vendor or purchasing reports (if available)
What if our books aren't clean?

That's common. Perfect books are not required. Our process is built to work with real-world operator data and identify actionable trends even when reporting is imperfect.

We already have a GM or operations manager — why would we need this?

Your GM runs the business day-to-day. We provide an independent financial and operational layer focused on cross-location performance, margin variance, and cash flow optimization — the layer your GM typically doesn't have time for.

What happens after the diagnostic?

You receive a full findings report and 90-day action plan. If implementation support is needed, optional advisory services may be available on a case-by-case basis.

Start Today

Find the Profit
Already in Your Business

Book a brief call to see if the Profit Leak Diagnostic is the right fit. No commitment required.

Serving food & beverage businesses generating $1M–$10M+ annually