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Running a business

Margins, cashflow and the ratios a lender or a buyer will ask about, worked through on real numbers.

48 situations worked through, 43 of them with the sums shown. Each one links to the guide that sets out the rules behind it, and that guide is where any rate or threshold is kept current.

The people in these situations are illustrations written to show how the rules land on somebody, not real customers and not case histories. The arithmetic is real and the rules are real; the names and the circumstances are made up to teach.

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Asset Turnover Ratio Guide

Sarah's Coffee Shop vs Mike's Roastery

Two coffee businesses with very different asset bases and business models.

  1. Annual sales: $450,000
  2. Beginning assets: $150,000
  3. Ending assets: $170,000
  4. Average assets: ($150,000 + $170,000) รท 2 = $160,000

Asset Turnover: $450,000 รท $160,000 = 2.81x

The same calculation on its own, with others like it

Tech Startup Growth Story

A software company's asset turnover over three years of growth.

This one turns on the rules rather than on a calculation, so there are no sums to show.

Retail Store Expansion Decision

A clothing retailer considering whether to open a second location.

  1. Annual sales: $600,000
  2. Total assets: $250,000

Asset Turnover: 2.4x

๐Ÿ’ก Business Decision

A temporary drop in asset turnover ratio isn't necessarily bad! If the second store reaches projected sales within 12-18 months, this expansion makes sense. The key is tracking whether the ratio returns to 2.4x or higher once the new store matures. Many businesses accept short-term ratio declines for long-term growth.

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Manufacturing Efficiency Improvement

A small manufacturer implements lean manufacturing principles.

  1. Annual sales: $2,000,000
  2. Average assets: $1,600,000
  3. Large inventory: $400,000
  4. Equipment utilization: 60%

Asset Turnover: 1.25x

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CAPM Guide - Capital Asset Pricing Model

Comparing Two NZ Companies

Sarah wants to invest $20,000 in either Company A or Company B and wants to know which offers better value given the risk.

  1. NZ 10-year government bond yield (risk-free rate): 4.5%
  2. NZX 50 historical return (market return): 8.8%
  3. Market risk premium: 8.8% - 4.5% = 4.3%

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Building a Balanced Portfolio

Mike wants to build a $50,000 portfolio with a target expected return of 9.5%.

  1. Risk-free rate: 4%
  2. Market return: 10%
  3. Market risk premium: 6%
๐Ÿ’ก Portfolio Insight

Mike's portfolio has a beta of 0.99 (essentially market risk) and an expected return of 9.94%, exceeding his 9.5% target. The diversification across different risk levels helps balance risk and return.

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Evaluating Company Cost of Equity

A NZ manufacturing company needs to calculate its cost of equity for a capital budgeting decision.

  1. Company: Manufacturing Ltd
  2. Industry beta: 1.1
  3. Risk-free rate (NZ 10-year bonds): 4.3%
  4. Expected market return (NZX 50): 9.2%

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Market Crash Scenario

During a market downturn, understanding how different beta stocks react.

  1. Market drops: -15%
โš ๏ธ Beta Works Both Ways

High beta stocks amplify gains in bull markets but also amplify losses in bear markets. A stock with beta 2.0 that rises 20% when markets rise 10% will also fall 20% when markets fall 10%.

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Cashflow Management Guide - NZ Personal Finance

Salaried Employee - Fortnightly Pay

Emma, teacher in Wellington

  1. Rent: $550/week = $2,383/month
  2. Power: $180
  3. Internet: $85
  4. Phone: $45
  5. Groceries: $600
  6. Transport (bus): $150
  7. Insurance (monthly allocation): $140
  8. Subscriptions: $35
  9. Eating out: $250
  10. Entertainment: $150
  11. Personal care: $80
  12. Clothing: $100
  13. Miscellaneous: $120
  14. Total: $4,318/month

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Contractor - Irregular Income

James, IT contractor in Auckland

  1. Rent: $2,800
  2. Car payment: $520
  3. Insurance: $320
  4. Internet/phone: $150
  5. ACC levy: $250
  6. Tax (set aside 30%): $3,000 average
  7. Fixed total: $7,040/month

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Family - Rising Costs Crisis

Mike & Sarah, family of 4 in Christchurch

  1. 2023: $7,859 - $7,200 = +$659/month surplus
  2. Saving: $7,908/year
  3. 2024: $7,859 - $8,350 = -$491/month deficit!
  4. Going backwards: -$5,892/year
  5. Swing: $13,800/year worse off

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Self-Employed - Tax & Lumpy Income

Lisa, landscape designer in Tauranga

  1. Profit: $93,000
  2. Income tax (33%): $30,690
  3. ACC levy: $1,800
  4. Available for living: $60,510
  5. Monthly average: $5,043

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EBIT Guide - Earnings Before Interest and Tax

Comparing Two Competitors

Scenario: TechStart and InnovateCo are software companies. Which has better operational performance?

  1. Revenue: $2,000,000
  2. COGS: $400,000
  3. Operating Expenses: $1,100,000
  4. EBIT: $500,000
  5. Interest Expense: $150,000 (lots of debt)
  6. Tax: $105,000
  7. Net Income: $245,000

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Tracking Performance Over Time

Scenario: CafeCo wants to see if their efficiency initiatives are working.

This one turns on the rules rather than on a calculation, so there are no sums to show.

Service Business EBIT Analysis

Scenario: ConsultPro is a consulting firm analysing their profitability.

  1. Revenue (consulting fees): $1,200,000
  2. COGS: $0 (service business, no physical products)
  3. Gross Profit: $1,200,000
  4. Operating Expenses:
  5. Employee salaries: $680,000
  6. Office rent: $85,000
  7. Technology/software: $45,000
  8. Travel: $75,000
  9. Marketing: $40,000
  10. Other expenses: $35,000
  11. Total Operating Expenses: $960,000
  12. EBIT = $1,200,000 - $960,000

EBIT = $240,000

๐Ÿ’ก Service Business Note

Service businesses often have $0 COGS because they don't sell physical products. This means Gross Profit = Revenue. Their main costs are in operating expenses (mostly salaries). A 20% EBIT margin is solid for consulting, showing they keep $0.20 of every dollar after paying all operating costs.

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Negative EBIT (Operating Loss)

Scenario: StartupCo is a new business in its first year.

  1. Revenue: $180,000
  2. COGS: $95,000
  3. Gross Profit: $85,000
  4. Operating Expenses: $145,000
  5. EBIT = $85,000 - $145,000

EBIT = -$60,000 (loss)

โš ๏ธ Important

Negative EBIT isn't always bad. Many successful companies (especially tech startups) deliberately run negative EBIT while investing in growth. The key is having a path to profitability and sufficient cash/funding to get there.

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EBITDA Guide

Telecom Company Valuation

Scenario: TelecomNZ is being valued for potential acquisition.

  1. Revenue: $800,000,000
  2. COGS: $320,000,000
  3. Operating Expenses (cash): $240,000,000
  4. Depreciation: $120,000,000 (huge network infrastructure)
  5. Amortization: $20,000,000 (spectrum licenses)
  6. Interest: $30,000,000
  7. Taxes: $21,000,000

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Restaurant Chain Analysis

Scenario: DinerChain owns 15 restaurants and wants to open 10 more.

  1. Revenue: $12,000,000
  2. Food costs (COGS): $3,600,000 (30%)
  3. Labor: $4,200,000
  4. Rent: $1,800,000
  5. Other operating: $900,000
  6. Depreciation: $360,000 (equipment, furniture)
  7. Interest: $180,000
  8. EBITDA = $12M - $3.6M - $4.2M - $1.8M - $0.9M

EBITDA = $1,500,000

๐Ÿ’ก Expansion Decision

With 8.3x interest coverage and healthy 12.5% EBITDA margin, DinerChain has strong capacity to take on debt for expansion. Lenders typically want minimum 2-3x coverage, so 8.3x provides comfortable cushion. The EBITDA metric shows they generate sufficient operating cash to service expansion debt.

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Software vs Manufacturing Comparison

Scenario: Comparing two $10M revenue companies in different industries.

This one turns on the rules rather than on a calculation, so there are no sums to show.

Private Equity Acquisition

Scenario: PE firm is acquiring SmallBiz for 6x EBITDA.

  1. EBITDA: $4,000,000
  2. Purchase Price: 6x EBITDA = $24,000,000
  3. Down Payment (equity): $6,000,000
  4. Debt Financing: $18,000,000
  5. Interest Rate: 6% = $1,080,000/year
๐Ÿ’ก Why EBITDA Drives PE Deals

Private equity focuses on EBITDA because: (1) it's a good proxy for debt servicing capacity, (2) multiples are standard for valuation, (3) improvements in EBITDA directly increase exit value, and (4) it's comparable across different capital structures (important when using leverage).

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EBT Guide

Impact of Refinancing Debt

Scenario: ManufactureCo refinances its debt at a lower interest rate.

  1. EBIT: $500,000
  2. Debt: $2,000,000 at 8% = $160,000 interest
  3. EBT: $340,000
  4. Tax (28%): $95,200
  5. Net Income: $244,800

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Startup to Profitability Journey

Scenario: TechStartup's 3-year journey from losses to profit.

  1. Revenue: $200,000
  2. Operating Expenses: $350,000
  3. EBIT: -$150,000 (operating loss)
  4. Interest: $15,000
  5. EBT: -$165,000
  6. Net Income: -$165,000 (no tax on losses)
๐Ÿ’ก Growth Story

Tracking EBT shows the inflection point clearly. Year 1 had negative EBT (losing money even before tax). Year 2 achieved positive EBT for the first time ($60k). Year 3 reached solid profitability with $375k EBT. The prior losses reduced Year 3 tax burden, boosting net income.

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Service Business EBT Analysis

Scenario: ConsultCo evaluates profitability after taking on a bank loan.

  1. Revenue: $900,000
  2. COGS: $0 (service business)
  3. Operating Expenses: $600,000
  4. EBIT: $300,000
  5. Interest: $0
  6. EBT: $300,000
  7. Tax: $84,000
  8. Net Income: $216,000
  9. EBT Margin: 33.3%

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Seasonal Business Tax Planning

Scenario: TourismCo has seasonal revenue and plans tax payments.

This one turns on the rules rather than on a calculation, so there are no sums to show.

๐Ÿ’ก Tax Planning Insight

By tracking quarterly EBT, TourismCo can forecast tax obligations and manage cash flow. Q1 generates $225k EBT requiring $63k tax payment, while Q3 only generates $15k EBT needing just $4.2k. This helps them reserve cash during peak season to cover obligations during slow season.

Gross Margin Guide

Coffee Shop Margin Analysis

A cafe wants to understand profitability across different products.

  1. Flat whites sold: 150 ร— $4.20 profit = $630
  2. Muffins sold: 45 ร— $3.30 profit = $148.50
  3. Sandwiches sold: 60 ร— $5.50 profit = $330
  4. Smoothies sold: 30 ร— $5.00 profit = $150
  5. Total daily gross profit: $1,258.50

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E-commerce Pricing Decision

Online retailer must decide between two pricing strategies.

  1. Selling price: $120
  2. COGS (product + shipping): $45
  3. Gross profit per unit: $75
  4. Gross margin: 62.5%
  5. Expected monthly sales: 200 units
  6. Monthly gross profit: $15,000
๐Ÿ’ก The Decision

Option B wins on total gross profit ($17,600 vs $15,000) despite lower margin. However, Option A requires fulfilling 50% fewer orders (200 vs 400), which means lower shipping costs, packaging costs, and customer service workload. The final choice depends on operational capacity and strategic goals.

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Manufacturing Cost Reduction

Manufacturer finds ways to reduce COGS without changing price.

  1. Selling price: $500
  2. Current COGS breakdown:
  3. - Raw materials: $180
  4. - Direct labor: $90
  5. - Packaging: $30
  6. Total COGS: $300
  7. Gross margin: 40%
  8. Monthly production: 500 units
  9. Monthly gross profit: $100,000

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Consulting Firm Margin Squeeze

Consulting firm faces margin pressure from rising labor costs.

  1. Project fee: $100,000
  2. Consultant hours: 800 at $50/hour = $40,000
  3. Gross margin: 60%

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Price Elasticity of Demand Guide

Streaming Service Price Increase

Netflix NZ raises subscription price

  1. Old price: $14.99/month
  2. New price: $16.99/month (13.3% increase)
  3. Subscribers before: 850,000
  4. Subscribers after: 810,000

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Airline Ticket Pricing

Air NZ adjusts domestic flight prices

  1. Price increase: $180 โ†’ $220 (22% increase)
  2. Weekly bookings drop: 1,200 โ†’ 1,140 (5% decrease)
  3. PED = 5% / 22% = 0.23 (Very inelastic)

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Supermarket Bread Pricing

Countdown tests bread price changes

  1. Price: $5.50 โ†’ $6.50
  2. Daily sales: 200 โ†’ 140 loaves
  3. % ฮ”Q = -30%, % ฮ”P = 18.2%
  4. PED = 1.65 (Elastic)
๐Ÿ’ก Lesson Learned

Premium products are luxuries (elastic). Budget staples are necessities (inelastic). Different pricing strategies needed for different segments, even within the same product category.

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Gym Membership Price Testing

Les Mills gym tests membership pricing

  1. Price drop: $65 โ†’ $49/month
  2. Memberships increase: 400 โ†’ 580
  3. % ฮ”Q = +45%, % ฮ”P = -24.6%
  4. PED = 1.83 (Elastic)
  5. Revenue: $26,000 โ†’ $28,420 (+9.3%)

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Price Elasticity of Supply Guide

COVID-19 Mask Supply Response

Pandemic creates sudden demand spike

  1. Price: $2 โ†’ $8 per mask (300% increase)
  2. Global supply: 50M โ†’ 60M per day (20% increase)
  3. PES = 20% / 300% = 0.07
  4. Nearly perfectly inelastic
๐Ÿ’ก Supply Transformation

Initial PES of 0.07 (inelastic) caused massive price spikes and shortages. Within 3 months, PES rose to 1.5 (elastic) as clothing factories pivoted, new entrants emerged, and supply chains adapted. Prices fell 60% from peak.

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NZ Housing Market

Auckland housing demand surge (2015-2021)

  1. Average price: $800k โ†’ $1.2M (50% increase)
  2. Dwellings: 500,000 โ†’ 510,000 (2% increase)
  3. PES = 0.04 (extremely inelastic)

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Uber Driver Supply

Surge pricing activates driver supply

  1. Average fare: $20
  2. Drivers active: 500

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Software Development Capacity

Tech company scales development team

  1. Developer salary: $100k โ†’ $130k (30% increase)
  2. Team size: 50 โ†’ 52 developers (4% increase)
  3. PES = 0.13 (very inelastic)
  4. Reason: Can only hire immediately available talent

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Profit Margin Guide

Coffee Shop Margins

Analysing profitability by product

  1. Selling price: $5.00
  2. Coffee beans: $0.40
  3. Milk: $0.35
  4. Cup/lid: $0.25
  5. Total cost: $1.00
  6. Gross margin: 80%

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Online Retailer Price Testing

Testing price points for maximum profit

This one turns on the rules rather than on a calculation, so there are no sums to show.

SaaS Company Margins

Software-as-a-Service profitability model

  1. Revenue per customer: $99
  2. Hosting costs: $5
  3. Support (allocated): $4
  4. COGS: $9
  5. Gross margin: 91%

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Supermarket vs Luxury Retail

Comparing business models

  1. Gross margin: 25%
  2. Net margin: 2%
  3. Annual revenue: $500M
  4. Net profit: $10M
  5. Strategy: High volume, low margins
๐Ÿ’ก Business Model Insight

Both models work, but require different strategies: Supermarket: Needs huge volume, tight cost control, efficient operations. 1% cost increase wipes out 50% of profit! Luxury: Needs brand strength, customer experience, pricing power. Can absorb cost increases easily.

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ROI Guide

Tech Startup Investment

Angel investor evaluates early-stage startup

  1. Investment: $100,000 for 10% equity
  2. Company valuation: $1,000,000
  3. Time: 5 years

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Solar Panel Installation (Personal)

Homeowner considers solar investment

  1. Solar panels + installation: $15,000
  2. Government rebate: -$2,000
  3. Net investment: $13,000

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Employee Training Program

Company invests in staff development

  1. Training course costs: $50,000
  2. Lost productivity (time away): $25,000
  3. Total investment: $75,000

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KiwiSaver vs Property Deposit

30-year-old choosing between KiwiSaver and saving for house deposit

  1. Contribute $300/month + employer match $150
  2. Total contribution: $450/month ร— 12 ร— 35 = $189,000
  3. Average return: 7% per year (growth fund)
  4. Final value at 65: $738,500
  5. Gain: $549,500
  6. ROI = $549,500 / $189,000 ร— 100

ROI = 291%

๐Ÿ’ก Misleading ROI?

Property shows 2,413% ROI because you only invested the deposit ($37,800) but gained from the entire property value increase. The mortgage used leverage (borrowing) to magnify returns. However, this ignores mortgage interest paid, maintenance, rates, and risk. KiwiSaver provides diversification and employer contributions. Both are valuable, not either/or.

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WACC Explained

NZ Electricity Company

Utility company evaluating grid upgrade investment

  1. Market cap (equity): $2,400M
  2. Debt outstanding: $1,600M
  3. Total value: $4,000M
  4. Equity weight: 60%
  5. Debt weight: 40%

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Tech Startup Valuation

High-growth SaaS company raising capital

  1. Recent funding round valuation: $80M
  2. Equity: $80M (investors + founders)
  3. Debt: $5M (equipment financing)
  4. Equity weight: 94.1%
  5. Debt weight: 5.9%
๐Ÿ’ก High WACC for Startups

Tech startups have high WACC (14%+) due to: high business risk, volatile earnings, high beta, limited debt capacity, and investor return expectations. They must generate high returns to justify investment. Most VCs expect 25-30%+ returns to compensate for risk.

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Retail Chain Expansion

NZ retail company planning store rollout

  1. Market cap: $350M
  2. Bank debt: $120M
  3. Bonds: $80M
  4. Total debt: $200M
  5. Equity weight: 63.6%
  6. Debt weight: 36.4%

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Capital Structure Optimisation

Manufacturing company considers refinancing

  1. Current WACC = (0.75 ร— 10.5%) + (0.25 ร— 4.0%)

= 8.88%

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Situations are taken from the guides listed above and are worked examples for education, not advice. Figures used in an example were current when the guide was written; the guide holds the maintained figure. Last reviewed 2026-09-07. See also the arithmetic on its own, every question the site answers and the guides.