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We take our confidentiality agreements very seriously. Given that, the names and places have been changed.

This was an Italian restaurant located in a suburb of Portland. It had been open for over 4 years. The owner, Bob, had always wanted to open his own restaurant. Bob had borrowed $400,000 from investors (mostly family) and had put in an additional $100,000 of his own money to get the doors open. He broke even his first year. His second year he made a net profit of $22,000. His third year he broke even. Year 4 he lost about $14,000. He was still cash flow positive but he could see the profit trend was not good.

In addition to the worsening profit picture, Bob was working a tremendous amount of hours. He seemed to be doing more and more himself and yet was making less and less money. Oddly enough the sales were steady at between $925,000 and 1,000,000. His restaurant was busy most of the time. He just couldn’t figure it out. He tried lots of things: changing the menu around, sending out coupons in the mail, working on the line as a cook to name a few.

So one day Bob called Jefferson/Francis and this is what we were able to do for him.


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