The book

Profit First was written for businesses. This one was written for stores.

Inventory is the gap in every cash flow book you've read. Profit First for Retail closes it, with a written system for managing inventory so the business grows without sacrificing profit, cash stability, or your paycheck.

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The promise

Profit First for Retail™ will not remove every hard decision. It won't prevent every slow season, and it won't make inventory risk disappear.

But it will give you a way to stop letting cash chaos run the business. It creates a pause between money coming in and money going out. It assigns cash before urgency claims it. It protects profit, owner pay, and inventory needs, in that order.

Not that retail becomes easy. But that your retail business can become disciplined enough to create freedom.
  • Escape the Inventory Stress Cycle™, the trap where every dollar goes back on the shelves
  • Understand cash compression, purchasing cycles, and lead times, so they stop ambushing you
  • Separate inventory replacement from inventory growth, so busy seasons have fallback money
  • Take a consistent owner's paycheck, even in slow seasons
  • Follow the Sara Davis case study from cash chaos to disciplined growth
Who it's for

Written for owners who sell products, however you sell them

Store owners. E-commerce sellers. Makers and boutique owners. Craft, specialty, and consignment retailers. Subscription box founders. If your business puts cash on shelves and hopes it comes back with a margin, this book was written for you, whether you're behind a register, an Etsy dashboard, or a Shopify admin.

If you've ever said "we're busy, but I don't feel profitable," this is the book that finally explains why. No shame involved.

Inside the book

Fourteen chapters. Ten worksheets. One system.

01 Your Retail Business Is Eating Your Cash The retail cash compression problem, and why strong revenue hides structural weakness.
02 Rewiring the Retail Mindset The retail lies, growth addiction, and why retailers reinvest before securing profit.
03 Gross Margin: Structural Foundation Gross vs. contribution margin, keystone pricing, and the silent profit killer: margin compression.
04 A Structural Cash System for Inventory Retail is a timing business. Lead times, purchasing cycles, and the cash reservoir your inventory needs.
05–10 The Full Implementation Accounts, allocations, rollout. The complete Profit First for Retail system, step by step.
11 The 90-Day Retail Reset Plan A concrete implementation roadmap: what to do in the first ninety days.
12 Scaling Without Losing Control How to grow when growth is what used to consume all the cash.
13 The Sara Davis Story A running case study in the discipline behind sustainable growth.
14 The Business Is Here to Fund Your Life The point of all of it: a store disciplined enough to create freedom.

Plus ten appendices of working tools: the Retail Profit First account setup, the 90-Day Retail Reset checklist, the inventory buying decision checklist, the weekly retail scoreboard, the Real Revenue calculation worksheet, and more.

The workbook

The companion workbook is free with the book

Code
inside
the book

The companion workbook is free

Every copy includes a code for the workbook: all the worksheets, graphics, and handouts in a printable format you can actually work in. No upsell. It's part of the book.

Launch list

Be first to know when the book ships

Join the launch list and get the release date, early excerpts, and launch-week bonuses, starting with the free retail profit assessment.

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