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One Sheets are Simple PDF Documents

A One Sheet is exactly what it sounds like: one powerful page that captures a single, game-changing idea — a benchmark, a strategy, a number — so you can act on it the moment you read it. No fluff, no 40-page report. Just the insight you need, distilled to its essentials.

After 38+ years in the closet and storage industries, I've learned that the businesses that thrive aren't the ones with the most information — they're the ones with the clearest picture of what matters. That's why I create One Sheets: to hand you the exact numbers and frameworks I use every day with my clients, in a form you can actually use.

I use these One Sheets three ways — to teach, to coach, and to give back — so the whole industry gets smarter. Help yourself to any of these free downloads. Print them, pin them up, and put them to work in your shop.

Join an Association

Industry associations are where the relationships, benchmarks, and best practices actually live — the deals and answers you can't get by working alone in your shop. Belonging isn't a cost; it's one of the cheapest, highest-return investments an owner can make in their business.

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Industry Benchmarks

Your business may feel healthy and still be quietly leaking profit — because without comparison, you can't know. These six benchmark numbers (materials cost, direct labor, indirect costs, average sale, and more) are the industry's pulse, refined from 38+ years of working with closet and storage businesses, so you can see exactly where your numbers should sit..

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Beyond the Shoebox

Your books aren't a tax chore — they're the proof a buyer uses to price your business. Most owners treat accounting as a checkbook with a screen, but a buyer isn't looking at your tax return; they're looking for financial proof that your business is a real, predictable asset. This One Sheet walks you through the four levels of an accounting system — from the Shoe Box (unsalable) to the Financial Engine (worth 1x+) — and shows exactly how each level moves your exit value.

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Decisions with Data ™

The KPI-Metrics Report Schedule gives closet and woodworking businesses a practical roadmap for tracking the right numbers at the right time. Organized by department and reporting frequency, it helps owners build from foundational metrics—such as lead sources, sales, jobs completed, cash position, and accounts receivable—to more advanced measures like marketing ROI, production efficiency, and profitability. Use it to turn business data into clear, confident decisions.

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Discount Destruction™

Discount Destruction shows how even a small discount can severely reduce your profit when your costs stay the same. Using a simple $10,000-job example, it explains why a 5% discount can cut profit by 45% and a 10% discount by 90%—and gives you practical strategies for protecting margin without automatically saying yes to every price request.

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Selling Your Business

Selling Your Business explains the key factors that determine what your company is worth and how prepared it is for a successful exit. From EBITDA and clean financials to CRM data, documented processes, a strong team, and repeat customers, this guide shows why a well-run business that can operate without its owner is more valuable—and easier to sell.

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CRM beyond the Phone Book

CRM: Beyond the Phone Book explains how a CRM can become one of the most valuable assets in your business—not just a digital contact list. This guide outlines four levels of CRM maturity, from basic sales tracking to an integrated business system, and shows how better data, follow-up, and workflows can increase predictability, reduce owner dependence, and improve your company’s value.

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More to come...


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More to come...


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