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Service Overview
Store Performance Audit
For Independent Grocery Operators

Find out exactly where your margin is going.
In three days. With dollar values attached.

A focused, on-site diagnostic of your store's financial and operational performance — department by department — delivered as a written report you can act on immediately, with or without us.

What it is

Most independent operators know something is leaking. Few have the time, tools, or outside perspective to find it precisely. The Store Performance Audit is three days of focused work inside your operation, benchmarked against stores your size, producing a prioritized list of recoverable margin with real numbers behind each item. It is not a sales presentation and it is not a generic assessment template — it is the same diagnostic process used to turn around some of the most financially challenged markets in the country.

How the three days work
Day OneFinancials & Floor
  • P&L and department-level gross profit review
  • Shrink analysis by category
  • Labor hours mapped against sales patterns
  • Full physical walk of every department
Day TwoDepartments & People
  • Working sessions with each department head
  • Ordering and purchasing practices
  • Pricing, margin management, space allocation
  • Where decisions get made on feel vs. data
Day ThreeFindings & Plan
  • Opportunities quantified and prioritized
  • Quick wins separated from structural fixes
  • 90-day action plan built
  • Findings presented to you directly
What you receive
Written Findings Report
Every observation documented, organized by department, with the financial impact of each issue quantified.
Prioritized Opportunity List
Ranked by dollar value and difficulty, so you know what to fix first and what it's worth.
Department Scorecard
Each department scored against operational benchmarks for stores of comparable volume and format.
90-Day Action Plan
A sequenced plan your team can execute — specific enough to start Monday, whether or not we stay involved.
Our guarantee
No-risk commitment

If we don't identify at least $15,000 in recoverable annual margin,
the audit is free.

We've never walked into a store that needed help and failed to clear that bar several times over. We're comfortable putting the fee behind it — because the only way you lose is if we don't do our job.

Investment
Store Performance Audit $4,500 Three days on site, all analysis, complete written deliverables, and findings presentation. Travel billed at cost.
If you continue with us Fully credited Engage SBS for ongoing operational support within 30 days and the entire audit fee is applied to your first 90 days. You never pay twice.
Is this a fit?

Right fit

  • $2M–$50M in annual volume
  • Willing to share real financials
  • Suspect margin is being lost but can't pinpoint where
  • Department heads in place who can execute
  • Conventional or natural — the method is format-agnostic

Not a fit

  • Looking for a marketing or merchandising refresh
  • Not prepared to open the books
  • Seeking validation rather than an honest assessment
  • In active turnaround requiring daily hands-on management
🛒

Who performs the audit

Toby Massey, Managing Partner. Seventeen years at Safeway in store management and leadership development, then two decades in cooperative and independent natural retail leading financial turnarounds at some of the largest and most challenged markets in the country. Every audit is conducted personally — not delegated to an analyst.

Start with a 30-minute conversation. We'll confirm fit before either of us commits to anything.

Schedule a Conversation
toby@trysbs.org  ·  707-845-7490

Simplified Business Solutions
toby@trysbs.org  ·  simplifiedbusiness.org