Resources

Free starter kit

Six tools from twenty years of operations.

Most first-time operators fund the opening and forget to fund the ramp. The cash position bottoms out between $23,000 and $38,000 below zero, in month four or five. These are the tools for seeing that coming.

What is inside

Three guides, three working templates.

Built for the four decisions that get made before opening day: where to put the facility, what building to put it in, how to fill the beds, and how to make the numbers work.

3Guides (PDF)

USA Care Facility Financial Planning Guide

Why caregiver payroll belongs in fixed costs, what that does to break-even occupancy, and the 12-month cash flow profile most first-time models get wrong. 10 pages.

PDF · 10 pages

The Property Decision Filter

The six hidden costs that derail more care facility ventures than anything else, and how to spot them before a lease conversation starts.

PDF

The First 90 Seconds

How families decide whether to trust your facility, before pricing is ever discussed. Built from tours conducted personally over two decades.

PDF
3Execution templates

Financial Planning Calculator

The working spreadsheet behind the guide. Edit the blue cells and read your break-even occupancy and 12-month cash flow immediately.

Excel

Property Selection Checklist

A 17-point field audit to carry into a property viewing, covering egress, bathroom ratios, and the modifications licensing will demand.

Word

Referral Partner Playbook

How to build working relationships with hospital discharge planners, case managers, and senior placement agents — who to approach, in what order, and what they actually need from you.

Word

Pay what you want, and $0 is a real option.

No one is going to chase you for more. The framework is complete on its own — you can build a defensible projection without ever buying anything.

Download the free starter kit
Instant download 6 files Lifetime access

Two of these have larger versions in the paid bundle

The calculator and the property checklist both have expanded versions inside the Complete Bundle — the paid calculator carries built-in state-level data, and the paid checklist runs to 18 points with a scoring framework. What you get free is complete and usable on its own. I would rather say that up front than have you find out after paying.

For operators choosing a state

The Complete USA Care Business Bundle

The free kit gives you the model. It cannot give you the inputs — current Medicaid waiver rates, Certificate of Need requirements, county wage data. That is weeks of calling licensing offices and reading rate schedules. This is that research, plus the operating playbook.

  • State Selection Master Guide — Medicaid and CON data, all 50 states
  • Revenue Model — full Excel calculator
  • Financial Planning Spreadsheet with state-by-state inputs
  • License Acquisition Guide — state-by-state requirements
  • Property Selection Checklist — 18-point evaluation framework
  • Staff Retention System, built for high-turnover direct care roles
  • Care Manager Outreach Templates — referral-building scripts
  • Day 1–90 Launch Action Plan
  • M&A preparation framework, plus 7 further resources
Sold separately: $344$167

16 resources · one-time purchase · lifetime access · no subscription

Get the bundle

Read the free guide and run your own numbers first. This bundle assumes you are already choosing between specific states.

Built from 20+ years operating small-scale and mid-scale care facilities in Japan, and a $2.7M M&A exit in 2022. Currently operating. The U.S. figures in these tools are researched models built from published reimbursement rates, wage data, and licensing rules — labelled as models throughout, not results from a facility run in the U.S.