Perfect Business: How to Grade

Customer stickiness

  • Online / email – cancel an app , send me an email to breakup with me.
  • Phone call –
  • In person
  • Physical effort – moving apartment / changing mortgage company. 
  • Physical rigger and money. – moving out of apartment.
  • Financial risk / penalty  – LO changing companies.

Business stickiness

  • Relationship – Mortgage biz can be “stolen” if boss exits. It’s a relationship business.
  • Hard asset – apartment complex, can’t be stolen. RV park lots, can’t be stolen.
  • Longevity of client. Mortgage is transactional. 

Barrier to entry

  • Capital
  • Effort – mortgage is effort
  • Knowledge

Complexity of business.

  • Mortgages are hard.
  • Propane is easy.  

Hassle

  • Lots of employees
  • Need skilled employees
  • Very low skill level / not reliable – think HVAC business or painters
  • Lots of capital calls
  • Compliance

Farming

Multi family

Storage units

Rv park

Paper lots

Car wash

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