P&L Playbook Memberships: Practical Tools and Templates for C-Store Operators

Playbook Pro pricing and value overview showing $12 per month

If you run or plan to expand convenience stores, P&L Playbook Memberships give you practical, usable tools without the fluff. I built these resources to share hard-earned operational insight from 27 years in the community store industry and a second masters focused on teaching with technology. My goal is simple: equip you with checklists, valuation models, templates, and weekly deliverables that you can actually use in the evenings or on the weekend.

Introduction: speaker explaining background and teaching role

Table of Contents

Why I created these memberships

I work full time as a high school teacher now to free up time to create resources for operators who otherwise hit gatekeepers or vague industry advice. People rarely share specific operational playbooks. I wanted a place where anyone, anywhere can access straightforward help: checklists, Excel models, valuation formulas, and step-by-step guidance that demystifies profit and loss and business reviews.

What you get with Playbook Basics

The Basics is a lightweight entry that shows you the structure and gives sample material so you can decide if you want to go deeper. You get printable evaluation checklists, a quick valuation formula, and guidance on what to look for when you evaluate a store. These assets help you start researching and build your own library of tools.

Evaluation checklist example ready to print

Playbook Pro: templates, models, and weekly content

Playbook Pro bundles weekly deliverables — six downloadable Excel and CSV templates, a full discounted cash flow model, scenario analysis and comparable multiples. All of this is designed to let you plug in your store numbers and run acquisition scenarios or sensitivity analyses.

Playbook Pro pricing and value overview showing $12 per month

At roughly twelve dollars a month you get practical templates and a weekly cadence of material. Use these files to run real valuation work, build investment cases, or simply get comfortable preparing P&L backed action plans.

Open acquisition model ready for number inputs

Core concepts I focus on

  • Profit power — understanding and owning the P&L
  • Shelf sense — merchandising that moves product and margin
  • Team tactics — actionable tools to coach and measure staff
  • Operations and growth — systems that scale stores and protect cash
Dashboard showing four core concepts: profit, merchandising, teams, operations

Mastermind and accountability

Beyond templates there will be a mastermind level where we meet weekly, work through targeted questions, and track progress with an accountability tracker. Sessions are recorded so you can catch up on your schedule.

Mastermind accountability tracker and weekly call overview

How to use these tools

Start by downloading the evaluation checklist and quick valuation formula. Use the Excel acquisition model to run conservative to aggressive scenarios. Document assumptions, test sensitivity, and translate outputs into action plans you can present to senior management or potential partners.

Contact and availability

I build these resources evenings and weekends. If you have questions email admin at cstorecenter.com or leave a message at 956-370-8231 and I will respond when I can, usually in the evening or on weekends.

Contact information and experiment with AI voice agent

FAQ

What are P&L Playbook Memberships and who are they for?

P&L Playbook Memberships are subscription tiers that provide templates, valuation tools, checklists, and weekly content for convenience store operators, managers, and investors who want actionable operational and financial resources.

How often do I receive new material?

Pro members receive weekly deliverables. The Basics level provides core templates and examples to get started. Mastermind members join weekly calls and get recordings and accountability support.

Can I plug my own numbers into the models?

Yes. All Excel templates are editable so you can input your margins, traffic, and assumptions to run acquisition scenarios, DCFs, and sensitivity analyses.

What if I cannot attend the live mastermind calls?

Calls are recorded and made available so you can watch on your schedule. The accountability tracker keeps you moving even if you miss a live session.

Final note

P&L Playbook Memberships are meant to be practical and hands-on. If you want templates you can use today and a clear path to master P&L and operational planning, start with the Basics and upgrade as you need. Reach out if you have questions and let me know what tools you want next.

This article was created from the video P&L Playbook Memberships.mp4 with the help of AI.