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Break-Even Calculator

Monthly revenue and order count required to cover fixed costs plus debt service. Includes margin-of-safety verdict vs current topline. Free. No signup.

Fixed costs & economics

Break-even revenue

$168,571

Monthly topline required to cover fixed + debt

Operating room

Operable but tight. One seasonal dip is uncomfortable but survivable.

Monthly fixed + debt$59,000
Contribution per order$26
Break-even orders / mo2,248
Margin of safety33%
$ cushion vs break-even$81,429
Current monthly revenue$250,000

Break-even = (fixed costs + debt service) ÷ contribution margin. Lenders want to see current revenue ≥ 1.3× break-even — that is the DSCR 1.25 floor with a small buffer for operator take-home.

Steady-state monthly model. Seasonal brands should break-even against the worst-month revenue, not the trailing-12 average. Pair with the DSCR Calculator so the deal clears both the single-ratio underwriting floor (1.25×) and the sensitivity floor (margin of safety).

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Related resources

  • DSCR Calculator
  • Loan Calculator
  • FBA Fee Impact Calculator

Frequently Asked Questions

Why include debt service in break-even?

Because after an acquisition the business is paying a bank every month for the SBA loan — that payment is as fixed as payroll. A deal that break-evens on fixed costs alone but not after debt service is a deal that can't service its loan, which is exactly the DSCR floor a lender will reject.

Contribution margin vs gross margin?

Contribution margin is gross margin minus variable fees that change per order (FBA, referral, ad spend). Gross margin flatters break-even by ignoring the variable costs that matter most on Amazon and DTC. For SBA underwriting, always break-even on contribution margin.

What margin of safety should I target?

≥35% is comfortable. 15–35% is operable but tight. Under 15% means any bad month pushes you cash-negative, which is how a healthy-looking business becomes a default. Below 0% you are already under break-even — don't sign unless the deal price accounts for a turnaround.

How is this different from DSCR?

DSCR answers "can the business service the loan?" — a single ratio of NOI to annual debt service. Break-even answers "how much can revenue drop before the business loses money?" — a sensitivity view of the same underwriting question. Both should clear the lender's floor (DSCR ≥ 1.25, margin of safety ≥ ~25%) before funding.

Does this account for seasonality?

No — it's a steady-state monthly model. For seasonal brands (Q4-heavy retail, summer outdoor), compute break-even against the worst-month revenue, not average. A brand that break-evens on the trailing-12 average but falls under break-even every July will exhaust cash reserves by summer without a working-capital line.