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Confidential business assessmentPreliminary estimate before commitmentSecure application processHuman consultation
FAQs

Common questions.

Plain answers to the questions we hear most often from business owners and ambassadors.

General
Is Revenue Return™ a bank or lender?

Revenue Return™ is not a bank or direct lender unless separately and specifically disclosed. Financing may be provided by independent third parties subject to application, underwriting, and approval.

Do you serve all states?

Cash-flow and funding programs serve U.S. businesses broadly. Insurance services are available where licensed only.

What size business do you typically work with?

Most clients are owner-operated businesses with roughly $500K to $25M in annual revenue and one to twenty locations — restaurants, retail, auto services, professional practices, trades and service businesses. Smaller businesses generally start with the free assessments and calculators.

Where do you usually find recoverable profit?

The most common sources are payment processing and interchange handling, delivery and third-party platform fees, subscription and software overlap, staffing schedules misaligned to demand, pricing that hasn't moved with cost, unbilled or under-billed work, and marketing spend with no tracked customer acquisition. Which of these apply is exactly what the diagnostic determines.

Process
How long does a review take?

The online assessments take 5–10 minutes and return a score immediately. A deeper review with statements and reports typically takes one to two weeks depending on how quickly documents are available.

What do you need from me to start?

For the online tools, nothing but your own estimates. For a full review, the usual set is recent processing statements, a P&L, your current software and vendor list, and read-only access to marketing or POS reporting where relevant.

What happens after I submit a form?

You receive your report or score immediately where applicable, and a member of the team follows up during business hours to confirm details and outline options. Nothing is charged and no application is submitted without your explicit approval.

Do I have to change my processor or vendors?

No. Findings are presented as options with the expected dollar impact of each. Many owners implement some recommendations in-house and defer others; the decision is always yours.

Privacy
Will the calculator share my information?

The hero calculator returns a preliminary estimate without requiring contact information. Contact details are only collected when you choose to receive a full Cash Return Report.

How is my business data handled?

Documents you submit are stored in a private, access-controlled location and used only to prepare your review. Data is not sold, and it is not shared with third parties except where you ask us to submit an application on your behalf.

Will you contact me by text or email?

Only through the channels and consents you provide on the form, and you can opt out of marketing messages at any time. Transactional messages about a review you requested may still be sent.

Disclosures
Are results guaranteed?

No. All calculator and Blueprint outputs are preliminary estimates. Actual results depend on eligibility, documentation, processor terms, underwriting, and other factors.

Is a valuation estimate an appraisal?

No. Valuation outputs are preliminary market-based estimates for planning purposes only, not a certified appraisal, fairness opinion, or offer to buy or sell a business.

Do you provide legal, tax or accounting advice?

No. Revenue Return™ provides business consulting and analysis. Always confirm tax, legal and accounting implications with your own licensed professionals before acting.

Partnerships
How are referrals tracked?

Referral Ambassadors receive a unique link that is tracked at sign-up and during follow-up to ensure proper credit.

Who makes a good referral partner?

Accountants, bookkeepers, POS resellers, insurance agents, commercial brokers and business coaches — anyone already trusted by owner-operated businesses. Compensation terms are disclosed in the partner agreement before any referral is made.

Still have a question?

Send it over and a member of the team will answer it directly — no obligation and no application. If your question is really "how much am I leaving on the table," the fastest answer is the Profit Intelligence Score™, which takes about eight minutes and returns a scored report immediately.

Ask a question

Tell us what you're trying to figure out. We'll respond during business hours.

How your information is used

Revenue Return™ uses the information submitted through this form to prepare a preliminary business cash-flow assessment and contact you regarding potentially relevant services. Revenue Return is not a bank or direct lender, does not make credit decisions, and does not guarantee financing, savings, revenue increases, or business results.

We do not request online-banking passwords, payment-card PINs, Social Security numbers, or personal financial account login credentials through this form.

Please review our Privacy Policy for additional information.

What happens next: After submission, a Revenue Return team member may review your information and contact you to discuss your business needs. Submission does not constitute approval, financing, enrollment, or a guarantee of results.