PLANNING LIBRARY · Original worked examples
Planning guide · cash

Why profit is not cash

Three questions that should have separate answers: is the business profitable, is there enough cash, and what can the owner take out?

Read the three answers separately

A profit figure describes an accounting result. A cash forecast describes when money enters and leaves. Owner distributions need their own funding test.

Use operating profit to assess the business before financing. Use cash flow to test whether bills can be paid. A withdrawal by the owner is not a substitute for either measure.

Follow the bridge

Profit-to-cash bridge
ItemEffect on operating profitEffect on cash
SalesRevenue when recognised under the stated methodReceipts may happen earlier or later
Required paid laborExpense in the relevant periodPayment timing matters
DepreciationReduces EBITNo same-period cash payment by itself
New equipmentUsually allocated across periodsPurchase is an immediate cash use
Inventory and receivablesNot identical to cash spent or collectedChanges can absorb cash
Debt principal and owner withdrawalsNot operating expensesReduce available cash

Classification depends on the stated accounting and tax treatment. The planning page must make its basis visible; it should not silently substitute one measure for another.

Pay for the work before judging the return

A business can appear profitable because the owner works for free. Identify the required tasks and assign a supported cost to replacing that work. If owner pay is already included in payroll, do not subtract it again.

The restaurant example uses a fully paid team with a manager already included in payroll. Its EBIT is not take-home income.

A small numerical illustration

Synthetic arithmetic only

Suppose monthly EBITDA is $20,000, depreciation is $3,000 and replacement equipment spending is $1,000. EBIT is $17,000. Cash before financing, income tax and changes in working capital is $19,000. Those excluded items still need their own schedules.

See the complete financial chain →

Use the right tool for the question

The simplified tools disclose their exclusions. A full forecast needs working capital, debt, taxes and distributions when they apply.

Methodology

Definitions used across Startup Costs →

SEC: financial statements ↗

Financial information disclaimer

Published research and calculations support business planning and education. They are not personalized financial, investment, tax or legal advice, and they do not guarantee costs, revenue, profit or financing. Estimates depend on the stated format, location, source periods and assumptions. Check the requirements and commitments that apply to your circumstances.

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