Prince Edward County Marine Tourism Inc.

Happy Sailing

FY2025 Review & FY2026 Outlook

From grant-dependent startup to self-sustaining sailing school. A four-year financial journey — and the year profitability arrives.

$83K
FY2025 Revenue
+49%
YoY Sales Growth
25x
Sales Growth Since FY2022
$145K
FY2026 Target
Executive Summary
Business at a Glance
Key metrics for the fiscal year ended October 31, 2025
$83,153
Total Revenue
+20% vs FY2024
($4,995)
Net Income
70% loss improvement
$41
Cash on Hand
Critical — was $11.5K
$136K
Long-Term Debt
Matures July 2028

Revenue Independence

FY2025 is 100% earned revenue — zero grant income. Sales grew from $3.3K to $83K in three years (25x).

Cash Crunch

Business chequing closed at $41. Operates month-to-month on incoming course deposits. Needs $15K reserve.

Path to Profit

FY2026 base case projects $48K net income — the first profitable year since incorporation in FY2022.

Revenue Analysis
25x Sales Growth in 3 Years
Core sales revenue (excluding one-time grants) has grown from $3,264 to $83,153
Earned Revenue (ex-grants)
$3.3K
FY2022
$31.6K
FY2023
$55.9K
FY2024
$83.2K
FY2025
Key insight: FY2022 was 97% grant-funded ($100K grant). The business is now entirely self-sustaining on earned revenue — a critical milestone.
Year-over-Year Growth Rate
+868%
FY2022 → FY2023

First full season of courses

+77%
FY2023 → FY2024

Established repeat customer base

+49%
FY2024 → FY2025

Maturing growth + advertising investment

Profitability
94% Loss Reduction in Two Years
Net loss shrank from ($78,339) to ($4,995) — FY2026 projects $48K profit
FY2022FY2023FY2024FY2025
Revenue$103,264$31,596$69,074$83,153
Expenses$98,910$109,935$85,869$88,148
Net Income$4,354($78,339)($16,795)($4,995)
Net Margin4.2%-248%-24.3%-6.0%
Trajectory: Loss improvement of 79% (FY2023→FY2024) and 70% (FY2024→FY2025). At this rate, FY2026 should be the first profitable year without grants since incorporation.
Net Income Trend
$0
$4.4K
-$78K
-$17K
-$5K
$48K
FY2022
FY2023
FY2024
FY2025
FY2026
projected
Balance Sheet
Debt Declining, Equity Rebuilding
Total liabilities down 7% ($322K → $300K) driven by loan principal reduction
FY2025FY2024Change
Assets
Cash$41$11,528-99.6%
Capital Assets$84,773$99,733-15.0%
Total Assets$84,814$111,261-23.8%
Liabilities
Accounts Payable$4,598$4,598
Due to Shareholder$158,933$175,146-9.3%
Long-Term Debt$136,605$142,744-4.3%
Total Liabilities$300,136$322,488-6.9%
Shareholder Deficit($242,722)($211,227)-14.9%
Total Liabilities Trend
$302K
FY2022
$299K
FY2023
$322K
FY2024
$300K
FY2025
PELA Loan: Refinanced from 9.95% → 6.95%, saving ~$4,800/yr. Balance: $136,605. Loan matures July 2028 — will need renegotiation. This is the largest single liability improvement lever.
Shareholder loan: $158,933 owed — represents personal credit card funding of business expenses and PELA restructuring. Declining as draws reduce.
Business Health
Scorecard
Six key health indicators with ratings and context
A
Revenue Growth

+49% YoY, 25x since FY2022, 100% earned

B+
Loss Improvement

94% loss reduction over 2 years, on track for profit

D
Cash Position

$41 cash. Operating on incoming deposits. Critical risk.

C+
Debt Management

$300K total liabilities, but declining. Refinance saved $4.8K/yr.

A-
Cost Efficiency

Every expense category declining as % of revenue. 16:1 ad ROI.

B
Growth Pipeline

NYC partnership, Ontario Sailing, BoatU.S. feature

Overall: B Primary Risk: Cash Outlook: Strong
Expense Analysis
Scaling Leverage
Every major expense is declining as a percentage of revenue — fixed costs are being outgrown
Expenses as % of Revenue (FY2025)
Supplies/COGS
25.1%
$20,875
Amortization
21.5%
$17,906
Loan Interest
13.5%
$11,220
Travel
8.8%
$7,276
Advertising
6.1%
$5,096
Telecom/Utilities
6.4%
$5,303
Other / Misc
18.6%
$20,472
Key Trends

Non-Cash Costs Shrinking Fast

Amortization + loan interest dropped from 138% of revenue (FY2023) to 35% (FY2025). This is pure leverage from growing revenue against fixed obligations.

Advertising ROI: 16:1

~$5,100 spent on Google Ads + Facebook generated $83K revenue. Consider increasing off-season ad spend (Nov-Feb) for Bahamas courses.

Subscription Bloat: ~$5,400/yr

15+ software subscriptions across business account + Apple. Audit for overlap and consolidation opportunities.

Strategic Recommendations
Six Levers for Growth
Prioritized actions to accelerate the path to profitability and build resilience
1

Build a Cash Reserve — Target $15,000 Urgent

The business has $41 in the bank. Collect deposits earlier (move from 50% to 75-100% at booking). Reduce shareholder draws until cash hits $15K. Separate personal and business spending strictly.

2

Diversify Revenue Streams High Impact

Revenue is concentrated in seasonal PEC courses (Jun-Sep). Pursue: NYC Yacht Club partnership (4 sessions x $10K = $40K potential), Ontario Sailing content collaboration. Off-season Bahamas courses smooth the revenue curve.

3

Increase Off-Season Marketing Spend Quick Win

With 16:1 ad ROI, increasing Nov-Feb ad spend is the highest-return investment available. Focus on Bahamas course promotion and early-bird PEC bookings. Budget: additional $2-3K in off-season ads.

4

Audit & Cut Subscription Costs Quick Win

~$5,400/yr fragmented across 15+ services. Consolidate overlapping tools. Reclassify Felix Health ($4,260/yr) — if any portion is business-related (Transport Canada medical), classify as business expense instead of shareholder draw.

5

Leverage Free Marketing Channels Growth

BoatU.S. Magazine feature (Shawn Hamilton) = free national exposure. Ontario Sailing collaboration = content marketing with Megan Medlock. Build referral program for past students. Maximize earned media before paid.

6

Manage Dividend Policy Discipline

Dividends have exceeded net income every year ($146.5K total vs cumulative losses). Reduce to $0 until net-positive, then cap at 50% of net income. This is already trending correctly ($40K → $26.5K).

FY2026 Outlook
Running 44% Ahead of Last Year
Nov-Mar FY2026 actuals: $58K credits vs $40.5K same period FY2025 — plus $5K in April MTD
MonthFY2025FY2026Change
November$9,410$16,997+81%
December$12,431~$12,000~flat
January$9,573~$8,000-16%
February$3,983$4,982+25%
March$5,079$16,122+217%
April (thru Apr 18)$4,953
6-Month YTD~$63,054+44%*
New channels: Zebrano/W&A tour income and Intuit Canada deposits (Checkfront payouts) are revenue streams not present in FY2025.
Revenue Scenarios — FY2026
Conservative
$120,000
+44% YoY

YTD pace of +44% over FY2025's $83K

Base Case
$145,000
+74% YoY

+ NYC partnership courses (4 sessions x $10K each)

Upside
$170,000
+104% YoY

+ strong Bahamas/PEC pipeline + additional partnerships

Path to Profitability (Base Case)
$145K
Revenue
-
$97K
Expenses
=
$48K
Net Profit
Summer 2026 Capacity
$32K Locked In Against $76K Course Target
As of Apr 20, 2026 — 42% of course revenue confirmed; remaining gap is open seats in late-summer sessions
Confirmed Bookings (locked in)
CourseDatesEnrolledRevenue
Basic CruisingJun 5–84/4 SOLD$5,000
SKSJun 13–143/4$1,950
LiveaboardJun 21–264/4 SOLD$10,000
Basic CruisingJul 3–64/4 SOLD$5,000
Basic CruisingJul 10–133/4$3,750
SKSJul 18–192/4$1,300
LiveaboardJul 26–312/4$5,000
Confirmed Course Revenue$32,000

Plus 2 custom liveaboard sessions confirmed (Jul 31–Aug 2 and Aug 14–16) — pricing TBD as they're shorter than standard 6-day sessions; estimated ~$10K at standard rate.

Course Target Progress
$32K / $76K
42% of course target confirmed — 7 sessions booked
Open Sessions (still to fill)
CourseDatesPotential
Basic Cruising (weekday)Jun 15–18$3,750
Advanced CruisingJul 20–24$9,600
LiveaboardAug 9–14$7,500
Basic CruisingAug 21–24$3,750
SKSAug 29–30$1,950
LiveaboardSep 13–18$7,500
Open Capacity (realistic enrollment)~$34,050
Plus Experience Layer
$16.5K – $22K
~63 available days @ 50–60% utilization

3hr afternoon sails, 5hr half-days, private day sails — fills around blocked-out course days and Aug 31–Sep 6 haul-out.

Confirmed
$32K
+
Open Course Capacity
~$44K
+
Experiences
$16–22K
=
Summer Total Capacity
$92K – $98K
FY2026 Milestones
The Road Ahead
Confirmed bookings, partnerships in motion, and key financial targets
Confirmed Summer 2026 Bookings
CourseDateStudents
Basic CruisingJun 5–84/4 (sold out)
SKSJun 13–143/4
LiveaboardJun 21–264/4 (sold out)
Basic CruisingJul 3–64/4 (sold out)
Basic CruisingJul 10–133/4
SKSJul 18–192/4
LiveaboardJul 26–312/4

$32K confirmed of $76K course target. Plus 2 custom liveaboard sessions and warm leads in pipeline. NYC partnership courses not yet scheduled.

Key Milestones
Apr 2026
Northbound passage — depart Nassau ~Apr 25, arrive Picton by Jun 1
Q2 2026
NYC Yacht Club partnership goes live — Intermediate Cruising for members
Q2 2026
Ontario Sailing collaboration formalized with Megan Medlock
Summer
BoatU.S. Magazine article published (Shawn Hamilton / Stacey Wigmore)
Oct 2026
Build cash reserve to $15,000+
Oct 2026
PELA loan balance below $130K (matures Jul 2028 — renegotiation required)
Oct 2026
Revenue target: $145,000+   |   First net profit since FY2022
FY2027 Projection
What Happens When the Loan Disappears?
Scenario: Sell property, clear PELA loan ($136K) by September 2026 — eliminate ~$10K/yr in interest permanently
Side-by-Side Comparison
FY2025
Actual
FY2026
Base Case
FY2027
Loan-Free
Revenue$83,153$145,000$167,000
Supplies/COGS$20,875$36,250$41,750
Amortization$17,906$12,716$10,808
Interest on Loan$11,220$8,500$0
Advertising$5,096$7,000$8,000
Travel / Passage$7,276$7,500$7,500
Insurance$2,826$3,000$3,200
Telecom / Utilities$5,303$5,500$5,500
Other Operating$17,646$16,000$14,500
Total Expenses$88,148$96,466$91,258
Net Income($4,995)$48,534$75,742
Net Margin-6.0%33.5%45.4%
The Loan Payoff Effect
Annual Interest Eliminated
~$10,000/yr
Permanent

Every dollar of eliminated interest drops straight to net income. No more compounding monthly at 6.95%.

Monthly Cash Flow Freed
~$2,100/mo
Principal + Interest

Currently paying ~$2,100/mo to PELA (principal + interest). Post-payoff, this becomes available cash for operations, reserves, or reinvestment.

Balance Sheet Impact
-$136K
Liabilities

Total liabilities drop from ~$300K to ~$163K. Shareholder deficit begins recovering significantly. Business becomes financeable.

Net Income Trajectory
-$5K
FY2025
$48K
FY2026
$76K
FY2027
Assumptions: FY2027 revenue at $167K (15% growth on FY2026 base case of $145K — conservative as partnerships mature and repeat customers compound). Expenses assume modest inflation, increased ad spend, and zero loan interest. Amortization continues declining balance on the Bavaria C 37. COGS held at ~25% of revenue.
The Bottom Line

From Startup Losses
to Debt-Free Profitability

Happy Sailing has transformed from a grant-dependent venture to a self-sustaining sailing school with 25x revenue growth. Clearing the PELA loan in FY2026 unlocks a loan-free FY2027 with $76K projected profit, 45% margins, and $17K/yr in freed cash flow.

$76K
FY2027 Net Profit
$167K
FY2027 Revenue
45%
Net Margin
$0
Loan Balance

Prince Edward County Marine Tourism Inc.  |  Operating as Happy Sailing
Financial data as of October 31, 2025  |  Prepared March 31, 2026