Expand EBITDA margin
+$475K estimatedNormalized margin at 18.0%. Best-in-class runs 20-21%. Service gross margin and SG&A discipline are the levers.
20 months · 1.4 turns now · 1.2 by 2029
The public planning tool
Put a number on the possibilities.
An estimate from the figures you already track, with its assumptions in view.
Worked example · Meridian IT
A fictional $3M MSP
A plan starts with a number.
Meridian IT wants $2.0M in cash at close by 2029. This is a worked example using the public planning model.
Within the model’s best-case range
Organic growth: $1.3M by 2029. Best case: $3.4M. These are planning scenarios, not promised proceeds.
What moves the number.
3 of 10 available interventions selected by the model. Estimated gains are assessed individually against today's business.
Reduce owner dependence
+$243K estimatedYou are primary contact on 61% of revenue. Named leads missing in 2 functions.
14 months · 1.7 turns now · 0.6 by 2029
Fix 30-day opt-outs
+$82K estimated26 contracts carry a 30-day out. Amendments and client emails drafted for review.
8 months · 0.9 turns now · 0.7 by 2029
Your position against published benchmarks
Normalized EBITDA margin18.0%Median 9.5% · best-in-class 20.5% · published industry profitability data
Organic growth8%Median 9.6% · best-in-class 15% · published industry profitability data
Fully managed revenue68%Median 66% · best-in-class 85% · published industry profitability data
Endpoints per technician243Median 220 · best-in-class 320 · published industry profitability data
Medium confidence · self-reported inputs · market state 2026-Q3 · fixed 2026 planning basis. Base curve: Aventis Advisors; driver coefficients: M&A Signal; benchmarks: Service Leadership Index. Planning estimate, not a Quality of Earnings or financial, investment, tax, or legal advice.