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Example firm

The normal firm

Every Vital Sign in range, with one gap: price.

Now, Oct 2026
$582K · 25%
If nothing changes, Oct 2027
$704K · 17%
With the Growth Plan, Oct 2027
$780K · 25%
Extra profit, next 12 months
+$406K

Monthly revenue · Growth Rate. The healthy range for Growth Rate is 10% to 35%.

What went wrong

Every lever and Vital Sign sits in its range. The one gap: list prices are 92.5% of what the market pays for a firm in this position.

What the Dashboard showed
Profit by Service, the normal firm. The top-margin offering grew from 46% to 50% of revenue, the healthy pattern this lever looks for.

Profit by Service, the normal firm. The top-margin offering grew from 46% to 50% of revenue, the healthy pattern this lever looks for.

If nothing changes

Normal keeps doing what works. Revenue grows from $582K to about $704K a month by October 2027, Growth Rate settles near 17%, and every Vital Sign stays in range.

The levers to pull, and why

  • Pricing Power. List prices sit at 92.5% of what the market pays for this position. It is the one gap in a healthy firm, and closing it falls straight to profit.
  • Profit by Client. Margin is healthy. Reviewing it at every renewal is how the price increase reaches profit instead of being given back.
  • Leadership Growth Focus. More leadership time on growth turns into more proposals, and the firm has the capacity to deliver the work.

With the Growth Plan

Revenue reaches about $780K a month by October 2027 instead of $704K, and Growth Rate holds near 25% instead of settling at 17%. The plan is worth about $406K in extra profit over 12 months, about $62K a month by October 2027.

Revenue: if nothing changes, and with the Growth Plan
Revenue, the normal firm. If nothing changes, about $704K a month by October 2027; with the Growth Plan, about $780K. The green area is what the plan adds.

Revenue, the normal firm. If nothing changes, about $704K a month by October 2027; with the Growth Plan, about $780K. The green area is what the plan adds.

Illustrative. Juniper Ridge Advisory is a fictional firm with a full year of modeled data, analyzed the way we analyze yours.

The tempting fix

Why not push harder for growth?

It brings in more revenue than the plan, but less profit and less cash: the marketing and the extra hires cost more than the new work earns, and Utilization passes its 85% ceiling in March. The price gap is the safer win.

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