Eight worksheets and a full session deck to build a 2027 number you can defend to a bank, a board, or yourself.
Most budgets start with last year’s revenue plus a percentage that feels about right. That number hides churn, mix, and capacity, and it falls apart the moment someone asks how you got there.
WHAT’S INSIDE
- Eight worksheets: revenue bridge, net revenue retention, capacity, margin, scenarios, and triggers
- The full session deck: revenue, cost, and risk
- A one-page budget you review monthly
- A formula quick reference for every metric
WHO IT IS FOR
Built for owners, CEOs, and CROs at MSPs, MSSPs, IT service providers, and consultancies who want a 2027 number they can show their work on. Directional figures are fine on the first pass. Precision improves the second time you run it.
Want a walkthrough of the financial planning framework?
Register for our webinar.