Margin by service line and customer
Most owners know their overall margin, fewer know it by line or by customer. We build that view, so a big account that barely breaks even shows up years before a buyer asks for the breakdown.
Fractional CFO · $5M–$100M companies
Build to sell
Build the business a buyer would pay for.
Whether a sale is two years away or ten, buyers pay for the same things: margin they can trace by service line and customer, revenue that comes back, and a growth record that holds up in diligence. We help owners build those now, while the gains are still theirs.
Led by Di Mike Wang, CFA®, FMVA®, MBA (USC Marshall), trained at Morgan Stanley and Wells Fargo, with 15 years in finance.
$5M–$100Mrevenue-stage focus
CFA® · FMVA® · MBAsenior judgment on every engagement
Flat monthly feescoped to your needs
dmwvalue.com is an official domain of DMW Advisory, used for email. The firm’s website is dmwadvisory.com.
Official DMW Advisory domainWhat a buyer pays for
The levers that move the price
Revenue that comes back
Contracts, memberships and service plans make next year’s revenue easier to believe. We split recurring from one-time revenue in the books and track retention monthly, so a 24-month trend exists when it matters.
A growth record a buyer can trust
Steady year-over-year gains, monthly numbers that tie out and a forecast that has held up before. That record takes years of clean monthly reporting, so it has to start well before a sale.
Signs it is time to start
- You might sell, bring in a partner or step back in the next few years.
- You know your overall margin, but not by service line or customer.
- Most revenue is one-off work or handshake renewals.
- You have no idea of the likely multiple in your sector, or what moves it.
How it starts
- Free callA conversation about where the business is today and what it needs next.
- Diagnostic and roadmapWe review your books, systems and processes, then deliver a tailored roadmap within the first 30 days.
- Ongoing supportA flat monthly fee scoped to your needs. Most engagements begin within one to two weeks of the first call.
Questions
How do these levers change the price?
Buyers apply a multiple to earnings, and earnings they can trust usually earn a higher one. As an example calculation: growing earnings from $1M to $1.5M while the multiple moves from 4x to 5x takes the value from $4M to $7.5M.
How early should we start?
Years before a sale, not months. Recurring revenue and retention need a 24-month trend to show, and a growth record is built one clean month at a time, so starting now means the history already exists when it matters.
Does this help if we never sell?
Yes. Knowing which lines and customers make money, having revenue that comes back and trusting your numbers make the company easier to run and to finance, whether or not a sale is ever on the table.
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