The shape of the business CMG is building toward — the math, the milestones, the levers that get us from 1 pod today to a $30M-valuation services + AI agency in three years.
Partner-only. Strategic positioning, not a guarantee. The cashflow assumptions trace to the 3-year cashflow model; the exit multiple traces to comparable AI-services transactions through 2026.
CMG is a services business with AI plumbing. The market pays a premium for two things at the same time: predictable recurring revenue, and proprietary technology that drives margin. We’re building both.
What we’re selling at exit: a 10-pod offshore delivery org running ~100 brand accounts on a productized retainer model, with Cusrich.AI as the proprietary platform underneath. The buyer gets recurring revenue, gross margins north of 60%, and a defensible AI moat that justifies a multiple above commodity-agency rates.
The math is achievable on the existing plan — no heroics required. The risk is in execution, not in the model.
Two paths land at the same valuation. Either revenue multiple or EBITDA multiple works; the higher of the two wins.
From 1 pod ramping today to 10 pods at full capacity by EoY 2028. Each year has a job. Skip the job and the exit slips a year.
A commodity services firm trades at 0.8–1.5× revenue. To clear 3× we need the multiple-expansion levers. Each is independently worth ~0.5× on the multiple if executed.
By EoY 2027, >75% of revenue is monthly retainer (not project SOWs). Buyers pay premiums for revenue you can model out three years.
Cusrich.AI isn’t a side project — it’s a productized platform with named agents (see AI Agents Catalog), usage data, and a roadmap. Defensibility = multiple.
Gross margin holds at 60%, net at 22%+. Pod cost-of-delivery doesn’t balloon as we add headcount. Documented in the cashflow model.
No client > 15% of revenue. Top 3 < 30%. Buyers discount aggressively for concentration risk — eliminating it is straight multiple expansion.
Both partners reduce day-to-day dependency by Q1 2028. Delivery Leads + Sales lead are running the engine. Buyers want a business that doesn’t require the founders sticking around for 3-year earnouts.
Reviewed financials by 2027, audited by 2028. QuickBooks tidy, contractor classifications buttoned-up, IP assignment clean. Due diligence finds nothing.
Three buyer archetypes. Each cares about different things. Optimizing for all three keeps the auction competitive.
Wants the client book + Cusrich.AI + the pod-model playbook. Pays the premium multiple. Examples: WPP, Stagwell, S4 Capital, Tinuiti, Power Digital.
Wants clean recurring revenue + tuck-in potential. Pays slightly lower multiple but offers cleaner deal terms + faster close. Examples: Court Square, Insignia, Recognize, Inflexion.
Buys for Cusrich.AI + the embedded distribution channel. Highest multiple if positioned right, but narrowest set of buyers. Examples: Klaviyo, Attentive, Triple Whale.
The plan works on paper. These are the things that take it off paper.