SUPPLY CHAIN MANAGEMENT CONSULTING BUSINESS PLAN

I. Executive Summary

Company Description

Founded as Meridian Logistics Advisory (name reflects guiding clients through supply chain complexity), we are a United States-based supply chain consulting firm launching operations in 2026. We serve small and mid-size enterprises (SMEs) across manufacturing, wholesale, and retail sectors. Our core offering combines senior supply chain consultants and data scientists to deliver predictive inventory analytics, network optimization, and logistics automation. We operate on a lean fixed-cost base of USD 10,100 per month to maximize early profitability. One-line: We turn messy supply chains into predictable growth engines.

We deliver services through short engagements and subscription analytics: rapid 6–12 week optimization projects, ongoing predictive analytics subscriptions, and implementation support with off-the-shelf integrations. What sets us apart is boutique senior expertise at SME price points, proprietary demand-forecast models, and fast time-to-value. Target metrics: win 30 SME clients in year one (short-term) and scale to 200 clients with platformized analytics by year five (long-term). One-line: We help SMEs reduce stockouts and working capital while improving service and margins.

Problem

Small and mid-sized enterprises in the United States face steep margin erosion and service failures because supply chains in 2026 are volatile and costly, with rising transportation costs, unpredictable lead times, and inflated freight spend. These conditions cause missed delivery windows, higher refunds and expedites, and worsening customer satisfaction.

SMEs lack internal technical teams to model scenarios, automate decisions, or integrate AI into legacy systems. Inventory and visibility failures lock up working capital through overstock on some SKUs and stockouts on others. Existing off-the-shelf products assume in-house IT capacity SMEs don’t have, leaving these needs underserved.

Our firm addresses this gap by offering hands-on advisory, implementation, and predictive analytics with a lean fixed-cost base of $10,100 per month, targeting operational gains that support a target of Year 5 EBITDA of $1,475,000. One clear fact: SMEs need practical, low-overhead supply chain expertise they currently can’t access.

Solution

U.S. SMEs face volatile markets, rising costs, and gaps in supply-chain expertise that cause delays, stockouts, and margin erosion; we close that gap by delivering data-driven consulting and technology — logistics redesign, inventory optimization, AI forecasting, automation, and ongoing KPI governance — so clients shift from reactive firefighting to predictive, cost-effective operations.

Breakeven targeted by August 2026.

Mission Statement

Our mission is to empower small and mid-sized U.S. businesses by combining world-class supply chain expertise with innovative technology to turn operational challenges into measurable growth, efficiency, and resilience. We partner with clients to deliver measurable ROI and long-term value through practical, data-driven solutions and hands-on implementation. We aim to be the leading technology-forward supply chain consultancy in the U.S., defining success by the competitive advantage we create for every partner.

Key Success Factors

Success depends on talent, pricing power, cashflow runway, marketing, and recurring revenue discipline.

• Top-tier talent: recruit and retain Senior SCM Consultants and Data Scientists.
• Premium pricing: proprietary analytical models that support $200–$300 hourly rates.
• Breakeven target: reach operational breakeven by August 2026.
• Scaled marketing: deploy marketing budget up to $150,000 to build a steady pipeline.
• Recurring revenue: maintain 60% recurring revenue mix by 2030.

Financial Summary

Key financials for the executive summary: staged recovery with positive EBITDA by Year 2 and a strong minimum cash buffer for launch.

Financial requirement: maintain a minimum cash reserve of $725,000 (effective Jul-26). Anticipated return: IRR of 7.0% and payback in 22 months.

Overall outlook: profitable by Year 2, EBITDA reaching $1,475,000 by Year 5 with conservative liquidity preserved.

Funding Requirements

We seek $828,000 to fund startup capex and a minimum cash reserve through the July 2026 low point.

The plan forecasts Year 1 EBITDA of -$46,000, Year 2 EBITDA of $354,000, Year 5 EBITDA of $1,475,000, maintains a $725,000 cash reserve, and delivers a 3.61 Return on Equity, a 7% IRR, and a 22‑month payback.