Meridian Advisory · firm view
As of Nov 10, 2026 · calculated from 25 engagements across 8 clients
Synthetic demonstration data. All fees, revenue, targets and forecasts are fictional, for a fictional firm and fictional clients.
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Revenue target 2026
C$7.40M
Actual revenue 2026 (to date)
C$6.38M
Earned straight-line over each engagement
Achievement
86%
C$1.02M below target to date
Full-year forecast 2026
C$7.74M
105% of target, from contracted work
Active engagements
7
7 clients
Completed in 2026
3
15 all time
Pipeline (planned)
3
C$1.77M
Contracted backlog
C$1.85M
Active work not yet earned
Average fee (2026 starts)
C$896K
Largest client share
24%
Lumen Energy
| Client | Industry | Active | Completed | Revenue 2026 | Lifetime | Backlog |
|---|---|---|---|---|---|---|
| Lumen Energy | Utilities | 1 | 1 | C$1,537,122 | C$2,717,122 | C$102,878 |
| Keystone Manufacturing | Manufacturing | 1 | 2 | C$1,130,000 | C$1,850,000 | C$540,000 |
| Cedar Health Network | Healthcare | — | 3 | C$1,120,000 | C$2,900,000 | — |
| Pinecrest Insurance | Insurance | 1 | 2 | C$1,021,791 | C$3,011,791 | C$238,209 |
| Halden Logistics | Logistics | 1 | 2 | C$673,551 | C$2,818,551 | C$71,449 |
| Northwind Retail | Retail | 1 | 2 | C$358,235 | C$2,148,235 | C$61,765 |
| Aurora Telecom | Telecommunications | 1 | 1 | C$305,161 | C$1,545,161 | C$554,839 |
| Harbour Bank | Banking | 1 | 2 | C$230,122 | C$2,390,122 | C$279,878 |
| Engagement | Client | Period | Fee | Earned to date |
|---|---|---|---|---|
| Inventory shrink diagnostic | Northwind Retail | Sep 14, 2026 – Nov 20, 2026 | C$420,000 | 85% |
| Warehouse automation business case | Halden Logistics | Jul 13, 2026 – Nov 27, 2026 | C$580,000 | 88% |
| Outage response improvement | Lumen Energy | Mar 2, 2026 – Nov 27, 2026 | C$1,640,000 | 94% |
| Broker channel strategy | Pinecrest Insurance | Jun 1, 2026 – Dec 18, 2026 | C$1,260,000 | 81% |
| Branch network optimisation | Harbour Bank | Oct 5, 2026 – Dec 25, 2026 | C$510,000 | 45% |
| Revenue assurance review | Aurora Telecom | Sep 28, 2026 – Jan 29, 2027 | C$860,000 | 35% |
| Predictive maintenance pilot | Keystone Manufacturing | Oct 12, 2026 – Feb 26, 2027 | C$690,000 | 22% |