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Lima Consulting Group
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VALUE-POOL AND PORTFOLIO ECONOMICS

From 91 opportunities to a resilient 2031 revenue portfolio

Connect 31 scored workshop canvases and 60 2027 Service Offerings to eight mutually exclusive industry verticals, then examine market size, reachable value, current participation, commercial readiness, and an illustrative five-year portfolio path.

Executive objective
Grow Accreditation & Membership in absolute dollars while reducing its share of the illustrative FY2031 portfolio below 50%. The current Base planning case reaches 42.6% concentration at $27.0M total revenue.

MARKET FLOW AND WHITE SPACE

Follow value from the ecosystem into eight decision-ready verticals

Four complementary views replace the former visualization dropdown. Each answers a different question without forcing one chart type onto every service line.

Directional context · not AAHA-addressable revenue
Same governed content and data across both visual treatments.

1. Economic value flows across the veterinary ecosystem

Pet-owner spending flows through and around veterinary hospitals. Flow width is directional context, not AAHA-addressable revenue.

Preparing the source-governed view…

View exact values in a data table

Interpretation. Interpretation: hospitals are the system hub. AAHA's opportunity is to create standards, data, purchasing, education, and partnership levers around the flows, not to claim the full cash flow as addressable revenue.

Source / method. AAHA Ecosystem Value Mapping and Value Pool Analysis v1.4; ecosystem flows are USD billions and directional context.

2. The market mix changes as opportunity narrows

The same eight colors follow theoretical TAM to practical SAM, plausible Base SOM, and current FY2026 participation.

Preparing the source-governed view…

View exact values in a data table

Interpretation. Read left to right: TAM describes the theoretical pool, SAM what AAHA can credibly serve, Base SOM plausible capture, and current participation the budgeted starting point.

Source / method. Canonical flow-layer reconciliation in the governed source; current FY2026 uses the governed vertical contract.

3. Vertical market layers and white space

Each card keeps TAM, SAM, and Base SOM distinct and explains the strategic implication.

1

Accreditation & Membership

$49.3M TAM | $36.9M SAM | $22.3M Base SOM
  • Largest current engine; concentration-reduction target
2

Learning, Credentials & Student Pipeline

$42.1M TAM | $24.2M SAM | $13.6M Base SOM
  • Existing capability with digital scale potential
3

Media, Advertising & Sponsorships

$20.8M TAM | $8.5M SAM | $5.0M Base SOM
  • Strong current participation and sponsor adjacency
4

Events & Conferences

$17.6M TAM | $5.7M SAM | $3.7M Base SOM
  • Community asset with hybrid-product opportunity
5

Group Purchasing & Preferred Providers

$175.5M TAM | $10.0M SAM | $3.7M Base SOM
  • Largest theoretical pool and meaningful execution gap
6

Data, Benchmarking & Insights

$10.3M TAM | $2.8M SAM | $0.6M Base SOM
  • Small base with strategic platform leverage
7

Software, AI & Professional Services

$66.9M TAM | $32.7M SAM | $8.0M Base SOM
  • Large reachable pool requiring capability build
8

Workforce & Career Solutions

$133.6M TAM | $21.4M SAM | $5.0M Base SOM
  • Large need with partner-dependent routes to market

4. Reconciliation questions for portfolio selection

Use these tests when the bottom-up scenario is compared with the desired top-down mix.

Market attractiveness

  • Is the selected set concentrated in a large SAM or only a large theoretical TAM?
  • Does the five-year revenue forecast remain within a plausible share of base SOM?
  • Which verticals have no selected opportunity despite a strategic target?

Portfolio feasibility

  • Can AAHA deliver the direct COGS and incremental SG&A assumptions?
  • Does the selected set reduce accreditation concentration without weakening the core?
  • Does modeled contribution fund the capabilities required for later bets?
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