EBITDA Impact
How benefits and PBM flow through to enterprise value
Translate GLP-1, PBM economics, and benefits design into EBITDA, valuation, and exit timing — in a bridge your finance team can actually use.
Four battle groups. One stack.
Every employer has the same messy reality: PBM opacity, GLP-1 volatility, misaligned incentives, and forming risk. Kincaid IQ organizes that chaos into four battle groups that boards and CFOs can actually act on.
What you're looking at
These four battle groups are the spine of Kincaid IQ. Everything we ingest — contracts, claims, GLP-1 cohorts, vendor behavior — rolls up into one or more of these lenses.
Boards don't need 50 reports. They need four ways to talk about cash, incentives, risk, and EBITDA they can defend.
How benefits and PBM flow through to enterprise value
Translate GLP-1, PBM economics, and benefits design into EBITDA, valuation, and exit timing — in a bridge your finance team can actually use.
Cash you can reasonably get back
Reconcile contracts, claims, and fees to map where money is leaking today and what can realistically be recovered in the next 12–24 months.
Places your partners win when you lose
Expose where brokers, PBMs, and vendors are structurally paid more when your costs rise — and what it takes to realign the game.
Operational + security blind spots forming quietly
See where PHI, PII, and critical data flows are most exposed, where latency is creating blind spots, and which fixes buy the most risk reduction.
Turn your plan into a battle map, not a renewal packet.
A Kincaid Battle Scan maps your actual plan data into these four battle groups and shows where cash, risk, and EBITDA impact are hiding — with receipts.