For finance

The finance question on migration is straightforward: what does this do to the P&L and the cash-flow statement, on what timeline?

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P&L impact

Migration recovers margin permanently for as long as each migrated subscriber stays subscribed. Net recovery per migrated dollar: These are net of Recurr’s fees (3.5% platform fee + 2.5% migration performance fee in Year 1) and Stripe processing at the US baseline + $17 ARPU. EU/UK/AU recover proportionally more on web because Stripe processing there is 1.5–1.7%. Annual-heavy books recover proportionally more because the per-transaction flat fee amortizes across a larger ARPU. The audit puts these per-dollar deltas through your specific blended rate, country-resolved Stripe rate, actual ARPU, baseline 55% migration percentage, and ARR. A representative US-based app at $5M ARR with a 22$17 ARPU sees:

• Year-one recovery: ~$310K
• Steady-state ongoing recovery: ~$380K/year
• 3-year cumulative: ~$1.1M

See the math →

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Cash-flow impact

Separate from the P&L: the one-time cash-flow release during the migration window. The public audit models a 45-day timing difference between app-store settlement and web-billing settlement. As subscribers migrate, their renewal cycle shifts from store settlement to the faster web-billing cadence. Trailing store settlements still arrive on schedule; new web settlements arrive faster. The two cash flows overlap during the migration window. Net effect: ~45 days of net revenue (your share, after store fees) from migrated subscribers released as a one-time cash-flow release. Magnitude: at a 22% blended store-fee assumption, roughly 5.3% of total ARR at baseline migration (12.3% × 0.78 × 55%); your audit reports the specific figure using your actual blended rate. A $5M ARR app at 22$264K cash-flow release. A $10M ARR app sees ~$528K. Apps on lower blended fees (Google-heavier) see proportionally more cash because Apple’s net is smaller for them. This does not change the P&L. The dollars eventually arrive on either schedule — you just have them earlier. This release is the mechanism behind the self-funding migration: the program fee is covered by the release itself — typically within 2–3 weeks of migration starting — and the invoice is only due once it has been. Cash-flow detail →

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Payback

The pilot deposit starts from $10K (scaling with the Migration Program), refundable before pilot kickoff if internal alignment changes, and credited in full against the migration fee — a commitment device around a reserved implementation window, not a price for an experiment. The full migration fee typically lands at less than one month of the app-store fees you’re already paying. For most qualified apps, the program typically returns from cash flow alone within 2–3 weeks of migration starting. The recurring margin lift is the ongoing P&L impact on top.

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What to model before pilot reservation

A finance reviewer evaluating the migration should model:

• Year-one net recovery at conservative / baseline / optimistic migration rates
• Year-one cash-flow release as a separate line — it’s working capital, not P&L
• Steady-state Year 2+ recovery, multiplied by retention curves (your existing churn rate is the right input)
• Migration cost vs the per-month app-store fee leakage — full migration is typically scoped below one month of current app-store fees

The audit PDF includes all of these as a starting point. The Migration Analysis and MSA name specific dollar amounts and timing.

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What’s not in the migration cost

• Subscriber retention impact. This is a real risk; the holdout measurement is how it gets quantified, and pilot gating is how it stays bounded. The framework treats this as the dominant downside, not a surprise line item.
• Engineering cost on your side. Light — 2–4 hours integration + 1–2 hours/week during active migration. Not a meaningful drag.
• Customer support spike. Possible during waves; the framework supports this with documentation + the wave dashboard, but a temporary support uplift is realistic to budget for.

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The ratio

For most apps in the target segment, the math is decisively favorable:

• Year-one recovery vs migration cost: typically 5–15× cost
• Cash-flow release vs migration cost: typically 3–8× cost on its own
• Steady-state recovery: pure upside in Year 2+

The Migration Review pressure-tests these on your specifics before pilot reservation.