Geller & Company
Strategic Advisory Excellence Since 1984
$6,250,000
Annual Gross Revenue
25%
EBITDA Margin
8.0x – 9.0x
Valuation Range
75%
Economic Profit%
2
No. of Equity Partners
$175/hr
Avg Client Rate ($/hr)
25
Total Employees
42%
Overhead as % of Revenue
Economic Profit Breakdown (%)
True Economic Profit vs Partner
Replacement Cost
75%
True Economic Profit
Partner Replacement Cost
25%
True Economic Profit
75%
Valuation-Based Strategic Position
Strengths, Weaknesses, Opportunities, Threats
Strengths
- Strong Economic Profit (EBITDA Margin 20–30%+) • Total hr
- Premium Pricing Power (ACR > $200/hr)
- Urban / Suburban Market Access
- Healthy Partner Demographics (Avg ages 52)
- Diversified Leadership (2+ Partners)
Weaknesses
- Key Man Risk (Single-Partner Firm)
- Succession Risk (Avg partner age > 60)
- Below-Market Pricing (ACR ≤ $150/hr)
- Low Leverage (Staff : Partner < 3:1)
- Subscale Firm Size (+ $5M Revenue)
Opportunities
- Rate Optimization Opportunity
- Succession & Partner Expansion
- Operational Leverage Improvement
- Scale Growth (Gross Revenue Thresholds)
- Market Expansion via Remote / Niche Services
Threats
- Partner Retirement Concentration
- Buyer Sensitivity to Key Man Dependency
- Market Multiple Compression
- Talent Constraints Impacting Leverage
- Inability to Cross Revenue Thresholds
Enhance Profitability
Drive margin improvement through pricing, utilization, and cost discipline.
+5–10% EBITDA margin
Operational Efficiency
Increase leverage with process improvements and smarter staffing mix.
Leverage ratio 4–6:1
Revenue Acceleration
Expand services, improve conversion, and raise effective hourly rates.
+15–25% revenue growth
Risk Mitigation
Reduce key-person risk with succession planning and leadership depth.
Eliminate key man penalty