31
Strategic Advisory Excellence Since 1984
Executive Dashboard
Strategic Outlook 2026–2028
$8,000,000
Annual Gross Revenue
46.88%
EBITDA Margin
$22.5M - $31.9M
Valuation Range
93.75%
Economic Profit%
1
No. of Equity Partners
$267/hr
Avg Client Rate ($/hr)
323
Total Employees
50%
Overhead as % of Revenue
Valuation-Based Strategic Position
Strengths, Weaknesses, Opportunities, Threats
Strengths
  • The firm generates $8.0 million of gross revenue with only one partner, which creates a very high revenue-per-partner profile of $8.0 million.
  • EBOC is 50% of gross revenue, indicating a strong earnings conversion level on the reported financials.
  • Revenue is diversified across audit, consulting, and tax, with each line contributing 31% of revenue, reducing dependence on any single service line.
  • The firm reports 30,000 billable hours, providing evidence of meaningful operating scale.
  • The partner age is 32, which may support a longer remaining ownership and transition runway from a buyer’s perspective.
Weaknesses
  • EBOC of 50% indicates only half of gross revenue is available before partner-level compensation and overhead, which can pressure buyer returns.
  • Revenue is evenly split across audit, tax, and consulting at 31% each, creating no dominant core service line and increasing the risk that any segment weakness would materially affect the top line.
  • The firm has only 1 partner, which creates key-person dependency and elevates succession risk from a valuation standpoint.
  • Revenue per partner is $8,000,000 with just one partner, so the business is highly concentrated in a single ownership point and less scalable than a multi-partner platform.
Opportunities
  • With only one partner supporting $8.0M of gross revenue and 323 staff, there is a clear opportunity to improve partner leverage and succession depth, which could enhance scalability and valuation resilience.
  • The revenue mix is balanced across audit, tax, and consulting at 31% each, creating an opportunity to deepen higher-value advisory work without overconcentrating the firm in any single service line.
  • EBOC at 50% suggests strong profitability, leaving room to selectively reinvest in talent, process improvement, or pricing discipline to support further margin expansion.
  • At 30,000 billable hours, the firm has meaningful operating scale that could be better monetized through tighter utilization and capacity management, supporting revenue growth without proportional headcount increases.
Threats
  • The firm appears highly dependent on a single partner, with 1 partner supporting $8.0 million of gross revenue and 323 staff, creating key-person and succession risk.
  • Profitability may be under pressure because EBOC is 50% while the firm carries a large staffing base of 323 employees against 30,000 billable hours, which can indicate limited operating leverage if utilization softens.
  • Revenue is concentrated in a narrow service mix, with audit, consulting, and tax each at 31% of revenue, leaving only 7% from other services and limiting diversification of the earnings base.
  • The revenue per partner of $8.0 million is unusually high for a one-partner structure, which can make current performance difficult to sustain without continued founder involvement.
  • The partner age field shows 32, which suggests the firm may be early in its leadership lifecycle and could face continuity risk if growth and management depth have not yet been fully institutionalized.
Enhance Profitability

May drive premium valuation, strong cash flow, and high investor demand while supporting scalable growth and resilience.

46.88% EBITDA margin
Operational Efficiency

You are doing a great job on leverage, continue to look for opportunities to push work down to the appropriate levels, and remember that leverage is your biggest pathway to high levels of profitability

Leverage ratio 323:1
Revenue Acceleration

Without a defined growth rate, growth may be accelerated by adding advisory services, pursuing tuck-in mergers, or onboarding a lateral partner with an existing book of business.

+15–25% revenue growth
Risk Mitigation

Adding even one partner can eliminate the -1.0 to -1.5 multiple penalty, potentially increasing firm value by 25-40%.
May support continuity, smoother succession planning, stronger long-term client retention, and greater capacity to adapt to growth and innovation initiatives.

[-1.0, -1.5]

This preliminary valuation range is for discussion purposes only, based on unverified information, and is highly sensitive to assumptions. It does not constitute a formal valuation or transaction guidance and should not be relied upon by any party for decision-making purposes.