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 concentration per partner from a buyer’s perspective.
  • EBOC is 50%, indicating that half of gross revenue is retained after expenses and supporting a meaningful earnings base.
  • The practice has a diversified service mix, with audit, consulting, and tax each representing 31% of revenue, reducing reliance on any single service line.
  • The firm reports 30,000 billable hours, which provides a concrete operating scale for the current revenue base.
  • The partner is 32 years old, which suggests a long remaining working horizon relative to the current ownership structure.
Weaknesses
  • A single partner drives the entire $8,000,000 of revenue, creating key-person dependency and succession risk for a buyer.
  • The firm’s 50% EBOC suggests only moderate pre-bonus profitability, which can limit valuation support versus more profitable firms.
  • Revenue is evenly split among audit (31%), tax (31%), and consulting (31%), which may reduce specialization depth and make the platform less differentiated.
  • With 323 staff supporting just $8,000,000 of revenue, revenue per employee appears low at roughly $24,768, indicating a potentially heavy staffing structure relative to scale.
Opportunities
  • Increase partner depth and succession readiness, as the firm has only 1 partner supporting $8.0 million of gross revenue and 323 staff, creating key-person and scalability risk.
  • Improve revenue per partner through additional equity or non-equity leadership capacity, since current revenue per partner is $8.0 million with only one partner in place.
  • Leverage the balanced service mix across audit, tax, and consulting, each at 31% of revenue, to cross-sell more work and reduce dependence on any single service line.
  • Expand operating leverage and margin conversion by managing a 323-person staffing base against 30,000 billable hours, which may indicate room to improve productivity and utilization.
  • Protect and potentially enhance earnings quality by maintaining the 50% EBOC margin while scaling the existing service mix, supporting stronger valuation multiples.
Threats
  • The firm has only 1 partner, creating key-person and succession risk because all partner-level continuity is concentrated in a single individual.
  • Revenue is split evenly across audit, consulting, and tax at 31% each, which indicates limited diversification within the service mix and makes performance more dependent on maintaining multiple service lines.
  • With 323 staff and only 1 partner, the firm appears operationally heavy relative to partner capacity, which can pressure oversight, delegation, and margin control.
  • EBOC is 50% on $8.0 million of gross revenue, leaving only moderate earnings conversion and suggesting limited cushion if staffing or delivery costs rise.
  • Revenue per partner is $8.0 million, but with just one partner this concentration underscores that the business is highly dependent on a single revenue-producing leader.
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.