dasdsd
Strategic Advisory Excellence Since 1984
Executive Dashboard
Strategic Outlook 2026–2028
$8,000,000
Annual Gross Revenue
43.75%
EBITDA Margin
$24.5M - $35M
Valuation Range
87.50%
Economic Profit%
2
No. of Equity Partners
$267/hr
Avg Client Rate ($/hr)
20
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, which supports a meaningful operating scale for a two-partner practice.
  • Revenue per partner is $4.0 million, indicating high individual partner productivity based on the reported financials.
  • The firm produces 30,000 billable hours with 20 staff, suggesting a substantial service delivery capacity relative to its size.
  • An EBOC margin of 50% indicates strong earnings conversion relative to revenue, based on the data provided.
Weaknesses
  • The firm appears highly dependent on two partners, which creates key-person and succession risk if either partner departs or retires.
  • The significant age gap between the partners suggests an uneven succession timeline and potential continuity risk.
  • An EBOC of 50% may indicate moderate profitability, which could constrain valuation relative to higher-margin firms.
Opportunities
  • With gross revenue of $8.0 million and only two partners, the firm may be able to scale revenue through additional partner capacity or leadership succession planning.
  • The 30,000 billable hours across 20 staff suggest room to improve utilization and leverage existing staff more efficiently to support growth without proportionate headcount increases.
  • An EBOC of 50% indicates potential to enhance profitability through pricing discipline, mix improvement, and stronger operating leverage.
  • The wide partner age gap, with one partner aged 24 and the other 54, creates an opportunity to formalize succession planning and support long-term continuity.
  • Revenue per partner of $4.0 million indicates strong partner productivity and a platform that could support selective expansion in services or client base.
Threats
  • The firm appears to have succession risk because one partner is age 54 while the other is only 24, creating potential leadership continuity and experience imbalance concerns.
  • With only two partners, the firm may face key-person concentration risk if either partner becomes unavailable or reduces involvement.
  • A 50% EBOC margin suggests profitability may be vulnerable to cost increases or billing pressure if the firm cannot sustain current efficiency levels.
Enhance Profitability

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

43.75% 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 10:1
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

May enhance operational capacity, diversify expertise, and strengthen continuity, but can introduce complexity in decision-making and profit sharing.
May support continuity, smoother succession planning, stronger long-term client retention, and greater capacity to adapt to growth and innovation initiatives.

[0, 0]

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.