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Strategic Advisory Excellence Since 1984
Executive Dashboard
Strategic Outlook 2026–2028
$8,000,000
Annual Gross Revenue
37.50%
EBITDA Margin
$19.5M - $27M
Valuation Range
75%
Economic Profit%
4
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 with only 4 partners, implying $2.0 million of revenue per partner.
  • EBOC is 50%, indicating a substantial share of revenue is retained after operating expenses.
  • The firm reports 30,000 billable hours, showing a meaningful volume of productive work supporting the revenue base.
  • The partner group is tightly clustered at ages 53–54, which may support near-term continuity in ownership and management.
  • The firm has 20 staff supporting 4 partners, providing leverage of approximately five staff per partner.
Weaknesses
  • EBOC is 50%, indicating only half of revenue is converting to earnings before owner compensation and leaving limited margin for valuation upside.
  • The practice is heavily partner-dependent, with $2.0 million of revenue per partner across only 4 partners, which increases key-person and succession risk for a buyer.
  • All four partners are clustered in the 53 to 54 age range, which creates near-term transition and continuity risk if no successor bench is already in place.
  • The firm has only 20 staff supporting $8.0 million of revenue, which suggests a relatively small operating scale that may limit redundancy and post-close integration flexibility.
  • Audit, tax, and consulting each represent only 3% to 4% of revenue, showing a very limited mix in those service lines and indicating that most revenue is concentrated outside the disclosed core advisory categories.
Opportunities
  • Expand the non-compliance service mix, as audit, tax, and consulting each represent only 3%–4% of revenue, indicating substantial dependence on other service lines and room to build higher-value advisory work.
  • Increase revenue per partner, which is currently $2.0 million, by improving pricing, cross-selling, or leveraging the existing 20-person staff base more effectively.
  • Improve operating leverage and margin conversion, as EBOC is already 50% of gross revenue, suggesting further scale or mix improvement could translate directly into higher earnings.
  • Strengthen succession and continuity planning, as all four partners are clustered at ages 53–54, creating a near-term transition opportunity that can support valuation stability.
  • Grow billable capacity and utilization from the current 30,000 billable hours by adding work within the existing team or expanding capacity to support higher revenue without a proportional increase in partner count.
Threats
  • The firm appears highly concentrated in a small number of partners, with 4 partners aged 53–54, creating succession and continuity risk if any partner retires or reduces involvement.
  • Staffing may be tight relative to scale, with 20 staff supporting $8.0M of gross revenue and 30,000 billable hours, which can pressure delivery capacity and key-person dependence.
  • Revenue mix is heavily weighted toward non-audit, non-tax work, with audit at 3%, tax at 3%, and consulting at 4%, which may indicate a narrow service profile and limited diversification across core accounting lines.
  • Revenue per partner is high at $2.0M, which can be attractive but also suggests meaningful reliance on partner productivity and retention to sustain earnings.
  • EBOC margin of 50% is strong, but it may be sensitive to any increase in staffing or partner costs given the current staffing and partner structure.
Enhance Profitability

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

37.50% 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 5:1
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.

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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.