sadasd
Strategic Advisory Excellence Since 1984
Executive Dashboard
Strategic Outlook 2026–2028
$8,000,000
Annual Gross Revenue
43.75%
EBITDA Margin
$22.8M - $31.5M
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 produces $8.0 million of gross revenue, which supports meaningful scale for a two-partner practice.
  • Revenue per partner is $4.0 million, indicating a high level of revenue concentration and productivity at the partner level.
  • The firm generated 30,000 billable hours, providing evidence of substantial operating volume.
  • EBOC of 50% suggests the practice is producing a material operating profit margin before owner compensation.
  • With 20 staff supporting 2 partners, the firm has a relatively leveraged staffing structure that may support delivery capacity.
Weaknesses
  • The firm has only two partners, creating significant key-person and succession risk, particularly given both partners are the same age.
  • With both partners aged 54, there may be a near- to medium-term leadership transition risk that could affect client retention and buyer confidence.
  • Revenue is highly concentrated at the partner level, with $4.0 million of revenue per partner, which suggests dependency on a very small ownership group.
  • An EBOC of 50% may indicate only moderate operating profitability, which can limit valuation relative to stronger-margin firms.
Opportunities
  • With only two partners generating $4.0 million of revenue each, the firm may have room to build management depth and reduce key-person concentration risk through succession planning and broader leadership development.
  • At 50% EBOC on $8.0 million of revenue, the firm may have an opportunity to improve profitability through better pricing discipline, mix optimization, and tighter cost control.
  • The firm’s 30,000 billable hours across 20 staff suggest potential operational leverage by improving productivity, utilization, and delegation to staff to support growth without proportionate partner time.
  • The partners are both 54, which creates an opportunity to formalize retirement and transition planning to support continuity and preserve valuation.
  • Given the current revenue base and staffing levels, the firm may be able to expand capacity through selective hiring or specialization to capture additional work without overloading the partners.
Threats
  • The firm has a key-person succession risk because all partnership leadership is concentrated in only two partners who are both age 54.
  • Revenue is highly concentrated at the partner level, with each partner responsible for $4.0 million of the $8.0 million in gross revenue, which increases client and relationship continuity risk if either partner departs.
  • The firm’s EBOC margin of 50% may leave limited room to absorb pricing pressure, rising compensation costs, or other operating cost increases without reducing profitability.
  • The staffing structure shows only 20 staff supporting 30,000 billable hours, which may indicate capacity constraints or dependence on a relatively lean team that could be vulnerable to turnover or workload pressure.
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.