sdad
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, which is a meaningful scale for a buyer evaluating transaction size.
  • EBOC is 50%, indicating that half of gross revenue remains after owner compensation and is available to support enterprise value.
  • The firm produces 30,000 billable hours, showing a substantial volume of service delivery activity.
  • With 4 partners and 20 staff, the firm has a defined operating structure that supports the current revenue base.
  • Revenue per partner is $2.0 million, which is a material productivity metric from a buyer’s valuation perspective.
Weaknesses
  • EBOC is only 50%, indicating relatively modest profitability for an $8.0 million practice and limiting valuation support.
  • All four partners are age 54, creating a clear succession and transition risk that a buyer would need to underwrite.
  • Revenue per partner is $2.0 million across only 4 partners, suggesting the firm is heavily dependent on a small partner group for production and client retention.
  • The firm generates $8.0 million of revenue with 20 staff, which implies a relatively limited operating platform and may constrain scalability without additional hiring or infrastructure buildout.
Opportunities
  • Strengthen succession and continuity planning, as all four partners are age 54, to reduce key-person risk and support valuation stability.
  • Increase leverage by expanding staff capacity relative to four partners and 20 staff, which could improve partner scalability and future revenue growth.
  • Improve realization and pricing discipline to build on the current 50% EBOC margin and potentially expand earnings quality.
  • Grow billable volume above the current 30,000 billable hours to raise revenue from the existing operating base and improve scale.
  • Increase revenue per partner beyond the current $2.0 million by deepening partner productivity and/or expanding the firm’s operating footprint.
Threats
  • All four partners are age 54, creating a near-simultaneous succession and transition risk that could affect continuity and buyer confidence.
  • The firm’s staffing base is relatively lean at 20 staff supporting $8.0M of revenue, which may indicate key-person dependency and limited operating depth.
  • Revenue per partner is $2.0M across four partners, so a buyer may view the business as highly partner-driven and sensitive to any partner departure or reduced production.
  • Billable hours of 30,000 against $8.0M of gross revenue suggest meaningful utilization dependence, leaving less room for productivity slippage without pressure on earnings.
  • EBOC margin of 50% is solid, but it also means valuation is exposed to any normalization of partner compensation or overhead if current profitability is not fully transferable.
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.