Tdawdaw
Strategic Advisory Excellence Since 1984
Executive Dashboard
Strategic Outlook 2026–2028
$8,000,000
Annual Gross Revenue
37.50%
EBITDA Margin
$21M - $30M
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 supports a meaningful scale for a middle-market accounting practice.
  • Revenue is diversified across audit, tax, and consulting, with each service line listed at 70% of revenue, indicating a balanced service mix rather than reliance on a single offering.
  • The firm produces $2.0 million of revenue per partner across four partners, which is a solid productivity metric from a valuation perspective.
  • The firm reports 30,000 total billable hours and 20 staff members, suggesting an established operating base to support current revenue levels.
Weaknesses
  • The firm appears highly concentrated in audit, tax, and consulting revenue, suggesting limited diversification across service lines.
  • With only four partners handling $8.0 million of revenue, the firm may have meaningful key-person dependency and client retention risk if any partner departs.
  • Partner ages are all 30, which suggests a relatively young ownership group and provides limited evidence of established succession depth or a longer operating track record for buyers to assess.
Opportunities
  • The firm may be able to improve valuation by broadening its service mix, as revenue appears highly concentrated in audit, tax, and consulting without evidence of other offerings.
  • With EBOC at 50%, there may be room to enhance operating efficiency and leverage the existing 20-person staff base to support margin expansion.
  • Revenue per partner of $2,000,000 suggests strong current productivity, creating an opportunity to scale further if the firm can add capacity or deepen client relationships without proportionate partner growth.
  • The relatively young partner group with ages of 30 may support a longer runway for continuity and growth, which can be attractive to buyers and may allow the firm to invest in longer-term expansion initiatives.
Threats
  • The firm appears highly concentrated in audit, tax, and consulting revenue, which may indicate limited diversification and higher exposure to volatility in any one service line.
  • With only four partners generating $2,000,000 of revenue each, the firm may face operational and client-servicing risk if any partner departs or reduces involvement.
  • The data provides no evidence of geographic scale beyond a single listed location, which may suggest limited market diversification and dependence on one local market.
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.