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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 indicates meaningful scale for a two-partner practice.
  • Revenue per partner of $4.0 million suggests strong individual partner productivity and leverage.
  • The firm produces 30,000 billable hours with 20 staff, indicating a substantial operating base to support current workload.
  • An EBOC margin of 50% points to solid profitability on the reported financial basis.
  • The partner group is relatively young at ages 34 and 45, which may support continuity and longer remaining ownership horizon.
Weaknesses
  • The firm has only two partners, which creates key-person and succession risk if either partner reduces involvement or leaves the business.
  • Revenue per partner is relatively concentrated at $4,000,000 each, which may indicate dependence on a small ownership group for business generation and client continuity.
  • The firm’s 50% EBOC suggests that half of gross revenue is absorbed by operating costs before partner compensation, which may limit earnings quality and valuation support.
Opportunities
  • With $4.0 million of revenue per partner and only two partners, the firm has room to scale partner-led business development and reduce concentration risk by broadening leadership coverage.
  • At $8.0 million of revenue supported by 20 staff and 30,000 billable hours, the firm may be able to improve operational leverage through tighter utilization and workflow management.
  • The firm’s 50% EBOC suggests there is potential to enhance profitability through disciplined pricing, expense control, and mix optimization if supported by current service economics.
  • The relatively young partner ages of 34 and 45 provide a favorable foundation for longer-term continuity and succession planning, which can support valuation stability.
Threats
  • The firm has only two partners, creating key-person and succession risk if either partner reduces involvement or exits unexpectedly.
  • Revenue per partner is very high at $4,000,000, which may indicate concentration of client relationships and operating dependence on a small leadership group.
  • An EBOC margin of 50% suggests limited cushion for profit compression if compensation, staffing, or other operating costs rise.
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.

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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.