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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, indicating a meaningful operating scale for a two-partner practice.
  • Revenue per partner of $4.0 million suggests high partner productivity and efficient revenue generation at the ownership level.
  • An EBOC margin of 50% indicates solid earnings conversion relative to revenue.
  • The firm produces 30,000 billable hours, supporting a substantial recurring workload and service capacity.
Weaknesses
  • The firm has only two partners, creating key-person and succession risk if either individual departs or reduces involvement.
  • Revenue is concentrated across a very small partner group, which can make client retention and leadership continuity more vulnerable in a transaction.
  • The firm has 20 staff supporting $8.0 million of revenue, so the business may be operationally dependent on a relatively small team and limited partner oversight capacity.
Opportunities
  • The firm may be able to scale revenue more efficiently by leveraging its 20 staff members against 30,000 billable hours and a relatively small two-partner structure.
  • With EBOC at 50%, there may be room to improve profitability through better pricing, case mix, or operating leverage if service delivery remains strong.
  • Revenue per partner of $4,000,000 suggests the firm has meaningful capacity to support growth without immediately adding partner headcount.
  • The partners' ages of 34 and 45 indicate a relatively young leadership group, which supports continuity and longer-term growth potential.
  • The firm could likely enhance valuation by strengthening management depth beyond the two partners to reduce key-person dependence.
Threats
  • The firm appears to have key-person and succession risk because only two partners are listed, creating limited leadership depth if one partner departs or reduces involvement.
  • With $4,000,000 of revenue per partner, the firm may be materially dependent on each partner's personal production and client relationships, which can elevate retention and continuity risk.
  • The location is not meaningfully identifiable from the provided data, which limits assessment of market stability and may indicate geographic concentration risk that could affect future growth and resilience.
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.