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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 revenue base from a valuation perspective.
  • Revenue per partner is $4.0 million, which suggests high partner productivity relative to the number of equity owners.
  • The firm reports 30,000 total billable hours, providing evidence of substantial service delivery volume.
  • EBOC is 50%, which indicates that a significant portion of revenue remains after direct costs and can support profitability analysis.
  • The partner group is relatively young at ages 34 and 45, which may support longer expected continuity and reduced near-term succession risk.
  • The firm has 20 staff supporting 2 partners, indicating leverage in the staffing structure.
Weaknesses
  • The firm has only two partners, creating key-person and succession risk if either partner reduces involvement or exits unexpectedly.
  • Revenue is concentrated across a very small ownership base, which may indicate limited depth in client origination and business development beyond the partners.
  • The provided data does not show geographic diversification or multi-office scale, which may limit the firm's resilience and market breadth from an acquirer’s perspective.
Opportunities
  • At a 50% EBOC, there may be room to improve operating leverage through tighter expense management and more efficient resource deployment.
  • With $4.0 million of revenue per partner and only two partners, the firm has capacity to consider scaling production and client coverage by leveraging staff more effectively.
  • The 20-person staff base suggests an opportunity to expand delegated work and standardize delivery to support additional growth without proportionate partner involvement.
Threats
  • The firm appears to have key-person succession risk because only two partners support the business, limiting leadership continuity if one departs.
  • Revenue concentration risk may be elevated because each partner is associated with $4.0 million of revenue, suggesting significant dependence on a small ownership group.
  • The firm may face operational strain from staffing leverage, as $8.0 million of revenue is supported by only 20 staff, which could constrain scalability and increase delivery risk.
  • The reported location data is unclear, which may indicate limited visibility into geographic market strength and local market risk for the practice.
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.