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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 meaningful scale for a regional accounting practice.
  • Revenue per partner is $4.0 million, suggesting the firm produces substantial revenue relative to partner count.
  • The firm produced 30,000 billable hours, which supports a sizable level of recurring client service activity.
Weaknesses
  • The firm has only two partners, which creates key-person and continuity risk if one partner departs or becomes unavailable.
  • Revenue is concentrated across a very small partner group, with $4.0 million of revenue per partner, increasing dependency on individual relationships and production.
  • The firm’s EBOC margin of 50% may be less competitive than higher-margin firms and could limit valuation attractiveness relative to peers with stronger profitability.
  • The available data does not show client, industry, or service-line diversification, which limits visibility into concentration risk and may warrant caution in diligence.
Opportunities
  • With gross revenue of $8.0 million supported by only two partners, the firm may have room to expand leadership capacity or strengthen delegation to support scalable growth.
  • At 30,000 billable hours and an EBOC of 50%, there may be opportunity to improve operational efficiency and leverage existing staff capacity to enhance profitability.
  • Revenue per partner of $4.0 million suggests the firm could benefit from reducing key-person concentration by broadening client and relationship ownership across the team.
  • The relatively young partner group, with ages of 34 and 45, provides a favorable runway to pursue longer-term growth initiatives and succession planning.
  • With 20 staff members supporting the current workload, the firm may be positioned to add higher-value services or additional volume without immediate structural expansion.
Threats
  • The firm has only two partners, which creates key-person and succession risk if either partner reduces involvement or exits.
  • Revenue is concentrated among a very small ownership base, with $4,000,000 of revenue per partner, which may increase partner dependency and transition risk.
  • The location data is unclear and appears non-specific, which may indicate limited geographic visibility or market definition for valuation purposes.
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.