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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 two-partner practice.
  • Revenue per partner is $4.0 million, which suggests high partner productivity relative to the size of the ownership group.
  • The firm produces 30,000 billable hours with 20 staff members, supporting a substantial operating base and labor capacity.
  • An EBOC margin of 50% indicates solid earnings conversion before owner compensation.
  • The partner group is relatively young at ages 34 and 45, which may support continuity and longer remaining service lives.
Weaknesses
  • The firm appears to have limited partner depth with only two partners, which may increase succession and key-person risk.
  • The partner group is relatively young at ages 34 and 45, which may indicate limited near-term transition risk mitigation if one partner departs.
  • Revenue is concentrated across only two partners, suggesting customer and relationship dependence may be material at the partner level.
Opportunities
  • With only two partners and $4.0 million of revenue per partner, the firm may have room to improve scalability by delegating more work to staff and reducing partner dependence on day-to-day delivery.
  • At $8.0 million of gross revenue and 30,000 billable hours, the firm could pursue pricing and realization improvements if current fees are not fully aligned to effort and complexity.
  • An EBOC margin of 50% suggests there may be opportunity to improve operational efficiency and margins through better leverage of the 20-person staff base.
  • The relatively young partner ages of 34 and 45 support a longer growth runway, which may allow the firm to invest in longer-term client development and succession planning.
Threats
  • The firm is highly dependent on only two partners, which creates key-person and succession risk if either partner reduces involvement or departs.
  • With partner ages of 34 and 45, there may be limited near-term retirement risk, but the small partner group still leaves the firm exposed to leadership continuity issues.
  • Revenue per partner of $4,000,000 indicates significant revenue concentration at the partner level, increasing valuation sensitivity to partner retention and client relationships.
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.