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Strategic Advisory Excellence Since 1984
Executive Dashboard
Strategic Outlook 2026–2028
$8,000,000
Annual Gross Revenue
37.50%
EBITDA Margin
$21M - $30M
Valuation Range
75%
Economic Profit%
4
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 is a meaningful scale for a buyer evaluating acquisition size.
  • Revenue is concentrated in core accounting services, with audit and tax each representing 70% of revenue, indicating a substantial recurring compliance base.
  • Consulting also represents 70% of revenue, showing a significant advisory component alongside compliance work.
  • The firm produces 30,000 billable hours, providing clear evidence of operating volume and utilization capacity.
  • With 4 partners and 20 staff, the firm has a defined operating structure that supports the reported revenue base.
  • Revenue per partner is $2.0 million, which is a material productivity metric from a buyer’s perspective.
Weaknesses
  • EBOC of 50% leaves only moderate operating profit margin after compensation, limiting valuation support versus higher-margin firms.
  • Revenue is concentrated in audit and tax, with each at 70% of revenue, indicating a narrow service mix that can pressure valuation.
  • The firm has only 20 staff and 4 partners, which suggests limited scale and may constrain growth, depth, and buyer integration benefits.
  • Revenue per partner of $2,000,000 points to meaningful key-person reliance at the partner level, which can increase transition risk for a buyer.
Opportunities
  • Increase revenue per partner from the current $2.0 million level by expanding capacity and/or improving partner leverage, given only 4 partners support $8.0 million of gross revenue.
  • Improve operating profitability by lifting the current 50% EBOC margin through better pricing, staffing mix, or delivery efficiency, as indicated by the existing margin profile.
  • Monetize the strong consulting mix, with consulting revenue at 70%, by deepening higher-value advisory work that can support better margins and valuation.
  • Use the balanced audit and tax revenue base, each at 70%, to cross-sell more integrated client services and increase wallet share across the existing client base.
  • Build succession and continuity value early, as all four partners are the same age, by developing next-generation leadership and reducing key-person concentration risk.
Threats
  • Revenue is highly concentrated in audit, consulting, and tax work at 70% each, which suggests limited diversification across service lines and greater sensitivity to any slowdown in core offerings.
  • The firm has only 4 partners and 20 staff, so operating capacity and succession depth appear limited relative to $8.0M of gross revenue and 30,000 billable hours.
  • Partner ages are all listed as 20, which may indicate an unusually young partner group and potential execution or retention risk if the data reflects the current ownership profile.
  • Revenue per partner of $2.0M is relatively high for a 4-partner firm, which can indicate key-person dependence and pressure on partner bandwidth.
  • EBOC at 50% leaves a meaningful but not excessive margin cushion, so profitability could be pressured if staffing or utilization weakens.
Enhance Profitability

May drive premium valuation, strong cash flow, and high investor demand while supporting scalable growth and resilience.

37.50% 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 5:1
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.