najwna
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 provides meaningful scale for a buyer to underwrite.
  • Revenue per partner is $2.0 million, indicating substantial production concentration at the partner level.
  • The firm reports 30,000 billable hours, showing a sizable volume of fee-earning capacity.
  • EBOC is 50%, which indicates that half of gross revenue remains after operating expenses before partner compensation.
  • The firm has 4 partners and 20 staff, giving a 24-person operating base that can support current workload.
Weaknesses
  • EBOC is 50%, which leaves only half of gross revenue available to cover partner compensation, overhead, and growth investment, limiting valuation support.
  • Revenue per partner is only $2.0 million across 4 partners, indicating modest scale at the owner level and a relatively fragmented earnings base for a buyer.
  • The firm has 4 partners and 20 staff, so the business appears partner-heavy relative to its workforce, which can increase key-person dependency and transition risk.
Opportunities
  • Increase revenue per partner by expanding the current $8.0M revenue base across the four-partner platform, which would improve scale and valuation leverage.
  • Improve operating efficiency and margin above the current 50% EBOC level, creating direct upside to earnings quality and valuation.
  • Increase billable hours from the current 30,000 level through better staff utilization and capacity deployment across 20 staff, supporting organic growth without adding partners.
  • Preserve and deepen the existing partner-led model while planning for succession, since all four partners are the same age and the firm’s value is concentrated in a small ownership group.
  • Use the current 20-staff support base to take on additional volume and improve leverage, which could enhance profitability if managed without diluting margin.
Threats
  • The firm’s EBOC margin of 50% is solid, but it still leaves meaningful exposure to earnings compression if compensation, overhead, or staffing costs rise faster than revenue.
  • Revenue of $8.0 million supported by only 4 partners implies $2.0 million of revenue per partner, creating key-person dependency and succession risk if any partner reduces involvement.
  • Partner ages are all listed as 20, which provides no evidence of near-term retirement risk but does indicate the age data is not informative for assessing succession readiness, adding diligence uncertainty.
  • With 30,000 billable hours across 20 staff, the practice appears operationally dependent on a relatively small team, so turnover or capacity disruption at the staff level could affect delivery and utilization.
  • The absence of practice detail in the provided data limits visibility into service-line mix and operating risk, which can widen valuation uncertainty for a buyer.
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.