Ts
Strategic Advisory Excellence Since 1984
Executive Dashboard
Strategic Outlook 2026–2028
$17M
Annual Gross Revenue
32.35%
EBITDA Margin
$52.3M - $68.8M
Valuation Range
64.71%
Economic Profit%
12
No. of Equity Partners
$567/hr
Avg Client Rate ($/hr)
30
Total Employees
50%
Overhead as % of Revenue
Valuation-Based Strategic Position
Strengths, Weaknesses, Opportunities, Threats
Strengths
  • Consulting accounts for 80% of gross revenue, giving the firm a predominantly advisory revenue mix.
  • Gross revenue is 17 million, which provides meaningful scale for a mid-sized accounting practice.
  • The firm has 12 partners and 30 staff, indicating a partner-led operating structure with a substantial professional base.
  • Billable hours total 30,000, showing a significant level of annual service delivery capacity.
  • The practice includes a specialized niche in audit of nuclear start ups, which is a clearly defined service area.
  • Revenue per partner is approximately 1.42 million, indicating strong revenue productivity at the partner level.
Weaknesses
Opportunities
Threats
Enhance Profitability

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

32.35% EBITDA margin
Operational Efficiency

Improving leverage to 5:1 can increase profitability and firm value by 20-35%.

Leverage ratio 2.5:1
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.

[0, 0]

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.