dawdaw
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 material revenue base for a buyer to underwrite.
  • EBOC is 50%, indicating that half of gross revenue remains after expenses before partner compensation and other owner-level items.
  • The practice produces 30,000 billable hours, showing a substantial volume of chargeable work supporting the revenue base.
  • The firm has 4 partners, which can support a manageable ownership transition and concentrated decision-making for a buyer.
  • Revenue per partner is $2.0 million, a useful productivity metric that indicates meaningful revenue concentration at the partner level.
Weaknesses
  • EBOC is only 50%, which suggests limited operating margin relative to revenue and may pressure valuation.
  • The firm generates $2,000,000 of revenue per partner across only 4 partners, indicating meaningful partner dependence and limited management depth if one partner exits.
Opportunities
  • Increase revenue per partner by expanding the current $8.0M revenue base across 4 partners, which is only $2.0M per partner and suggests room to improve scale and leverage.
  • Improve operating efficiency and realization on the 30,000 billable hours base to lift the 50% EBOC margin, creating direct valuation upside through higher profitability.
  • Use the 20-staff platform to support additional billable capacity and reduce partner concentration of production, improving leverage and scalability.
  • Plan for leadership continuity given all four partners are the same age, which creates a clear succession opportunity and reduces key-person risk for valuation purposes.
Threats
  • At $8.0M of gross revenue across 4 partners, the firm is highly partner-dependent, which can create succession and continuity risk if one or more partners reduce involvement or exit.
  • The reported partner ages of 20, 20, 20, and 20 provide no evidence of near-term succession planning or a mature partner transition profile, increasing uncertainty around leadership continuity.
  • With 20 staff supporting 30,000 billable hours, the firm’s operating model appears relatively lean, which may limit capacity to absorb growth, turnover, or workflow disruption without service strain.
  • Revenue per partner of $2.0M is strong, but it also indicates meaningful earnings concentration at the partner level, which can make valuation more sensitive to partner retention and productivity.
  • An EBOC margin of 50% is solid, but it leaves limited room for margin compression if staffing costs, utilization, or partner productivity weaken.
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.