Fleeting Firm
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 produces $8.0 million of gross revenue, which indicates a meaningful scale for a four-partner practice.
  • Revenue per partner is $2.0 million, suggesting relatively strong production concentration at the partner level.
  • The firm reports 30,000 total billable hours, which supports a sizeable operating base for the current revenue level.
  • The partner group is very young at age 30 for all four partners, which may support longer remaining career and ownership horizons.
  • The firm generates revenue across audit, tax, and consulting, indicating service-line diversification rather than reliance on a single offering.
Weaknesses
  • Revenue appears highly concentrated in audit, tax, and consulting at 70% each, indicating limited diversification and potentially higher client or service-line concentration risk.
  • The firm has only 20 staff supporting $8.0 million of revenue, which may indicate staffing leverage pressure and execution risk if key personnel are lost or demand increases.
  • All four partners are age 30, suggesting a very young leadership team and a limited history of demonstrated succession through a broader partner bench.
  • The Baseco Tondo location may be viewed as less established or less central from a buyer’s perspective, which could affect perceived market positioning and client access.
Opportunities
  • With four partners aged 30, the firm has a long operating runway and room to scale leadership capacity, support succession planning, and pursue growth over time.
  • The current revenue base of $8.0 million and revenue per partner of $2.0 million suggest an opportunity to increase partner leverage by expanding billable output through the 20-person staff.
  • The firm’s location in Baseco Tondo may provide an opportunity to strengthen local market positioning and deepen share in its immediate geographic market.
  • The reported 50% EBOC indicates there may be room to improve profitability through tighter expense control and operational efficiency.
  • The substantial revenue base across audit, tax, and consulting suggests the firm can continue to cross-sell services to existing clients and reinforce recurring relationships.
Threats
  • The firm appears highly concentrated in partner-led leadership, with only four partners available to support an $8.0 million practice, which may create execution and continuity risk if any partner departs or reduces involvement.
  • All four partners are listed at age 30, which may indicate limited senior leadership depth and potential succession or client-retention risk if the firm has not yet built a broader management bench.
  • The staffing base of 20 employees against 30,000 billable hours suggests meaningful workload dependence on a relatively small team, which can increase delivery strain and retention risk.
  • The Baseco Tondo location may limit market reach and could constrain access to larger or higher-value clients relative to firms in more established business districts.
  • Revenue is heavily weighted toward audit, tax, and consulting at 70% each as reported, indicating dependence on core professional service lines and reduced diversification if demand weakens in any one area.
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.