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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
$19.5M - $27M
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 revenue base from a buyer’s perspective.
  • EBOC is 50%, indicating that half of gross revenue remains after owner compensation and is directly relevant to valuation.
  • Revenue per partner is $2.0 million across 4 partners, showing substantial revenue concentration at the partner level.
  • The firm reports 30,000 billable hours, providing evidence of significant operating volume.
  • The partner group is age 56 across all 4 partners, which may indicate a relatively consistent ownership profile for transaction planning.
Weaknesses
  • EBOC is only 50%, which points to limited pre-owner profitability relative to revenue and can दबress valuation multiples.
  • The firm is highly partner-dependent with 4 partners all age 56, creating a succession and transition risk that buyers will discount in pricing.
  • Revenue per partner is $2,000,000 across only 4 partners, which indicates meaningful earnings concentration at the partner level and reduces scalability if a partner departs.
  • With 20 staff supporting $8,000,000 of revenue, the firm’s scale is modest, which can limit operating leverage and make integration less efficient for a buyer.
Opportunities
  • Increase revenue per partner by expanding the current $8.0 million firm across the four-partner base, as revenue per partner is $2.0 million and suggests room to improve scale leverage.
  • Build a more diversified service mix beyond the current 1% audit, 1% consulting, and 1% tax revenue concentrations to reduce dependence on the core business and improve growth optionality.
  • Improve operating leverage from the existing 20-staff platform and 30,000 billable hours by increasing utilization and/or adding higher-value work, which could support stronger earnings conversion from the 50% EBOC margin.
  • Address succession and continuity risk given that all four partners are age 56, which may support a more durable valuation profile if managed proactively.
Threats
  • The firm’s profitability is only moderate, with EBOC at 50% of gross revenue, which may limit valuation support relative to higher-margin practices.
  • Partner succession risk appears elevated because all four partners are age 56, creating a concentrated transition profile over the medium term.
  • The staffing base is relatively lean at 20 staff against 4 partners and 30,000 billable hours, which may constrain capacity, scalability, and key-person resilience.
  • Revenue is highly concentrated in a single service mix, with audit, consulting, and tax each at only 1% of revenue, suggesting limited diversification of service lines.
  • Revenue per partner is $2.0 million, which is solid but may be difficult to sustain if partner transition or staffing constraints affect production.
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.