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Strategic Advisory Excellence Since 1984
Executive Dashboard
Strategic Outlook 2026–2028
$8,000,000
Annual Gross Revenue
46.88%
EBITDA Margin
$22.5M - $31.9M
Valuation Range
93.75%
Economic Profit%
1
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, indicating a meaningful revenue base for a single-location accounting practice.
  • The practice produced 30,000 billable hours, which suggests a substantial level of client-facing capacity and utilization.
  • An EBOC margin of 50% indicates solid operating profitability on the provided data.
  • The firm operates with 20 staff supporting one partner, which provides leverage for the partner and may support scalability.
  • The partner is 45 years old, suggesting the firm is not dependent on an imminent principal transition.
Weaknesses
  • The firm is highly dependent on a single partner, creating key-person and succession risk for a potential acquirer.
  • A single-partner structure suggests limited leadership depth and may reduce transition stability if the partner exits or changes roles.
  • Revenue is fully concentrated at the partner level based on the data provided, which indicates significant client and relationship dependence on one individual.
  • The firm’s modest staff base of 20 employees may limit scalability and increase operational strain relative to its $8.0 million revenue base.
Opportunities
  • With one partner and $8.0 million of revenue, the firm has a clear opportunity to reduce key-person dependence by broadening leadership and client ownership.
  • At 30,000 billable hours against $8.0 million of revenue and a 50% EBOC, the firm may benefit from improving pricing and realization to enhance margins.
  • With 20 staff supporting a single-partner structure, there is potential to increase operational leverage by delegating more work below the partner level and expanding manager-level responsibility.
Threats
  • The firm appears highly dependent on a single partner, creating key-person and succession risk if that partner reduces involvement or exits.
  • With only one partner supporting $8,000,000 of revenue, the business may face continuity and client-retention risk around leadership transition.
  • The location is not meaningful or identifiable from the provided data, which limits the ability to assess market depth and could indicate geographic concentration risk.
Enhance Profitability

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

46.88% 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 20:1
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

Adding even one partner can eliminate the -1.0 to -1.5 multiple penalty, potentially increasing firm value by 25-40%.
May support continuity, smoother succession planning, stronger long-term client retention, and greater capacity to adapt to growth and innovation initiatives.

[-1.0, -1.5]

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.