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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 annual gross revenue, which indicates meaningful scale for a single-office accounting practice.
  • The firm produces 30,000 total billable hours, suggesting a solid underlying volume of client service activity.
  • The firm reports an EBOC margin of 50%, which indicates strong earnings efficiency relative to revenue.
  • The firm has 20 staff supporting one partner, which may provide operational leverage and reduce dependence on partner-only service delivery.
Weaknesses
  • The firm appears to have a single-partner ownership structure, which creates key-person and succession risk for a potential buyer.
  • Revenue is fully concentrated in one partner, indicating a high degree of dependency on that individual for client retention and business continuity.
  • The firm has only 20 staff against $8.0 million of revenue, which may suggest operational concentration and limited management depth relative to the size of the practice.
Opportunities
  • The firm could reduce key-person risk and improve scalability by building a stronger second layer of leadership, given that all revenue is currently concentrated under one partner.
  • With 20 staff supporting $8.0 million of revenue and 30,000 billable hours, there may be room to improve operational leverage through workflow efficiency and better capacity utilization.
  • An EBOC of 50% suggests profitability could potentially be enhanced through pricing discipline, mix improvement, or tighter expense management.
  • At a partner age of 45, the firm has time to implement a deliberate succession and growth strategy that could support a higher valuation over the medium term.
Threats
  • The firm appears highly dependent on a single partner, creating significant succession and key-person risk if that partner becomes unavailable or retires.
  • With only one partner and 20 staff, the firm may have limited leadership depth and reduced ability to absorb client, operational, or compliance disruptions.
  • The provided location information is unclear, which may indicate limited visibility into geographic market strength or concentration risk.
  • No client concentration or revenue mix data is provided, limiting confidence in the stability and durability of the current revenue base.
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.