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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
$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
  • $8.0 million of gross revenue provides meaningful scale for a buyer evaluating the firm.
  • The firm generates 30,000 billable hours, indicating a substantial volume of productive work.
  • EBOC is 50%, showing that half of gross revenue remains after operating expenses before partner compensation.
  • Revenue per partner is $2.0 million, which is a material productivity metric for a four-partner firm.
  • The partner group spans ages 34 to 64, suggesting a multigenerational ownership structure with at least one younger partner in place.
Weaknesses
  • EBOC of 50% indicates only moderate operating profitability, which can compress valuation versus higher-margin firms.
  • Revenue per partner of $2.0 million across just 4 partners suggests meaningful partner concentration, increasing key-person dependence and succession risk.
  • Partner ages of 64 and 58 create near-term succession and transition risk for two of the four partners, which can pressure deal certainty and retention.
  • With 20 staff supporting $8.0 million of revenue, the firm’s scale is modest, which may limit platform efficiency and scalability for a buyer.
Opportunities
  • Strengthen succession and retention planning around the two older partners aged 64 and 58 to reduce key-person risk and support a smoother ownership transition.
  • Increase leverage by expanding the 20-person staff base relative to 4 partners, which could improve partner productivity and support revenue growth without proportional partner headcount.
  • Build on the current 50% EBOC margin by maintaining disciplined pricing and cost control, preserving valuation quality while scaling the practice.
  • Raise revenue per partner from the current $2.0 million by increasing billable capacity and/or improving realization across the existing 30,000 billable hours.
  • Use the younger partner cohort aged 47 and 34 to deepen leadership bench strength and support continuity as senior partners transition out.
Threats
  • The partner group is heavily weighted toward older owners (ages 64 and 58), creating near-term succession and continuity risk for a meaningful portion of the firm’s leadership.
  • Revenue per partner is high at $2.0 million across only 4 partners, which can indicate key-person dependence and make earnings less durable if one or more partners reduce involvement or exit.
  • The firm has 20 staff supporting $8.0 million of revenue and 30,000 billable hours, so operating performance may be sensitive to utilization and retention changes in a relatively lean staffing structure.
  • With 50% EBOC margin, profitability is solid but not exceptional, leaving less cushion if compensation, staffing, or overhead pressures increase.
  • The partner age spread includes only one younger partner at 34, which may limit the depth of the next-generation leadership bench and slow transition planning.
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.