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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
  • $8.0M of gross revenue provides meaningful scale for a buyer evaluating the firm.
  • The firm generates 30,000 billable hours, indicating substantial current production volume.
  • EBOC is 50%, which supports a clear view of operating profitability in the provided data.
  • With 4 partners and 20 staff, the firm has a defined operating structure and leverage beyond partner-only delivery.
  • Revenue per partner of $2.0M indicates a high level of partner productivity based on the supplied figures.
Weaknesses
  • EBOC is 50%, which leaves only half of gross revenue available after expenses and indicates limited margin resilience for a buyer.
  • With only 4 partners generating $8,000,000 of revenue, the firm is highly partner-dependent at $2,000,000 per partner, increasing key-person and transition risk.
  • Partner ages of 64 and 58 create near-term succession exposure at two of the four partners, which can affect retention and continuity during an ownership transition.
  • The firm has 30,000 total billable hours across 20 staff, which limits scale and suggests limited operating depth relative to revenue.
Opportunities
  • Strengthen succession and retention planning around the two older partners, as the partner age profile of 64 and 58 creates a clear transition risk and valuation dependency on continuity.
  • Increase leverage by expanding the 20-person staff base relative to 4 partners, which could support more billable hours and reduce partner-heavy delivery concentration.
  • Improve revenue per partner, currently $2.0 million, by adding capacity or optimizing delegation so growth is less constrained by partner bandwidth.
  • Protect and potentially expand the 50% EBOC margin by maintaining disciplined cost structure as the firm scales, since margin is a direct valuation driver.
  • Grow billable hours from the current 30,000 level through better utilization or additional capacity, which would support higher top-line revenue without changing the existing revenue base.
Threats
  • Partner succession risk is elevated because two of four partners are age 58 and 64, increasing the likelihood of near-term transition pressure and potential disruption to client and management continuity.
  • The firm’s economics are concentrated at the partner level, with $8.0 million of revenue across only 4 partners and derived revenue per partner of $2.0 million, which can make value more sensitive to any partner departure or reduced capacity.
  • Staffing leverage appears modest relative to scale, with 20 staff supporting 30,000 billable hours and 4 partners, which may constrain growth capacity and increase key-person dependence on the partner group.
  • While EBOC is strong at 50%, the absence of any practice-level diversification data in the JSON limits visibility into earnings durability and makes valuation more dependent on the current operating profile.
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.