yhi
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
  • The firm generates $8.0 million of gross revenue, which provides meaningful scale for a buyer to underwrite.
  • All revenue is consulting-based at 100%, giving the firm a fully service-driven revenue mix with no disclosed non-consulting dependency.
  • EBOC is 50% of revenue, indicating a high operating margin profile relative to revenue.
  • The firm produces 30,000 billable hours, showing a substantial volume of chargeable work supporting the revenue base.
  • With 4 partners and 20 staff, the firm has a 24-person operating base that can support delivery capacity.
  • Revenue per partner is $2.0 million, which is a material productivity metric from a valuation standpoint.
Weaknesses
  • EBITDA-equivalent margin is only 50% EBOC, which can constrain valuation compared with higher-margin advisory firms.
  • The firm is entirely consulting revenue, creating a single-service-line concentration that limits diversification and can increase buyer reliance on one business model.
  • With $8.0 million of revenue spread across just 4 partners, revenue per partner is $2.0 million, indicating a small partner base and potential key-person dependence.
  • The firm has only 20 staff supporting 30,000 billable hours, which suggests limited operating scale and may increase integration and capacity risk for a buyer.
Opportunities
  • Increase revenue per partner and overall scale, as the firm generates $8.0 million of gross revenue with only 4 partners, indicating meaningful headroom to expand partner-led production and leverage.
  • Improve operating leverage and margin durability by using the 20-person staff base more efficiently, since the firm already reports a 50% EBOC margin and 30,000 billable hours.
  • Broaden the service mix beyond a fully consulting-based revenue profile, because consulting accounts for 100% of revenue and any added complementary offerings could reduce concentration and support valuation.
  • Plan for leadership continuity and retention, given the partner group is relatively young at 47 on average, which creates an opportunity to extend the firm’s growth runway and protect value over time.
Threats
  • Revenue is concentrated entirely in consulting, so the firm lacks service-line diversification and may be more exposed to swings in demand for a single offering.
  • With only 4 partners generating $8.0 million of gross revenue, the business appears highly partner-dependent and could face continuity or transition risk if one or more partners reduce involvement.
  • The staffing base of 20 employees against 30,000 billable hours suggests a relatively lean operating model, which may limit capacity to absorb growth, turnover, or delivery disruptions.
  • Revenue per partner of $2.0 million is high relative to the small partner group, which can indicate earnings concentration and potential pressure on partner retention and succession planning.
  • An EBOC margin of 50% is solid, but it also means half of revenue is consumed by operating costs, leaving less cushion if utilization or pricing weakens.
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.