Bradys Mom
Strategic Advisory Excellence Since 1984
Executive Dashboard
Strategic Outlook 2026–2028
$8,000,000
Annual Gross Revenue
37.50%
EBITDA Margin
$18M - $24M
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 from a valuation perspective.
  • Revenue is diversified across consulting (40%), audit (30%), and tax (30%), reducing reliance on any single service line.
  • The firm reports 30,000 billable hours, indicating a substantial recurring workload base.
  • With 4 partners and 20 staff, the firm has a defined operating structure that supports its current revenue base.
  • Revenue per partner is $2.0 million, which is a useful productivity metric for buyer underwriting.
  • EBOC is 50%, indicating that half of gross revenue remains after operating expenses before owner compensation and other adjustments.
Weaknesses
  • EBOC is 50%, indicating only moderate earnings conversion and limiting valuation support relative to stronger margin profiles.
  • The firm generates $2,000,000 of revenue per partner across just 4 partners, which can create key-person concentration and succession risk in a buyer underwriting process.
  • Revenue is split across audit at 30%, tax at 30%, and consulting at 40%, leaving the firm without a dominant recurring service line and increasing mix complexity for a buyer.
  • Total billable hours of 30,000 across 20 staff imply a relatively modest scale, which can limit operating leverage and integration efficiency for an acquirer.
Opportunities
  • Increase the higher-margin consulting mix, which already represents 40% of revenue, to improve overall profitability and valuation quality.
  • Expand tax services, which account for 30% of revenue, to deepen recurring client relationships and diversify the revenue base.
  • Leverage the firm’s 30,000 billable hours across 20 staff to improve utilization and capacity absorption, supporting revenue growth without proportional headcount increases.
  • Build on the firm’s strong EBOC margin of 50% by maintaining disciplined pricing and cost control as the practice scales.
  • Increase partner productivity and scalability, as 4 partners generate $8.0 million of gross revenue and $2.0 million of revenue per partner, indicating room to further leverage the partner group.
Threats
  • Consulting and audit together account for 70% of revenue (40% consulting, 30% audit), so the firm’s earnings profile is materially dependent on two service lines rather than a broader mix.
  • The firm has only 4 partners and 20 staff, which creates key-person and capacity risk given the $8.0M revenue base and 30,000 billable hours.
  • Revenue per partner of $2.0M is high relative to the small partner group, which may indicate concentration of client relationships and execution burden at the partner level.
  • EBOC is 50% of gross revenue, which is solid but leaves limited cushion if pricing, utilization, or staffing costs weaken.
  • Tax work represents 30% of revenue, so a meaningful share of the firm’s earnings is tied to a single compliance-heavy service line that may be sensitive to workload variability.
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.