Dog Sitting Firm
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 for a buyer to underwrite.
  • Consulting represents 70% of revenue, giving the firm a predominantly advisory revenue mix.
  • The firm reports 50% EBOC, indicating a substantial earnings conversion level relative to revenue.
  • With 30,000 billable hours, the firm shows a sizable volume of chargeable work supporting the revenue base.
  • The partnership structure is concentrated, with 4 partners and 20 staff, and revenue per partner is $2.0 million.
  • Tax work still contributes 30% of revenue, providing a second service line alongside consulting.
Weaknesses
  • EBOC at 50% suggests only mid-tier earnings quality and leaves limited margin for a buyer to underwrite a premium multiple.
  • The firm’s 70% consulting revenue creates a concentrated service-mix profile that may be more volatile than a balanced practice mix.
  • With only 4 partners generating $8,000,000 of revenue, the firm shows meaningful partner concentration and potential succession dependence.
  • Revenue per partner of $2,000,000 is strong, but with just 20 staff across the firm it may indicate capacity constraints that could limit near-term scalable growth.
Opportunities
  • Increase the tax revenue mix from 30% to improve service diversification and reduce reliance on the 70% consulting-heavy revenue base.
  • Leverage the strong 50% EBOC margin to support pricing discipline and selective reinvestment in higher-value service delivery.
  • Build scale by expanding beyond the current 4-partner, 20-staff structure to increase capacity and reduce key-person concentration.
  • Improve partner leverage by growing billable hours per partner, given 30,000 billable hours across only 4 partners and 20 staff.
  • Use the $2.0 million revenue per partner level as a platform to broaden client coverage and deepen account penetration without diluting economics.
Threats
  • At $8.0M gross revenue with only 4 partners, the firm appears highly partner-dependent, creating key-person and succession risk if one or more partners reduce involvement or exit.
  • The staffing base of 20 against 30,000 billable hours suggests meaningful leverage pressure, which can strain delivery capacity and limit scalability without additional hiring.
  • Consulting represents 70% of revenue, so earnings are heavily tied to one service line, increasing sensitivity to any slowdown in consulting demand or margin compression within that segment.
  • Revenue per partner of $2.0M is strong, but it also indicates a concentrated production model that may be difficult to sustain if partner productivity changes.
  • Partner ages are shown only as 45, which provides limited visibility into succession timing and makes it harder to assess the durability of the current ownership structure.
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.