Your Firm
Strategic Advisory Excellence Since 1984
Executive Dashboard
Strategic Outlook 2026–2028
$8,400,000
Annual Gross Revenue
13.14%
EBITDA Margin
$6,300,000 - $10.1M
Valuation Range
42.40%
Economic Profit%
6
No. of Equity Partners
$237/hr
Avg Client Rate ($/hr)
34
Total Employees
69%
Overhead as % of Revenue
Valuation-Based Strategic Position
Strengths, Weaknesses, Opportunities, Threats
Strengths
  • Tax services are the largest revenue stream at 48% of gross revenue, giving the firm a clear core practice concentration.
  • The firm generated $8.4 million of gross revenue, which is a meaningful scale metric for valuation analysis.
  • With 6 partners and 34 staff, the firm has a multi-partner operating structure supported by a substantial employee base.
  • Revenue per partner is $1.4 million, indicating a relatively productive partner economics profile.
  • Audit contributes 32% of revenue and consulting contributes 20%, showing diversified non-tax service lines alongside the core tax practice.
Weaknesses
  • EBOC of 31% suggests a modest earnings base relative to revenue, which can limit valuation on a seller’s discretionary earnings multiple.
  • Revenue is concentrated in tax at 48%, creating service-line dependence that can increase valuation risk if that workload changes.
  • With 6 partners and $8.4 million of revenue, revenue per partner is $1.4 million, indicating a relatively small platform that may constrain scale premiums in a buyer’s model.
Opportunities
  • Increase the tax-heavy revenue mix, since tax work represents 48% of gross revenue and can provide a more recurring, sticky base that supports valuation stability.
  • Expand consulting services, as consulting is only 20% of revenue and there is room to grow higher-value advisory work relative to the current mix.
  • Improve operating leverage and scalability, given 35,500 billable hours across 34 staff and 6 partners, which suggests opportunity to better deploy capacity and support margin expansion.
  • Strengthen partner succession and continuity planning, as the partner group is relatively concentrated with an average age of 51 and only 6 partners, which can reduce key-person risk and support transferability.
  • Build on the firm’s solid earnings profile, with EBOC at 31% of revenue, by maintaining or improving profitability through mix and utilization discipline.
Threats
  • Tax work represents 48% of gross revenue, so the firm is materially dependent on one service line and may face earnings volatility if that demand softens.
  • The firm has 6 partners and 34 staff, which indicates a relatively partner-heavy structure that can constrain scalability and increase key-person dependence.
  • Revenue per partner is about 1.4 million, which suggests each partner carries a large share of the economic burden and could create execution risk if partner productivity slips.
  • Audit revenue is 32% and consulting revenue is 20%, leaving a concentrated mix across a few service lines rather than a broadly diversified revenue base.
  • The partner age shown as 51 implies succession planning will matter over the medium term, as the current ownership group is not especially young.
Enhance Profitability

Improving EBITDA margin from 13.14% to 25% could increase firm value by 50-100%.

13.14% 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 5.67:1
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.