Drew
Strategic Advisory Excellence Since 1984
Executive Dashboard
Strategic Outlook 2026–2028
$1,035,887
Annual Gross Revenue
25.87%
EBITDA Margin
$1,071,774 - $1,339,718
Valuation Range
51.73%
Economic Profit%
1
No. of Equity Partners
$243/hr
Avg Client Rate ($/hr)
3
Total Employees
50%
Overhead as % of Revenue
Valuation-Based Strategic Position
Strengths, Weaknesses, Opportunities, Threats
Strengths
  • The firm generates $1,035,887 of gross revenue with only one partner, resulting in $1,035,887 of revenue per partner.
  • Consulting accounts for 52% of revenue, indicating a majority consulting mix within the current revenue base.
  • Tax work remains a meaningful part of the business at 48% of revenue, providing a balanced service mix alongside consulting.
  • The firm produced 4,269 billable hours, showing a measurable level of productive capacity in the year.
  • EBOC is 50%, which provides a clear profitability metric for valuation analysis.
Weaknesses
  • With only $1,035,887 of gross revenue and one partner, the firm has limited scale and a single-key-person structure that can constrain valuation and transitionability.
  • The practice is only 48% tax revenue and 52% consulting revenue, so its service mix is not anchored by a clear core line and may be viewed as less predictable than a more specialized platform.
  • Gross revenue of $1,035,887 spread across 4,269 billable hours implies an average billing yield of about $243 per billable hour, which may limit pricing leverage in a buyer’s underwriting.
  • The firm has just 3 staff supporting 1 partner, indicating a very small operating base that can limit capacity and increase buyer dependency on the existing team.
  • EBOC of 50% suggests only moderate earnings conversion, which may cap valuation if a buyer is underwriting sustainable owner-level profitability.
Opportunities
  • Increase scale by adding partners or senior staff, as the firm currently has 1 partner and 3 staff supporting $1.04M of gross revenue, which suggests meaningful key-person concentration and limited capacity for growth.
  • Expand the consulting mix, as consulting represents 52% of revenue versus 48% tax revenue, allowing the firm to lean further into higher-value advisory work if it can sustain margins.
  • Protect and potentially improve profitability, since EBOC is already 50% and any operational leverage from added capacity or better workflow could translate directly into higher enterprise value.
  • Build a more balanced service mix by growing beyond the near-even tax/consulting split, which may reduce dependence on a single revenue stream and support more stable growth.
  • Increase revenue per partner through additional production capacity, as current revenue of $1,035,887 is concentrated with only one partner, indicating room to scale output without changing the core model.
Threats
  • With only one partner (age 44) and three staff, the firm is highly dependent on a very small leadership base, creating key-person and continuity risk if the partner is unavailable or reduces involvement.
  • The staffing base of three employees against $1.0 million of gross revenue and 4,269 billable hours suggests a lean operating model that may be difficult to scale without adding capacity or increasing workload concentration.
  • Consulting represents 52% of revenue versus 48% tax revenue, so earnings are tied to a relatively balanced but still limited two-service mix, which can constrain diversification and make performance more sensitive to shifts in either line.
  • Billable hours of 4,269 across a small team indicate meaningful utilization pressure, which can limit flexibility for business development, quality control, and succession planning.
  • EBOC of 50% is solid, but on a single-partner platform the reported profitability may be vulnerable to changes in partner productivity or overhead absorption if the current operating structure changes.
Enhance Profitability

May drive premium valuation, strong cash flow, and high investor demand while supporting scalable growth and resilience.

25.87% 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 3:1
Revenue Acceleration

Growing revenue above $5M increases base multiples from 4-5x to 5.5-7.5x, potentially adding 30-50% to firm value.

Risk Mitigation

Adding even one partner can eliminate the -1.0 to -1.5 multiple penalty, potentially increasing firm value by 25-40%.
May support continuity, smoother succession planning, stronger long-term client retention, and greater capacity to adapt to growth and innovation initiatives.

[-1.0, -1.5]

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.