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Strategic Advisory Excellence Since 1984
Executive Dashboard
Strategic Outlook 2026–2028
$8,000,000
Annual Gross Revenue
46.88%
EBITDA Margin
$22.5M - $31.9M
Valuation Range
93.75%
Economic Profit%
1
No. of Equity Partners
$267/hr
Avg Client Rate ($/hr)
1
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 with only one partner, implying a very high revenue per partner of $8.0 million.
  • Consulting represents 36% of revenue, providing a meaningful non-compliance service mix alongside the core practice.
  • Audit and tax each contribute 32% of revenue, indicating a balanced recurring-service revenue base across two core accounting lines.
  • EBOC is 50%, showing that half of revenue remains after direct operating costs on the provided measure.
  • The firm reports 30,000 billable hours, which supports a substantial level of service activity for a one-partner practice.
Weaknesses
  • EBOC of 50% indicates only moderate operating profitability, which can limit valuation upside relative to higher-margin firms.
  • The firm is highly concentrated in a single partner, with 1 partner generating all $8,000,000 of revenue, creating key-person and succession risk that typically दबresses value.
  • The staffing structure shows only 1 staff member supporting 30,000 total billable hours, suggesting a very thin operating platform and limited scalability.
  • Revenue mix is split across audit at 32%, tax at 32%, and consulting at 36%, leaving no dominant recurring service line and increasing mix complexity for a buyer.
Opportunities
  • Increase partner depth and succession resilience, as the firm currently has only 1 partner and 1 staff member, creating key-person concentration risk that can limit valuation and scalability.
  • Expand leverage by adding staff capacity, since 30,000 billable hours and $8.0 million of gross revenue are being supported by a very small team, indicating room to improve throughput and partner productivity.
  • Build on the balanced service mix across consulting (36%), audit (32%), and tax (32%) to cross-sell more work and reduce dependence on any single service line.
  • Improve margin conversion from the current 50% EBOC level by tightening delivery efficiency and pricing discipline, which could enhance earnings quality and valuation.
  • Use the strong revenue per partner of $8.0 million to support a more scalable operating model, as the current economics suggest meaningful upside from formalizing processes and delegation.
Threats
  • The firm is highly concentrated in a single partner structure, with 1 partner and only 1 staff member supporting $8.0M of gross revenue, creating key-person and execution risk.
  • Operating leverage appears limited, as EBOC is 50% on $8.0M of gross revenue, which may constrain cash generation after partner compensation and reduce downside protection.
  • The practice mix is moderately concentrated in consulting (36%), audit (32%), and tax (32%), so any slowdown in one service line would have an outsized effect on overall results.
  • Revenue per partner is $8.0M with only one partner, indicating the business value is heavily tied to one individual’s production and relationship management capacity.
  • Billable volume of 30,000 hours with just 1 staff member suggests a very lean delivery model that may be difficult to scale without adding resources.
Enhance Profitability

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

46.88% EBITDA margin
Operational Efficiency

Improving leverage to 5:1 can increase profitability and firm value by 20-35%.

Leverage ratio 1:1
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

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.