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Strategic Advisory Excellence Since 1984
Executive Dashboard
Strategic Outlook 2026–2028
$8,000,000
Annual Gross Revenue
37.50%
EBITDA Margin
$21M - $30M
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.
  • All revenue is consulting revenue at 100%, giving the practice a fully service-based revenue mix.
  • EBOC is 50%, indicating a high operating margin relative to revenue.
  • The firm produces 30,000 billable hours, showing substantial utilization capacity and an established delivery base.
  • With 4 partners and 20 staff, the firm has a defined operating structure that supports the current revenue base.
  • Revenue per partner is $2.0 million, which is a material productivity metric from a valuation perspective.
Weaknesses
  • EBOC of 50% suggests only moderate earnings conversion, limiting valuation support versus higher-margin firms.
  • The firm is 100% consulting revenue, creating full dependence on a single service line and reducing diversification for a buyer.
  • With only 4 partners and $2,000,000 revenue per partner, the business appears highly concentrated at the partner level, which can elevate transition and retention risk.
  • The staff base of 20 against 4 partners indicates a relatively small operating platform, which can constrain scalability and breadth of management depth.
Opportunities
  • Increase revenue per partner from the current $2.0M level by expanding billable capacity and/or pricing, as the firm already generates $8.0M of gross revenue with 30,000 billable hours and only 4 partners.
  • Improve leverage by adding or developing staff beneath the 4 partners and 20 staff, which could support more billable hours and reduce partner concentration in delivery.
  • Preserve and potentially enhance the 50% EBOC margin by tightening utilization, pricing discipline, and delivery efficiency, since profitability is already strong and directly valuation-supportive.
  • Build on the firm’s 100% consulting revenue mix by deepening the existing advisory platform, which may support higher-growth, higher-value work if the current service model is scaled effectively.
  • Plan for leadership continuity and growth runway given the relatively young partner group at age 32, which supports a longer operating horizon and potential expansion of the partner bench.
Threats
  • Revenue is concentrated in consulting at 100% of gross revenue, which leaves the business highly dependent on a single service line and may limit diversification benefits in valuation.
  • The firm’s scale is modest at $8.0M gross revenue with 4 partners and 20 staff, which can create key-person and capacity risk if any partner or senior staff member is unavailable.
  • Revenue per partner of $2.0M is high relative to the small partner group, suggesting meaningful dependence on a limited number of rainmakers and potential succession pressure.
  • Billable hours of 30,000 across 20 staff indicate a relatively lean operating base, which may constrain growth and increase execution risk if demand rises or utilization slips.
  • The firm’s EBOC margin of 50% is strong, but it also means valuation is sensitive to maintaining current profitability levels, with limited room for margin compression.
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.