Test Now
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.
  • With 30,000 billable hours, the practice shows substantial annual production capacity.
  • The firm reports a 50% EBOC margin, indicating that half of gross revenue remains after owner compensation and related costs.
  • Revenue per partner is $2.0 million across 4 partners, which supports attractive partner productivity on a buyer valuation basis.
  • The ownership group is relatively young at age 32, which may support continuity and a longer transition runway for a buyer.
Weaknesses
  • EBOC is 50%, which indicates only moderate operating profitability and limits valuation support relative to higher-margin firms.
  • Revenue per partner is $2,000,000 across 4 partners, which can indicate a relatively small platform and limits scale at the partner level.
  • With only 20 staff supporting $8,000,000 of revenue and 30,000 billable hours, the firm’s operating capacity appears limited in absolute size, which can constrain post-close expansion.
  • Partner ages are 32, which provides no near-term succession pressure from the data, but also offers no evidence of an experienced senior leadership bench that would support premium valuation.
Opportunities
  • With gross revenue of $8.0M and only 4 partners, there is clear opportunity to increase partner leverage by expanding staff-supported delivery and reducing dependence on partner labor.
  • An EBOC margin of 50% suggests room to improve profitability through tighter cost control and more efficient utilization of the 20-person staff base.
  • Revenue per partner of $2.0M indicates potential to enhance partner productivity by growing billable volume or increasing average fees without adding partners at the same pace.
  • At 30,000 billable hours, the firm can likely improve valuation by increasing throughput from the existing team through better capacity management and workflow efficiency.
  • The current 4-partner structure presents an opportunity to scale the firm more efficiently by broadening the leadership base and supporting additional revenue growth before partner capacity becomes a constraint.
Threats
  • At $8.0M of gross revenue with 4 partners, the firm’s revenue is concentrated at the partner level, creating key-person dependency risk if one or more partners reduce involvement or exit.
  • The firm has only 20 staff supporting 30,000 billable hours, which may limit capacity, increase workload pressure, and constrain scalability without additional hiring.
  • Revenue per partner of $2.0M is high relative to the small partner group, which can indicate earnings dependence on a limited number of rainmakers and may complicate succession planning.
  • The reported EBOC margin of 50% is strong, but it also suggests valuation sensitivity if compensation, staffing, or utilization trends weaken from current levels.
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.

[0, 0]

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.