Orange Firm
Strategic Advisory Excellence Since 1984
Executive Dashboard
Strategic Outlook 2026–2028
$11M
Annual Gross Revenue
40.91%
EBITDA Margin
$42.8M - $56.3M
Valuation Range
81.82%
Economic Profit%
4
No. of Equity Partners
$367/hr
Avg Client Rate ($/hr)
20
Total Employees
50%
Overhead as % of Revenue
Valuation-Based Strategic Position
Strengths, Weaknesses, Opportunities, Threats
Strengths
  • The firm generates $11.0M of gross revenue, which is a material scale indicator for valuation discussions.
  • With 30,000 billable hours, the practice shows substantial annual production capacity.
  • An EBOC margin of 50% indicates that half of revenue remains after employee and operating costs, supporting profitability.
  • Revenue per partner of $2.75M is high relative to the four-partner structure and is a useful concentration metric for buyers.
  • The firm has 20 staff supporting four partners, providing leverage in the operating model.
Weaknesses
  • EBOC of 50% indicates only moderate profitability, which can cap valuation multiple expansion relative to higher-margin firms.
  • The firm’s scale is limited at $11.0 million of gross revenue, which may constrain buyer interest and reduce strategic premium versus larger platforms.
  • With only 4 partners generating $11.0 million of revenue, the business is highly partner-dependent, increasing key-person risk and succession sensitivity.
  • Revenue per partner of $2.75 million is concentrated across a very small partner group, which can complicate continuity if one partner departs.
  • The 20-person staff against 30,000 billable hours suggests a lean operating model that may limit capacity for growth without additional hiring.
Opportunities
  • Increase partner leverage by expanding the 20-person staff base relative to 4 partners, which could support higher billable-hour throughput and improve scalability.
  • Lift revenue per partner from the current $2.75 million by adding capacity and delegating more work to staff, creating a more efficient operating model.
  • Preserve and potentially expand the 50% EBOC margin by maintaining disciplined cost control as the firm grows, which would support valuation quality.
  • Build on the existing $11.0 million revenue base by increasing billable hours beyond 30,000, indicating room for organic growth if capacity is added.
  • Use the relatively young partner group (age 32) to support a longer growth runway and succession continuity, which can enhance buyer confidence and valuation stability.
Threats
  • The firm’s EBOC margin is 50%, which may limit valuation upside if a buyer expects stronger profitability relative to the $11.0M revenue base.
  • With only 4 partners and 20 staff, the business appears relatively concentrated in a small leadership group, which can create execution and continuity risk if one or more partners are unavailable.
  • Revenue per partner of $2.75M suggests each partner carries a large share of the firm’s economics, increasing dependence on individual partner productivity and retention.
  • Billable hours of 30,000 against $11.0M gross revenue imply a meaningful reliance on utilization, so any softness in billable capacity could pressure earnings.
  • The partner age field shows 32, which may indicate a younger ownership group and potentially less near-term succession depth, depending on the broader ownership profile.
Enhance Profitability

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

40.91% 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.