Orange Firm
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, providing meaningful scale for a buyer evaluating the platform.
  • All revenue is consulting revenue at 100%, indicating a fully service-based revenue mix with no dependence on other lines of business.
  • The firm reports 30,000 billable hours, which supports a substantial recurring workload base.
  • EBOC is 50%, showing that half of gross revenue remains after operating expenses before partner compensation and other items.
  • With 4 partners and 20 staff, the firm has a defined operating structure that can support current production levels.
  • Revenue per partner is $2.0 million, indicating a high level of revenue concentration per equity partner.
Weaknesses
  • EBITDA/EBOC is only 50% of gross revenue, which limits earnings conversion and can weigh on valuation.
  • All $8,000,000 of revenue comes from consulting, creating full service-line concentration and less diversified earnings quality.
  • The firm has only 4 partners and 20 staff, a small operating scale that can limit buyer confidence in depth and transferability of the practice.
Opportunities
  • Increase revenue per partner, as the firm already generates $2.0M per partner and has room to scale partner-led production more efficiently.
  • Improve operating leverage and margin expansion, since EBOC is already 50% and the 4-partner/20-staff structure suggests potential to convert scale into higher profitability.
  • Expand billable capacity and utilization, because 30,000 billable hours across 20 staff indicates a meaningful base from which to add revenue without changing the consulting-only mix.
  • Preserve and deepen the 100% consulting revenue mix by building on the current service concentration, which supports a focused positioning and valuation story.
  • Develop succession depth early given the relatively young partner group at age 32, which can support continuity and reduce key-person risk over time.
Threats
  • Revenue is entirely consulting-based (consulting_revenue_percent: 100), leaving the firm without any demonstrated diversification across service lines.
  • The firm’s operating profile is highly partner-dependent, with 4 partners generating $8.0M of gross revenue and $2.0M of revenue per partner, which can create key-person and transition risk if any partner’s contribution changes.
  • Staffing appears lean relative to scale, with 20 staff supporting 30,000 billable hours, which may constrain capacity, increase utilization pressure, and limit scalability.
  • The reported EBOC margin of 50% is strong, but it also suggests valuation sensitivity to any normalization in compensation, overhead, or utilization assumptions.
  • The practice data is empty, so there is no evidence of recurring specialty mix or other stabilizing practice diversification to support the revenue base.
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.