Orange Firm
Strategic Advisory Excellence Since 1984
Executive Dashboard
Strategic Outlook 2026–2028
$20M
Annual Gross Revenue
47.50%
EBITDA Margin
$90.3M - $118.8M
Valuation Range
95%
Economic Profit%
2
No. of Equity Partners
$667/hr
Avg Client Rate ($/hr)
30
Total Employees
50%
Overhead as % of Revenue
Valuation-Based Strategic Position
Strengths, Weaknesses, Opportunities, Threats
Strengths
  • The firm generates $20.0 million of gross revenue, indicating a meaningful scale for a two-partner practice.
  • Revenue per partner is $10.0 million, which suggests high partner productivity relative to ownership size.
  • The firm produces 30,000 billable hours with 30 staff, reflecting a substantial operating base and supporting capacity.
  • EBOC of 50% indicates that half of gross revenue remains after employee and overhead costs, which supports economic profitability.
  • Both partners are age 32, which suggests limited near-term partner retirement risk based on the available data.
Weaknesses
  • The firm appears highly dependent on two partners, which creates key-person and succession risk in a transaction.
  • Both partners are only 32 years old, which may indicate limited leadership depth and a less established succession profile despite the small partner base.
  • The firm’s location is listed only as a placeholder address, leaving geographic footprint and market quality unclear for valuation purposes.
Opportunities
  • The firm may have room to expand capacity and reduce partner dependency given that two relatively young partners are supporting $20 million of revenue with 30 staff members.
  • With 30,000 billable hours on $20 million of revenue, the firm may be able to improve realization or pricing on existing work if current billing rates are below market.
  • An EBOC of 50% indicates potential to improve operating leverage through tighter expense management and increased productivity.
  • The firm could support growth by further leveraging its 30-person staff base to take on additional work without a proportional increase in partner involvement.
  • Revenue per partner of $10 million suggests strong partner productivity, creating an opportunity to scale the business further through delegation and process standardization.
Threats
  • The firm has only two partners, creating succession and key-person risk if either partner becomes unavailable or leaves.
  • Both partners are age 32, which may indicate limited current succession depth and a leadership structure highly dependent on a very small ownership group.
  • Revenue per partner is $10,000,000, suggesting high concentration of responsibility and potential operational or client continuity risk at the partner level.
Enhance Profitability

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

47.50% 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 15:1
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.