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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.
  • Revenue per partner is $2.0 million based on four partners, indicating strong revenue concentration at the partner level.
  • The firm reports 30,000 billable hours, showing a substantial volume of productive capacity.
  • EBOC is 50%, which indicates that half of gross revenue remains after operating expenses before partner compensation.
  • The partnership is relatively young at age 32, which may support longer continuity of ownership and transition planning.
Weaknesses
  • EBOC of 50% indicates only moderate profitability, which can cap valuation versus higher-margin firms.
  • With just 4 partners generating $8,000,000 of revenue and $2,000,000 per partner, the firm appears partner-dependent, creating succession and continuity risk if any partner exits.
  • The firm has 20 staff supporting 30,000 billable hours, which suggests a relatively small operating platform and may limit near-term scale without additional hiring.
  • Partner ages of 32 indicate a very young ownership group, which may raise questions for buyers about leadership maturity and retention stability despite the lack of older succession pressure.
Opportunities
  • With $8.0M of gross revenue and 4 partners, the firm has room to improve partner leverage and scale by expanding non-partner delivery capacity relative to the current 20 staff.
  • A 50% EBOC margin suggests meaningful upside from operational efficiency and pricing discipline, making margin improvement a direct valuation lever.
  • At 30,000 billable hours, the firm can increase revenue and enterprise value by raising utilization and/or effective realization on existing capacity without requiring immediate structural expansion.
  • Revenue per partner of $2.0M indicates a solid base, but further growth in per-partner productivity could enhance valuation if the firm maintains or improves the current margin profile.
  • The relatively young partner age profile of 32 may support a longer growth runway, creating an opportunity to build continuity and compound value over time.
Threats
  • The firm’s 50% EBOC margin on $8.0M of gross revenue suggests operating profitability is only moderate, which can limit valuation resilience if costs rise or billing efficiency weakens.
  • With 4 partners generating $2.0M of revenue per partner, the business appears relatively partner-dependent, creating execution risk if any partner reduces involvement or departs.
  • The staffing base of 20 employees against 30,000 billable hours indicates a lean operating model, which may constrain capacity and increase key-person or workload concentration risk.
  • The reported partner age of 32 implies a relatively young partner group, which can support continuity but may also indicate a shorter operating track record for assessing long-term stability.
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.