Mary Ardath TEST
Strategic Advisory Excellence Since 1984
Executive Dashboard
Strategic Outlook 2026–2028
$6,000,000
Annual Gross Revenue
37.50%
EBITDA Margin
$12.4M - $16.9M
Valuation Range
75%
Economic Profit%
3
No. of Equity Partners
$200/hr
Avg Client Rate ($/hr)
20
Total Employees
50%
Overhead as % of Revenue
Valuation-Based Strategic Position
Strengths, Weaknesses, Opportunities, Threats
Strengths
  • Consulting contributes 50% of gross revenue, giving the firm a substantial advisory component alongside compliance work.
  • Gross revenue of 6.0 million and revenue per partner of 2.0 million indicate meaningful scale for a three-partner firm.
  • The practice has 30,000 billable hours, showing a sizable level of productive capacity.
  • Audit and tax each represent 25% of revenue, providing a balanced mix of recurring compliance services.
  • The firm reports EBOC at 50%, which is a material profitability indicator from a buyer’s perspective.
Weaknesses
Opportunities
Threats
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 6.67:1
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.