Mint 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, which supports a meaningful platform size from a valuation perspective.
  • Revenue per partner of $2.0 million indicates strong partner productivity relative to the current ownership base.
  • The firm has 30,000 total billable hours across 20 staff, suggesting a solid operating scale to support its revenue base.
  • The partner group is relatively young at age 30 for all four partners, which may support longer continuity in ownership and leadership.
  • Revenue is diversified across audit, tax, and consulting, with each service line represented at 70% of revenue, indicating a balanced service mix.
Weaknesses
  • The firm appears to be heavily dependent on the audit, tax, and consulting service lines, each representing 70% of revenue, which suggests potential concentration risk and limited diversification.
  • With only four partners and 20 staff, the firm may have key-person dependence and limited management depth, increasing execution and continuity risk in a transaction.
  • The firm’s EBOC margin of 50% may be less compelling if compared with higher-margin peers, which could temper valuation appeal.
  • Revenue per partner of $2,000,000 indicates a relatively concentrated revenue base at the partner level, which may heighten transition risk if a partner departs.
Opportunities
  • The firm has a strong revenue base of $8.0 million with only four partners, suggesting opportunity to scale revenue further through partner-led business development and increased leverage.
  • With 20 staff supporting 30,000 billable hours, there appears to be room to improve operational efficiency and expand capacity without proportionate headcount growth.
  • The firm’s young partner group at age 30 presents an opportunity to pursue long-term succession planning and support a multi-year growth strategy.
  • High revenue concentration in audit, tax, and consulting indicates an opportunity to deepen cross-service relationships and broaden service penetration across the existing client base.
Threats
  • The firm appears highly dependent on a small leadership team of four partners, creating succession and key-person risk if any partner leaves or reduces involvement.
  • With 70% of revenue attributed to audit, tax, and consulting respectively, the firm appears concentrated in core service lines that may be vulnerable to cyclical demand or pricing pressure.
  • The staffing base of 20 employees against 30,000 billable hours indicates potential capacity and workload strain, which could increase burnout and retention risk.
  • The firm's location in mint-danao may limit its market reach and reduce diversification relative to firms with broader geographic exposure.
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.