firm name testing
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
  • Consulting is the largest revenue stream at 67% of gross revenue, indicating a service mix weighted toward higher-value advisory work.
  • The firm generates $8.0 million of gross revenue, which provides meaningful scale for a buyer evaluating transaction size.
  • EBOC is 50%, showing that half of gross revenue remains after operating expenses before partner compensation and taxes.
  • The firm has 30,000 billable hours, supporting a substantial recurring workload base.
  • The partner group is relatively young at age 32, which may support continuity and longer remaining tenure for a buyer.
  • Revenue per partner is $2.0 million across 4 partners, indicating a high revenue concentration per equity holder.
Weaknesses
  • EBOC of 50% indicates only moderate operating profitability, which can cap valuation relative to higher-margin firms.
  • With Consulting revenue at 67% and Audit revenue at only 11%, the firm’s service mix is heavily concentrated in consulting, creating a less balanced earnings profile for buyers.
  • The firm has 30,000 billable hours across 20 staff, or 1,500 hours per staff member, which may suggest limited operating scale and leverage versus larger platforms.
  • Revenue per partner of $2,000,000 across 4 partners implies meaningful partner dependence, making succession and retention more relevant to valuation.
  • Audit and tax together represent just 33% of revenue, leaving the firm heavily dependent on non-compliance work that may be less recurring than a diversified practice mix.
Opportunities
  • Increase audit and tax mix from the current 11% audit and 22% tax revenue toward a more balanced recurring-service profile to reduce reliance on the 67% consulting concentration.
  • Improve profitability by lifting the 50% EBOC margin through better pricing, staffing leverage, and delivery efficiency across the 30,000 billable hours.
  • Scale the firm beyond the current 4-partner, 20-staff structure to support higher revenue per partner and reduce key-person concentration risk.
  • Develop and monetize the stated specialized niches to strengthen differentiation and support premium pricing within the existing service mix.
Threats
  • Consulting makes up 67% of revenue, so firm value is heavily dependent on one service line and may be more exposed to any slowdown in that advisory work.
  • The firm has 4 partners and 20 staff, which is a relatively partner-heavy structure that can create key-person dependency and limit scalability if partner capacity changes.
  • Revenue per partner is $2.0 million on $8.0 million of gross revenue, indicating a concentrated production base that may be vulnerable if one or more partners reduce origination or delivery.
  • EBOC is 50% of gross revenue, which is solid but still leaves meaningful earnings sensitivity to overhead increases or margin compression.
  • Audit contributes only 11% of revenue, so the practice appears less diversified across service lines and may have limited offset if consulting demand weakens.
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.