firm prodtest09/11/26 complete
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 is a meaningful scale for valuation analysis.
  • All revenue is consulting revenue, indicating a fully service-based revenue mix with no other revenue categories shown.
  • The firm reports 30,000 billable hours, providing clear evidence of substantial productive capacity.
  • With 4 partners and 20 staff, the firm has a defined operating structure that supports the reported revenue base.
  • Revenue per partner is $2.0 million, which is a useful productivity metric from a buyer’s perspective.
  • EBOC is 50%, showing that half of gross revenue remains after operating costs as reported.
Weaknesses
  • EBOC is only 50%, which signals a mid-range profitability profile and limits earnings available to a buyer relative to revenue.
  • The firm reports 100% consulting revenue, creating full service-line concentration and leaving valuation exposed to any disruption in consulting demand.
  • With only 4 partners, the business is partner-heavy at an average of $2.0 million of revenue per partner, which can increase key-person risk and succession sensitivity.
  • The practice has 20 staff supporting $8.0 million of revenue, which indicates a relatively lean operating base that may constrain scalability and make growth more dependent on existing personnel.
  • Each partner is 32 years old, which supports an early-career ownership profile and suggests limited near-term retirement succession pressure, but also implies the firm’s current production likely remains closely tied to a small partner group.
Opportunities
  • Expand revenue per partner, which is already high at about 2.0 million, by increasing partner-led origination and cross-selling across the existing consulting-only revenue base.
  • Improve leverage by adding or developing more staff support relative to four partners and 20 staff, which could free partner time for higher-value work and support additional billable hours.
  • Scale billable capacity beyond the current 30,000 billable hours by improving utilization and throughput across the existing team, creating room for growth without immediate partner expansion.
  • Protect and potentially enhance the 50 percent EBOC margin by maintaining disciplined delivery economics as the firm grows, preserving valuation quality while increasing revenue.
  • Build on the firm’s fully consulting-based revenue mix by deepening specialization within the current service set, which can support pricing power and repeatable delivery without requiring a new business model.
Threats
  • Revenue is concentrated entirely in consulting, so the firm lacks service-line diversification and is more exposed to any slowdown in that single offering.
  • The firm has only 4 partners supporting $8.0 million of gross revenue, which creates key-person dependency and makes continuity more sensitive to partner availability or departure.
  • With 20 staff and 30,000 billable hours, the operating model appears relatively lean, leaving limited capacity to absorb demand swings or staff turnover without affecting delivery.
  • Revenue per partner of $2.0 million is high relative to the small partner group, which can indicate earnings concentration and increased execution risk if one partner underperforms.
  • The partner age field is 32, suggesting a younger ownership group that may have less depth of long-tenured leadership and succession experience than a more mature partner base.
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.