firm prodtest09/11/26 complete1
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
  • All revenue is consulting-based, with consulting representing 100% of gross revenue, which simplifies the revenue mix for valuation analysis.
  • The firm generated $8.0 million of gross revenue, providing a meaningful scale for a buyer to underwrite.
  • EBOC is 50% of revenue, indicating that half of gross revenue remains after operating expenses before partner compensation and taxes.
  • The firm has 30,000 billable hours, showing a substantial volume of chargeable work supporting the reported revenue base.
  • With 4 partners and 20 staff, the firm has a 5:1 staff-to-partner ratio that suggests meaningful leverage in the operating model.
  • Revenue per partner is $2.0 million, which is a strong per-partner productivity metric from a buyer’s perspective.
Weaknesses
  • EBOC is only 50%, which limits earnings conversion and can pressure valuation on a normalized cash flow basis.
  • Revenue is entirely consulting at 100%, creating service-line concentration that leaves the firm dependent on a single advisory segment.
  • The firm has only 20 staff and 30,000 total billable hours, indicating a relatively small operating scale that can constrain absorption of overhead and buyer synergies.
  • Revenue per partner is $2,000,000 across four partners, which suggests the business is highly partner-driven and may depend on a small leadership group for production and client retention.
Opportunities
  • With consulting representing all revenue, the firm has a clear opportunity to deepen and broaden its advisory mix within the existing service base to support higher-value work and reduce concentration in a single line of business.
  • At 50% EBOC, there is meaningful room to improve operating leverage through tighter expense management and workflow efficiency, which could translate directly into higher valuation multiples.
  • With 30,000 billable hours across 20 staff and 4 partners, the firm can likely increase partner leverage by expanding staff capacity and delegating more delivery work to support revenue growth without proportional partner expansion.
  • Revenue per partner of 2.0 million suggests a solid platform, and further scaling the firm’s billable capacity could improve productivity and enhance enterprise value.
  • The relatively young partner age profile of 32 indicates a long runway for continuity and compounding growth, which can support longer-term value creation if the firm continues to build scale around the current partner group.
Threats
  • The firm’s revenue is entirely consulting-based, so performance is concentrated in a single service line with no diversification across other practice areas.
  • With 4 partners generating 8.0 million of gross revenue, revenue per partner is 2.0 million, which can indicate meaningful dependence on a small leadership group for origination and delivery.
  • The staffing base of 20 employees against 30,000 billable hours suggests a relatively lean operating model, which may limit capacity to absorb turnover or support growth without added hiring.
  • Partner ages are shown as 32, which implies a younger ownership group and may increase key-person and succession risk if continuity planning is not yet established.
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.