Jennifer
Strategic Advisory Excellence Since 1984
Executive Dashboard
Strategic Outlook 2026–2028
$8,000,000
Annual Gross Revenue
37.50%
EBITDA Margin
$18M - $24M
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 a buyer to underwrite.
  • Revenue is diversified across consulting (40%), audit (30%), and tax (30%), reducing reliance on any single service line.
  • The firm produces $2.0 million of revenue per partner based on four partners and $8.0 million of gross revenue, indicating substantial partner-level productivity.
  • The practice reports 30,000 billable hours, providing clear evidence of a sizable operating base.
  • EBOC is 50%, which is a directly stated profitability metric that may support valuation discussions.
Weaknesses
  • EBOC is 50%, which suggests only moderate profit conversion and can pressure valuation relative to higher-margin firms.
  • With $8,000,000 of revenue spread across 4 partners, revenue per partner is $2,000,000, indicating limited scale at the partner level.
  • The firm’s revenue mix is split 30% audit, 30% tax, and 40% consulting, leaving no dominant core practice and increasing dependency on multiple service lines.
  • The practice has 20 staff supporting 4 partners, a 5.0:1 staff-to-partner ratio that may limit leverage if partner time remains heavily involved in delivery.
Opportunities
  • Increase the share of higher-value consulting work, as consulting already represents 40% of revenue and is the largest service line, supporting mix-driven margin and valuation improvement.
  • Expand audit and tax cross-sell within the existing client base, since audit and tax each contribute 30% of revenue and can deepen wallet share without requiring new service lines.
  • Improve operating leverage and capacity utilization across 30,000 billable hours and 20 staff, which could lift the current 50% EBOC margin through better workflow, staffing mix, or pricing discipline.
  • Scale revenue per partner, currently $2.0 million across 4 partners, by adding capacity or increasing realization so growth is less dependent on the existing partner group.
  • Plan for succession and continuity around the 45-year-old partner group, as maintaining leadership stability can support client retention and preserve enterprise value.
Threats
  • At $8.0 million of gross revenue with only 4 partners, the firm’s $2.0 million revenue per partner indicates meaningful key-person dependence and potential transition risk if partner capacity changes.
  • The staffing base of 20 employees against 30,000 billable hours suggests a relatively lean operating model, which may limit scalability and increase execution risk if demand rises or turnover occurs.
  • With 50% EBOC, profitability is solid but still leaves limited cushion for margin compression, making earnings more sensitive to cost increases or utilization pressure.
  • Revenue is concentrated in consulting (40%) and audit/tax (30% each), so any slowdown in one major service line would have an outsized effect on overall performance.
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.