paul test
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, providing meaningful scale for a buyer to underwrite.
  • With 30,000 billable hours, the practice shows substantial operating volume and workload capacity.
  • The firm reports 50% EBOC, indicating a material earnings base relative to revenue.
  • Revenue per partner is $2.0 million across 4 partners, which supports attractive partner-level productivity.
  • The partner group is evenly distributed at 20 years of age each, suggesting a balanced ownership profile rather than a concentrated age mix.
Weaknesses
  • EBOC of 50% indicates a mid-tier profitability profile that may limit valuation upside relative to higher-margin firms.
  • Revenue per partner of $2.0 million across only 4 partners suggests meaningful key-person exposure and concentration of production among a small ownership group.
  • With just 20 staff supporting $8.0 million of revenue, the firm’s scale is limited, which can constrain operating leverage and succession depth for a buyer.
Opportunities
  • Increase revenue per partner from $2.0M by expanding partner-led origination and leveraging the existing 20-staff platform to support more client work without adding partners immediately.
  • Improve operating leverage by growing billable hours above 30,000 across the current 20-person staff base, which could spread fixed overhead and support higher EBITDA conversion from the current 50% EBOC margin.
  • Use the four-partner structure and equal partner ages of 20 to build a more scalable succession and transition plan, reducing key-person concentration risk and supporting valuation stability.
  • Expand gross revenue from $8.0M by increasing utilization of the existing staff base, since the current firm size suggests capacity to absorb additional work before requiring major headcount expansion.
Threats
  • The firm’s 50% EBOC margin on $8.0M of gross revenue may indicate limited earnings resilience if operating costs rise or realization softens.
  • With only 4 partners generating $8.0M of revenue, the business appears highly dependent on a small leadership group, which can create succession and continuity risk.
  • All four partners are listed at age 20, suggesting an unusually young partner group and potential concerns around depth of experience and near-term leadership stability.
  • The firm has 20 staff supporting 30,000 billable hours, which may constrain capacity and increase execution risk if demand grows or key personnel leave.
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.