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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.
  • All revenue is consulting revenue (100%), which indicates a fully service-based revenue mix with no reliance on other lines of business.
  • The firm produces 30,000 billable hours, supporting a substantial recurring workload base.
  • EBOC is 50%, indicating a high operating margin profile on the provided financials.
  • With 4 partners and $2.0 million of revenue per partner, the firm shows high revenue concentration per equity owner.
  • The practice reports 21 specialized niches, suggesting a broad set of defined service areas within the available data.
Weaknesses
  • EBOC is 50%, which leaves only moderate earnings conversion and can cap valuation compared with higher-margin firms.
  • The firm is entirely consulting revenue (100%), creating a single-line service mix with no recurring or diversified revenue base evident in the data.
  • With only 4 partners generating $8,000,000 of revenue and $2,000,000 per partner, the platform appears partner-led and may face scale and succession concentration risk.
  • Only 20 staff support 30,000 billable hours, suggesting a relatively lean operating base that may constrain near-term capacity and growth without additional hiring.
  • The firm reports 21 specialized niches, which may indicate a fragmented service focus rather than deep concentration in a smaller number of higher-value offerings.
Opportunities
  • Expand revenue per partner from the current $2.0 million level by increasing throughput across the 30,000 billable hours and 20 staff base.
  • Preserve and potentially enhance the 50% EBOC margin by maintaining disciplined cost control as the firm scales consulting revenue.
  • Leverage the breadth of 21 specialized niches to deepen cross-selling and raise share of wallet within the existing consulting-only revenue mix.
  • Use the relatively young partner group (age 32) to support a longer growth runway and succession continuity, which can strengthen valuation visibility.
  • Increase partner leverage by broadening the staff-to-partner ratio of 5:1, allowing more work to be delegated and improving scalability.
Threats
  • At $8.0M of gross revenue supported by only 4 partners and 20 staff, the firm appears relatively small in scale, which can increase key-person dependency and limit operating flexibility if capacity or leadership changes occur.
  • The firm’s 100% consulting revenue mix means all revenue is tied to a single service line, creating greater earnings sensitivity if demand or pricing weakens in that practice area.
  • With 21 specialized niches, the business may be spread across a wide range of offerings relative to its size, which can dilute focus and make execution and staffing more complex.
  • Revenue per partner of $2.0M is strong, but it also indicates meaningful reliance on partner productivity, so any reduction in partner contribution could have an outsized impact on earnings.
  • The reported EBOC margin of 50% is attractive, but it leaves less room for error if utilization or realization softens, since a modest decline would flow directly into valuation-sensitive earnings.
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.