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Strategic Advisory Excellence Since 1984
Executive Dashboard
Strategic Outlook 2026–2028
$8,000,000
Annual Gross Revenue
46.88%
EBITDA Margin
$18.8M - $24.4M
Valuation Range
93.75%
Economic Profit%
1
No. of Equity Partners
$267/hr
Avg Client Rate ($/hr)
1
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 with only one partner, implying very high revenue concentration per partner at $8.0 million.
  • EBOC is 50%, indicating that half of gross revenue remains after operating expenses before owner compensation and taxes.
  • Revenue is diversified across audit, consulting, and tax, with each line representing 32% of revenue, reducing dependence on a single service line.
  • The firm produces 30,000 billable hours, showing a meaningful operating base supporting the reported revenue.
  • The partner age is 32, which may support a longer remaining ownership and transition horizon from a buyer’s perspective.
Weaknesses
  • EBOC is 50%, which indicates mid-level earnings conversion and limits valuation versus higher-margin firms.
  • The firm has only one partner, creating full ownership and production dependence on a single individual with no evidenced bench depth.
  • The staff base is only one employee, which materially constrains scale and raises key-person and capacity risk for a buyer.
  • Revenue is evenly split across audit, tax, and consulting at 32% each, leaving no dominant recurring service line and increasing mix complexity for integration.
  • With gross revenue of $8,000,000 and only 30,000 billable hours, the revenue base appears dependent on a relatively limited labor platform that may constrain near-term scalability.
Opportunities
  • Increase partner capacity or add partners, as the firm currently has only 1 partner supporting $8.0M of gross revenue, indicating meaningful key-person concentration and a clear scalability constraint.
  • Build out staff leverage, since the firm reports only 1 staff member against 30,000 billable hours, suggesting limited delegation capacity and an opportunity to improve throughput and margin resilience.
  • Expand higher-value consulting work, because consulting already represents 32% of revenue and can be scaled to improve mix and support valuation if the firm can deepen advisory penetration.
  • Maintain and selectively grow audit and tax recurring work, as each represents 32% of revenue and provides a balanced base that can be used to cross-sell additional services.
  • Improve operating efficiency and margin conversion, given the reported 50% EBOC margin and the potential to enhance earnings through better leverage and workflow support.
Threats
  • The firm has only 1 partner and 1 staff member, creating key-person and operational continuity risk because nearly all execution and client relationships appear concentrated in a very small team.
  • Revenue is highly concentrated in a single partner, with revenue per partner of $8.0 million, which increases dependency on one individual for origination, delivery, and retention.
  • The practice mix is narrowly split across audit, consulting, and tax at 32% each, leaving limited diversification within the revenue base and reducing resilience if any one service line softens.
  • With 30,000 billable hours generated by just 2 total personnel, the staffing model appears highly leveraged and may be difficult to sustain without adding capacity.
  • EBOC is 50% of gross revenue, which indicates meaningful overhead or compensation burden relative to revenue and may constrain margin expansion if growth requires additional staffing or infrastructure.
Enhance Profitability

May drive premium valuation, strong cash flow, and high investor demand while supporting scalable growth and resilience.

46.88% EBITDA margin
Operational Efficiency

Improving leverage to 5:1 can increase profitability and firm value by 20-35%.

Leverage ratio 1:1
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

Adding even one partner can eliminate the -1.0 to -1.5 multiple penalty, potentially increasing firm value by 25-40%.
May support continuity, smoother succession planning, stronger long-term client retention, and greater capacity to adapt to growth and innovation initiatives.

[-1.0, -1.5]

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.