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Strategic Advisory Excellence Since 1984
Executive Dashboard
Strategic Outlook 2026–2028
$3,000,000
Annual Gross Revenue
41.67%
EBITDA Margin
$4,375,000 - $6,250,000
Valuation Range
83.33%
Economic Profit%
1
No. of Equity Partners
$100/hr
Avg Client Rate ($/hr)
20
Total Employees
50%
Overhead as % of Revenue
Valuation-Based Strategic Position
Strengths, Weaknesses, Opportunities, Threats
Strengths
  • The firm generates $3.0 million of gross revenue with 30,000 billable hours, indicating a meaningful operating scale for a single-partner practice.
  • Revenue is diversified across audit, consulting, and tax, with each of those service lines contributing 30% of revenue, reducing dependence on any one practice area.
  • EBOC is 50%, which indicates that half of gross revenue remains after operating expenses and is a material valuation support metric.
  • The firm has 20 staff supporting 1 partner, providing leverage in the delivery model and suggesting the partner is not the sole labor source.
  • Revenue per partner is $3.0 million, reflecting a high level of revenue concentration per equity owner.
Weaknesses
  • EBOC of 50% indicates only moderate profitability, which can limit valuation versus higher-margin firms.
  • The firm has just one partner, creating clear key-person and succession risk for a buyer.
  • With only 20 staff and $3.0 million of revenue, the practice shows limited operating scale, which can constrain absorption of transition and integration risk.
  • Revenue is evenly split across audit, tax, and consulting at 30% each, which limits the visibility of any dominant high-value service line.
Opportunities
  • Increase partner depth beyond the current single-partner structure to reduce key-person risk and improve succession visibility, which is material given 100% of revenue is concentrated under one partner.
  • Expand the staff leverage model from 20 staff against one partner to support higher throughput and potentially lift revenue per partner and scalability.
  • Build on the balanced service mix across audit, tax, and consulting (30% each) to cross-sell more advisory work and improve mix-driven margin resilience.
  • Grow billable hours from the current 30,000 level by improving utilization and capacity deployment, supporting higher revenue without a proportional increase in partner count.
  • Protect and potentially enhance the 50% EBOC margin by maintaining disciplined pricing and delivery efficiency as the firm scales.
Threats
  • The firm is highly dependent on a single partner, with 1 partner supporting $3.0M of gross revenue and 20 staff, creating key-person and succession risk.
  • Revenue is evenly split across audit, tax, and consulting at 30% each, which can indicate limited specialization and potentially less resilient differentiation in any one service line.
  • At 50% EBOC, profitability is only moderate, leaving less cushion for valuation if staffing costs, utilization, or pricing weaken.
  • With 30,000 billable hours across 20 staff, the practice appears operationally lean, which may constrain capacity to absorb growth or turnover without affecting delivery.
  • The partner age is listed as 32, which suggests the current ownership structure may be early in its lifecycle and could require a longer hold period before a transition event is likely.
Enhance Profitability

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

41.67% 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 20:1
Revenue Acceleration

Growing revenue above $5M increases base multiples from 4-5x to 5.5-7.5x, potentially adding 30-50% to firm value.

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.