Marco FirmTest 213
Strategic Advisory Excellence Since 1984
Executive Dashboard
Strategic Outlook 2026–2028
$8,000,000
Annual Gross Revenue
46.88%
EBITDA Margin
$15M - $16.9M
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 $8.0M of gross revenue with only one partner, indicating very high revenue concentration per partner and a large economic footprint relative to ownership structure.
  • Billable hours total 30,000, which provides a concrete operating base of productive work supporting the reported revenue.
  • EBOC is 50%, showing that the firm converts revenue into earnings before owner compensation at a measurable mid-level margin.
  • The firm has a single partner, which simplifies ownership transition and can make a buyer’s acquisition process more straightforward.
  • The partner age is 73, which may create a near-term succession opportunity for a buyer seeking an ownership transition.
Weaknesses
  • The firm’s profitability is only moderate at 50% EBOC, which can limit valuation versus higher-margin practices.
  • The business is effectively a one-partner firm with 100% of $8,000,000 in revenue attributed to a single partner, creating key-person and transition risk.
  • The sole partner is 73 years old, which raises near-term succession and continuity concerns for a buyer.
  • Staffing is extremely thin with only 1 staff member supporting 30,000 billable hours, indicating limited operating depth and scalability.
  • Revenue concentration at one partner also leaves the firm with a revenue per partner of $8,000,000, underscoring dependence on a single individual rather than a transferable platform.
Opportunities
  • The firm has a very high revenue concentration with only one partner generating $8.0 million of revenue, creating a material opportunity to improve succession depth and reduce key-person risk.
  • With just 1 staff member supporting 30,000 billable hours and $8.0 million of revenue, there is a clear opportunity to add leverage through hiring and delegation to improve scalability.
  • An EBOC margin of 50% indicates room to enhance profitability through better pricing, workflow efficiency, or mix optimization while preserving the current revenue base.
  • The partner age of 73 suggests an opportunity to formalize transition planning and monetize the practice through an orderly succession or ownership transfer.
  • The absence of practice detail in the data suggests an opportunity to document and standardize service lines and client concentration to make the business more transferable and valuation-supportive.
Threats
  • The firm is highly key-person dependent, with only 1 partner and 1 staff member supporting $8.0M of revenue, creating significant continuity and execution risk if either individual is unavailable.
  • Partner succession risk is acute because the sole partner is age 73, which raises the likelihood of near-term transition, retirement, or reduced involvement.
  • Operational capacity appears stretched, with 30,000 billable hours generated by just 2 people, indicating limited depth and a high reliance on sustained utilization.
  • The revenue base is concentrated in a single partner, with $8.0M of revenue per partner, which increases valuation risk because the business is not diversified across multiple rainmakers.
  • Although EBOC is strong at 50%, the margin may be difficult to sustain given the very small staffing base and dependence on one partner for both origination and delivery.
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%.
Reducing average partner age below 60 or having a clear succession plan can add 0.5-1.0x to your multiple, increasing value by 15-25%.

[-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.