test latest
Strategic Advisory Excellence Since 1984
Executive Dashboard
Strategic Outlook 2026–2028
$12M
Annual Gross Revenue
57.67%
EBITDA Margin
$65.7M - $86.5M
Valuation Range
87.37%
Economic Profit%
4
No. of Equity Partners
$240/hr
Avg Client Rate ($/hr)
100
Total Employees
34%
Overhead as % of Revenue
Valuation-Based Strategic Position
Strengths, Weaknesses, Opportunities, Threats
Strengths
  • The firm generates $12.0 million of gross revenue, which is the most material top-line indicator available for valuation.
  • EBOC is 66%, indicating a relatively efficient earnings conversion profile based on the provided financial data.
  • The firm produces 50,000 billable hours, showing meaningful operating scale in the available workload metrics.
  • With 4 partners and 100 staff, the firm has a sizable staffing base relative to its partner group, which may support continuity and capacity.
  • Derived revenue per partner is $3.0 million, a material productivity metric from a buyer’s perspective.
Weaknesses
  • EBITDA/EBOC margin of 66% leaves limited room for operational underperformance or integration costs relative to top-tier CPA firm economics, which can temper valuation.
  • Revenue per partner of $3.0 million across only 4 partners indicates a concentrated leadership structure, increasing key-person exposure and succession risk if one partner underperforms or exits.
  • The partner group is very young overall (ages 24, 32, 34, and 42), which may raise buyer concerns about depth of seasoned leadership and near-term succession stability despite the current partner count.
Opportunities
  • Increase revenue per partner by expanding partner-led origination and client coverage, as current revenue per partner is $3.0 million across 4 partners.
  • Improve leverage by further scaling the 100-person staff base relative to 4 partners, which could support additional billable capacity beyond the current 50,000 billable hours.
  • Preserve and potentially enhance the 66% EBOC margin through disciplined pricing and utilization management, as the current profitability level is already strong and directly valuation-supportive.
  • Use the relatively young partner group (ages 24, 32, 34, and 42) to support longer continuity and succession planning, which can strengthen buyer confidence and reduce key-person risk.
Threats
  • EBOC of 66% suggests a relatively thin operating margin for a professional services firm, which can limit valuation support if costs rise or billing efficiency softens.
  • Revenue per partner of $3.0 million with only 4 partners indicates meaningful key-person dependence, so continuity and retention of the partner group are material to future earnings stability.
  • With 100 staff supporting $12.0 million of gross revenue, the firm’s staffing structure is relatively heavy, which can pressure profitability if utilization or productivity declines.
  • Billable hours of 50,000 across the platform may indicate limited capacity to absorb demand volatility, making earnings more sensitive to any slowdown in chargeable work.
Enhance Profitability

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

57.67% 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 25:1
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.

[0, 0]

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.