Orange Firm
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, which provides meaningful scale for a buyer to underwrite.
  • With 30,000 billable hours, the practice demonstrates substantial annual production capacity.
  • EBOC is 50%, indicating that half of gross revenue remains after operating expenses before partner compensation and other items.
  • The firm has 4 partners, which can support continuity of client relationships and leadership coverage across the practice.
  • Revenue per partner is $2.0 million, showing a high level of revenue concentration per equity owner.
Weaknesses
  • EBOC is 50%, which leaves only 50% of gross revenue after owner compensation and may cap near-term cash flow available to a buyer.
  • Revenue per partner is $2,000,000 across 4 partners, indicating the business is dependent on a small partner group for its current scale and earnings base.
  • The firm has 20 staff supporting 30,000 total billable hours, which implies a relatively lean operating platform that may constrain capacity to absorb growth or partner transition without added hires.
  • All four partners are 32 years old, which provides limited evidence of a near-term succession issue and does not create a current retirement-driven transition premium for a buyer.
Opportunities
  • Increase revenue per partner by leveraging the current four-partner platform, as revenue per partner is $2.0 million on $8.0 million of gross revenue.
  • Expand capacity and scale by adding staff or improving leverage, since 30,000 billable hours are being supported by 20 staff and 4 partners.
  • Preserve and potentially enhance profitability by maintaining the reported 50% EBOC margin while growing the existing revenue base.
  • Use the relatively young partner group (all partners age 32) to support a longer growth runway and succession continuity, which can strengthen valuation visibility.
Threats
  • The firm’s revenue base is relatively concentrated at the partner level, with $8.0M of gross revenue supported by only 4 partners, implying meaningful key-person dependency if any partner’s production changes.
  • Revenue per partner is high at $2.0M, which can indicate limited bench depth and may make earnings more sensitive to partner productivity and retention.
  • The staffing structure shows 20 staff against 4 partners and 30,000 billable hours, so execution risk may rise if workload is not well distributed across the team.
  • The reported EBOC margin of 50% is strong, but it also leaves less room for operational slippage if compensation, utilization, or overhead trends weaken.
  • All four partners are age 32, which suggests a very similar partner cohort and may increase succession and continuity risk if the group’s availability or career plans change together.
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.