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 $8.0M of gross revenue, which provides meaningful scale for a buyer to underwrite.
  • Revenue per partner is $2.0M, indicating a high level of revenue concentration per equity owner.
  • The firm reports 30,000 billable hours, showing a substantial volume of productive capacity.
  • EBOC is 50%, which indicates that half of gross revenue remains after operating expenses before partner compensation and other items.
  • The firm has 4 partners and 20 staff, a staffing base that supports delivery across the reported billable workload.
Weaknesses
  • EBOC of 50% indicates only moderate profitability, which can limit valuation versus higher-margin firms.
  • Revenue per partner of $2.0 million across just 4 partners suggests meaningful partner concentration and key-person dependency risk.
  • With only 4 partners and 20 staff, the firm’s scale is limited, which can increase execution risk and reduce buyer flexibility in absorbing overhead.
  • The firm generated $8.0 million of revenue from 30,000 billable hours, indicating a relatively modest revenue base that may constrain valuation multiple expansion.
Opportunities
  • Increase revenue per partner from the current $2.0M by leveraging the 4-partner platform to take on more high-value work and improve partner productivity.
  • Expand billable hours beyond 30,000 by adding capacity or improving utilization across the 20-person staff base, which could support revenue growth without a proportional increase in partner count.
  • Preserve and potentially improve the 50% EBOC margin by maintaining disciplined cost control as the firm scales, which would directly support valuation.
  • Use the relatively young partner group age of 42 to support a longer growth runway and succession planning, reducing near-term transition risk and enhancing buyer confidence.
Threats
  • At $8.0M of gross revenue across 4 partners, the firm is highly partner-dependent, creating key-person and succession risk if one or more partners reduce involvement or exit.
  • Revenue per partner of $2.0M is strong, but with only 20 staff supporting 30,000 billable hours, the operating model appears relatively lean and may be vulnerable to capacity constraints or execution strain as demand grows.
  • The firm’s 50% EBOC margin indicates only moderate profitability, which can limit valuation support versus higher-margin peers and leave less cushion for overhead or compensation pressure.
  • With partner ages shown only as 42, the data provides limited evidence of near-term succession risk, but it also suggests the current ownership group may still be in a long operating runway, increasing dependence on the existing team for continuity.
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.