rawnrlaw
Strategic Advisory Excellence Since 1984
Executive Dashboard
Strategic Outlook 2026–2028
$8,000,000
Annual Gross Revenue
46.88%
EBITDA Margin
$22.5M - $31.9M
Valuation Range
93.75%
Economic Profit%
1
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 with only one partner, implying a high revenue concentration per partner of $8.0 million.
  • The practice produces 30,000 billable hours, indicating a meaningful operating base of client work.
  • Audit revenue represents 70% of total revenue, providing a clearly defined core service line.
  • Tax revenue also represents 70% of total revenue, showing a substantial recurring compliance component.
  • Consulting revenue represents 70% of total revenue, indicating a material advisory component alongside compliance work.
  • EBOC is 50%, which provides a clear margin benchmark for valuation analysis.
Weaknesses
  • EBOC is 50%, which indicates a mid-level earnings profile that may support a lower valuation multiple versus higher-margin firms.
  • The firm has only 1 partner generating $8,000,000 of revenue, creating key-person and succession risk because ownership and client relationships appear highly concentrated.
  • Audit, tax, and consulting each represent 70% of revenue, showing an unusually heavy mix concentration that can increase valuation risk if the percentages reflect overlapping dependency on a narrow book of business.
  • With 30,000 total billable hours and 20 staff, the firm’s scale is modest, which can limit operating leverage and reduce buyer flexibility in absorbing transition or integration costs.
Opportunities
  • Reduce key-person concentration by building a broader partner bench, as the firm currently has 1 partner supporting $8.0M of gross revenue.
  • Improve leverage and scalability by expanding the 20-person staff base relative to the single-partner structure, which may support higher throughput and lower dependence on partner time.
  • Increase value through service-line diversification, since revenue is concentrated in audit (70%) and tax (70%) with no other practice areas shown in the data.
  • Enhance margin and valuation by improving efficiency on the 30,000 billable hours base and the 50% EBOC level, indicating room to convert workload into stronger earnings.
  • Strengthen succession visibility given the partner age field of 20 and the one-partner structure, which may limit continuity and buyer confidence if not addressed.
Threats
  • The firm is highly dependent on a single partner, with 1 partner supporting $8.0M of gross revenue and $8.0M of revenue per partner, creating key-person and succession risk.
  • Staffing appears lean relative to scale, with 20 staff generating $8.0M of revenue and 30,000 billable hours, which may indicate capacity strain and execution risk if demand or turnover increases.
  • Revenue mix is concentrated in audit and tax, each at 70% of revenue, limiting diversification and making earnings more sensitive to any slowdown in those core service lines.
  • Consulting is also shown at 70% of revenue, suggesting the service-mix data is overlapping or inconsistent and reducing confidence in the underlying revenue composition for valuation analysis.
  • The partner age field shows '20', but with only one partner this still leaves the firm exposed to succession uncertainty because no additional partner bench is evident in the data.
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

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

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%.
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.