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Strategic Advisory Excellence Since 1984
Executive Dashboard
Strategic Outlook 2026–2028
$8,000,000
Annual Gross Revenue
37.50%
EBITDA Margin
$19.5M - $27M
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, indicating meaningful scale for a four-partner practice.
  • Revenue per partner is $2.0 million, which suggests each partner supports a substantial amount of firm production.
  • The firm produced 30,000 billable hours, reflecting a sizable volume of chargeable work supporting the revenue base.
  • An EBOC margin of 50% indicates that half of gross revenue remains after operating expenses, which is a solid profitability level on the provided data.
  • With 20 staff supporting 4 partners, the firm has a 5-to-1 staff-to-partner ratio that can help provide operating capacity for its billable workload.
Weaknesses
  • All four partners are age 54, which creates potential near- to medium-term succession and transition risk if retirement timing is not staggered.
  • The firm’s revenue is concentrated across only four partners, increasing key-person dependence and execution risk if any partner disengages or leaves.
  • The provided data does not show diversification by service line, client base, or geography beyond a single listed location, which may indicate concentration risk from a valuation perspective.
Opportunities
  • Improve pricing and realization to lift revenue per billable hour, as the firm’s $8.0 million of revenue across 30,000 billable hours suggests room to enhance rate discipline.
  • Increase leverage by expanding the staff-to-partner model, with 20 staff supporting 4 partners, to allow partners to focus on higher-value advisory and business development activities.
  • Develop succession and transition planning now, since all four partners are the same age at 54, to reduce key-person risk and support continuity for valuation purposes.
  • Build on the current $2.0 million revenue per partner by adding capacity or advisory offerings that can increase partner productivity without materially increasing ownership concentration.
Threats
  • All four partners are age 54, which suggests a concentrated succession and transition risk if retirement timing is not well managed.
  • The firm’s revenue is generated by only four partners, creating meaningful key-person dependence and potential client retention risk if any partner departs.
  • With 20 staff supporting 30,000 billable hours, the firm may face staffing capacity and workload pressure if it must replace partner-led production or absorb turnover.
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.

[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.