Sanjay Omprakash Asija
Strategic Advisory Excellence Since 1984
Executive Dashboard
Strategic Outlook 2026–2028
$4,500,000
Annual Gross Revenue
44.44%
EBITDA Margin
$5,000,000 - $6,000,000
Valuation Range
88.89%
Economic Profit%
1
No. of Equity Partners
$150/hr
Avg Client Rate ($/hr)
30
Total Employees
50%
Overhead as % of Revenue
Valuation-Based Strategic Position
Strengths, Weaknesses, Opportunities, Threats
Strengths
  • Consulting work represents 75% of revenue, giving the firm a predominantly advisory revenue mix from a valuation perspective.
  • The firm generated $4.5 million of gross revenue, which is a meaningful top-line base for a single-partner practice.
  • Earnings before owner compensation are 50% of revenue, indicating a high pre-owner-compensation margin in the reported financials.
  • Tax planning is identified as a specialized niche, providing a clearly defined service focus.
  • The firm recorded 30,000 billable hours, supporting a substantial level of productive capacity.
  • The practice includes 30 staff and one partner, showing an operating structure with significant staff leverage.
Weaknesses
  • The firm is single-partner led, and with the only partner age at 60 there is clear succession and key-person risk that can pressure valuation.
  • Tax work is only 25% of revenue while consulting makes up 75%, creating a narrow service-mix profile that is more exposed to advisory concentration than a balanced practice.
  • At $4.5 million of revenue supported by 30 staff, the firm’s revenue per staff member is about $150,000, which may indicate a modest operating leverage profile for a buyer.
  • The firm reports EBOC of 50%, which leaves limited profit conversion relative to revenue and can cap valuation upside.
  • Total billable hours of 30,000 across 30 staff equals 1,000 hours per staff member, a volume level that may suggest constrained utilization capacity relative to the size of the team.
Opportunities
  • Increase the tax planning mix, since tax planning already represents 25% of revenue and appears to be a specialized niche that could support higher-value work.
  • Expand consulting services, as consulting already accounts for 75% of revenue and can be leveraged further to improve scale and valuation.
  • Improve operating leverage by growing revenue beyond the current 30-staff platform, which may enhance productivity and support higher earnings quality.
  • Reduce key-person risk by building depth around the single partner and the partner age of 60, which is important for continuity and valuation stability.
Threats
  • Revenue is highly dependent on a single partner, with one partner supporting $4.5 million of revenue, creating key-person and succession risk.
  • The partner age of 60 suggests a near-term transition risk if succession planning is not already in place.
  • The firm’s staffing base of 30 against 30,000 billable hours implies meaningful execution pressure and potential capacity constraints if demand rises or personnel turn over.
  • Consulting work represents 75% of revenue, so earnings are materially exposed to the continuation of that service line and its associated utilization levels.
  • Tax planning is the only stated niche, which indicates a narrow practice focus and may limit diversification of the revenue base.
Enhance Profitability

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

44.44% 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 30:1
Revenue Acceleration

Growing revenue above $5M increases base multiples from 4-5x to 5.5-7.5x, potentially adding 30-50% to firm value.

Risk Mitigation

Adding even one partner can eliminate the -1.0 to -1.5 multiple penalty, potentially increasing firm value by 25-40%.
Proactive succession planning can prevent future multiple reductions and maintain firm value.

[-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.