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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
$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, indicating a meaningful revenue base for a buyer to underwrite.
  • With 30,000 billable hours, the firm demonstrates substantial production capacity and workload volume.
  • The firm reports 50% EBOC, which provides a clear profitability metric for valuation analysis.
  • Revenue per partner is $2.0 million, suggesting significant revenue concentration at the partner level.
  • The partner group includes four partners with ages of 34, 45, 45, and 54, showing a mix of mid-career and more senior ownership ages.
Weaknesses
  • EBOC is 50%, which leaves only a limited earnings margin for a buyer to underwrite and can constrain valuation multiples.
  • Revenue is concentrated across just 4 partners at $2,000,000 per partner, creating meaningful partner-dependency and succession risk if any one equity owner exits or reduces involvement.
  • With only 20 staff supporting $8,000,000 of revenue, the firm’s scale is relatively modest, which can limit operating leverage and integration flexibility for a buyer.
Opportunities
  • Improve revenue per partner and overall scale, as current gross revenue of $8.0 million across 4 partners implies $2.0 million per partner, suggesting room to expand the platform before a transition event.
  • Increase leverage by growing the 20-person staff base relative to 4 partners, which could support additional billable capacity and reduce partner concentration in delivery.
  • Preserve and potentially enhance the 50% EBOC margin by maintaining disciplined pricing and utilization as the firm scales, since current profitability provides a solid base for valuation expansion.
  • Build succession depth around the partner group, as the age mix of 45, 45, 34, and 54 indicates a manageable but uneven transition profile that could be strengthened to support continuity and buyer confidence.
Threats
  • The firm’s 50% EBOC margin is solid but leaves limited room for valuation upside if a buyer expects further operational improvement from an $8.0M revenue base.
  • Revenue is concentrated across only 4 partners, creating key-person dependence and succession risk even though the partner ages are currently mid-career to early-50s.
  • With 20 staff supporting 30,000 billable hours, the firm’s operating model may be sensitive to workload imbalance or turnover if utilization slips.
  • Revenue per partner of $2.0M is strong, but it also indicates that a meaningful portion of enterprise value is tied to a small partner group rather than a broader management bench.
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.