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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
  • Revenue is diversified across consulting (43%), tax (43%), and audit (34%), reducing reliance on a single service line.
  • The firm generates $8.0 million of gross revenue, which provides meaningful scale from a buyer’s perspective.
  • EBOC is 50%, indicating that half of revenue remains after operating expenses before partner compensation and other items.
  • Revenue per partner is $2.0 million across four partners, suggesting strong partner-level productivity.
  • The firm has 30,000 billable hours, evidencing substantial annual delivery capacity.
  • The partner group is relatively young, with ages of 24, 33, 34, and 43, which may support continuity over time.
Weaknesses
  • EBOC of 50% leaves only half of gross revenue available to support valuation after compensation and operating costs, which is a meaningful margin constraint for a buyer.
  • The firm’s revenue mix is concentrated in tax (43%) and consulting (43%), with audit at 34%, creating a service-line profile that is not broadly diversified.
  • Revenue per partner is $2.0 million across only 4 partners, which indicates a small ownership base and can limit scale for a buyer relative to larger firms.
  • The partner group is very young overall, with ages of 24, 33, 34, and 43, which raises execution and succession dependence on a narrow leadership bench relative to the firm’s size.
Opportunities
  • Increase scale by leveraging the current four-partner structure and 20 staff base, as revenue per partner is already $2.0 million and could improve with additional throughput.
  • Expand higher-value consulting work, which already represents 43% of revenue, to further support margin and valuation if the mix can be grown without diluting execution quality.
  • Build on the existing tax practice, which also represents 43% of revenue, to deepen recurring client relationships and increase cross-sell into other service lines.
  • Improve operating leverage by increasing billable hours across the 20-person team, since current revenue and EBOC levels suggest room to convert more capacity into profit.
  • Preserve and optimize the audit platform, which is 34% of revenue, to maintain a balanced service mix while selectively growing more scalable advisory work.
Threats
  • Revenue is concentrated in consulting and tax work, with consulting at 43% and tax at 43% of revenue, which can create earnings sensitivity if either service line softens.
  • The firm’s staffing base is relatively lean at 20 staff against 4 partners and 30,000 billable hours, which may limit capacity to absorb growth, turnover, or delivery spikes without added hiring.
  • Revenue per partner of $2.0 million is high relative to the small partner group, increasing key-person dependence and making continuity more sensitive to partner availability or transition.
  • EBOC at 50% indicates that half of gross revenue is consumed by operating costs, leaving a moderate margin profile that may constrain valuation if overhead rises or realization weakens.
  • Audit represents only 34% of revenue, so the firm has a smaller audit base than its consulting and tax practices, which may reduce recurring assurance mix stability relative to a more audit-heavy firm.
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.