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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, which provides meaningful scale for a buyer evaluating the platform.
  • Revenue is diversified across consulting (43%), tax (43%), and audit (34%), reducing reliance on any single service line.
  • The firm reports 50% EBOC, indicating a substantial share of revenue remains after owner compensation and is relevant to valuation.
  • With 30,000 billable hours, the firm demonstrates a sizable operating base that supports current revenue generation.
  • The firm has four partners and 20 staff, and the reported revenue per partner is $2.0 million, which is a material productivity metric for buyer analysis.
Weaknesses
  • Revenue per partner is only $2.0 million across four partners, which can indicate limited scale and higher dependence on a small partner group for production and client retention.
  • The firm has just 20 staff against 30,000 billable hours, a relatively lean staffing base that may constrain capacity and increase key-person dependency.
  • Audit revenue is 34% of gross revenue, so the practice is not strongly weighted toward assurance work and may present a less diversified, less recurring revenue profile to buyers.
  • The partner group is relatively young, with ages ranging from 24 to 43, which can create succession and continuity concerns if current revenue production is concentrated in a small number of individuals.
Opportunities
  • Increase scale and partner leverage, as $8.0M gross revenue across 4 partners implies $2.0M revenue per partner and suggests room to expand output without adding proportional partner count.
  • Improve profitability by lifting the 50% EBOC margin through better pricing, mix management, or operating efficiency, since current earnings conversion is moderate relative to revenue.
  • Deepen higher-value consulting work, which already represents 43% of revenue, to support stronger growth and potentially improve valuation through a more advisory-oriented mix.
  • Optimize the tax practice mix, as tax revenue is 43% of revenue and can provide recurring client relationships that may support cross-sell and retention.
  • Strengthen audit capacity and cross-sell, since audit revenue is 34% of revenue and could be expanded within the existing client base to balance the service mix and broaden revenue streams.
Threats
  • At $8.0M of gross revenue across 4 partners, revenue per partner is $2.0M, which can indicate meaningful key-person dependence if one or more partners were to reduce involvement.
  • The firm has only 20 staff supporting 30,000 billable hours, suggesting a relatively lean staffing base that may create capacity and delivery risk as demand fluctuates.
  • Revenue is concentrated in consulting (43%), tax (43%), and audit (34%), so the business may be more exposed to shifts in any one service line than a more diversified practice.
  • EBOC is 50% of gross revenue, which is solid but leaves limited cushion if compensation, staffing, or other operating costs rise.
  • Partner ages of 24, 33, 34, and 43 indicate a relatively young partner group, which may imply shorter immediate succession risk but also a less mature leadership bench for continuity planning.
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.