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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
$18M - $24M
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 is a meaningful scale for a buyer evaluating transaction size and integration impact.
  • EBOC is 50%, indicating that half of gross revenue remains after operating expenses before partner compensation and other owner-level items.
  • The practice produces 30,000 billable hours, providing a substantial volume of recurring work to support revenue continuity.
  • With 4 partners and 20 staff, the firm has a 24-person operating base that can support service delivery and transition planning.
  • Revenue per partner is $2.0 million, which is a high productivity metric on the provided data set.
Weaknesses
  • The firm’s EBOC of 50% suggests only moderate profitability, which can constrain valuation relative to higher-margin peers.
  • Partner succession risk is elevated because the four partners are ages 56, 56, 84, and 93, creating clear continuity risk for a buyer.
  • The business appears highly partner-dependent, with only 4 partners generating $8,000,000 of revenue and $2,000,000 per partner, which increases key-person exposure and transition risk.
  • The staffing base is relatively small at 20 staff supporting 30,000 billable hours, which may limit operating scale and make it harder to absorb growth or partner transitions without disruption.
Opportunities
  • Strengthen succession and continuity planning given the partner age profile of 56, 84, 93, and 56, which creates key-person and transition risk that can affect valuation.
  • Improve leverage and scalability by increasing non-partner staffing relative to 4 partners and 20 staff, supporting more partner time on higher-value work and reducing concentration risk.
  • Expand billable capacity and revenue per partner from the current 30,000 billable hours and $2.0 million revenue per partner, indicating room to increase throughput and monetization.
  • Preserve and potentially enhance the 50% EBOC margin by maintaining disciplined pricing and cost control, which would directly support valuation quality.
Threats
  • The partner group appears succession-sensitive, with two partners aged 84 and 93 and all four partners at 56+; this creates a material continuity and transition risk for a buyer.
  • Staffing depth is modest relative to scale, with 20 staff supporting $8.0 million of gross revenue and 30,000 billable hours, which may constrain operating leverage and increase key-person dependency.
  • Revenue per partner is high at $2.0 million, suggesting the business may be heavily reliant on a small ownership group for production and client relationships, increasing integration and retention risk in a transaction.
  • The reported EBOC margin of 50% is strong, but it also implies valuation sensitivity if partner compensation, staffing costs, or workflow efficiency change post-close.
  • With only four partners, any departure or reduced involvement by one or more owners could have an outsized impact on management capacity and near-term earnings stability.
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.
Reducing average partner age below 60 or having a clear succession plan can add 0.5-1.0x to your multiple, increasing value by 15-25%.

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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.