testprod
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.
  • All revenue is consulting-based at 100%, giving the firm a fully service-driven revenue mix.
  • EBOC is 50% of revenue, indicating a substantial earnings conversion level relative to sales.
  • Revenue per partner is $2.0 million across four partners, showing strong partner-level productivity.
  • The firm reports 30,000 billable hours, supporting a sizable volume of fee-earning activity.
Weaknesses
  • EBOC of 50% suggests only moderate earnings conversion, which can constrain valuation relative to firms with stronger profitability.
  • The firm is entirely consulting revenue, creating full service-line concentration with no diversification shown in the data.
  • With 4 partners generating $8,000,000 of revenue, revenue per partner is $2,000,000, indicating a relatively small partner base that may limit scale and key-person depth.
Opportunities
  • Increase partner leverage by expanding the 20-person staff base relative to four partners, which could support higher billable capacity and improve scalability.
  • Improve monetization of the 30,000 billable hours by lifting revenue per hour through stronger pricing, engagement mix, or realization, as the firm currently generates $8.0 million of consulting revenue from those hours.
  • Preserve and potentially enhance the 50% EBOC margin by maintaining disciplined cost control as the firm scales, which would support valuation quality and earnings durability.
  • Build on the fully consulting-based revenue mix by broadening the service mix within consulting offerings, which may reduce concentration in a single revenue category and support growth.
  • Leverage the relatively young partner group, with partners at age 32, to extend the firm’s growth runway and support longer-term continuity and succession planning.
Threats
  • The firm’s revenue is concentrated entirely in consulting, leaving no diversification across service lines based on the 100% consulting revenue mix.
  • With 4 partners supporting $8.0 million of gross revenue, the business appears heavily partner-dependent, which can create continuity and execution risk if any partner reduces involvement.
  • The staffing base of 20 employees against 30,000 billable hours suggests a relatively lean operating model that may be vulnerable to capacity constraints or key-person workload pressure.
  • Revenue per partner of $2.0 million is high relative to the small partner group, increasing reliance on each partner’s production and client development efforts.
  • The 50% EBOC margin is solid, but it also indicates that half of gross revenue is consumed by operating costs, leaving limited room for margin compression if staffing or overhead rises.
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.

[0, 0]

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.