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Strategic Advisory Excellence Since 1984
Executive Dashboard
Strategic Outlook 2026–2028
$8,000,000
Annual Gross Revenue
46.88%
EBITDA Margin
$22.5M - $31.9M
Valuation Range
93.75%
Economic Profit%
1
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 with 30,000 billable hours, indicating meaningful scale and a substantial operating base for a single-partner practice.
  • EBOC is 50% of gross revenue, which is a strong profitability indicator from a buyer’s valuation perspective.
  • Revenue is diversified across audit (21%), consulting (21%), and tax (12%), reducing reliance on any single service line.
  • The firm has 20 staff supporting one partner, providing leverage that can support continuity and capacity beyond the partner level.
  • Revenue per partner is $8.0 million, reflecting a high level of production concentrated under the current ownership structure.
Weaknesses
  • The firm is entirely dependent on a single partner, which creates clear key-person and succession risk for buyers given there is only 1 partner and the partner age is 31.
  • Profitability is only moderate at an EBOC of 50%, which limits valuation support relative to higher-margin firms.
  • The practice is relatively small at $8.0 million of revenue with just 20 staff and 30,000 billable hours, which can constrain scale and make the platform less resilient for a buyer.
  • Service revenue is fragmented across audit at 21%, consulting at 21%, and tax at 12%, which may dilute specialization and create a less focused mix for buyers seeking a clearer core service line.
Opportunities
  • Increase the audit and consulting mix, which together represent 42% of revenue, to support higher-value service depth and reduce reliance on the current revenue concentration in other workstreams.
  • Leverage the firm’s strong EBOC margin of 50% to expand profitably, as the current economics suggest room to scale revenue without immediate margin compression if capacity is managed well.
  • Build out the single-partner platform, since 1 partner and 20 staff indicate meaningful operating leverage potential and the current revenue per partner of $8.0 million suggests a scalable structure.
  • Grow the tax practice from its current 12% of revenue to improve recurring client penetration and create a more balanced service mix.
  • Increase billable hours beyond the current 30,000 through better utilization or added capacity, which could raise revenue without requiring a proportional increase in fixed overhead.
Threats
  • With only 1 partner and 20 staff, the firm appears highly dependent on a single owner for leadership, client coverage, and continuity, which increases key-person and succession risk.
  • Revenue is spread across audit (21%), consulting (21%), and tax (12%), leaving 46% in unspecified work and making the earnings base harder to assess from a buyer’s perspective.
  • EBOC is 50% on $8.0M of gross revenue, which may indicate a meaningful cost structure that could compress value if revenue softens or integration costs rise.
  • Revenue per partner is $8.0M with just 1 partner, suggesting the current operating model may be difficult to sustain without immediate leadership replacement or expansion.
Enhance Profitability

May drive premium valuation, strong cash flow, and high investor demand while supporting scalable growth and resilience.

46.88% 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 20:1
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

Adding even one partner can eliminate the -1.0 to -1.5 multiple penalty, potentially increasing firm value by 25-40%.
May support continuity, smoother succession planning, stronger long-term client retention, and greater capacity to adapt to growth and innovation initiatives.

[-1.0, -1.5]

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.