Test
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, providing a meaningful transaction size from a buyer’s perspective.
  • Consulting accounts for 100% of revenue, indicating a fully focused service mix with no dependence on non-consulting lines.
  • EBOC is 50% of revenue, which reflects a 50% operating margin before owner compensation and taxes.
  • The practice produces 30,000 billable hours, showing a substantial volume of chargeable work supporting the revenue base.
  • With 4 partners and 20 staff, the firm has a defined operating structure that supports the current revenue level.
  • Revenue per partner is $2.0 million, which indicates a high level of revenue concentration per equity owner.
Weaknesses
  • EBOC of 50% suggests a mid-range earnings margin that may limit valuation relative to higher-margin firms.
  • Consulting revenue is 100%, indicating complete reliance on a single service line and no diversification across service offerings.
  • The firm has only 4 partners and 20 staff, which points to a relatively small operating platform that may constrain scale and buyer synergy potential.
  • Partner ages of 78 create a clear succession and retention risk that could pressure continuity and transition value.
  • Revenue per partner of $2,000,000 indicates meaningful reliance on a very small partner group, which can increase key-person risk in a transaction.
Opportunities
  • With 100% of revenue from consulting, the firm can broaden its service mix to reduce concentration and support more durable growth.
  • At a 50% EBOC margin, there is room to improve pricing discipline and operating leverage, which could meaningfully enhance valuation.
  • Revenue of $8.0 million across 4 partners implies $2.0 million per partner, suggesting an opportunity to scale the platform beyond current partner concentration.
  • The firm’s 30,000 billable hours and 20 staff indicate capacity to improve utilization and leverage existing delivery resources more efficiently.
  • The partner group’s age of 78 creates a clear succession and transition opportunity that could support continuity and preserve enterprise value.
Threats
  • The firm appears highly key-person dependent, with only 4 partners and one partner age noted at 78, creating succession and continuity risk if transition planning is not in place.
  • Staffing depth may be tight relative to scale, with 20 staff supporting $8.0M of gross revenue and 30,000 billable hours, which can increase execution and capacity risk.
  • Revenue generation is concentrated in consulting at 100% of revenue, leaving the business exposed to any slowdown in that single service line.
  • Revenue per partner of $2.0M is high versus the small partner base, suggesting earnings may be difficult to sustain if partner productivity or availability declines.
  • Although EBOC is strong at 50%, the absence of broader operating detail limits visibility into how durable that margin is across the current staffing and partner structure.
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.