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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
$19.5M - $27M
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 meaningful scale for a buyer to underwrite.
  • Revenue is 100% consulting, giving the practice a fully defined service mix with no disclosed dependence on other lines of business.
  • EBOC is 50%, indicating a substantial earnings conversion level relative to revenue.
  • The firm reports 30,000 billable hours, which supports a measurable operating base for valuation analysis.
  • With 4 partners and 20 staff, the firm has a defined operating structure that can support current revenue production.
  • Revenue per partner is $2.0 million, reflecting a high level of revenue concentration per equity owner.
Weaknesses
  • Profitability is only moderate at 50% EBOC, which can limit earnings quality relative to higher-margin firms.
  • All revenue is consulting (100%), creating a fully concentrated service mix with no recurring or diversified advisory base shown in the data.
  • The firm is spread across 32 locations with only 20 staff and 4 partners, which suggests a thin operating footprint that may constrain scalability and operating leverage.
  • Revenue per partner is $2,000,000 across just 4 partners, indicating a compact partner group that can increase key-person dependency for buyers.
Opportunities
  • Maintain and expand the 100% consulting revenue mix, as the current pure-play advisory profile supports a focused valuation story and avoids lower-multiple compliance or commodity work.
  • Improve partner leverage by increasing billable hours across the 20 staff members, which could raise revenue per partner from the current $2.0 million level and support higher scalability.
  • Preserve and deepen the strong profitability profile, with EBOC at 50% of gross revenue, by sustaining pricing discipline and efficient delivery.
  • Use the relatively young partner group, with partner ages at 32, to support longer continuity and a longer runway for growth and succession value.
  • Scale the firm beyond the current 4-partner structure to spread client relationships and execution capacity, which can improve resilience and valuation if managed without diluting margins.
Threats
  • All revenue is consulting-based (consulting_revenue_percent: 100), leaving the firm fully exposed to any slowdown or pricing pressure in that single service line.
  • The firm’s scale is modest relative to ownership structure, with gross revenue of $8.0M spread across 4 partners and 20 staff, which can limit operating leverage and succession depth.
  • Revenue per partner is $2.0M, indicating meaningful dependence on each partner’s individual production and making earnings more sensitive to partner turnover or reduced utilization.
  • Billable hours of 30,000 across 20 staff suggest a relatively high workload concentration, which can create capacity constraints and execution risk if demand rises or key personnel are unavailable.
  • EBOC margin of 50% is solid but still leaves half of revenue consumed by operating costs, so valuation is vulnerable to any margin compression from staffing, compensation, or overhead increases.
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.