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Strategic Advisory Excellence Since 1984
Executive Dashboard
Strategic Outlook 2026–2028
$12.3M
Annual Gross Revenue
45.95%
EBITDA Margin
$53.9M - $70.9M
Valuation Range
91.90%
Economic Profit%
2
No. of Equity Partners
$412/hr
Avg Client Rate ($/hr)
4
Total Employees
50%
Overhead as % of Revenue
Valuation-Based Strategic Position
Strengths, Weaknesses, Opportunities, Threats
Strengths
  • Consulting-only revenue mix at 100% reduces practice complexity and supports a focused service model.
  • Gross revenue of 12,345,675 provides meaningful scale for a small firm.
  • Revenue per partner of 6,172,837.5 indicates high partner productivity relative to the partner count of 2.
  • EBOC margin of 50% reflects strong profitability on the reported revenue base.
  • Billable hours of 30,000 show substantial annual service capacity across the firm.
Weaknesses
  • EBOC of 50% indicates only moderate profitability, which can cap valuation versus more profitable firms.
  • The firm is entirely consulting revenue at 100%, creating full service-line concentration with no diversified recurring or compliance revenue to support value stability.
  • With only 2 partners and 4 staff, the firm is very small in scale, which can limit operating leverage and increase key-person dependency risk.
  • Revenue per partner of $6,172,838 is concentrated across just two partners, making the business more reliant on a very small leadership base.
  • Partner ages of 32 suggest a very young partner group, leaving insufficient evidence of near-term succession depth or established long-tenured leadership.
Opportunities
  • Increase partner leverage by expanding the 4-person staff base relative to 2 partners, which could support higher billable capacity and reduce key-person concentration.
  • Preserve and potentially enhance the 50% EBOC margin by maintaining disciplined cost control as the firm scales, supporting valuation quality and earnings durability.
  • Build on the current 100% consulting revenue mix by broadening the consulting platform within the existing service line, which can deepen specialization and support revenue growth without changing the core model.
  • Improve revenue concentration resilience by developing a larger team around the existing partner group, reducing dependence on the current two-partner structure and supporting succession readiness.
  • Increase throughput from the existing 30,000 billable hours by adding capacity and/or improving utilization, which could lift top-line growth without requiring a change in practice mix.
Threats
  • With only 2 partners and 4 staff supporting $12.3M of gross revenue and 30,000 billable hours, the firm appears highly dependent on a very small team, creating key-person and capacity risk.
  • Revenue is 100% consulting, so the business lacks service-line diversification and is more exposed to any slowdown or disruption in that single offering.
  • The reported EBOC margin of 50% is strong, but it may be difficult to sustain if partner or staff workload increases further, given the current small operating base.
  • Revenue per partner of about $6.2M is high relative to the firm’s size, which can indicate concentration of production in a few individuals and elevate transition risk in a sale.
Enhance Profitability

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

45.95% EBITDA margin
Operational Efficiency

Improving leverage to 5:1 can increase profitability and firm value by 20-35%.

Leverage ratio 2:1
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.