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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
$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, providing meaningful scale for a buyer to underwrite.
  • All revenue is consulting-based at 100% consulting revenue, which indicates a fully service-oriented revenue mix.
  • EBOC is 50% of revenue, showing a 50% operating margin before owner compensation and suggesting strong earnings conversion.
  • The firm produces 30,000 billable hours, evidencing substantial annual delivery capacity.
  • With 4 partners and 20 staff, the firm has a defined operating structure that supports the reported revenue base.
  • Revenue per partner is $2.0 million, indicating high productivity at the partner level.
Weaknesses
  • EBOC is 50%, which indicates a relatively thin earnings margin and limits valuation support versus higher-margin firms.
  • With 100% of revenue coming from consulting, the firm has no service-line diversification, increasing buyer exposure to concentration in a single offering.
  • The practice is only $8,000,000 of gross revenue with 4 partners and 20 staff, which may constrain scale and make the platform less efficient to absorb buyer integration costs.
  • Revenue per partner is $2,000,000, which can indicate partner-heavy revenue generation and a potentially limited capacity to scale without expanding the partner base.
Opportunities
  • Increase revenue per partner by leveraging the current $2.0 million per-partner run rate and 50% EBOC margin to support higher-value pricing and/or greater throughput.
  • Expand capacity utilization by increasing billable hours from the current 30,000 level, which would improve revenue generation without requiring a change in the firm’s consulting-only service mix.
  • Build depth beyond the four-partner structure by adding senior staff leverage, as the current 20-person team suggests room to improve partner scalability and reduce key-person concentration.
  • Preserve and optimize the 100% consulting revenue mix by focusing on higher-margin advisory work that can sustain the firm’s 50% EBOC profile while scaling.
  • Strengthen succession and continuity planning early given the relatively young partner group at age 32, which can support longer-term value creation and reduce transition risk.
Threats
  • All revenue is consulting-based (100% consulting_revenue_percent), which can make earnings more sensitive to utilization and project pipeline variability than a diversified fee mix.
  • The firm’s scale is modest at $8.0M gross revenue with only 4 partners and 20 staff, which may limit operating depth and increase key-person dependency at the partner level.
  • Revenue per partner is $2.0M, indicating a relatively concentrated production burden on each partner that can pressure continuity if one partner reduces involvement or exits.
  • Billable hours of 30,000 across 20 staff implies roughly 1,500 billable hours per staff member, so maintaining the reported 50% EBOC may depend on sustained utilization and efficient staffing.
  • The partner age field shows 32, which suggests a relatively young partner group and may imply a longer runway, but it also means the current ownership/leadership profile is still early in its maturity cycle.
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.