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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 revenue at 100%, which indicates a fully service-based revenue mix with no disclosed non-consulting lines.
  • EBOC is 50% of revenue, showing a high disclosed earnings margin relative to gross revenue.
  • The practice produces 30,000 billable hours, evidencing a substantial operating volume.
  • 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, which is a material productivity metric from a valuation standpoint.
Weaknesses
  • At $2.0 million of revenue per partner across only 4 partners, the firm shows meaningful partner-level concentration and limited management depth, which increases key-person and succession risk for a buyer.
  • With 100% of revenue coming from consulting, the firm lacks service-line diversification, making earnings more exposed to a single practice area and reducing revenue resiliency.
  • The firm’s EBOC is 50%, which is a modest margin profile and can constrain valuation compared with higher-margin advisory businesses.
  • Gross revenue of $8.0 million supported by only 20 staff suggests a relatively small operating platform, which may limit scalability and post-close absorption of growth.
Opportunities
  • Increase partner leverage by expanding the 20-person staff base relative to 4 partners, which could support higher billable capacity and improve scalability.
  • Improve revenue per partner, currently $2.0 million, by adding capacity and/or increasing throughput across the existing consulting platform.
  • Preserve and potentially enhance the 50% EBOC margin through tighter utilization and delivery discipline, since the current profitability level is already strong and valuation-supportive.
  • Build on the firm’s 100% consulting revenue mix by deepening the existing service platform rather than relying on non-core revenue streams, which supports a focused and scalable operating model.
Threats
  • Revenue is fully concentrated in consulting (100% consulting_revenue_percent), leaving the firm exposed to a single service-line mix and limited diversification of earnings.
  • The business appears partner-heavy, with 4 partners and only 20 staff, which can indicate key-person dependency and limited operating leverage if partner capacity changes.
  • Revenue per partner is $2.0M (derived_revenue_per_partner), suggesting the valuation may be sensitive to partner productivity and retention rather than a broad base of producers.
  • Billable hours of 30,000 against $8.0M gross revenue imply meaningful utilization dependence, so any decline in billable demand or realization could pressure earnings.
  • The reported EBOC margin of 50% is strong, but it also means valuation is highly sensitive to maintaining current margin levels, with limited room for operating slippage.
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.