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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 consulting-based business model with no disclosed non-consulting mix.
  • EBOC is 50%, showing that half of gross revenue is retained at the earnings level before partner distributions.
  • The firm produces 30,000 billable hours, supporting a substantial recurring workload base.
  • 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 a high revenue concentration per equity holder based on the disclosed figures.
Weaknesses
  • EBOC of 50% indicates only moderate profitability, which can limit valuation multiple support versus higher-margin firms.
  • All $8,000,000 of revenue comes from consulting, creating full service-line concentration and limited diversification for a buyer.
  • With only 4 partners and 20 staff, the firm is relatively small, which can create scale and transition risk in a transaction.
  • Revenue per partner of $2,000,000 suggests meaningful dependence on a very small partner group, increasing key-person risk for the buyer.
Opportunities
  • Increase partner leverage and delegation, as 4 partners and 20 staff support $8.0M of revenue, suggesting room to expand non-partner execution and improve scalability.
  • Grow billable hours or pricing within the existing consulting-only model, as 30,000 billable hours and 100% consulting revenue indicate a straightforward path to revenue expansion without changing service mix.
  • Protect and potentially enhance the 50% EBOC margin through tighter utilization and delivery discipline, since current profitability is already strong and directly supports valuation.
  • Build partner succession depth over time, as the partner group is relatively young at age 32 and concentrated in only 4 partners, which can support continuity and reduce key-person risk.
  • Increase revenue per partner beyond the current $2.0M level by broadening staff-supported delivery and reducing reliance on partner production, improving both scale and valuation quality.
Threats
  • Revenue is entirely consulting-based (consulting_revenue_percent: 100), which leaves the firm exposed to a single service-line mix and limits diversification of earnings.
  • The firm’s scale is modest relative to its revenue base, with 4 partners and 20 staff supporting $8.0M of gross revenue, which can create key-person and capacity risk if any partner or senior staff member is disrupted.
  • Revenue per partner is high at $2.0M, suggesting meaningful dependence on a small partner group and potential pressure on continuity, succession, and retention.
  • Billable hours of 30,000 across 20 staff imply a relatively concentrated workload, which may constrain flexibility and increase execution risk if utilization or staffing efficiency softens.
  • The reported EBOC margin of 50% is strong, but it also means valuation is sensitive to maintaining current operating performance, leaving less room for margin compression without affecting earnings materially.
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.