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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 $8.0M of gross revenue, providing meaningful scale for a buyer to underwrite.
  • All revenue is consulting revenue (100%), which gives the business a fully service-based revenue mix with no dependence on non-consulting lines.
  • EBOC is 50% of revenue, indicating a high operating margin profile at the reported revenue level.
  • The firm produces 30,000 billable hours, showing a substantial volume of chargeable work supporting the revenue base.
  • With 4 partners and 20 staff, the firm has a defined operating structure that can support current production levels.
  • Revenue per partner is $2.0M, which is a material productivity metric for a buyer to evaluate.
Weaknesses
  • EBOC of 50% is thin for a $8.0 million firm, limiting EBITDA quality and valuation support.
  • All $8.0 million of revenue is consulting, leaving the firm fully concentrated in one service line with no mix diversification.
  • The firm has only 4 partners and 20 staff, which creates a relatively small operating base and can constrain scale and buyer absorption.
  • Revenue per partner of $2.0 million indicates meaningful partner concentration in a very small ownership group, increasing dependency on a limited number of principals.
Opportunities
  • Maintain and expand the firm’s high 50% EBOC margin, as the current profitability level supports stronger valuation and indicates room to preserve pricing discipline and operating leverage.
  • Increase revenue per partner from the current $2.0 million by improving partner leverage and delegation across the 20-person staff base, which could enhance scalability without adding proportional partner time.
  • Grow billable hours above the current 30,000 level by increasing utilization of the existing team, since the firm’s consulting-only revenue mix provides a direct path to higher output from the current platform.
  • Preserve the 100% consulting revenue mix while selectively deepening higher-value consulting work, as the current all-consulting profile suggests a clear opportunity to expand revenue within the existing service model.
  • Use the relatively young partner group and four-partner structure to build continuity and support future growth, which can strengthen buyer confidence in the durability of earnings and leadership succession.
Threats
  • At $8.0M gross revenue with only 4 partners, the firm’s $2.0M revenue per partner suggests meaningful key-person dependence and potential execution risk if one partner’s productivity changes.
  • The staffing base of 20 employees against 30,000 billable hours implies a relatively lean operating model, which may limit capacity to absorb growth, turnover, or utilization volatility without service disruption.
  • With consulting revenue at 100% of gross revenue, the firm is fully concentrated in a single service line, reducing diversification of earnings streams and increasing sensitivity to any weakness in that practice.
  • An EBOC margin of 50% is solid, but it also means half of revenue is consumed by operating costs, leaving less cushion than a higher-margin platform if compensation or overhead rises.
  • The partner age field shows 32, which provides no immediate succession pressure, but it also suggests the current ownership group may be relatively early in its lifecycle, making long-term retention and continuity an important diligence point.
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.