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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, which provides meaningful scale for a buyer’s valuation analysis.
  • All revenue is consulting revenue at 100%, giving the firm a fully service-based revenue mix with no disclosed non-consulting dependence.
  • EBOC is 50%, indicating a 50% earnings margin before owner compensation and taxes on the disclosed revenue base.
  • The firm produces 30,000 billable hours, supporting a substantial operating volume for a 20-person staff.
  • With 4 partners and derived revenue per partner of $2.0 million, the firm shows high revenue concentration per partner on the disclosed figures.
Weaknesses
  • Consulting represents 100% of revenue, creating a fully non-diversified service mix that increases valuation risk versus a multi-service platform.
  • EBOC is 50%, which indicates only mid-level earnings conversion and leaves less room for a buyer to underwrite a premium multiple.
  • Revenue of $8,000,000 is supported by only 4 partners and 20 staff, which suggests a relatively small platform and limited scale for absorbing integration or overhead risk.
  • Revenue per partner is $2,000,000, indicating the business is materially dependent on a small partner group for production and client coverage.
Opportunities
  • Maintain and protect the very strong 50% EBOC margin, as the current profitability level is a clear valuation support and suggests room to preserve pricing discipline and delivery efficiency.
  • Increase revenue per partner beyond the current $2.0 million by leveraging the 30,000 billable hours across only 4 partners, indicating potential for greater partner productivity and scalable delegation.
  • Expand the 20-person staff base relative to the partner group to improve leverage and capture more of the billable workload without adding partner count at the same pace.
  • Preserve the firm’s 100% consulting revenue mix while broadening the service base within consulting, since the current mix shows full concentration in a single revenue stream and leaves room for controlled growth from the existing platform.
Threats
  • All revenue is consulting-based (consulting_revenue_percent: 100), leaving the firm exposed to a single service-line mix with no diversification across other practice areas.
  • The firm’s scale is modest at $8.0M gross revenue with only 4 partners and 20 staff, which can limit operating leverage and make succession or capacity gaps more material.
  • Revenue per partner is $2.0M, indicating a relatively concentrated earnings base at the partner level that can increase valuation sensitivity to any partner departure or underperformance.
  • Billable hours of 30,000 across 20 staff suggest a meaningful workload concentration on a limited team, which may create execution risk if utilization slips or key personnel are unavailable.
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.