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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
  • Consulting accounts for 94% of revenue, indicating a highly concentrated advisory-led revenue mix.
  • The firm generates $8.0 million of gross revenue, which provides meaningful scale for a buyer evaluation.
  • Revenue per partner is $2.0 million, suggesting a high level of output relative to partner count.
  • EBOC is 50%, showing that half of revenue remains after operating expenses.
  • The firm reports 30,000 billable hours, evidencing substantial annual delivery capacity.
  • The partner group is relatively young at 32 years old, which may support continuity in the ownership base.
Weaknesses
  • EBOC of 50% indicates a mid-range earnings profile that may limit valuation support relative to higher-margin firms.
  • Consulting represents 94% of revenue, leaving the firm highly concentrated in one service line and reducing diversification support for the purchase price.
  • Audit and tax contribute only 3% each of revenue, so the business has very limited recurring compliance work to balance the consulting-heavy mix.
  • With $8.0 million of revenue spread across 4 partners, revenue per partner is $2.0 million, which suggests the firm is still relatively small in scale for a buyer seeking operating leverage.
Opportunities
  • The firm could improve valuation by reducing its heavy reliance on consulting, which represents 94% of revenue, through a more balanced mix of recurring audit and tax work where appropriate.
  • With EBOC at 50%, there is room to enhance profitability through pricing discipline, utilization, and delivery efficiency, which would directly support earnings quality.
  • Revenue per partner of 2.0 million suggests a meaningful platform, and adding capacity or leveraging the existing 20-person staff more effectively could increase scale without requiring proportional partner growth.
  • The firm’s current audit and tax contributions are both only 3% of revenue, indicating an opportunity to broaden lower-concentration service lines and reduce dependence on a single revenue stream.
  • With four partners and a relatively small staff base, improving delegation and leverage across the team could help increase partner productivity and support further growth.
Threats
  • Revenue is heavily concentrated in consulting at 94% of gross revenue, leaving the firm exposed to any slowdown in that single service line.
  • The firm has only 4 partners and 20 staff, which may limit management depth and create key-person dependency relative to its $8.0 million revenue base.
  • Revenue per partner of $2.0 million is high for a four-partner platform, suggesting partner workload concentration and potential scalability pressure.
  • Audit and tax each represent only 3% of revenue, indicating a very narrow non-consulting service mix and limited diversification of recurring service streams.
  • EBOC margin of 50% is strong, but it may be harder to sustain if the firm must add capacity or broaden leadership to support the current revenue level.
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.