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Strategic Advisory Excellence Since 1984
Executive Dashboard
Strategic Outlook 2026–2028
$8,000,000
Annual Gross Revenue
46.88%
EBITDA Margin
$18.8M - $24.4M
Valuation Range
93.75%
Economic Profit%
1
No. of Equity Partners
$267/hr
Avg Client Rate ($/hr)
1
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 with 100% of revenue from consulting, giving a buyer a fully services-based revenue stream to underwrite.
  • EBOC is 50%, which indicates a substantial share of revenue remains after operating expenses and supports valuation on current earnings power.
  • Revenue per partner is $8.0 million, reflecting very high revenue concentration at the partner level given there is only one partner.
  • The practice reports 30,000 billable hours, providing a clear volume base that supports the current revenue level.
  • The ownership structure is simple, with one partner and one staff member, which may make transaction execution and transition mechanics more straightforward.
Weaknesses
  • The firm has severe key-person risk and succession exposure because all $8,000,000 of revenue is concentrated with a single 78-year-old partner.
  • Operating leverage is extremely limited with only 1 partner and 1 staff member, which can constrain scalability and make the business difficult to support or transition.
  • The practice is entirely consulting-based at 100% of revenue, creating full service-line concentration with no diversification across recurring compliance or other service streams.
  • EBOC of 50% indicates a modest earnings profile relative to revenue, which can cap valuation versus higher-margin firms.
  • Revenue per partner is $8,000,000, underscoring complete partner concentration and heightened transferability risk for a buyer.
Opportunities
  • Reduce key-person risk by building a broader ownership and delivery bench, as the firm currently has 1 partner and 1 staff member with all revenue concentrated under a single partner.
  • Monetize the strong profitability profile by preserving the 50% EBOC margin while scaling the practice, since the current economics suggest room to add capacity without sacrificing returns.
  • Expand capacity and throughput to support growth, as 30,000 billable hours and $8.0 million of gross revenue indicate a meaningful workload that is currently concentrated in a very small team.
  • Improve succession readiness and valuation durability by addressing the partner age profile of 78, which creates a near-term transition opportunity and potential buyer concern if not managed proactively.
Threats
  • The firm is highly key-person dependent, with 100% of revenue tied to a single partner age 78 and only 1 partner, creating significant succession and continuity risk.
  • The staffing base is extremely thin at 1 staff member against 30,000 billable hours, which increases execution risk, limits scalability, and makes service delivery vulnerable to any personnel disruption.
  • Revenue concentration at the ownership level is elevated, with $8.0 million of gross revenue and $8.0 million of revenue per partner, indicating no diversification across partners to absorb transition or productivity changes.
  • The practice is entirely consulting-based (100% consulting revenue), so valuation is more exposed to the sustainability of a single service line than a diversified accounting firm mix.
  • While EBOC is strong at 50%, the margin may be difficult to sustain if the firm must add personnel or replace partner capacity, given the current minimal staffing structure.
Enhance Profitability

May drive premium valuation, strong cash flow, and high investor demand while supporting scalable growth and resilience.

46.88% EBITDA margin
Operational Efficiency

Improving leverage to 5:1 can increase profitability and firm value by 20-35%.

Leverage ratio 1:1
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

Adding even one partner can eliminate the -1.0 to -1.5 multiple penalty, potentially increasing firm value by 25-40%.
Reducing average partner age below 60 or having a clear succession plan can add 0.5-1.0x to your multiple, increasing value by 15-25%.

[-1.0, -1.5]

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.