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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-based at 100% consulting revenue, which indicates a pure advisory revenue mix.
  • EBOC is 50%, showing that half of gross revenue remains after operating expenses before partner compensation and taxes.
  • Revenue per partner is $2.0 million across 4 partners, indicating high partner-level productivity.
  • The firm reports 30,000 billable hours, evidencing a substantial volume of chargeable work supporting the revenue base.
Weaknesses
  • EBOC is only 50%, indicating a relatively modest earnings margin that can limit valuation multiples versus higher-margin firms.
  • Revenue is 100% consulting, creating complete service-line concentration and no diversification across recurring or compliance-based work streams.
  • With only 4 partners, the firm has limited leadership depth and scale, which can increase key-person dependence at a buyer level.
  • Revenue per partner is $2,000,000, which suggests meaningful reliance on a small ownership group and can constrain scalability if partner capacity is not expanded.
Opportunities
  • Maintain and expand the high-margin profile implied by 50% EBOC, as this level of profitability supports valuation and provides room to reinvest in growth.
  • Increase revenue per partner beyond the current $2.0 million level by improving partner leverage and delegating more billable work to the 20-person staff base.
  • Scale the firm’s 30,000 billable hours more efficiently across the existing team to support higher gross revenue without a proportional increase in partner count.
  • Preserve the 100% consulting revenue mix while selectively deepening service delivery capacity, since the current pure-consulting model is already fully aligned with the firm’s revenue base.
  • Leverage the relatively young partner group (age 32) to extend the firm’s growth runway and support longer-term continuity in leadership and client development.
Threats
  • All revenue is consulting-based (consulting_revenue_percent: 100), so the firm lacks service-line diversification and is fully exposed to any slowdown in consulting demand or pricing pressure.
  • The firm’s scale is modest at $8.0M gross revenue with only 4 partners and 20 staff, which can limit operating depth, succession flexibility, and the ability to absorb the loss of a key professional.
  • Revenue per partner is high at $2.0M, indicating meaningful dependence on each partner’s personal production and relationship leverage, which can create key-person risk in a buyer’s model.
  • Billable hours of 30,000 across 20 staff suggest a relatively lean delivery base, which may constrain capacity for growth and increase execution risk if utilization or staffing efficiency softens.
  • EBOC margin of 50% is strong, but it also implies valuation sensitivity to any margin compression because a meaningful portion of earnings is tied to current operating efficiency.
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.