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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
$16.9M - $20.6M
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 single-service revenue base that is fully reflected in the reported financials.
  • EBOC is 50%, indicating that half of gross revenue remains after expenses before owner compensation and is a clear valuation support metric.
  • Revenue per partner is $8.0 million, which is concentrated in a single partner and may simplify transition analysis for a buyer.
  • The practice reports 30,000 billable hours, providing a substantial volume of documented service activity behind the stated revenue.
  • The firm has only one partner and one staff member, which creates a very small operating structure that a buyer can evaluate and integrate directly.
Weaknesses
  • The firm is highly key-person dependent because 100% of revenue is generated by a single partner, creating significant succession and continuity risk at a $8,000,000 revenue base.
  • The sole partner is 78 years old, which increases near-term transition risk and can weaken valuation until a clear succession plan is in place.
  • The firm has no apparent organizational depth, with only 1 partner and 1 staff member supporting 30,000 billable hours, limiting scalability and buyer confidence in continuity.
  • Revenue is entirely consulting-based at 100%, which concentrates the business in a single service line and limits diversification of earnings streams.
  • EBITDA-equivalent operating margin is only 50%, which may cap valuation relative to higher-margin firms if buyer is underwriting earnings quality and scalability.
Opportunities
  • Transition client relationships and institutional knowledge from the sole 78-year-old partner to reduce key-person risk and support continuity of earnings.
  • Build a broader staffing base beyond the current one-staff model to increase delivery capacity and reduce operational concentration risk.
  • Leverage the 100% consulting revenue mix and 50% EBOC margin to package higher-value advisory work and improve pricing discipline.
  • Use the high revenue per partner of $8.0 million to support a scalable succession or ownership transition that preserves valuation.
  • Increase bench depth and delegation to improve leverage on the 30,000 billable hours and reduce dependence on the partner for production.
Threats
  • Extreme key-person dependency: the firm has 1 partner and 1 staff member, so continuity, client servicing, and transferability are highly concentrated in a single individual.
  • Succession risk is elevated because the only partner is age 78, which increases the likelihood of near-term leadership transition and potential disruption to earnings retention.
  • Operating capacity appears constrained by scale, with only 30,000 billable hours and 1 staff member supporting $8.0 million of gross revenue, which may limit growth and create execution risk.
  • The reported 100% consulting revenue mix indicates a fully concentrated service line, leaving no diversification across other practice areas to offset any slowdown in consulting demand.
  • Valuation may be sensitive to owner dependency because revenue per partner is $8.0 million, suggesting the business value is heavily tied to the current partner’s personal production and relationships.
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.