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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 with 100% of revenue from consulting, giving a buyer a fully service-based revenue stream to underwrite.
  • EBOC is 50%, indicating a high operating margin profile relative to revenue.
  • Revenue per partner is $2.0 million, which is a material productivity metric for a four-partner firm.
  • The firm reports 30,000 billable hours, providing a substantial volume of service capacity supporting the revenue base.
  • The partner group is relatively young at age 32, which may support longer continuity of ownership and operations.
Weaknesses
  • EBOC of 50% indicates only moderate earnings conversion, which can limit valuation compared with higher-margin firms.
  • Consulting Revenue is 100%, creating complete service-line concentration and making the business entirely dependent on a single revenue category.
  • With only 4 partners and $8,000,000 of revenue, the firm shows meaningful key-person concentration, as each partner is responsible for $2,000,000 of revenue.
  • The firm has 20 staff supporting 30,000 total billable hours, which suggests a relatively lean operating base that may constrain near-term scale without additional hiring.
  • Partner ages of 32 indicate a very young partner group, which can make long-term succession less pressing but also limits the evidence of seasoned leadership depth for a buyer.
Opportunities
  • With 100% of revenue from consulting, the firm has a clear opportunity to broaden service mix and reduce concentration risk while supporting higher valuation durability.
  • At a 50% EBOC margin, there is room to improve pricing, leverage, or delivery efficiency, which could materially expand earnings and enterprise value.
  • With 30,000 billable hours across 20 staff, the firm can likely increase capacity utilization and scale revenue without a proportional increase in headcount.
  • Revenue per partner of $2.0 million suggests strong partner productivity, and further delegation to staff could improve leverage and reduce key-person dependence.
  • The partner group is relatively young at age 32, which supports a longer growth runway and the opportunity to build institutional depth before succession pressure emerges.
Threats
  • All revenue is from consulting (100% consulting_revenue_percent), which leaves the firm exposed to a single service-line mix and limited diversification of earnings.
  • The firm’s scale is modest at $8.0M gross revenue with only 4 partners and 20 staff, which can constrain operating leverage, succession depth, and resilience if key personnel change.
  • Revenue per partner is $2.0M, indicating a relatively concentrated partner productivity model that may be difficult to sustain without continued high utilization and strong partner retention.
  • Billable hours of 30,000 across 20 staff suggest a meaningful workload burden per employee, which can increase execution risk and limit capacity for growth without additional hiring.
  • EBOC margin of 50% is strong, but it also means valuation is more sensitive to any cost pressure or utilization decline because a large share of revenue is already absorbed by operating expenses.
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.