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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 revenue at 100%, giving the buyer a fully service-based revenue mix with no disclosed non-consulting dependence.
  • EBOC is 50% of gross revenue, indicating a 50% operating margin before owner compensation and taxes.
  • The firm produces 30,000 billable hours, which supports a substantial recurring work volume.
  • With 4 partners and 20 staff, the firm has a defined operating structure that can support the current revenue base.
  • Revenue per partner is $2.0 million, reflecting a high level of revenue concentration per equity owner.
Weaknesses
  • Consulting represents 100% of revenue, creating a fully single-service line exposure that leaves no recurring compliance or tax base to stabilize earnings.
  • Revenue per partner is only $2.0 million across 4 partners, which suggests a relatively limited scale that can constrain EBITDA leverage and buyer synergy potential.
  • With 20 staff supporting 30,000 billable hours, the practice may have less operating leverage than larger platforms, limiting margin expansion potential relative to bigger firms.
Opportunities
  • Increase partner leverage by expanding the 20-person staff base, as the current 4-partner structure and $2.0 million revenue per partner indicate room to scale delivery capacity without adding partner headcount.
  • Improve monetization of the 30,000 billable hours through pricing and realization discipline, since all $8.0 million of revenue is consulting-based and the firm’s 50% EBOC margin suggests meaningful value creation from better rate capture.
  • Build a broader mid-level talent bench to support growth and reduce partner dependency, given the firm’s small size and high revenue per partner.
  • Preserve and replicate the firm’s high-margin consulting model, as 100% consulting revenue and a 50% EBOC margin indicate a valuable service mix that can be scaled if delivery capacity is strengthened.
Threats
  • All revenue is consulting-based (consulting_revenue_percent: 100), which creates a single-service-line dependence and limits diversification of earnings streams.
  • The firm’s scale is modest at $8.0M gross revenue with only 4 partners and 20 staff, which can constrain depth, succession flexibility, and operating resilience.
  • Revenue per partner is $2.0M, indicating a relatively concentrated earnings base at the partner level and potential sensitivity to any partner departure or reduced production.
  • Billable hours of 30,000 across 20 staff imply a meaningful utilization burden, which can pressure delivery capacity and make growth harder without additional hiring.
  • EBOC margin of 50% is solid, but it still leaves earnings exposed to any increase in compensation, staffing, or overhead costs given the firm’s limited scale.
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.