Firm Name
Strategic Advisory Excellence Since 1984
Executive Dashboard
Strategic Outlook 2026–2028
$8,000,000
Annual Gross Revenue
40.63%
EBITDA Margin
$22.8M - $32.5M
Valuation Range
81.25%
Economic Profit%
3
No. of Equity Partners
$267/hr
Avg Client Rate ($/hr)
30
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, which is a meaningful scale for a buyer to underwrite.
  • EBOC is 50%, indicating that half of gross revenue remains after operating expenses before partner compensation and taxes.
  • Revenue per partner is $2.67 million across 3 partners, which supports a concentrated ownership structure with substantial revenue tied to each partner.
  • The firm reports 30,000 billable hours, providing evidence of significant annual production capacity.
  • The partner group is relatively young, with ages of 34, 45, and 45, which may support continuity in the ownership base.
Weaknesses
  • EBOC at 50% indicates only moderate profitability, which can pressure valuation versus more highly converted firms.
  • Revenue per partner of $2,666,667 across only 3 partners suggests key-person concentration and limited management depth for a buyer to inherit.
  • With 30 staff and 30,000 total billable hours, the firm’s scale is modest, which can limit post-close operating leverage and integration optionality.
  • Audit revenue is only 3%, tax revenue 4%, and consulting revenue 4%, showing a very small disclosed service mix outside the core business and limited evidence of diversified fee streams.
Opportunities
  • Expand the non-compliance service mix, as audit revenue is only 3% and tax and consulting are each 4%, indicating limited exposure to higher-value advisory work.
  • Increase revenue per partner, which is currently about $2.67 million, by leveraging the 30-person staff base more fully across the three-partner platform.
  • Improve operating leverage and margin conversion from the current 50% EBOC margin by adding higher-margin work or tightening delivery efficiency.
  • Build scale through the existing 30-staff, 3-partner structure, which may support additional throughput without immediate partner count growth.
  • Broaden recurring client relationships beyond the current low audit and tax mix to reduce concentration in core compliance and support valuation multiple expansion.
Threats
  • The firm’s revenue mix is highly concentrated in a single unspecified core service, with audit, tax, and consulting each contributing only 3%–4% of gross revenue, which limits diversification and may increase earnings volatility if the main line softens.
  • With only 3 partners and 30 staff, the practice has a relatively small leadership base and limited depth, creating key-person and succession risk if one partner becomes unavailable or departs.
  • Revenue per partner of approximately $2.67 million is strong, but it also suggests meaningful dependence on each partner’s production, which can pressure continuity and valuation if partner throughput changes.
  • EBOC at 50% is solid, but it leaves limited room for operational disruption or margin compression, so even modest cost increases or utilization declines could materially affect profitability.
Enhance Profitability

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

40.63% 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 10:1
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.