Tumnics Firm
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%, which gives the practice a clear service mix with no stated dependence on other lines of business.
  • EBOC is 50%, indicating a substantial earnings margin relative to revenue.
  • Revenue per partner is $2.0 million across 4 partners, which supports strong partner productivity.
  • The firm reports 30,000 billable hours, showing a sizable volume of chargeable work supporting the revenue base.
Weaknesses
  • EBOC of 50% suggests only moderate earnings conversion, which can limit valuation if a buyer is underwriting cash flow rather than top-line revenue.
  • The firm is 100% consulting revenue, creating full reliance on a single service line and reducing diversification from a buyer's perspective.
  • Revenue per partner is $2,000,000 across only 4 partners, indicating meaningful partner dependence and potential key-person exposure in a small ownership group.
  • With 20 staff supporting $8,000,000 of revenue, the firm is relatively small in scale, which can constrain absorption of overhead and reduce platform depth for a strategic buyer.
  • Partner ages of 50 indicate an aging ownership base, which can raise succession timing considerations in a transaction.
Opportunities
  • Increase revenue per partner by expanding the current $2.0M per-partner base, which is supported by $8.0M of gross revenue across 4 partners and indicates room to improve scale leverage.
  • Preserve and potentially improve the 50% EBOC margin by maintaining the firm’s consulting-only mix and tightening delivery efficiency across 30,000 billable hours.
  • Build succession and continuity value by formalizing transition planning for the 4 partners, whose ages are all around 50, to reduce key-person concentration risk over time.
  • Increase staff leverage by growing the 20-person team relative to the partner group, which could support higher billable capacity and better partner productivity without changing the current consulting focus.
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 that single revenue stream.
  • The firm’s scale is modest relative to its partner group (gross_revenue: 8000000; partners: 4; revenue_per_partner: 2000000), which can constrain operating leverage and make the business more dependent on each partner’s individual production.
  • Staffing depth appears limited versus workload (billable_hours: 30000; staff: 20), which may create execution and capacity risk if demand increases or key personnel are unavailable.
  • Partner succession risk is present because the only age data provided shows partners at 50 (partner_ages: 50), indicating a mid-career ownership group with no visible younger bench or transition detail in the data.
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.