TYM Financial LLC
Strategic Advisory Excellence Since 1984
Executive Dashboard
Strategic Outlook 2026–2028
$750,000
Annual Gross Revenue
0.33%
EBITDA Margin
$562,500 - $900,000
Valuation Range
0.50%
Economic Profit%
2
No. of Equity Partners
$136/hr
Avg Client Rate ($/hr)
3
Total Employees
33.00%
Overhead as % of Revenue
Valuation-Based Strategic Position
Strengths, Weaknesses, Opportunities, Threats
Strengths
  • The firm generates $750,000 of gross revenue, providing a clear revenue base for valuation analysis.
  • Tax work accounts for 90% of revenue, indicating a highly concentrated and clearly defined service mix.
  • EBOC is 67% of revenue, which supports a strong earnings conversion profile on the reported financials.
  • The practice produces 5,500 billable hours, showing measurable operating activity behind the revenue base.
  • With 2 partners and 3 staff, the firm has a compact operating structure that is easy to quantify in a transaction model.
  • Revenue per partner is $375,000, giving buyers a straightforward per-owner productivity metric.
Weaknesses
  • EBOC is only 67%, which indicates a relatively modest earnings margin for a $750,000 practice and limits valuation support.
  • The firm is highly concentrated in tax work, with 90% of revenue from tax and only 10% from consulting, reducing service-line diversification.
  • The practice has just 2 partners and 3 staff, creating a small-scale operating platform that can constrain buyer confidence in continuity and growth capacity.
  • Revenue per partner is only $375,000, which is a modest productivity level for a two-partner firm and can pressure valuation.
  • Total billable hours of 5,500 on $750,000 of revenue suggest a relatively small production base, which may limit scale and resilience.
Opportunities
  • Increase the consulting mix from 10% to improve revenue diversification and potentially enhance margins relative to the predominantly tax-driven book.
  • Leverage the very high tax revenue concentration at 90% to cross-sell adjacent advisory services and reduce dependence on a single service line.
  • Build scale by adding staff capacity to support the 5,500 billable hours and reduce key-person reliance in a 2-partner, 3-staff firm.
  • Improve partner leverage by delegating more production work to staff, which could support higher revenue per partner than the current $375,000 level.
  • Preserve and expand the strong 67% EBOC by maintaining disciplined pricing and workload mix as the firm grows.
Threats
  • The firm’s scale is very small, with only 2 partners and 3 staff supporting $750,000 of gross revenue, which can create key-person and execution risk for a buyer.
  • Revenue appears highly concentrated in tax work at 90% of gross revenue, leaving limited diversification across service lines and increasing dependence on a single practice area.
  • Revenue per partner is only $375,000, which may indicate limited operating leverage and could constrain valuation relative to larger, more productive firms.
  • Billable hours of 5,500 across the firm suggest a modest workload base, which may limit near-term growth capacity and make earnings more sensitive to staffing or utilization changes.
  • Consulting contributes only 10% of revenue, so the firm has relatively little non-tax advisory mix to offset weakness in its core tax practice.
Enhance Profitability

Improving EBITDA margin from 0.33% to 25% could increase firm value by 50-100%.

0.33% EBITDA margin
Operational Efficiency

Improving leverage to 5:1 can increase profitability and firm value by 20-35%.

Leverage ratio 1.5:1
Revenue Acceleration

Growing revenue above $5M increases base multiples from 4-5x to 5.5-7.5x, potentially adding 30-50% to firm value.

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.

[0, 0]

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.