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Strategic Advisory Excellence Since 1984
Executive Dashboard
Strategic Outlook 2026–2028
$8,000,000
Annual Gross Revenue
46.88%
EBITDA Margin
$15M - $16.9M
Valuation Range
93.75%
Economic Profit%
1
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, indicating a meaningful operating scale for a single-partner practice.
  • The practice produces 30,000 total billable hours, which supports a substantial level of ongoing client work.
  • An EBOC margin of 50% indicates that the firm converts revenue into earnings at a relatively strong rate.
  • The firm has 20 staff members supporting the operation, providing capacity to service its current workload.
  • The sole partner is 78 years old, which may create a near-term succession opportunity for a buyer from a transition and continuity perspective.
Weaknesses
  • The firm appears to be highly dependent on a single partner, creating significant key-person and succession risk.
  • The sole partner is age 78, which heightens near-term transition uncertainty and may affect client retention and deal structure.
  • Revenue per partner is concentrated at $8.0 million, indicating that essentially all enterprise value is tied to one individual’s relationships and capacity.
Opportunities
  • The firm could reduce key-person risk and improve continuity by developing successor leadership, as all revenue is currently concentrated with one 78-year-old partner.
  • The firm has room to increase enterprise value by broadening its partner base and formalizing a management structure to support future growth beyond a single-owner model.
  • With 30,000 billable hours across 20 staff and an EBOC margin of 50%, the firm may be able to leverage its existing workforce more efficiently to support incremental growth without proportionate overhead increases.
Threats
  • The firm has a significant succession risk because all revenue is concentrated under a single 78-year-old partner.
  • Client and relationship continuity risk is elevated because the practice appears to depend on one partner for all $8.0 million of revenue.
  • The current ownership structure may limit scalability and increase key-person dependency, which can weigh on valuation.
  • The firm’s profitability, with EBOC at 50%, may face pressure if partner transition costs or retention efforts rise during succession.
Enhance Profitability

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

46.88% 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 20:1
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

Adding even one partner can eliminate the -1.0 to -1.5 multiple penalty, potentially increasing firm value by 25-40%.
Reducing average partner age below 60 or having a clear succession plan can add 0.5-1.0x to your multiple, increasing value by 15-25%.

[-1.0, -1.5]

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.