dasdad
Strategic Advisory Excellence Since 1984
Executive Dashboard
Strategic Outlook 2026–2028
$8,000,000
Annual Gross Revenue
37.50%
EBITDA Margin
$19.5M - $27M
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, indicating meaningful scale for a middle-market accounting practice.
  • Revenue per partner of $2.0 million suggests strong partner productivity relative to the size of the partner group.
  • The firm produces 30,000 billable hours with 20 staff, indicating a substantial operating base supporting the revenue stream.
  • An EBOC margin of 50% indicates solid earnings conversion from revenue before partner compensation.
  • A four-partner structure may provide a manageable ownership profile that can support clearer governance and transition planning.
Weaknesses
  • All four partners are age 54, creating a meaningful medium-term succession and transition risk.
  • The firm has a relatively small ownership group with only four partners, which may limit depth of leadership and client coverage if one or more partners exit.
  • Revenue per partner of $2.0 million suggests significant concentration of economic production at the partner level, increasing key-person dependence.
  • The firm’s 50% EBOC indicates a moderate cost structure and leaves room for margin pressure if compensation or operating costs rise.
  • With 30,000 billable hours supported by 20 staff, the firm may have limited staffing depth relative to its revenue base, which could constrain scalability.
Opportunities
  • Improve operational leverage by reducing reliance on partner labor, as the firm generates $2.0 million of revenue per partner with only 20 staff supporting 30,000 billable hours.
  • Pursue additional growth or succession planning initiatives given that all four partners are age 54, which may create an opportunity to strengthen the firm’s long-term continuity and transition profile.
  • Increase revenue per billable hour through pricing and service mix optimization, as the firm’s current $8.0 million of revenue across 30,000 billable hours indicates room to enhance monetization of delivered work.
Threats
  • All four partners are age 54, which may indicate a concentrated near- to medium-term succession risk if a transition plan is not in place.
  • With only four partners generating $8.0 million of revenue, the firm appears highly dependent on a small ownership group, increasing key-person and continuity risk.
  • The firm has 20 staff supporting 30,000 billable hours, which may limit capacity to absorb partner departures or support growth without additional hiring.
  • Revenue per partner of $2.0 million suggests significant partner-level production concentration, which can create valuation risk if any partner reduces activity or exits.
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.