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Strategic Advisory Excellence Since 1984
Executive Dashboard
Strategic Outlook 2026–2028
$8,000,000
Annual Gross Revenue
43.75%
EBITDA Margin
$22.8M - $31.5M
Valuation Range
87.50%
Economic Profit%
2
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, which supports a meaningful scale for a two-partner accounting practice.
  • Revenue per partner is $4.0 million, indicating high partner productivity relative to the current partner count.
  • The firm produces 30,000 total billable hours, suggesting a substantial recurring service base behind the reported revenue.
  • An EBOC margin of 50% indicates solid operating profitability on the available data.
  • The firm has 20 staff supporting two partners, providing a leverage profile that can help sustain delivery capacity.
Weaknesses
  • EBOC of 50% indicates only moderate operating profitability, which can limit valuation multiple expansion versus higher-margin firms.
  • The firm’s two-partner structure creates key-person and succession risk, with both partners aged 54 and no additional partner bench shown in the data.
  • Revenue is concentrated in just 2 partners at $4.0 million per partner, which increases buyer dependence on a very small leadership group.
  • At $8.0 million of gross revenue and 20 staff, the firm remains relatively small in scale, which can constrain operating leverage and reduce platform attractiveness to larger buyers.
Opportunities
  • With only two partners and $4.0 million of revenue per partner, the firm may have room to reduce key-person concentration by developing additional leadership depth.
  • At 50% EBOC, there may be an opportunity to improve operating leverage through tighter expense management and better utilization of the existing 20-person staff.
  • Given 30,000 billable hours on $8.0 million of revenue, the firm may be able to enhance realization by selectively improving billing rates or mix of services if supported by market demand.
  • Both partners are age 54, so succession planning and transition of client relationships may create value by improving continuity and reducing future ownership risk.
Threats
  • The firm has significant partner succession risk because both partners are age 54 and there are only two partners supporting the practice.
  • High revenue concentration at the partner level, with $4,000,000 of revenue per partner, may create key-person dependency and transition risk if either partner departs.
  • An EBOC margin of 50% suggests limited operating cushion, which could pressure valuation if staffing costs or other expenses increase.
  • With only 20 staff supporting $8,000,000 of revenue, the firm may have limited depth and redundancy, increasing operational and retention risk.
Enhance Profitability

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

43.75% 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.