Orange Firm
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)
30
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 is a meaningful scale for a buyer to underwrite.
  • With 30,000 billable hours, the practice shows substantial annual production capacity supported by measurable utilization.
  • The firm reports 50% EBOC, indicating a clearly stated profitability metric that can be evaluated in diligence.
  • Revenue per partner is $4.0 million, reflecting a high level of revenue concentration per equity owner.
  • The firm has 30 staff supporting 2 partners, suggesting meaningful leverage in the operating model.
Weaknesses
  • EBOC is only 50%, which indicates a mid-level earnings margin and leaves limited buffer for a buyer to underwrite a premium valuation.
  • The firm has only 2 partners, creating a pronounced key-person dependency and making the platform vulnerable to disruption if either partner exits.
  • Both partners are age 59, which creates near-term succession and transition risk that may pressure client retention and continuity.
  • Revenue per partner is $4,000,000, so a large share of firm revenue is concentrated at the partner level and may be harder to scale without added leadership depth.
  • With just 30 staff supporting $8,000,000 of revenue, the firm appears relatively small in operating scale, which can limit buyer confidence in post-close absorption and growth capacity.
Opportunities
  • Increase revenue per partner by improving leverage across the 30-person staff base, as the firm currently generates $4.0M per partner with only 2 partners supporting $8.0M of revenue.
  • Expand billable capacity and utilization from the existing 30,000 billable hours to support higher revenue without adding proportional partner headcount, given the current $8.0M revenue base.
  • Preserve and transfer client relationships proactively because both partners are age 59, reducing key-person risk and supporting valuation continuity.
  • Improve operating efficiency and margin conversion from the current 50% EBOC margin, which indicates meaningful room to enhance earnings quality and valuation.
  • Scale the firm’s earnings base through broader delegation to staff, since the current 2-partner structure suggests additional leverage could unlock growth without immediate partner expansion.
Threats
  • Both partners are age 59, creating near-term succession and continuity risk because ownership and leadership are concentrated in just two individuals.
  • The firm’s revenue is concentrated at the partner level, with $4.0 million of revenue per partner on $8.0 million total revenue and only 2 partners, which increases key-person dependency.
  • At 30 staff against 2 partners and $8.0 million of revenue, the firm may face supervision and scalability pressure if partner capacity becomes constrained.
  • EBOC margin is 50%, which is solid but leaves less cushion than a higher-margin practice if partner transition costs or staffing inefficiencies emerge.
  • The absence of any practice breakdown or other operating detail in the data limits visibility into the stability and mix of the revenue base, increasing diligence uncertainty.
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 15:1
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.
Proactive succession planning can prevent future multiple reductions and maintain firm value.

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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.