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 material in size for a buyer evaluating scale.
  • With 30 staff supporting 2 partners, the firm shows meaningful leverage and a 15:1 staff-to-partner ratio.
  • The practice produces 30,000 billable hours, indicating a substantial volume of fee-earning work.
  • Revenue per partner is $4.0 million, which is a strong per-partner productivity metric from a valuation perspective.
  • EBOC is 50%, providing a clear profitability indicator for buyer underwriting.
Weaknesses
  • EBOC of 50% indicates only moderate profitability, which can cap valuation relative to higher-margin firms.
  • The firm is highly partner-dependent with just 2 partners generating $4,000,000 of revenue per partner, creating key-person and succession risk.
  • Both partners are 59, so the firm faces near-term transition risk if there is no clear succession plan.
  • Revenue of $8,000,000 supported by 30 staff suggests a relatively small operating platform that may limit scale and operating leverage.
  • Total billable hours of 30,000 on $8,000,000 of revenue implies average revenue per billable hour of about $267, which may constrain upside if realized pricing is already at maturity.
Opportunities
  • Increase partner succession depth and reduce key-person risk, as both partners are age 59 and the firm currently has only two partners.
  • Expand leverage by developing the 30-person staff base to support more billable hours and reduce dependence on partner labor, given $8.0 million of revenue and 30,000 billable hours.
  • Improve revenue per hour and overall pricing realization to lift value, as the firm generates $8.0 million of gross revenue from 30,000 billable hours.
  • Preserve and potentially enhance the strong 50% EBOC margin by maintaining disciplined cost control while scaling the existing staffing model.
  • Build a broader partner bench to support continuity and future growth, since revenue per partner is already $4.0 million and the current partner group is small.
Threats
  • Both partners are age 59, creating a near-term succession and continuity risk because ownership and leadership are concentrated in two individuals.
  • The firm’s revenue is concentrated at the partner level, with $4.0 million of revenue per partner and only 2 partners supporting $8.0 million of gross revenue, which increases key-person dependency.
  • Staffing may be tight relative to scale, with 30 staff supporting 30,000 billable hours and $8.0 million of revenue, which can limit capacity and increase execution risk if workload rises.
  • EBOC margin is 50%, which is solid but leaves less room for valuation protection if operating costs rise or productivity weakens.
  • The absence of practice-level detail in the provided data makes it harder to assess mix stability and operational diversification, 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.

[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.