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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
$18.8M - $24.4M
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 $8.0M of gross revenue, which is a meaningful scale point for a buyer evaluating transaction size and integration economics.
  • The practice produces 30,000 billable hours, indicating substantial annual service capacity supported by the current operating model.
  • EBOC is 50%, which suggests a solid earnings profile relative to revenue from a valuation standpoint.
  • Revenue per partner is $8.0M, reflecting that the firm’s economics are concentrated around a single equity owner.
  • The firm has 20 staff supporting one partner, which provides an established staffing base for delivery and transition planning.
Weaknesses
  • The firm is highly dependent on a single partner, with 1 partner generating $8,000,000 of revenue, creating key-person and transition risk for a buyer.
  • The sole partner is 61 years old, which increases succession and continuity risk if a transition plan is not already in place.
  • EBOC is 50%, indicating only moderate earnings conversion before owner compensation and suggesting limited margin cushion for valuation.
  • The firm generates $8,000,000 of revenue with 30,000 billable hours, which implies a scale constraint relative to the size of the practice and may limit the depth of the team supporting growth or transition.
  • With 20 staff supporting only 1 partner, the practice appears operationally concentrated around one owner rather than a broader partner bench, increasing execution risk in a deal structure.
Opportunities
  • With only one partner age 61, succession planning and leadership transition are a material opportunity to reduce key-person risk and support valuation durability.
  • The firm’s $8.0M of revenue concentrated under a single partner indicates an opportunity to institutionalize client relationships and broaden revenue ownership beyond the founder.
  • At 50% EBOC, there is room to improve operating leverage and margin through tighter staffing, workflow, and pricing discipline.
  • With 30,000 billable hours across 20 staff, there is an opportunity to increase productivity and scale by optimizing utilization and delegation across the team.
Threats
  • Single-partner structure creates key-person dependency, as the firm has 1 partner and the partner age is 61, which can elevate succession and continuity risk.
  • The firm’s scale is modest relative to its revenue base, with 20 staff supporting $8.0 million of gross revenue, which may limit operating flexibility and increase execution risk during growth or transition.
  • Revenue is highly concentrated at the partner level because the firm has only 1 partner, which can make client relationships, business development, and decision-making less resilient.
  • At 30,000 billable hours on $8.0 million of revenue, the firm’s throughput is meaningful but still dependent on maintaining high utilization, so any disruption to staffing or workflow could pressure performance.
  • The reported EBOC margin of 50% is strong, but it also suggests valuation is sensitive to sustaining current profitability levels, leaving limited room for deterioration without affecting earnings quality.
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.