Green Firm
Strategic Advisory Excellence Since 1984
Executive Dashboard
Strategic Outlook 2026–2028
$8,000,000
Annual Gross Revenue
46.88%
EBITDA Margin
$22.5M - $31.9M
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.
  • With 30,000 billable hours, the practice shows substantial annual production capacity that can support revenue continuity.
  • EBOC is 50%, indicating a mid-level earnings conversion profile that provides visible operating profitability for valuation analysis.
  • The firm has only one partner, which can simplify governance and post-close decision-making for a buyer.
  • The partner age is 32, suggesting a relatively young ownership profile based on the provided data.
  • Revenue per partner is $8.0M, reflecting that the firm’s revenue is concentrated under a single partner structure.
Weaknesses
  • The firm is highly partner-dependent, with $8,000,000 of revenue concentrated in a single partner, creating key-person risk for valuation and transition planning.
  • The partner is only 32 years old, which supports a long runway but also means there is no near-term retirement-driven succession event to transfer value through a traditional owner transition.
  • With 20 staff supporting 30,000 billable hours, the firm has a relatively modest scale that may limit operating leverage and acquisition synergies for a buyer.
Opportunities
  • Increase partner leverage by building a broader leadership bench, since the firm has 1 partner and 20 staff supporting $8.0M of revenue, which suggests meaningful key-person concentration.
  • Improve scalability and valuation resilience by formalizing succession and delegation around the single partner, as partner age is 32 and current revenue is concentrated at one owner level.
  • Expand revenue per staff member and operating efficiency by increasing billable output from the existing 30,000 billable hours, indicating room to better absorb fixed overhead and improve margins.
  • Preserve and potentially enhance the 50% EBOC margin through disciplined pricing and workload management, as the current margin level provides a solid base for incremental growth.
  • Use the current $8.0M revenue base and 20-person team to support measured organic growth without immediate structural change, leveraging existing scale before adding complexity.
Threats
  • Single-partner structure creates key-person dependency, as the firm has 1 partner and $8.0M of revenue is tied to that role.
  • Staffing leverage may be stretched, with 20 staff supporting $8.0M of gross revenue and 30,000 billable hours, which can pressure delivery capacity and scalability.
  • The reported 50% EBOC margin leaves less cushion than a higher-margin practice, increasing sensitivity to any disruption in billing, utilization, or overhead.
  • Revenue concentration at the partner level is elevated, with derived revenue per partner of $8.0M reflecting full reliance on one owner for origination, management, and transition continuity.
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%.
May support continuity, smoother succession planning, stronger long-term client retention, and greater capacity to adapt to growth and innovation initiatives.

[-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.