50000
Strategic Advisory Excellence Since 1984
Executive Dashboard
Strategic Outlook 2026–2028
$5,000,000
Annual Gross Revenue
45%
EBITDA Margin
$12.4M - $18M
Valuation Range
90%
Economic Profit%
1
No. of Equity Partners
$167/hr
Avg Client Rate ($/hr)
20
Total Employees
50%
Overhead as % of Revenue
Valuation-Based Strategic Position
Strengths, Weaknesses, Opportunities, Threats
Strengths
  • The firm generates $5.0 million of gross revenue with only one partner, indicating a highly concentrated revenue base that is directly tied to a single owner’s economics.
  • Billable hours of 30,000 support a meaningful operating scale for a 20-person staff, showing the practice is already producing substantial chargeable work.
  • EBOC of 50% indicates that half of gross revenue remains after operating expenses, which is a material profitability metric for valuation analysis.
  • The firm’s revenue per partner is $5.0 million, reflecting very high revenue concentration per equity owner given there is only one partner.
  • The staff count of 20 suggests the firm has a sizable non-partner delivery base relative to its single-partner structure.
Weaknesses
  • The firm is partner-dependent, with 100% of the $5,000,000 revenue generated by a single partner, creating key-person and transition risk for a buyer.
  • EBOC is only 50%, which signals a relatively thin earnings profile on $5,000,000 of gross revenue and limits valuation support.
  • With just 20 staff supporting 30,000 billable hours, the firm may have limited operating scale relative to its workload, which can constrain post-close capacity and growth flexibility.
  • The sole partner is 32 years old, so there is no evidence of near-term succession pressure that would support a buyer discount for retirement transition, but the structure still leaves the firm highly concentrated in one individual.
Opportunities
  • Increase partner leverage by building out the 20-person staff base around the single partner, which could improve scalability and reduce key-person concentration risk.
  • Improve profitability from the current 50% EBOC margin by tightening pricing, staffing mix, or workflow efficiency to capture more value from the existing $5.0M revenue base.
  • Expand billable capacity beyond the current 30,000 billable hours by increasing utilization or adding capacity, creating room for revenue growth without relying solely on the current partner.
  • Reduce succession and continuity risk associated with having one partner by developing additional leadership depth, which can support valuation through lower key-person dependency.
  • Use the current $250,000 revenue per staff member and $5.0M revenue per partner profile to justify disciplined scaling of the existing platform before adding complexity.
Threats
  • Single-partner structure (1 partner) creates key-person dependency and succession risk, with all $5.0M of revenue tied to one owner.
  • Staffing leverage appears thin for the scale of the practice, with only 20 staff supporting 30,000 billable hours and $5.0M of revenue, which may constrain capacity and continuity.
  • The firm’s 50% EBOC margin is solid but still leaves meaningful earnings sensitivity if compensation, utilization, or overhead drift unfavorably.
  • Revenue per partner is $5.0M because there is only one partner, which increases valuation concentration in that individual’s productivity and limits immediate management depth.
  • The partner age field shows 32, which suggests the current ownership profile may be relatively early-stage and may require additional time to build a broader succession bench.
Enhance Profitability

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

45% 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.