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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
$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 $8.0 million of gross revenue with only one partner, indicating a highly concentrated revenue base that a buyer can diligence directly.
  • At 30,000 billable hours, the practice shows meaningful operating scale and a substantial volume of client work.
  • EBOC of 50% suggests a mid-range earnings profile that can support valuation analysis on a normalized basis.
  • With 20 staff supporting a single partner, the firm has a relatively leveraged staffing structure that may allow a buyer to assess partner dependence and transition risk clearly.
  • The partner age of 32 indicates a young ownership profile, which may provide a longer potential transition runway for a buyer.
Weaknesses
  • The firm is highly key-person dependent, with one partner generating all $8.0 million of revenue, creating significant succession and retention risk.
  • At 50% EBOC, the practice has limited earnings conversion, which can compress valuation if a buyer is underwriting cash flow.
  • The partner base is thin at just one partner supported by 20 staff, leaving limited leadership depth and institutional continuity.
Opportunities
  • Increase partner leverage by expanding beyond the single-partner model, as $8.0M of revenue is currently concentrated with 1 partner and 20 staff, creating a clear scalability opportunity.
  • Improve succession and key-person risk profile by building a broader partner bench, since the current partner age of 32 and sole-partner structure indicate limited leadership depth.
  • Grow revenue through higher utilization or capacity absorption, as 30,000 billable hours against $8.0M of gross revenue suggests room to convert existing labor capacity into additional billings.
  • Preserve and potentially expand the 50% EBOC margin by maintaining operating discipline while scaling, which would support valuation if incremental revenue can be added without proportionate overhead growth.
Threats
  • The firm is highly key-person dependent, with only 1 partner supporting $8.0M of gross revenue and a revenue_per_partner figure of $8.0M, which increases continuity and transition risk for a buyer.
  • The partner age is 32, which suggests a younger ownership profile and may indicate limited near-term succession pressure, but it also implies the business may be concentrated around a single active principal rather than a deeper partner bench.
  • Staffing appears relatively lean at 20 employees versus $8.0M of gross revenue and 30,000 billable hours, which can create execution and capacity risk if workload increases or turnover occurs.
  • The firm’s economics are sensitive to utilization and delivery efficiency because 30,000 billable hours underpin $8.0M of revenue, so any decline in billable hours could materially affect performance.
  • Although EBOC is strong at 50%, the absence of additional partner depth or practice detail limits visibility into how durable that margin is beyond the current operating structure.
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.