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Strategic Advisory Excellence Since 1984
Executive Dashboard
Strategic Outlook 2026–2028
$8,000,000
Annual Gross Revenue
40.63%
EBITDA Margin
$22.8M - $32.5M
Valuation Range
81.25%
Economic Profit%
3
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, which is a meaningful scale indicator for a buyer.
  • EBOC is 50%, showing that half of gross revenue remains after owner compensation and is a clear profitability metric.
  • The practice produces 30,000 billable hours, indicating substantial operating volume.
  • Revenue per partner is $2.67 million, which is a strong productivity measure on a per-partner basis.
  • The partner group consists of three partners, all age 32, which provides a clearly defined and relatively young ownership structure.
  • The firm has 20 staff, supporting the reported billable-hour capacity and revenue base.
Weaknesses
  • EBOC of 50% indicates only moderate earnings conversion, which can limit valuation on a buyer’s cash-flow basis.
  • With just 3 partners producing $8,000,000 of revenue, the firm shows partner-centric scale and a material key-person dependency risk.
  • The partner group is uniformly age 32, which signals a very young ownership base and raises succession and retention visibility risk for buyers seeking stability.
  • Revenue per partner of $2,666,667 is high relative to the small 3-partner platform, suggesting revenue is concentrated around a limited number of owners rather than a broader management bench.
  • The firm’s 20 staff supporting 30,000 billable hours implies a relatively lean operating base, which may constrain near-term capacity without additional hiring.
Opportunities
  • Increase revenue per partner by leveraging the current three-partner platform, as the firm already generates $2.7 million per partner on $8.0 million of gross revenue.
  • Expand capacity and scale by improving staff leverage, with 30,000 billable hours supported by 20 staff and 3 partners indicating room to add production without immediate partner count growth.
  • Preserve and potentially improve the 50% EBOC margin by maintaining disciplined cost structure while scaling billable hours and revenue.
  • Use the relatively young partner group at age 32 to support a longer growth runway and reduce near-term succession pressure, which can enhance valuation stability.
Threats
  • At $8.0M of gross revenue supported by only 3 partners, the business appears highly dependent on a very small leadership group, which can create succession and continuity risk if one partner reduces involvement or exits.
  • With only 20 staff across 30,000 billable hours, the firm may have limited delivery capacity and operating leverage cushion, increasing execution risk if demand rises or staffing becomes uneven.
  • The reported EBOC margin of 50% is strong, but it also means valuation is more sensitive to any normalization in compensation, overhead, or utilization assumptions.
  • Revenue per partner of about $2.67M is high relative to the small partner count, which can indicate concentration of production and key-person dependence within the partner group.
  • The partner ages are all 32, suggesting a very young ownership base, which may imply limited tenure and a shorter operating history for assessing long-term stability and leadership depth.
Enhance Profitability

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

40.63% 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 6.67:1
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.
May support continuity, smoother succession planning, stronger long-term client retention, and greater capacity to adapt to growth and innovation initiatives.

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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.