Tester Marco
Strategic Advisory Excellence Since 1984
Executive Dashboard
Strategic Outlook 2026–2028
$10M
Annual Gross Revenue
17.50%
EBITDA Margin
$10.5M - $14M
Valuation Range
58.33%
Economic Profit%
5
No. of Equity Partners
$333/hr
Avg Client Rate ($/hr)
10
Total Employees
70%
Overhead as % of Revenue
Valuation-Based Strategic Position
Strengths, Weaknesses, Opportunities, Threats
Strengths
Weaknesses
Opportunities
Threats
Enhance Profitability

Increasing EBITDA margin to 25-30% could increase firm value by 25-40%.

17.50% EBITDA margin
Operational Efficiency

Improving leverage to 5:1 can increase profitability and firm value by 20-35%.

Leverage ratio 2:1
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.

[0, 0]

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.