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$2.7M Team Brings in $14M All In Offer

Practice Background

Our client is an 8 person team with successor advisors in place working together as a true ensemble practice under one unified brand.

Client Objective

Our client sought a strategic partnership that would enable the lead advisor to mitigate risk, realize partial gains, and remain actively involved in the firm’s growth and leadership. Equally important was identifying a partner committed to fostering the success of the successor advisors – ensuring their financial growth and long-term prosperity.

Key Data

  • Top Line Revenue: $2.7M

  • EBITDA $1.16M

  • AUM $238M

  • Multi-Custodial

  • Pure RIA

All-In Offer* Highlights

100% Acquisition

Sell and Stay Model

$6.38M in Cash at closing (5.5x)

$3.48 in Equity at closing (3x)

Up to $2.3M at the 2nd and 3rdAnniversaries based on T12 Revenue Retention (2x)

Up to $1.74M at the 4th Anniversary for a T12 Growth Earn Out (10% CAGR. 1.5x)


Additional Compensation

$2.5M Retirement Model for up to 5 years

35% Payout to Advisors Ongoing

*An All-In Offer includes any money paid upfront, signing bonus,  and potential earn-outs based on growth. It does not include retirement or overrides on production. Assumes you hit all required transition, retention and growth expectations.

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