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$2m Independent Advisor Brings In $15m All In Offer

Practice Background

Our client is an independent advisor (IBD) running a high-margin solo practice with one full-time staff. She acquires a significant volume of new clients through referrals and has a strong CAGR (growth rate) averaging over 20% per year over the last 3 years. Her success is based on building deep client relationships through a disciplined financial planning process in a major growth market.

The client's main goals are:

  • Continue to practice for 5 more years

  • De-risk through a liquidation event to lock in attractive valuations

  • Gain additional support to focus time on high-value tasks/work-life balance

  • Create tax efficiency in deal terms

Client Objective

Top line revenue - $2m

EBITA - $1.6m

AUM - $150m

# of clients - 300

5-year CAGR - 20%+

Years in business - 25+

95%+ Fee Based

Key Data

Headline Price (consideration) - $15M (7.5 X revenue, 9.37 X EBITDA)
Paid at Close - $5.4M
Earn outs over 3 years - $4.1M
Additional Monetization event - $5.55M
Payout Compensation over 6 years - $3.63M
Total Potential Deal Value = $18.60M (9.30 X revenue, 11.62 X EBITDA)

All-In Offer* Highlights

*An All-In Offer includes any money paid upfront, signing bonus, salary 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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