Disclosures
Offers are consideration only and does not include any ongoing compensation including salary and payout.
Multiples are based off top line revenue and do not count potential stock appreciation.
Partial Offers are typically between 20%-40% of revenue.
Potential offer value assumes all required transition, retention, and growth expectations are met.
+ Potential offer value projects an IPO event with potential tag along and/or drag along, which is not guaranteed.
Representative Offers
PRACTICE PROFILE
Revenue:
$1m
AUM:
$140m
100% at 4.6 Top Line
POTENTIAL ALL-IN OFFER VALUE
$4.7m
PRACTICE PROFILE
Revenue:
$13.2m
AUM:
$1B
100% at 7.5x Top Line
POTENTIAL ALL-IN OFFER VALUE
$99.5m
PRACTICE PROFILE
Revenue:
$1.8m
AUM:
$235m
30% at 5x Top Line
POTENTIAL ALL-IN OFFER VALUE
$2.4m
PRACTICE PROFILE
Revenue:
$1.8m
AUM:
$235m
100% at 5.4x Top Line
POTENTIAL ALL-IN OFFER VALUE
$9.7m
PRACTICE PROFILE
Revenue:
$1.8m
AUM:
$235m
100% at 5.4x Top Line
POTENTIAL ALL-IN OFFER VALUE
$9.6m
PRACTICE PROFILE
Revenue:
$1.8m
AUM:
$235m
100% at 5.9x Top Line
POTENTIAL ALL-IN OFFER VALUE
$10.7m
PRACTICE PROFILE
Revenue:
$903k
AUM:
$106m
100% at 4.1x Top Line
POTENTIAL ALL-IN OFFER VALUE
$3.7m
PRACTICE PROFILE
Revenue:
$5.2m
AUM:
$375m
100% at 6.9x Top Line
POTENTIAL ALL-IN OFFER VALUE
$35.8m
PRACTICE PROFILE
Revenue:
$4.9m
AUM:
$375m
100% at 5.4x Top Line
POTENTIAL ALL-IN OFFER VALUE
$26.6m
PRACTICE PROFILE
Revenue:
$5.9m
AUM:
$375m
100% at 6.9x Top Line
POTENTIAL ALL-IN OFFER VALUE
$41.2m
PRACTICE PROFILE
Revenue:
$5.7m
AUM:
$375m
100% at 6.9x Top Line
POTENTIAL ALL-IN OFFER VALUE
$39.9m
PRACTICE PROFILE
Revenue:
$1.1m
AUM:
$157m
75% at 5x Top Line
POTENTIAL ALL-IN OFFER VALUE
$4.1m
