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:
$890k
AUM:
$80m
100% at 6.8x Top Line
POTENTIAL ALL-IN OFFER VALUE
$6.1m
PRACTICE PROFILE
Revenue:
$814k
AUM:
$65m
100% at 6x Top Line
POTENTIAL ALL-IN OFFER VALUE
$4.9m
PRACTICE PROFILE
Revenue:
$3.2m
AUM:
$267m
100% at 7.5x Top Line
POTENTIAL ALL-IN OFFER VALUE
$24m
PRACTICE PROFILE
Revenue:
$3.2m
AUM:
$267m
35% at 4.5x Top Line
POTENTIAL ALL-IN OFFER VALUE
$5m
PRACTICE PROFILE
Revenue:
$10.7m
AUM:
$1.4b
100% at 7x Top Line
POTENTIAL ALL-IN OFFER VALUE
$75m
PRACTICE PROFILE
Revenue:
$315k
AUM:
$40.5m
35% at 4.5x Top Line
POTENTIAL ALL-IN OFFER VALUE
$500k
PRACTICE PROFILE
Revenue:
$1.2m
AUM:
$74m
35% at 4.8x Top Line
POTENTIAL ALL-IN OFFER VALUE
$2m
PRACTICE PROFILE
Revenue:
$3.5m
AUM:
$480m
35% at 4.5x Top Line
POTENTIAL ALL-IN OFFER VALUE
$5.5m
PRACTICE PROFILE
Revenue:
$4.6m
AUM:
$447m
35% at 5x Top Line
POTENTIAL ALL-IN OFFER VALUE
$8m
PRACTICE PROFILE
Revenue:
$3.1m
AUM:
$267m
100% at 7.2x Top Line
POTENTIAL ALL-IN OFFER VALUE
$22.8m
PRACTICE PROFILE
Revenue:
$3.1m
AUM:
$267m
25% at 6.6x Top Line
POTENTIAL ALL-IN OFFER VALUE
$5.2m
PRACTICE PROFILE
Revenue:
$813k
AUM:
$80m
100% at 4.6x Top Line
POTENTIAL ALL-IN OFFER VALUE
$3.7m