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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

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