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:
$455k
AUM:
$80m
100% at 4x Top Line
POTENTIAL ALL-IN OFFER VALUE
$1.8m
PRACTICE PROFILE
Revenue:
$3.4m
AUM:
$400m
100% at 5.2x Top Line
POTENTIAL ALL-IN OFFER VALUE
$17.5
PRACTICE PROFILE
Revenue:
$1.2m
AUM:
$74m
100% at 6x Top Line
POTENTIAL ALL-IN OFFER VALUE
$7.2m
PRACTICE PROFILE
Revenue:
$1.1m
AUM:
$130m
100% at 6.3x Top Line
POTENTIAL ALL-IN OFFER VALUE
$6.9m
PRACTICE PROFILE
Revenue:
$1.3m
AUM:
$108m
40% at 4.26x Top Line
POTENTIAL ALL-IN OFFER VALUE
$2.2m
PRACTICE PROFILE
Revenue:
$1.3m
AUM:
$108m
100% at 4.62x Top Line
POTENTIAL ALL-IN OFFER VALUE
$6m
PRACTICE PROFILE
Revenue:
$2m
AUM:
$315m
100% at 5.5x Top Line
POTENTIAL ALL-IN OFFER VALUE
$11m
PRACTICE PROFILE
Revenue:
$2m
AUM:
$315m
40% at 5x Top Line
POTENTIAL ALL-IN OFFER VALUE
$4m
PRACTICE PROFILE
Revenue:
$1.5m
AUM:
$250m
35% at 5.3x Top Line
POTENTIAL ALL-IN OFFER VALUE
$2.9m
PRACTICE PROFILE
Revenue:
$3.1m
AUM:
$267m
100% at 5.7x Top Line
POTENTIAL ALL-IN OFFER VALUE
$18m
PRACTICE PROFILE
Revenue:
$1.1m
AUM:
$260m
100% at 4.3x Top Line
POTENTIAL ALL-IN OFFER VALUE
$4.8m
PRACTICE PROFILE
Revenue:
$3.9m
AUM:
$407m
100% at 6x Top Line
POTENTIAL ALL-IN OFFER VALUE
$23.4m