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Disclosures
Offers are consideration only and does not include any ongoing compensation including salary and payout.

 

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:

$2m

AUM:

$190m

Acquisition Type:

Full

POTENTIAL ALL-IN OFFER VALUE

$10m

PRACTICE PROFILE

Revenue:

$2.5m

AUM:

$450m

Acquisition Type:

Full

POTENTIAL ALL-IN OFFER VALUE

$7.5m

PRACTICE PROFILE

Revenue:

$1.9m

AUM:

$227m

Acquisition Type:

Partial

POTENTIAL ALL-IN OFFER VALUE

$1.9m

PRACTICE PROFILE

Revenue:

$1.1m

AUM:

$143m

Acquisition Type:

Full

POTENTIAL ALL-IN OFFER VALUE

$6.3m

PRACTICE PROFILE

Revenue:

$2.5m

AUM:

$450m

Acquisition Type:

Partial

POTENTIAL ALL-IN OFFER VALUE

$8.3m

PRACTICE PROFILE

Revenue:

$1.1m

AUM:

$143m

Acquisition Type:

Full

POTENTIAL ALL-IN OFFER VALUE

$5.6m

PRACTICE PROFILE

Revenue:

$4.1m

AUM:

$447m

Acquisition Type:

Full

POTENTIAL ALL-IN OFFER VALUE

$22.4m

PRACTICE PROFILE

Revenue:

$1.1m

AUM:

$164m

Acquisition Type:

Full

POTENTIAL ALL-IN OFFER VALUE

$7.2m

PRACTICE PROFILE

Revenue:

$1.15m

AUM:

$122m

Acquisition Type:

Partial

POTENTIAL ALL-IN OFFER VALUE

$1.15m

PRACTICE PROFILE

Revenue:

$715k

AUM:

$105m

Acquisition Type:

Partial

POTENTIAL ALL-IN OFFER VALUE

$850k

PRACTICE PROFILE

Revenue:

$6m

AUM:

$847m

Acquisition Type:

Full

POTENTIAL ALL-IN OFFER VALUE

$31.6m

PRACTICE PROFILE

Revenue:

$4.2m

AUM:

$350m

Acquisition Type:

Full

POTENTIAL ALL-IN OFFER VALUE

$27.9m

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