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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:

$92m

35% at 6.3x Top Line

POTENTIAL ALL-IN OFFER VALUE

$2.3m

PRACTICE PROFILE

Revenue:

$1m

AUM:

$102m

100% at 4.1x Top LIne

POTENTIAL ALL-IN OFFER VALUE

$4.2m

PRACTICE PROFILE

Revenue:

$1.08m

AUM:

$180m

100% at 5.32x Top Line

POTENTIAL ALL-IN OFFER VALUE

$5.7m

PRACTICE PROFILE

Revenue:

$1m

AUM:

$220m

100% at 4.2x Top LINE

POTENTIAL ALL-IN OFFER VALUE

$4.5m

PRACTICE PROFILE

Revenue:

$2.2m

AUM:

$310m

100% at 5.5x Top Line

POTENTIAL ALL-IN OFFER VALUE

$12.08m

PRACTICE PROFILE

Revenue:

$1m

AUM:

$180m

100% at 4x Top Line

POTENTIAL ALL-IN OFFER VALUE

$4m

PRACTICE PROFILE

Revenue:

$1.6m

AUM:

$252m

100% at 5x Top Line

POTENTIAL ALL-IN OFFER VALUE

$7.7m

PRACTICE PROFILE

Revenue:

$3.3m

AUM:

$420m

100% at 8.2x Top Line

POTENTIAL ALL-IN OFFER VALUE

$26.9m

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

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