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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:

$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

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