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:
$3.5m
AUM:
$164m
100% at 6.9x Top Line
POTENTIAL ALL-IN OFFER VALUE
$24.4m
PRACTICE PROFILE
Revenue:
$1.4m
AUM:
$228m
100% at 5x Top Line
POTENTIAL ALL-IN OFFER VALUE
$7m
PRACTICE PROFILE
Revenue:
$1.2m
AUM:
$193m
100% at 5.8x Top Line
POTENTIAL ALL-IN OFFER VALUE
$7.1m
PRACTICE PROFILE
Revenue:
$1.2m
AUM:
$193m
100% at 5.2x Top Line
POTENTIAL ALL-IN OFFER VALUE
$6.4m
PRACTICE PROFILE
Revenue:
$5.1m
AUM:
$625m
100% at 5.8x Top Line
POTENTIAL ALL-IN OFFER VALUE
$30.1m
PRACTICE PROFILE
Revenue:
$5.1m
AUM:
$625m
100% at 6x Top Line
POTENTIAL ALL-IN OFFER VALUE
$31.5m
PRACTICE PROFILE
Revenue:
$993k
AUM:
$82m
100% at 4x Top Line
POTENTIAL ALL-IN OFFER VALUE
$5m
PRACTICE PROFILE
Revenue:
$13.5m
AUM:
$1.6b
100% at 8.x Top Line
POTENTIAL ALL-IN OFFER VALUE
$103m
PRACTICE PROFILE
Revenue:
$13.5m
AUM:
$1.6b
100% at 7x Top Line
POTENTIAL ALL-IN OFFER VALUE
$95m
PRACTICE PROFILE
Revenue:
$2.7m
AUM:
$446m
35% at 7.7x Top Line
POTENTIAL ALL-IN OFFER VALUE
$7.5m
PRACTICE PROFILE
Revenue:
$2.7m
AUM:
$446m
100% at 5.9x Top Line
POTENTIAL ALL-IN OFFER VALUE
$16m
PRACTICE PROFILE
Revenue:
$2.7m
AUM:
$446m
100% at 8.3x Top Line
POTENTIAL ALL-IN OFFER VALUE
$22.6m
