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Representative Offers

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

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.

PRACTICE PROFILE

Revenue:
$1.1m
AUM:
$150m

POTENTIAL ALL-IN OFFER VALUE

$5.6m

PRACTICE PROFILE

Revenue:
$1.4m
AUM:
$136m

POTENTIAL ALL-IN OFFER VALUE

$5.6m

PRACTICE PROFILE

Revenue:
$1.8m
AUM:
$220m

POTENTIAL ALL-IN OFFER VALUE

$11.2m

PRACTICE PROFILE

Revenue:
$1.9m
AUM:
$200m

POTENTIAL ALL-IN OFFER VALUE

$14.4m

PRACTICE PROFILE

Revenue:
$1.2m
AUM:
$130m

POTENTIAL ALL-IN OFFER VALUE

$15m+

PRACTICE PROFILE

Revenue:
$1.7m
AUM:
$249m

POTENTIAL ALL-IN OFFER VALUE

$8.3m

PRACTICE PROFILE

Revenue:
$1.8m
AUM:
$220m

POTENTIAL ALL-IN OFFER VALUE

$24m+

PRACTICE PROFILE

Revenue:
$12m
AUM:
N/A

POTENTIAL ALL-IN OFFER VALUE

$31m

PRACTICE PROFILE

Revenue:
$1.3m
AUM:
$135m

POTENTIAL ALL-IN OFFER VALUE

$5.2m

PRACTICE PROFILE

Revenue:
$1.7m
AUM:
$155m

POTENTIAL ALL-IN OFFER VALUE

$9.2m

PRACTICE PROFILE

Revenue:
$1.9m
AUM:
$200m

POTENTIAL ALL-IN OFFER VALUE

$10.7m

PRACTICE PROFILE

Revenue:
$13.7m
AUM:
$1.8b

POTENTIAL ALL-IN OFFER VALUE

$94m

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