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