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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:

$1.4m

AUM:

$145m

100% at 5.5X Top Line

POTENTIAL ALL-IN OFFER VALUE

$7.7m

PRACTICE PROFILE

Revenue:

$2.6m

AUM:

$350m

100% at 6x Top Line

POTENTIAL ALL-IN OFFER VALUE

$15.8m

PRACTICE PROFILE

Revenue:

$2.6m

AUM:

$350m

100% at 7x Top Line

POTENTIAL ALL-IN OFFER VALUE

$18.2m

PRACTICE PROFILE

Revenue:

$2.6m

AUM:

$351m

100% at 7.6 Top Line

POTENTIAL ALL-IN OFFER VALUE

$20m

PRACTICE PROFILE

Revenue:

$2.9m

AUM:

$569m

100% at 6.5 Top Line

POTENTIAL ALL-IN OFFER VALUE

$18.9m

PRACTICE PROFILE

Revenue:

$1.8m

AUM:

$205m

35% at 4.9x Top Line

POTENTIAL ALL-IN OFFER VALUE

$3.1m

PRACTICE PROFILE

Revenue:

$2.9m

AUM:

$569m

100% at 6x Top Line

POTENTIAL ALL-IN OFFER VALUE

$17.4m

PRACTICE PROFILE

Revenue:

$2.75m

AUM:

$481m

100% at 6.5x Top Line

POTENTIAL ALL-IN OFFER VALUE

$17.8m

PRACTICE PROFILE

Revenue:

$1.8m

AUM:

$205m

100% at 6x Top Line

POTENTIAL ALL-IN OFFER VALUE

$10.8m

PRACTICE PROFILE

Revenue:

$4.6m

AUM:

$715m

30% at 8.6x Top Line

POTENTIAL ALL-IN OFFER VALUE

$11.9m

PRACTICE PROFILE

Revenue:

$1.5m

AUM:

$205m

100% at 5x Top Line

POTENTIAL ALL-IN OFFER VALUE

$7.6m

PRACTICE PROFILE

Revenue:

$2m

AUM:

$190m

100% at 5x Top Line

POTENTIAL ALL-IN OFFER VALUE

$10m

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