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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:

$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

PRACTICE PROFILE

Revenue:

$1m

AUM:

$140m

100% at 4.6 Top Line

POTENTIAL ALL-IN OFFER VALUE

$4.7m

PRACTICE PROFILE

Revenue:

$13.2m

AUM:

$1B

100% at 7.5x Top Line

POTENTIAL ALL-IN OFFER VALUE

$99.5m

PRACTICE PROFILE

Revenue:

$1.8m

AUM:

$235m

30% at 5x Top Line

POTENTIAL ALL-IN OFFER VALUE

$2.4m

PRACTICE PROFILE

Revenue:

$1.8m

AUM:

$235m

100% at 5.4x Top Line

POTENTIAL ALL-IN OFFER VALUE

$9.7m

PRACTICE PROFILE

Revenue:

$1.8m

AUM:

$235m

100% at 5.4x Top Line

POTENTIAL ALL-IN OFFER VALUE

$9.6m

PRACTICE PROFILE

Revenue:

$1.8m

AUM:

$235m

100% at 5.9x Top Line

POTENTIAL ALL-IN OFFER VALUE

$10.7m

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