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:
$1.2m
AUM:
$166m
100% at 4.7x Top Line
POTENTIAL ALL-IN OFFER VALUE
$5.6m
PRACTICE PROFILE
Revenue:
$10.5m
AUM:
$1.4b
100% at 8.6x Top Line
POTENTIAL ALL-IN OFFER VALUE
$85.7m
PRACTICE PROFILE
Revenue:
$3.3m
AUM:
$486m
75% at 4.5x Top Line
POTENTIAL ALL-IN OFFER VALUE
$15m
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