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$1.1m Practice Brings In $5.6m Offer

Key Data

Top Line Revenue - $1.1m
EBITDA - $449k
AUM - $150m

High Level Offer Details

Full Acquisition 


$2.2m paid in cash at closing* 

$673k equity 

$449k retention payment paid on 2nd anniversary 

$449k retention payment paid on 3rd anniversary 

$673k earnout payment paid on 4th anniversary**

$1.1m payable upon retirement*** 


Disclosures

*Assuming at least 95% asset conveyance
**Assumes a 10% CAGR
***Assumes a successor is in place

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