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$1.7m Firm Brings In $8.3m Offer

Key Data

Top Line Revenue - $1.7m
EBITDA - $619k
AUM - $249m

High Level Offer Details

$2.7m paid in cash at closing*

$928k equity 

$773k retention payment paid on 2nd anniversary** 

$773k retention payment paid on 3rd anniversary** 

$928k earnout payment paid on 4th anniversary***

$2.2m payable upon retirement****

Disclosures

*Assuming at least 95% advisory revenue conveyance
**Assuming T12 revenue is equal or greater than closing revenue
***Assumes a 10% CAGR
****Assumes a successor is in place

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