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$1.8m Firm Brings In $11.2m Offer

Key Data

Top line revenue - $1.8m
EBITDA - $798k
AUM - $220M

High Level Offer Details

Full Acquisition 


$3.9m paid in cash at closing

$1.5m equity 

$708k retention payment paid on 2nd anniversary* 

$5.2m retention payment paid on 3rd anniversary**

$1.19m earnout payment paid on 4th anniversary***

$2.4m payable upon retirement****

 

Disclosures

*Assuming T12 revenue is equal to or greater than closing revenue
**Assuming T12 revenue is equal to or greater than closing revenue
***Assumes a 15% CAGR
****Assumes a successor is in place

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