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$1m Practice Brings In $4.6m Offer

Key Data

Top Line Revenue - $1m
AUM - $115m

High Level Offer Details

Full Acquisition 

70% Cash 

30% Equity 


75% Up Front 

25% Earnout Payment at 2nd Anniversary 


30% payout on all gross production 



Disclosures

Based on represented T12 and advisor's anticipated retirement within 2 years.

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