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$412k Advisor Brings In $5.3m Offer

Key Data

Top Line Revenue - $412k
AUM - $47m

High Level Offer Details

Minority Acquisition (25%)


$375k cash payment at close 

$187k equity payment at close 

$56kk earnout/true up paid on 2nd anniversary 


$280kk earnout/true up paid prior to IPO 

$2.97m drag along*

$1.48m tag along*

Disclosures

*This buyer is planning on going IPO in the next 3-5 years at a 17-25x. There is no guarantee of this.

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