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Disclosures
Offers are consideration only and does not include any ongoing compensation including salary and payout.

Multiples are based off top line revenue and do not count potential stock appreciation.

 

Partial Offers are typically between 20%-40% of revenue.

Potential offer value assumes all required transition, retention, and growth expectations are met.

+ Potential offer value projects an IPO event with potential tag along and/or drag along, which is not guaranteed.

Representative Offers

PRACTICE PROFILE

Revenue:

$2m

AUM:

$279m

100% at 5.1x Top Line

POTENTIAL ALL-IN OFFER VALUE

$10.2m

PRACTICE PROFILE

Revenue:

$2.6M

AUM:

$440M

100% at 6.8x Top Line

POTENTIAL ALL-IN OFFER VALUE

$17.8m

PRACTICE PROFILE

Revenue:

$2m

AUM:

$225m

100% 6.4x Top Line

POTENTIAL ALL-IN OFFER VALUE

$12.9m

PRACTICE PROFILE

Revenue:

$2m

AUM:

$225m

100% at 4x Top Line

POTENTIAL ALL-IN OFFER VALUE

$8m

PRACTICE PROFILE

Revenue:

$1.9m

AUM:

$200m

100% at 5.6x Top Line

POTENTIAL ALL-IN OFFER VALUE

$10.7m

PRACTICE PROFILE

Revenue:

$1.3m

AUM:

$135m

100% at 4x Top Line

POTENTIAL ALL-IN OFFER VALUE

$5.2m

PRACTICE PROFILE

Revenue:

$4m

AUM:

$486m

100% at 4x Top Line

POTENTIAL ALL-IN OFFER VALUE

$16m

PRACTICE PROFILE

Revenue:

$2m

AUM:

$279m

25% at 5x Top Line

POTENTIAL ALL-IN OFFER VALUE

$2.5m

PRACTICE PROFILE

Revenue:

$2.7m

AUM:

$440m

100% at 5x Top Line

POTENTIAL ALL-IN OFFER VALUE

$13.5m

PRACTICE PROFILE

Revenue:

$650k

AUM:

$115m

100% at 4x Top Line

POTENTIAL ALL-IN OFFER VALUE

$2.6m

PRACTICE PROFILE

Revenue:

$1.7m

AUM:

$249m

100% at 4.8x Top Line

POTENTIAL ALL-IN OFFER VALUE

$8.3m

PRACTICE PROFILE

Revenue:

$500k

AUM:

$115m

100% at 5.2x Top Line

POTENTIAL ALL-IN OFFER VALUE

$2.6m

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