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
