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:
$150m
100% at 7.5x Top Line
POTENTIAL ALL-IN OFFER VALUE
$15m
PRACTICE PROFILE
Revenue:
$7M
AUM:
$739m
100% at 6.5x Top Line
POTENTIAL ALL-IN OFFER VALUE
$45.5m
PRACTICE PROFILE
Revenue:
$15.04m
AUM:
$2.3b
100% at 7.9x Top Line
POTENTIAL ALL-IN OFFER VALUE
$119m
PRACTICE PROFILE
Revenue:
$1.8m
AUM:
$220m
100% at 6.2x Top Line
POTENTIAL ALL-IN OFFER VALUE
$11.2m
PRACTICE PROFILE
Revenue:
$1.8m
AUM:
$220m
25% at 4.6x Top Line
POTENTIAL ALL-IN OFFER VALUE
$2.06m
PRACTICE PROFILE
Revenue:
$13.7m
AUM:
$1.8b
100% at 6.8x Top Line
POTENTIAL ALL-IN OFFER VALUE
$94m
PRACTICE PROFILE
Revenue:
$1.1m
AUM:
$150m
100% at 5x Top Line
POTENTIAL ALL-IN OFFER VALUE
$5.6m
PRACTICE PROFILE
Revenue:
$1m
AUM:
$115m
100% at 4x Top Line
POTENTIAL ALL-IN OFFER VALUE
$4.6m
