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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:

$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

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