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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:

$2.5m

AUM:

$310m

40% at 9.3x Top Line

POTENTIAL ALL-IN OFFER VALUE

$9.3m

PRACTICE PROFILE

Revenue:

$4.2m

AUM:

$396m

100% at 6.2x Top Line

POTENTIAL ALL-IN OFFER VALUE

$26m

PRACTICE PROFILE

Revenue:

$1.1m

AUM:

$157m

100% at 6.5x Top Line

POTENTIAL ALL-IN OFFER VALUE

$7.1m

PRACTICE PROFILE

Revenue:

$1.1m

AUM:

$157m

100% at 6.1x Top Line

POTENTIAL ALL-IN OFFER VALUE

$6.7m

PRACTICE PROFILE

Revenue:

$1.1m

AUM:

$157m

100% at 4.5x Top Line

POTENTIAL ALL-IN OFFER VALUE

$6.3m

PRACTICE PROFILE

Revenue:

$1.1m

AUM:

$157m

100% at 5x Top Line

POTENTIAL ALL-IN OFFER VALUE

$5.5m

PRACTICE PROFILE

Revenue:

$1.1m

AUM:

$157m

20% at 5x Top Line

POTENTIAL ALL-IN OFFER VALUE

$1.1m

PRACTICE PROFILE

Revenue:

$1.5m

AUM:

$149m

100% at 5.1x Top Line

POTENTIAL ALL-IN OFFER VALUE

$7.6m

PRACTICE PROFILE

Revenue:

$904k

AUM:

$106m

100% at 4.8x Top line

POTENTIAL ALL-IN OFFER VALUE

$4.3m

PRACTICE PROFILE

Revenue:

$4.8m

AUM:

$948m

100% at 5x Top Line

POTENTIAL ALL-IN OFFER VALUE

$24m

PRACTICE PROFILE

Revenue:

$4.8m

AUM:

$948m

100% at 6.2x Top Line

POTENTIAL ALL-IN OFFER VALUE

$30m

PRACTICE PROFILE

Revenue:

$525k

AUM:

$61.7m

20% at 5.9x Top Line

POTENTIAL ALL-IN OFFER VALUE

$625k

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