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
