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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:

$4.6m

AUM:

$715m

30% at 8.6x Top Line

POTENTIAL ALL-IN OFFER VALUE

$11.9m

PRACTICE PROFILE

Revenue:

$2m

AUM:

$190m

100% at 5x Top Line

POTENTIAL ALL-IN OFFER VALUE

$10m

PRACTICE PROFILE

Revenue:

$1.8m

AUM:

$227m

30% at 11x Top Line

POTENTIAL ALL-IN OFFER VALUE

$6m

PRACTICE PROFILE

Revenue:

$1.1m

AUM:

$143m

100% at 6x Top Line

POTENTIAL ALL-IN OFFER VALUE

$6.3m

PRACTICE PROFILE

Revenue:

$2.5m

AUM:

$450m

30% at 11x Top Line

POTENTIAL ALL-IN OFFER VALUE

$8.3m

PRACTICE PROFILE

Revenue:

$1.1m

AUM:

$143m

100% at 5x Top Line

POTENTIAL ALL-IN OFFER VALUE

$5.6m

PRACTICE PROFILE

Revenue:

$4.1m

AUM:

$447m

100% at 5.5x Top Line

POTENTIAL ALL-IN OFFER VALUE

$22.4m

PRACTICE PROFILE

Revenue:

$1.1m

AUM:

$164m

100% at 6.5x Top Line

POTENTIAL ALL-IN OFFER VALUE

$7.2m

PRACTICE PROFILE

Revenue:

$6m

AUM:

$847m

100% at 5.3x Top Line

POTENTIAL ALL-IN OFFER VALUE

$31.6m

PRACTICE PROFILE

Revenue:

$4.2m

AUM:

$350m

100% at 6.6x Top Line

POTENTIAL ALL-IN OFFER VALUE

$27.9m

PRACTICE PROFILE

Revenue:

$500k

AUM:

$75m

25% at 6x Top Line

POTENTIAL ALL-IN OFFER VALUE

$1.15m

PRACTICE PROFILE

Revenue:

$1.4m

AUM:

$145m

35% at 4.5x Top Line

POTENTIAL ALL-IN OFFER VALUE

$2.2m

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