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
