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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:

$1.6m

AUM:

$301m

100% at 5.8x Top Line

POTENTIAL ALL-IN OFFER VALUE

$9.3m

PRACTICE PROFILE

Revenue:

$2.1m

AUM:

$238m

100% at 6.7 Top Line

POTENTIAL ALL-IN OFFER VALUE

$14.2m

PRACTICE PROFILE

Revenue:

$1.4m

AUM:

$136m

100% at 4x Top Line

POTENTIAL ALL-IN OFFER VALUE

$5.6m

PRACTICE PROFILE

Revenue:

$1.7m

AUM:

$155m

100% at 5.4x Top Line

POTENTIAL ALL-IN OFFER VALUE

$9.2m

PRACTICE PROFILE

Revenue:

$2.6m

AUM:

$440m

100% at 7x Top Line

POTENTIAL ALL-IN OFFER VALUE

$18.4m

PRACTICE PROFILE

Revenue:

$1.9m

AUM:

$200m

100% at 7.6x Top Line

POTENTIAL ALL-IN OFFER VALUE

$14.4m

PRACTICE PROFILE

Revenue:

$2m

AUM:

$238m

100% at 5.8x Top Line

POTENTIAL ALL-IN OFFER VALUE

$11.7m

PRACTICE PROFILE

Revenue:

$450k

AUM:

$20m

25% at 4x Top Line

POTENTIAL ALL-IN OFFER VALUE

$1.8m

PRACTICE PROFILE

Revenue:

$2m

AUM:

$225m

100% at 4x Top Line

POTENTIAL ALL-IN OFFER VALUE

$8.1m

PRACTICE PROFILE

Revenue:

$2m

AUM:

$279m

100% at 5.3x Top Line

POTENTIAL ALL-IN OFFER VALUE

$10.5m

PRACTICE PROFILE

Revenue:

$12m

AUM:

N/A

48% at 5.4x Top Line

POTENTIAL ALL-IN OFFER VALUE

$31m

PRACTICE PROFILE

Revenue:

$3.3m

AUM:

$655m

100% at 7.3x Top Line

POTENTIAL ALL-IN OFFER VALUE

$24.2m

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