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
