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:
$3.9m
AUM:
$407m
100% at 6x Top Line
POTENTIAL ALL-IN OFFER VALUE
$23.4m
PRACTICE PROFILE
Revenue:
$846k
AUM:
$125m
100% at 6.9x Top Line
POTENTIAL ALL-IN OFFER VALUE
$5.8m
PRACTICE PROFILE
Revenue:
$4.4m
AUM:
$480m
100% at 7.9x Top Line
POTENTIAL ALL-IN OFFER VALUE
$35m
PRACTICE PROFILE
Revenue:
$4.4m
AUM:
$480m
100% at 8.5x Top Line
POTENTIAL ALL-IN OFFER VALUE
$38.9m
PRACTICE PROFILE
Revenue:
$9.8m
AUM:
$1.1b
100% at 7.8x Top Line
POTENTIAL ALL-IN OFFER VALUE
$76.6m
PRACTICE PROFILE
Revenue:
$4.2m
AUM:
$480m
100% at 6.8x Top Line
POTENTIAL ALL-IN OFFER VALUE
$28.5m
PRACTICE PROFILE
Revenue:
$4.4m
AUM:
$480m
100% at 8x Top Line
POTENTIAL ALL-IN OFFER VALUE
$35m
PRACTICE PROFILE
Revenue:
$4.6m
AUM:
$447m
20% at 5x Top Line
POTENTIAL ALL-IN OFFER VALUE
$23.3m
PRACTICE PROFILE
Revenue:
$9.7m
AUM:
$1.1b
100% at 6.7x Top Line
POTENTIAL ALL-IN OFFER VALUE
$65.5m
PRACTICE PROFILE
Revenue:
$4.4m
AUM:
$480m
100% at 7.6x Top Line
POTENTIAL ALL-IN OFFER VALUE
$34.1m
PRACTICE PROFILE
Revenue:
$4.4m
AUM:
$480m
40% at 6.2x Top Line
POTENTIAL ALL-IN OFFER VALUE
$11m
PRACTICE PROFILE
Revenue:
$815k
AUM:
$65m
100% at 5.5x Top Line
POTENTIAL ALL-IN OFFER VALUE
$4.5m