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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:

$2m

AUM:

$315m

40% at 5x Top Line

POTENTIAL ALL-IN OFFER VALUE

$4m

PRACTICE PROFILE

Revenue:

$1.5m

AUM:

$250m

35% at 5.3x Top Line

POTENTIAL ALL-IN OFFER VALUE

$2.9m

PRACTICE PROFILE

Revenue:

$3.1m

AUM:

$267m

100% at 5.7x Top Line

POTENTIAL ALL-IN OFFER VALUE

$18m

PRACTICE PROFILE

Revenue:

$1.1m

AUM:

$260m

100% at 4.3x Top Line

POTENTIAL ALL-IN OFFER VALUE

$4.8m

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

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