Recent Offers
Explore recent 2025 deal offers and structures negotiated by Succession Point
Explore Recent 2025 Deal Offers
Succession Point has successfully negotiated top valuations for advisors in 2025, securing strong outcomes across M&A, equity partnerships, and succession transactions. The examples below reflect current market activity and deal structures.
RIA Offer
Full Acquisition / Exit 2 years- Practice Revenue $3.25M
- AUM $395M
- Upfront Cash/Equity $13.5M
- Earnout Cash/Equity $5.79M
- Revenue Multiple 5.93×
- All‑In Offer Value $19.3M
Independent Advisor
Minority Investment / Strategic Partnership- Practice Revenue $1.0M
- AUM $115M
- Upfront (20% sold) $800k
- Event Earnout Projection $6.4M
- Revenue Multiple (Total 60% sold) 7.2×
- All‑In Offer Value $7.2M
W2 Advisor Offer
Full Acquisition / Stay 10–15 years- Practice Revenue $5.3M
- AUM $736M
- Upfront Cash/Equity $20.2M
- Earnout Cash/Equity $8.6M
- Growth Bonus (Yrs 3–4) $8.7M
- Revenue Multiple 7.07×
- All‑In Offer Value $37.6M
RIA Offer
Full Acquisition / Stay 5 years- Practice Revenue $8.0M
- AUM $1.0B
- Upfront Cash/Equity $30.8M
- Earnout Cash/Equity $13.3M
- Growth Bonus (Yrs 3–4) $13.2M
- Revenue Multiple 7.18x
- All‑In Offer Value $57.4M
W2 Advisor Offer
Minority Investment / Strategic Partnership- Practice Revenue $2.4M
- AUM $305M
- Upfront (18% sold) $1.72M
- Event Earnout Projection $14.92M
- Revenue Multiple (Total 55% sold) 8.1×
- All‑In Offer Value $19.64M
RIA Offer
Minority Investment / Strategic Partnership- Practice Revenue $24.0M
- AUM $4.3B
- Upfront (20% sold) $15.5M
- Event Earnout Projection $115.2M
- Revenue Multiple (50% sold) 5.4x
- All‑In Offer Value $130.7M
Independent Advisor
Full Acquisition / Stay 10–15 years- Practice Revenue $2.55M
- AUM $300M
- Upfront Cash/Equity $8.95M
- Earnout Cash/Equity $3.82M
- Growth Bonus (Yrs 3–4) $3.82M
- Revenue Multiple 6.51x
- All‑In Offer Value $16.6M
W2 Advisor Offer
Minority Investment / Strategic Partnership- Practice Revenue $730K
- AUM $85M
- Upfront (15% sold) $383K
- Event Earnout Projection $3.01M
- Sell Remainder $1.4M
- Revenue Multiple (Total 100% sold) 6.56x
- All‑In Offer Value $4.79M
Independent Advisor
Full Acquisition- Practice Revenue $450K
- AUM $60M
- Upfront Cash $1.18M
- Earnout $292.5K
- Revenue Multiple 3.27x
- All‑In Offer Value $1.47M
Note: Offer values vary based on firm structure, growth potential, and buyer alignment. Figures are rounded and do not include ongoing compensation or advisor payouts. These examples represent actual recent transactions facilitated by Succession Point and demonstrate the range of opportunities available to Financial Advisors in today's M&A market.
Ready to Explore Your Succession Options?
Whether you're planning a full exit, seeking a strategic partner, or exploring partial equity opportunities, Succession Point connects you with qualified buyers and best-fit solutions—confidentially and on your terms. At no cost to you.