Recent Offers

Explore representative outcomes from 2025 deal transactions

Explore Recent 2025 Deal Offers

Representative outcomes across M&A, equity partnerships, and succession transactions

RIA Offer

Full Acquisition / Exit 2 years
  • Practice Revenue $3.25M
  • AUM $395M
  • Upfront Cash/Equity $13.5M
  • Earnout Cash/Equity $5.79M
  • Multiple 5.93× Revenue
  • All‑In Offer Value $19.3M

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
  • Multiple 7.07× Revenue
  • 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
  • Multiple 7.18× Revenue
  • 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 $17.92M
  • Multiple (% sold) 8.1× Revenue
  • 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
  • Multiple (50% sold) 5.4× Revenue
  • 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
  • Multiple 6.51× Revenue
  • All‑In Offer Value $16.6M

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.

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Whether you're looking to buy, sell, or monetize your practice, Succession Point provides personalized, confidential consultation at no cost to you. Let's discuss how we can help you achieve outcomes like these.

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