RECENT VALUATIONS & OFFERS

Representative valuations and offers received by advisors evaluating acquisition, minority investment, sell-and-stay, and strategic partnership opportunities.

Examples shown are based on actual advisor opportunities and are intended for illustrative purposes only. Terms vary based on revenue, profitability, growth, client demographics, structure, and market conditions.

RIA OFFERS

RIA EXIT

Deal Structure: Full Acquisition / Exit

Practice Revenue:$3.25M

AUM:$395M

Upfront Cash/Equity:$13.5M

Earnout Cash/Equity:$5.8M

Multiple:5.93x Revenue

All-In Offer Value:$19.3M

RIA SELL & STAY

Deal Structure: Full Acquisition / 10-Year Partnership

Practice Revenue:$2.4M

AUM:$400M

Upfront Cash/Equity:$7.2M

Earnout Cash/Equity:$3.1M

Growth Payments:$2.8M

Retirement Payout:$1.1M

Initial Deal Value:$14.3M

Projected 10-Year Value:$23.6M

RIA MINORITY INVESTMENT

Deal Structure: Initial 25% Sale + Future Monetization

Practice Revenue:$7.0M

AUM:$850M

Initial Liquidity:$7.0M

Revenue Monetized:60%

Total Monetization Value:$119.3M

Potential Multiple:14.4x Revenue Sold

INDEPENDENT ADVISOR OFFERS

INDEPENDENT ADVISOR PARTNERSHIP

Deal Structure: Minority Investment / Strategic Partnership

Practice Revenue:$1.0M

AUM:$115M

Upfront (20% Sold):$800K

Event Earnout Projection:$6.4M

Multiple:7.2x Revenue

All-In Offer Value:$7.2M

INDEPENDENT SELL & STAY

Deal Structure: Minority Investment / 4-Year Partnership

Practice Revenue:$1.25M

AUM:$108M

Upfront Cash/Equity:$3.2M

Earnout Cash/Equity:$1.4M

Growth Payments:$2.0M

Retirement Payout:$0.6M

Initial Deal Value:$7.1M

Projected Value:$13.2M

INDEPENDENT SELL & STAY

Deal Structure: Minority Investment / 10-Year Partnership

Practice Revenue:$8.0M

Upfront Cash/Equity:$28.6M

Earnout Cash/Equity:$12.2M

Growth Payments:$10.9M

Retirement Payout:$8.4M

Initial Deal Value:$60.1M

Projected 10-Year Value:$105.0M

W-2 ADVISOR OFFERS

W2 ADVISOR OFFER

Deal Structure: Full Acquisition / Long-Term Partnership

Practice Revenue:$5.3M

AUM:$736M

Upfront Cash/Equity:$20.2M

Earnout Cash/Equity:$8.6M

Growth Bonus:$8.7M

Multiple:7.07x Revenue

All-In Offer Value:$37.6M

W2 SELL & STAY

Deal Structure: Full Acquisition / 10-Year Partnership

Practice Revenue:$6.0M

AUM:$1.75B

Upfront Cash/Equity:$20.2M

Earnout Cash/Equity:$8.6M

Growth Payments:$7.9M

Retirement Payout:$2.7M

Initial Deal Value:$39.5M

Projected 10-Year Value:$57.8M

W2 SELL & STAY

Deal Structure: Full Acquisition / 10-Year Partnership

Practice Revenue:$12.8M

Upfront Cash/Equity:$47.5M

Earnout Cash/Equity:$20.4M

Growth Payments:$17.7M

Retirement Payout:$13.4M

Initial Deal Value:$99.0M

Projected 10-Year Value:$173.4M

WHAT COULD YOUR PRACTICE BE WORTH TODAY?

Compare today’s valuations, structures and economics for your practice.

SCHEDULE A CONFIDENTIAL CALL

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.