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This estimate is based solely on information provided and has not been independently verified. It is intended to provide a general indication of potential market value under current conditions and assumes, among other factors, continued market multiples, geographic considerations, financial health, clean regulatory records, and full client, asset, and revenue retention. This is not a formal valuation, appraisal or offer to purchase. JPTD Partners does not guarantee that this value can be achieved in a transaction with a third-party acquirer. This estimate should not be used for lending, legal, or tax purposes.
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What do you think this business's top line offer was? Remember, Top Line Offer includes up front payments (cash and equity), retention payments, and earn out payments. It does not include the owner's ongoing comp or retirement plan. This client was a pure RIA managing $200M in AUM and generating $1.8M in annual recurring revenue. What was their Top Line Offer for 100% of their business?
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