- Asking price
- $7.8M
- Cash flow (SDE)
- $2.4M
- EBITDA
- $2.32M
- Gross revenue
- $5.2M
- Multiple of cash flow
- 3.3×
- Employees
- 14
- Established
- 2004
- Premises
- Leased premises
Overview
Fee-based RIA serving high-net-worth families with $410M under advisement.
Recurring fee revenue, 96% client retention and a transferable team of four advisors.
Highlights
- $410M under advisement
- 96% retention
- 100% recurring fees
Deal structure
- Seller financing: Considered
- SBA pre-qualified: Not yet reviewed
- Reason for sale: Founder retirement
Illustrative financing
With 10% down and a 10-year loan at 10.5%, estimated annual debt service is $1.14M, covered 2.11× by cash flow. Lenders usually look for 1.25× or more.
Estimate only — not a loan offer. Terms depend on lender underwriting.