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Our Model
WealthTrust seeks to acquire majority ownership positions in wealth management firms across the United States. Target Ownership - WealthTrust typically acquires 51% to 70%. WealthTrust remains flexible in its ownership structure to meet the needs and desires of selling principals, and provides highly attractive growth incentives for remaining principals and current and future employees. Partnership Principles Alignment of Interests
We value potential partner firms using a multiple of normalized cash flow or EBITDA. Ultimate valuation is based on a number of different factors including but not exclusive to: assets under management, profitability, growth rate, and average client relationship size. Transactions WealthTrust remains flexible to meet the needs of firm principals through the use of cash, earn-outs and WealthTrust equity, or a combination thereof, as consideration to selling principals. Commitment We expect a minimum three-year commitment from the remaining principals, with five years or longer preferred. Turn-Key Support Services WealthTrust adds value for its affiliates with the ability to provide turn-key support services in the areas of Human Resources, Accounting and Finance, Compliance, Back Office Operations and Technology, Business Development, Marketing, and public relations. |
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© WealthTrust LLC
Suite 600
102 Woodmont Boulevard Nashville, TN 37205 (615) 297-6884