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| 102 Woodmont BoulevardSuite 600Nashville, TN 37205 (615) 297-6884 |
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INTELLIGENT INVESTING...
Individual firms, national support |
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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
- Affiliate principals continue to hold a significant ownership position
- Affiliate principals continue to participate in the ongoing economics of their business based on ownership interests and cash flow
Valuation
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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102 Woodmont Boulevard