Olson Wealth Group is a multi-family office and independent wealth management firm focused on legacy planning, business succession, and family office services for women, business owners, and wealth creators.

Olson Wealth Group

PricewaterhouseCoopers (PwC) is a multinational professional services network providing a wide range of professional services, including Assurance, Tax, and Advisory services. The company's purpose is to build trust in society and solve important problems, guiding its service to clients, people, and the world.

Adnan Zaheer

Jonathan Kogan

Martin Prescher

Samuel Lowell Price

PricewaterhouseCoopers (PwC)

Sofer Advisors provides business valuation services for companies of all sizes across the U.S., helping clients assess their true value for various purposes including sales, mergers, acquisitions, and compliance.

Sofer Advisors

Teamshares is an employee ownership platform for small businesses, driven by proprietary software, education, and financial products. Its mission is to create $10 billion of new wealth for employees through stock ownership. The company buys traditional small businesses from retiring owners to make them 80% employee-owned within 20 years and provides the companies with new leadership, financial education, equity management software, and financial products. Teamshares is the market leader for small business employee ownership, with 84 companies acquired to date.

Metric
Company Name	Olson Wealth Group	PricewaterhouseCoopers (PwC)	Sofer Advisors	Teamshares
Symbol
MSH ID	COM:OLSONWEALTHGROUP	COM:PWC	COM:SOFERADVISORS	COM:TEAMSHARES
Market	PRIVATE	PRIVATE	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Commercial & Professional Services	Commercial & Professional Services	Financial Services
Industry	Wealth Management	Professional services	Business Services	Employee Ownership
Country	US		US	US
Stage
Employee Count		10.00K		101
Website	olsonwealthgroup.com	pwc.com	soferadvisors.com	teamshares.com
LinkedIn				teamshares
Founders

Metric
Market Cap				291.90M
Enterprise Value
Monthly Web Traffic				2.48K
Web Traffic Growth				-0.67
Valuation
Raised Capital

Metric
Revenue
Revenue (LTM)
Revenue (NTM)
Gross Profit
EBITDA
Operating Income
Net Income
EPS
Diluted EPS
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin
Operating Profit Margin
EBITDA Margin
Net Profit Margin
Return on Equity
Return on Assets
Return on Capital Employed

COM:OLSONWEALTHGROUP

Olson Wealth Group

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio
P/B Ratio
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio
EV Multiple

Metric
Days Sales Outstanding
Days Payables Outstanding
Days Inventory Outstanding
Operating Cycle
Cash Conversion Cycle
Asset Turnover

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Operating Cash Flow
Free Cash Flow
Cash Flow to Debt
Operating Cash Flow/Sales
Free Cash Flow Yield

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Cash & Equivalents
Accounts Receivable
Inventory
Goodwill
Debt to Capitalization
Debt to Assets
Current Ratio
Quick Ratio

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue
R&D to Revenue
SG&A to Revenue