Female Advisor Network is a national membership organization for female financial advisors, focusing on community support, education, mentorship, and collaboration.

Female Advisor Network

Avantax, Inc. provides wealth management solutions to consumers, small business owners, tax professionals, financial professionals, and certified public accounting firms in the United States. The company offers an integrated platform of technical, practice, compliance, operations, sales, and product support tools that enable to offer tax-advantaged planning, investing, and wealth management services. It also provides financial planning and advisory services, and retirement plan solutions. The company was formerly known as Blucora, Inc. and changed its name to Avantax, Inc. in January 2023. Avantax, Inc. was founded in 1983 and is headquartered in Dallas, Texas.

Avantax, Inc.

Kovack Securities, Inc. helps financial advisors establish independent practices by providing services, tools, resources, and training.

Kovack Securities, Inc.

Mosaic Private Equity is an entrepreneurial private equity partner for businesses seeking strategic growth, providing personalized investment without traditional remote monitoring teams.

Metric
Company Name	Female Advisor Network	Avantax, Inc.	Kovack Securities, Inc.	Mosaic Private Equity
Symbol		AVTA
MSH ID	ORG:FEMALEADVISORNETWORK	COM:AVANTAX	COM:KOVACKSECURITIES	COM:MOSAICPE
Market	PRIVATE	STOCKS	PRIVATE	PRIVATE
Sector	Commercial & Professional Services	Financial Services	Financial Services & Finance	Financial Services & Finance
Industry	Financial Services	Asset Management	Brokerage and Investment Services	Private Equity
Country	US	US	US	GB
Stage
Employee Count		727
Website	femaleadvisornetwork.org	avantax.com	kovacksecurities.com	mosaicpe.com
LinkedIn
Founders

Metric
Market Cap
Enterprise Value
Monthly Web Traffic
Web Traffic Growth
Valuation
Raised Capital

Metric
Revenue		666.50M
Revenue (LTM)
Revenue (NTM)
Gross Profit		221.58M
EBITDA		22.21M
Operating Income		-15.52M
Net Income		3.12M
EPS		0.07
Diluted EPS		0.06
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		0.40
Operating Profit Margin		0.02
EBITDA Margin		0.03
Net Profit Margin		0.00
Return on Equity		0.00
Return on Assets		0.00
Return on Capital Employed		0.02

ORG:FEMALEADVISORNETWORK

Female Advisor Network

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		4.01K
P/B Ratio		2.38
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio		1.31
EV Multiple		13.28

Metric
Days Sales Outstanding		23.44
Days Payables Outstanding		3.13
Days Inventory Outstanding		0.00
Operating Cycle		23.44
Cash Conversion Cycle		20.31
Asset Turnover		0.88

Metric
Operating Cash Flow		106.62M
Free Cash Flow		91.73M
Cash Flow to Debt		-0.06
Operating Cash Flow/Sales		-0.03
Free Cash Flow Yield		-0.03

Metric
Cash & Equivalents		263.93M
Accounts Receivable		1.65M
Inventory
Goodwill		266.28M
Debt to Capitalization		0.42
Debt to Assets		0.35
Current Ratio		2.07
Quick Ratio		1.71

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue		0.03
R&D to Revenue		0.01
SG&A to Revenue		0.16