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General Pension Planning

General Pension Planning?uq=8lCq2teR
1968 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
2 FINANCING ROUNDS
Description

Provider of consulting and record keeping services. The company offers daily valuation services, mutual fund valuation and financial consulting to defined contribution plans, retirement plans, plan fiduciaries and plan sponsors.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Other Industries
Other Financial Services
Acquirer
The Weiss Group
Primary Office
  • 2912 Springboro West Road
  • Suite 105
  • Moraine, OH 45439
  • United States

General Pension Planning Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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General Pension Planning Former Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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