Retirement Options

Retirement Options Overview

Founded 1989
Founded
Status Acquired/​Merged
Employees 5
Employees
Latest Deal Type M&A
Financing Rounds 1

Retirement Options General Information

Description

Provider of retirement coach training services and retirement readiness assessments to help plan for and enjoy a more fulfilling retirement. The company focuses on the critical, non-financial facets of retirement by planning and exploring various aspects of life impacted by retirements such as work, family, leisure, wellness, and personal development.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Educational and Training Services (B2C)
Other Industries
Other Services (B2C Non-Financial)
Parent Company
Career Partners International
Primary Office
  • 6340 Quadrangle Drive
  • Suite 160
  • Chapel Hill, NC 27517
  • United States
+1 (919) 000-0000
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Retirement Options Valuation & Funding

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

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Retirement Options Executive Team (3)

Name Title Board Seat Contact Info
Joanne Waldman Director of Training
Richard Johnson Ph.D Founder

1 Former Executive