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The Benefit Planning Group (Employee Benefit Consulting Firm)

The Benefit Planning Group (Employee Benefit Consulting Firm)
1991 FOUNDED
M&A STATUS
11-20 EMPLOYEES
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Owner and operator of an employee benefit consulting firm. The company is engaged in providing employee benefits and insurance services to the health care community, including medical schools, physicians and medical practices.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Specialized Finance
Primary Office
  • 3400 Croasdaile Drive
  • Suite 206
  • Durham, NC 27705
  • United States

The Benefit Planning Group (Employee Benefit Consulting Firm) Valuation and Funding

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

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The Benefit Planning Group (Employee Benefit Consulting Firm) Executive Team (3)

Name Title Board
Seat
Contact
Info
Mike Waters President & Founder
Heather Picciotti Vice President of Group Benefits Consulting

1 Former Executive

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