The Benefit Planning Group (Employee Benefit Consulting Firm) Overview

  • Founded
  • 1991
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 14
Employees
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

The Benefit Planning Group (Employee Benefit Consulting Firm) General Information

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.

Contact Information

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

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

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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
To view The Benefit Planning Group (Employee Benefit Consulting Firm)’s complete executive team members history, request access »

The Benefit Planning Group (Employee Benefit Consulting Firm) Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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