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Green, Plagge & Shaw

Green, Plagge & Shaw
1977 FOUNDED
M&A STATUS
1-10 EMPLOYEES
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Owner and operator of an investment advisory firm. The company specializes in investment management, accounting, tax, payroll services, strategic financial management, consulting and retirement planning for individuals who are retired or nearing retirement.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Accounting, Audit and Tax Services (B2B)
Other Industries
Accounting, Audit and Tax Services (B2C)
Primary Office
  • 1650 East Main Street
  • Suite 201
  • Saint Charles, IL 60174
  • United States

Green, Plagge & Shaw Valuation and Funding

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

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Green, Plagge & Shaw Executive Team (2)

Name Title Board
Seat
Contact
Info
Christopher Plagge Managing Partner & Principal
Lorene Shaw Principal