Lara Shull & May

Lara Shull & May Overview

Founded 1981
Founded
Status Acquired/​Merged
Latest Deal Type Buyout/​LBO
Financing Rounds 1

Lara Shull & May General Information

Description

Provider of wealth management, financial planning, tax, and estate planning services. The company provides services to individuals, trusts, businesses, and non-profits making organizations.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Formerly PE-Backed
Primary Industry
Asset Management
Other Industries
Accounting, Audit and Tax Services (B2C)
Primary Office
  • 7600 Leesburg Pike
  • Suite 120
  • Dranesville, VA 22043
  • United States
+1 (703) 000-0000
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Lara Shull & May Valuation & Funding

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

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Lara Shull & May Executive Team (11)

Name Title Board Seat Contact Info
Ronald Lara Founder & President
Frank Shull IV Partner & Vice President
Jack May Executive Vice President
Ryan Joyce Financial Advisor & Branch Office Manager
Jason Colburn Financial Advisor