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Lara Shull & May

Lara Shull & May
1981 FOUNDED
M&A STATUS
Buyout/LBO LATEST DEAL TYPE
1 FINANCING ROUNDS
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.

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

Lara Shull & May Valuation and Funding

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

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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
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