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Haney CPA and Financial Group

Haney CPA and Financial Group
1986 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of tax advisory, tax preparation, auditing and compliance, estate planning and business advisory services intended to provide organizations with their business needs. The company's activities include providing businesses with financial advisory, financial planning, auditing, tax management and bookkeeping services, enabling businesses to take their financial accurately.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Accounting, Audit and Tax Services (B2B)
Other Industries
Consulting Services (B2B)
Acquirer
Whitinger
Primary Office
  • 7510 East
  • 82nd Street
  • Indianapolis, IN 46256-1410
  • United States

Haney CPA and Financial Group Valuation and Funding

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

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Haney CPA and Financial Group Executive Team (5)

Name Title Board
Seat
Contact
Info
Richard Crist Chief Operating Officer
Greg Haney Owner & Managing Partner
Kelly Haney Collier Senior Manager & Controller
Jill West Project Manager

1 Former Executive

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