Haney CPA and Financial Group Overview
- Founded
-
1986
- Status
-
Acquired/Merged
- Latest Deal Type
-
M&A
- Financing Rounds
-
1
Haney CPA and Financial Group General Information
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.
Contact Information
Website
www.haneycpa.com
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 & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
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 |