Gilman Ciocia Overview

  • Founded
  • 1981
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 323
Employees
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 3
  • Investments
  • 7

Gilman Ciocia General Information

Description

Provider of tax return preparation services. The company offers financial planning services, including securities brokerage, investment management services, insurance and asset management services.

Contact Information

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)
Asset Management
Brokerage
Acquirer
National Holdings
Primary Office
  • 11 Raymond Avenue
  • Poughkeepsie, NY 12603
  • United States
+1 (800) 000-0000
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Gilman Ciocia Valuation & Funding

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

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Gilman Ciocia Executive Team (6)

Name Title Board Seat Contact Info
Michael Ryan President, Director & Chief Executive Officer
Maureen Abbate Chief Accounting Officer, Treasurer & Chief Financial Officer
Daniel Bengio Vice President, Tax & Accounting Services
You’re viewing 3 of 6 executive team members. Get the full list »

Gilman Ciocia Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Gilman Ciocia Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Gilman Ciocia Acquisitions (7)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000000 0000 00000 06-Jan-2011 000000000000000000 00.00 Accounting, Audit and Tax Services (B2B) 0000000 0000
00000 00000000 000 27-Jan-2009 000000000000000000 Accounting, Audit and Tax Services (B2B) 0000000 0000
00000000 00000000 04-Feb-2008 000000000000000000 Accounting, Audit and Tax Services (B2B) 0000000 0000
000000 0. 00000000 11-Jan-2008 000000000000000000 Accounting, Audit and Tax Services (B2B) 0000000 0000
Pittman Consulting Service 04-Dec-2007 Merger/Acquisition Accounting, Audit and Tax Services (B2B) 0000000 0000
You’re viewing 5 of 7 acquisitions. Get the full list »

Gilman Ciocia Subsidiaries (1)

Company Name Industry Location Founded
00000 00000000 000 Accounting, Audit and Tax Services (B2B) Mahopac, NY 0000
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