Financial Focus Overview

  • Founded
  • 1995
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1
  • Investments
  • 1

Financial Focus General Information

Description

Provider of financial planning services in Wolfeboro, New Hampshire. The company's services include life insurance, passing an heirloom property to the next generation, funding your children's college education, retirement income strategy, paying off college loans and planning for second career, enabling customers to address significant financials challenges in their personal lives.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Other Financial Services
Acquirer
F.L.Putnam Investment Management Company
Primary Office
  • 40 Mill Street
  • PO Box 2250
  • Wolfeboro, NH 03894
  • United States
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Financial Focus Valuation & Funding

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

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Financial Focus Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of financial planning services in Wolfeboro, New Hampshire. The company's services include life insurance, pass
Asset Management
Wolfeboro, NH
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Austin, TX

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Tarrytown, NY
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Financial Focus Competitors (3)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Silicon Hills Wealth Management Corporation Austin, TX
00000000 000000000 Formerly PE-Backed Tarrytown, NY 00 000000&0
00000000 0000 0000 Private Equity-Backed Northbrook, IL 00 000000000000
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Financial Focus Executive Team (2)

Name Title Board Seat Contact Info
Susan John Founder & President
Kristen Madden Vice President & Chief Operating Officer
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Financial Focus Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000000 0 000000 01-Jan-2003 000000000000000000 Accounting, Audit and Tax Services (B2B)
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Financial Focus Subsidiaries (1)

Company Name Industry Location Founded
000 00000000 LP Consultants Pittsford, NY 0000
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Financial Focus Exits (1)

Company Name Exit Date Exit Type Exit Size Status Buyers
000000000 0 000000 01-Jan-2003 000000000000000000 Completed
  • 000000000 00000
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