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Beacon Financial

Beacon Financial
1995 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of financial planning services headquartered in Dallas, Texas. The company provides estate management, insurance management, tax planning, money management and investment solutions, creating an investment strategy designed to pursue its client's risk tolerance, time horizon and goals.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Other Industries
Asset Management
Parent Company
Bluespring Wealth Partners
Primary Office
  • 17300 Preston Road
  • Suite 120
  • Dallas, TX 75252
  • United States

+1 (972) 000-0000

Beacon Financial Valuation and Funding

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

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Beacon Financial Executive Team (2)

Name Title Board
Seat
Contact
Info
Brandon Sherbert Chief Operating Officer & Investment Advisor Representative
Stephen Engro Founder, Chief Compliance Officer and President