Mutual
M&A
STATUS
Buyout/LBO
LATEST DEAL TYPE
1
FINANCING ROUNDS
Description
Owner and operator of financial planning company that offers retirement, estate, and insurance advisory services. The company also provides services like tax preparation and planning, risk management, and asset allocation.
Primary Industry
Accounting, Audit and Tax Services (B2C)
Other Industries
Other Financial Services
Acquirer
Primary Office
- 3505 Veterans Memorial Highway
- Suite d
- Islip, NY 11779
- United States
+1 (631) 000-0000
Mutual Valuation and Funding
| Deal Type | Date | Amount | Post-Val | Valuation/ EBITDA |
Debt | Status |
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