Mutual Overview
- Status
-
Acquired/Merged
- Latest Deal Type
-
Buyout/LBO
- Financing Rounds
-
1
Mutual General Information
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.
Contact Information
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 & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Mutual Executive Team (2)
| Name | Title | Board Seat | Contact Info |
|---|---|---|---|
| William Devine | Chief Executive Officer | ||
| Raymond Menna | President |