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Future Planning Associates

Future Planning Associates
1974 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of consultancy services. The company's consultancy services specializes in design, implementation and administration of tax-qualified retirement plans, cafeteria plans and health reimbursement arrangements. It designs, markets and administers voluntary insurance programs via payroll deduction for some of the largest employee groups in the United States.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Parent Company
Primary Office
  • 600 Blair Park Road
  • Suite 331
  • Williston, VT
  • United States

+1 (802) 000-0000

Future Planning Associates Valuation and Funding

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

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Future Planning Associates Executive Team (4)

Name Title Board
Seat
Contact
Info
Marilyn Lehto Director, President & Senior Pension Administrator
Erin Helmken Director, Senior Pension Administrator, Senior Vice President & Managing Partner
Dave Davis Director, Senior Vice President & Managing Partner
Daryl Straw Senior Pension Administrator, Director, Managing Partner & Senior Vice President