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Grice Lund & Tarkington

1949 FOUNDED
M&A STATUS
51-60 EMPLOYEES
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of accounting services. The company's service includes tax preparation, investment management and wealth advisory services including retirement and estate planning and insurance advice.

Website
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Accounting, Audit and Tax Services (B2B)
Acquirer
Primary Office
  • 5946 Priestly Drive
  • Suite 200
  • Carlsbad, CA 92008
  • United States

Grice Lund & Tarkington Valuation and Funding

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

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Grice Lund & Tarkington Executive Team (2)

Name Title Board
Seat
Contact
Info
Ron Mitchell Managing Partner
Robert Grice Founder