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Cash & Associates

Cash & Associates
1980 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of retirement, financial and employee benefits planning services intended to help with qualified retirement plans and personal wealth management needs. The company's services include personal financial, business succession, college, estate, and tax planning enabling individuals and corporations to affirm legacy, uphold values, grow and protect their wealth as well as ensure the longevity of their company.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Other Industries
Other Financial Services
Parent Company
HUB International Midwest
Primary Office
  • 827 Irma Avenue
  • Orlando, FL 32803
  • United States

+1 (407) 000-0000

Cash & Associates Valuation and Funding

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

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Cash & Associates Competitors (8)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
SST Benefits Consulting Private Equity-Backed El Dorado Hills, CA 000000000000
00000000000 000000 Corporate Backed or Acquired Santa Barbara, CA 00 000000000000
000 00000000 Private Equity-Backed Dallas, TX 000000000000
00000000 000000 00 Corporate Backed or Acquired San Diego, CA 000000&0
000 00000000 Private Equity-Backed Vancouver, Canada 000000000000
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Cash & Associates Executive Team (2)

Name Title Board
Seat
Contact
Info
John Cash III Chief Executive Officer & President
John Cash Jr. Founder