The Buchholz Planning Overview

  • Founded
  • 1968
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 10
Employees
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

The Buchholz Planning General Information

Description

Provider of employee benefits consulting and brokerage services. The company specializes in offering life and disability insurance solutions to healthcare organizations and provides its services to middle-market, large businesses and individuals throughout the United States.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Other Industries
Insurance Brokers
Primary Office
  • 7818 Big Sky Drive
  • Suite 112
  • Madison, WI 53719
  • United States
+1 (608) 000-0000
Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial
Want to dig into this profile?

We’ll help you find what you need

Learn more

The Buchholz Planning Valuation & Funding

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

This information is available in the PitchBook Platform. To explore The Buchholz Planning‘s full profile, request access.

Request a free trial

The Buchholz Planning Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of employee benefits consulting and brokerage services. The company specializes in offering life and disability
Consulting Services (B2B)
Madison, WI
10 As of 2016
00.00 0000-00-00
000000&0

000000 0

aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea com
000000000 0000000
Camden, NJ
000 As of 0000
0000
00000000. 00 0000

00000000

commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu
000000000 0000000
San Francisco, CA
0000 As of 0000
00.000
000000000000 00.000
Add Comparison

PitchBook’s comparison feature gives you a side-by-side look at key metrics for similar companies. Personalize which data points you want to see and create visualizations instantly.

Request a free trial

The Buchholz Planning Competitors (18)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Conner Strong & Buckelew Private Equity-Backed Camden, NJ 000 0000 00000000. 00 0000
00000000 00000000 Private Equity-Backed San Francisco, CA 0000 00.000 000000000000 00.000
000 0000000000000 Private Equity-Backed Chicago, IL 00000 00.000 000000000 00.000
0000000 00000000 0 Pending Transaction (M&A) Irvine, CA 000 000000&0
00000 000000000 00 Corporation Winter Garden, FL
You’re viewing 5 of 18 competitors. Get the full list »

The Buchholz Planning Executive Team (3)

Name Title Board Seat Contact Info
Wiiliam Buchholz Founder, President & Chief Executive Officer
Alec Herring Vice President & Partner
Patti Garrity Executive Vice President
To view The Buchholz Planning’s complete executive team members history, request access »

The Buchholz Planning Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.

Request a free trial