The Buchholz Planning Overview

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

The Buchholz Planning General Information


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
(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
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The Buchholz Planning Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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The Buchholz Planning Comparisons

HQ Location
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

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
00000000. 00 0000


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


Similarweb Unique Visitors


Majestic Referring Domains


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