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
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

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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


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000000000 0000000
Irvine, CA
0000 As of 0000
000000000 00.000

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000000000 0000000
Hunt Valley, MD
000 As of 0000
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The Buchholz Planning Competitors (14)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Alliant Insurance Services Private Equity-Backed Irvine, CA 0000 00.000 000000000 00.000
000 000000000 & 00 Private Equity-Backed Hunt Valley, MD 000 000000000000
000000 & 0000000 Private Equity-Backed Pasadena, CA 000 000000000000
00000 000000000 00 Corporation Winter Garden, FL 00
00000 & 00000 Corporation Daytona Beach, FL 00000 000000000000
You’re viewing 5 of 14 competitors. Get the full list »

The Buchholz Planning Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %
-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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