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The Buchholz Planning

The Buchholz Planning
1968 FOUNDED
M&A STATUS
1-10 EMPLOYEES
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
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.

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

The Buchholz Planning Valuation and Funding

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

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The Buchholz Planning Competitors (22)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
The Graham Company Corporation Philadelphia, PA 000
00000000 & 0000000 Private Equity-Backed Plymouth, MN 00 000000000000
00000000 00000000 Private Equity-Backed San Francisco, CA 0000 00000 000000000 00000
0000000 000000000 Formerly PE-Backed Kansas City, MO 0000 000000 - 000
000 0000000000000 Private Equity-Backed Chicago, IL 00000 000.00 0000000 0000 000.00
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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