M&A Deal Summary

Avantax Acquires Headquarters Advisory Group

On August 2, 2021, Avantax acquired business services company Headquarters Advisory Group

Acquisition Highlights
  • This is Avantax’s 1st transaction in the Business Services sector.
  • This is Avantax’s 14th transaction in the United States.
  • This is Avantax’s 1st transaction in New Hampshire.

M&A Deal Summary
Date 2021-08-02
Target Headquarters Advisory Group
Sector Business Services
Buyer(s) Avantax
Deal Type Add-on Acquisition

Target

Headquarters Advisory Group

Parsippany, New Hampshire, United States
website
Headquarters Advisory Group serves CPA firms and law firms in developing plans that help clients determine the direction of their financial strategy. The group helps businesses and individuals create and implement a blueprint for achieving their wealth management goals. Headquarters Advisory Group is based in Parsippany, New Hampshire.

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Buyer(S) 1

Buyer

Avantax

Coppell, Texas, United States

website

Category Company
Founded 1983
Sector Financial Services
Employees727
Revenue 666M USD (2022)
DESCRIPTION

Avantax delivers tax-focused financial planning and wealth management solutions for financial professionals, tax professionals and CPA firms, supporting its goal of minimizing clients’ tax burdens through comprehensive tax-focused financial planning. Avantax has two distinct, but related, models within its business: the independent Financial Professional model and the employee-based model. Avantax was incorporated in 1983 and is based in Coppell, Texas.

DEAL STATS #
Overall 17 of 18
Sector (Business Services) 1 of 1
Type (Add-on Acquisition) 14 of 15
State (New Hampshire) 1 of 1
Country (United States) 14 of 15
Year (2021) 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2021-03-30 GuideVine

New York, New York, United States

GuideVine provides conversion-focused platforms and tools designed to organically grow clients, increase marketing ROI and optimize marketing budgets. GuideVine was founded in 2014 and is based in New York City.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-11-01 TaxACT

Dallas, Texas, United States

TaxACT provides online tax preparation software and electronic filing services. TaxACT is available via the internet to individual taxpayers and paid preparers as online tax preparation programs or as downloadable desktop software. TaxACT was founded in 1998 and is based in Dallas, Texas.

Sell $720M
Mergr

Product

Company

Legal