Callahan Financial Planning - M&A Summary and Business Overview

Business ServicesCompany

Callahan Financial Planning M&A Summary

Callahan Financial Planning has acquired 1 company, including 1 in the last 5 years.

Callahan Financial Planning has acquired in 1 US state. The Company’s most targeted sectors include business services (100%).

Callahan Financial Planning Business Overview

Where is Callahan Financial Planning headquartered?

Callahan Financial Planning is headquartered in Omaha, Nebraska.

What sector is Callahan Financial Planning in?

Callahan Financial Planning is a business services company.

When was Callahan Financial Planning founded?

Callahan Financial Planning was founded in 2010.

M&A Summary

  • M&A Total Activity1
    • M&A Buy Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1

Callahan Financial Planning Co.

3157 Farnam St Ste 7111,
Omaha, Nebraska 68131
United States,
(402) 341-2000
www.callahanplanning.com

Callahan Financial Planning Co. is a fee-only personal financial planning and investment management company. With offices in Omaha, Nebraska and San Rafael, California, Callahan provides services as legal fiduciaries, without selling investment or insurance products. Instead, clients work with Callahan Financial Planning to create a personal financial plan for their future, independent of any other financial institutions.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 1 - - - - - 1
Sell (0.0/yr) # - - - - - - 0
  1

Most Recent M&A

Company Date Value Type
Gary A. Dossick & Associates, Inc. 2019-06-12 - Add-on Acquisition
San Rafael, California
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Business Services 1 (100%) - - -
Total 1 - - -

By Geo

State/Country Buy Value Sell Value
United States 1 - - -
  California 1 - - -
Total 1 - - -

Company Summary

SECTOR

Business Services

Established

2010

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Related Lists for Callahan Financial Planning

Nebraska Companies , Business Services Companies , United States Companies , Nebraska Business Services Companies , Nebraska Business Services with Acquisitions

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