Defined Financial Planning - M&A Summary and Business Overview

Financial ServicesCompany

Defined Financial Planning M&A Summary

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

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

Defined Financial Planning Business Overview

Where is Defined Financial Planning headquartered?

Defined Financial Planning is headquartered in Alameda, California.

What sector is Defined Financial Planning in?

Defined Financial Planning is a financial services company.

M&A Summary

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

Defined Financial Planning

Defined Financial Planning LLC

2413 Webb Ave., Suite B,
Alameda, California 94501
United States,
(510) 200-8655
www.definedplanning.com

Defined Financial Planning builds custom retirement-focused financial packages for each client, cutting through uncertainty to determine the right strategy for each individual's journey to retirement and beyond. Defined Financial Planning is based in Alameda, California.


M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.2/yr) # - - 1 - - - 1
Sell (0.0/yr) # - - - - - - 0
  1

Most Recent M&A

Company Date Value Type
Annadel Capital, Inc. 2022-07-27 - Add-on Acquisition
San Rafael, California · www.annadelcapital.com
View All >>

M&A by Sector

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

By Geo

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

Company Summary

SECTOR

Financial Services

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Related Lists for Defined Financial Planning

California Companies , Financial Services Companies , United States Companies , California Financial Services Companies , California Financial Services with Acquisitions , California Financial Services with Divestitures

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