Pinnacle Plan Design - M&A Summary and Business Overview

Business ServicesCompany

Pinnacle Plan Design M&A Summary

Pinnacle Plan Design has acquired 1 company.

Pinnacle Plan Design has acquired in 1 US state. The Company’s most targeted sectors include business services (100%).

Pinnacle Plan Design Business Overview

Where is Pinnacle Plan Design headquartered?

Pinnacle Plan Design is headquartered in Tucson, Arizona.

What sector is Pinnacle Plan Design in?

Pinnacle Plan Design is a business services company.

M&A Summary

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

Pinnacle Plan Design LLC

1985 E River Rd, Ste 111,
Tucson, Arizona 85718
United States,
(520) 618-1305
www.pinnacle-plan.com

Pinnacle Plan Design LLC is a national provider of qualified retirement plan consulting, design, administration and actuarial services. The firm collaborates with employers, accountants, financial advisors, and other third-party administrators to offer traditional defined benefit, cash balance, 401(k), and profit sharing plans.


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
Kollman & Associates Ltd. 2017-05-08 - Add-on Acquisition
Chandler, Arizona · www.kollmanassoc.com
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 - - -
  Arizona 1 - - -
Total 1 - - -

Company Summary

SECTOR

Business Services

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