Add-on Acquisition • Business Services

Complete Financial Solutions Acquires Emery Accounting

On January 20, 2015, Complete Financial Solutions acquired business services company Emery Accounting

Acquisition Context

This is Complete Financial Solutions’ 1st transaction in the Business Services sector.
This is Complete Financial Solutions’ 1st transaction in the United States.
This is Complete Financial Solutions’ 1st transaction in Idaho.

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M&A Deal Summary
Date	January 20, 2015
Target	Emery Accounting
Sector	Business Services
Buyer(s)	Complete Financial Solutions
Deal Type	Add-on Acquisition

Target Company

Emery Accounting

Priest River, Idaho, United States

Emery Accounting offers personalized accounting, tax and bookkeeping services to individuals and small businesses in the U.S. and internationally.

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Buyer Overview 1

Buyer

Complete Financial Solutions

Spokane, Washington, United States

Category	Company
Founded	2003
Sector	Financial Services
Revenue	4M USD (2011)

DESCRIPTION

Complete Financial Solutions is a financial services company. Through its subsidiary companies, CFSI offers mortgage origination and processing services in 25 states. Complete Financial Solutions was incorporated in 2003 and is headquartered in Spokane, Washington.

Deal Context for Buyer	#
Overall	1 of 1
Sector: Business Services	1 of 1
Type: Add-on Acquisition	1 of 1
State: Idaho	1 of 1
Country: United States	1 of 1
Year: 2015	1 of 1

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