M&A Deal Summary

Complete Financial Solutions Acquires Emery Accounting

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

Acquisition Highlights
  • 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.

M&A Deal Summary
Date 2015-01-20
Target Emery Accounting
Sector Business Services
Buyer(s) Complete Financial Solutions
Deal Type Add-on Acquisition

Target

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(S) 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 STATS #
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
Mergr

Product

Company

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