About This Deal
CBIZ acquired Hoover Financial Advisors, Inc., a transaction announced in October 2024.
Indianapolis financial-planning firm serving individuals, families and small businesses; added to the Benefits and Insurance Services practice group.
Indianapolis financial-planning firm serving individuals, families and small businesses; added to the Benefits and Insurance Services practice group.
Deal Terms
Acquirer
CBIZ
Target
Hoover Financial Advisors, Inc.
Value
Not disclosed
Date
October 2024
Type
Full acquisition
Status
Completed
Transaction Details
Announced
October 1, 2024
Advisors
Advisory firms were not disclosed for this transaction.
Related Deals & Entities
Sources:
Press release ↗
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