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B.O.S.S. Retirement Solutions - M&A Summary and Business Overview

Financial ServicesCompany

B.O.S.S. Retirement Solutions M&A Summary

B.O.S.S. Retirement Solutions has acquired 1 company, including 1 in the last 5 years.

B.O.S.S. Retirement Solutions has acquired in 1 US state. The Company’s most targeted sectors include financial services (100%).

B.O.S.S. Retirement Solutions Business Overview

Where is B.O.S.S. Retirement Solutions headquartered?

B.O.S.S. Retirement Solutions is headquartered in Lehi, Utah.

What sector is B.O.S.S. Retirement Solutions in?

B.O.S.S. Retirement Solutions is a financial services company.

When was B.O.S.S. Retirement Solutions founded?

B.O.S.S. Retirement Solutions was founded in 2008.

M&A Summary

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

B.O.S.S. Retirement Solutions

B.O.S.S. Retirement Solutions

3400 Ashton Boulevard, Suite 190,
Lehi, Utah 84043
United States,
www.bossretirement.com

B.O.S.S. Retirement Solutions is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products. B.O.S.S. Retirement Solutions was founded in 2008 and is based in Lehi, Utah.


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
Becker Retirement Group 2022-06-30 - Add-on Acquisition
Bellevue, Washington · www.beckerretirement.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 - - -
  Washington 1 - - -
Total 1 - - -

Company Summary

SECTOR

Financial Services

Established

2008

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