Acquisition · Activity not yet classified
Headquarters Advisory Group, LLC
Transaction overview
Reported completed
Announced:
Exact closing date not established.
Avantax reported completing its acquisition of Headquarters Advisory Group, LLC, with the firm’s partners becoming financial planning consultants at Avantax Planning Partners.
Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.
Source evidence
- Avantax Completes Acquisition of Headquarters Advisory Group, LLC ↗
Avantax · Published Aug 26, 2021
Explicitly reports a closed acquisition and the partners’ transition to Avantax Planning Partners. The exact closing date is not stated.