Acquisition · Activity not yet classified
SEP Financial Services
Transaction overview
Reported acquisition
Exact closing date not established.
Avantax Inc. reported acquiring SEP Financial Services as part of a succession plan transitioning the practice and its clients to 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 Acquires SEP Financial Services from Veteran Independent Financial Advisor Stephen E. Plain ↗
Avantax · Published Sep 26, 2024
Reports the acquisition of SEP Financial Services and explicitly identifies Avantax Planning Partners as the destination for the practice and clients. No exact closing date is stated.