• +913 713 4156
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Transactions


JC Grason

JC Grason

Location: Leawood, Kansas

Industry: Financial Services- Tax Planning

DVS Role: Sell-Side Advisory to Business


The Buyer: Mr. David Dickens is a senior executive with more than 25 years of experience in the banking and financial services industries.


The Seller: JC Grason is an independent income tax and financial services firm, specifically devoted to working with retirees and those planning for their retirement. Their services include retirement planning, tax planning and estate planning.


The Close: JC Grason approached the DVS Group with the desire to sell their corporate office in Leawood, Kansas. Prior to taking the business to market, DVS identified Mr. Dickens through their proprietary internal database of passive business buyers. Mr. Dickens’ extensive financial services background made him the perfect candidate to purchase the business. The transaction closed quickly, quietly and with a positive go-forward relationship.

Date

15 July 2015

Categories

Exiting Business Owner


The DVS Group is a boutique merger and acquisition firm specializing in businesses with at least $1 million in annual profit. We go beyond the numbers to find your right match - your Purple Squirrel.

Contact Address

    The DVS Group
           3401 College Boulevard, Suite 210
           Leawood, KS 66211
    (913) 713-4156
    (913) 713-4159
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