Martin James Investment and Tax Management, LLC
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Martin James Investment and Tax Management, LLC - overview
Established
1986
Location
-, IN, US
Primary Industry
Financial Services
About
Based in Indiana, US, and founded in 1986, Martin James Investment and Tax Management operates as a financial company that offers financial management and accounting solutions for its clients. In October 2023, Modern Wealth Management, LLC, a portfolio company of Crestview Partners, acquired Martin James Investment and Tax Management, LLC. As of 2023, the company is led by its president and managing member Martin E. James, and its co-owner and firm administrator Cindy James.
The firm various services to its clients which include services like financial tax planning, accounting services, insurance, investment, and wealth management solutions for business clients. It offers professional support and helps its clients solve financial issues and provides deep insight into issues. It offers services such as outsourced accounting, bookkeeping, tax, and advice.
Current Investors
Modern Wealth Management, LLC
Primary Industry
Financial Services
Sub Industries
Business Support Services, Investment Banking, Consumer Finance, Accounting Services, Insurance
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Martin James Investment and Tax Management, LLC - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | Martin James Investment and Tax Management, LLC | - |
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Martin James Investment and Tax Management, LLC - employee data
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