Presberg Pensions, Inc.

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Presberg Pensions, Inc. - overview

Established

2003

Location

Westlake Village, CA, US

Primary Industry

Insurance

About

Presberg Pensions, Inc. , based in the US, provides specialized retirement plan consulting and administration services to business owners and their employees, focusing on tailored solutions for financial security and compliance with complex regulations. Founded in 2003 in Westlake Village, US, Presberg Pensions, Inc. offers expertise in structuring retirement solutions for businesses.


The firm has completed one deal, with the most recent transaction occurring on October 27, 2025. The founder's background and previous ventures are not disclosed. Presberg Pensions, Inc. specializes in providing comprehensive retirement plan consulting and administration services tailored to meet the needs of business owners and their employees.


Their primary offerings include Defined Benefit Pension Plans, Cash Balance Pension Plans, Profit Sharing Plans, 401(k) Plans, and Combination Plans. These services facilitate structured retirement savings programs that promote long-term financial security for employees while assisting employers with complex regulatory requirements. The firm ensures clients receive unbiased recommendations that align with their specific business objectives, serving a diverse range of clients across various sectors in the United States. The revenue model for Presberg Pensions, Inc.


is based on service fees for consultancy and administration services related to retirement plans. Clients engage through direct partnerships, receiving tailored retirement plan strategies and ongoing administration support. Fees are determined by the complexity and scope of services, including initial setup costs and ongoing management fees, typically involving B2B transactions for long-term retirement planning assistance. In October 2025, Presberg Pensions, Inc.


was acquired by Prime Pensions, Inc. , a portfolio company of Lightyear Capital, allowing for expansion across the US. Although specific new products or geographic regions targeted for expansion have not been disclosed, the acquisition is positioned to enhance operational capabilities and service offerings in the retirement planning sector.


Current Investors

Prime Pensions, Inc.

Primary Industry

Insurance

Sub Industries

Life Insurance, Insurance Intermediaries

Website

www.presbergpensions.com/

Company Stage

Add-on

Total Amount Raised

Subscriber access only

Presberg Pensions, Inc. - deals

Deals TypeDeal StatusTarget (s)Deal DateInvestor(s)Seller(s)Deal size (Mn)Enterprise value (Mn)Post-money valuation (Mn)EBITDA multiple (x)Revenue multiple (x)Lead partner (s)
Add-onCompletedPresberg Pensions, Inc.-

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