About This Deal

CBIZ acquired Hoover Financial Advisors, Inc., a transaction announced in October 2024.

Indianapolis financial-planning firm serving individuals, families and small businesses; added to the Benefits and Insurance Services practice group.

Indianapolis financial-planning firm serving individuals, families and small businesses; added to the Benefits and Insurance Services practice group.

Deal Terms

Acquirer
CBIZ
Target
Hoover Financial Advisors, Inc.
Value
Not disclosed
Date
October 2024
Type
Full acquisition
Status
Completed

Transaction Details

Announced
October 1, 2024

Advisors

Advisory firms were not disclosed for this transaction.

Related Deals & Entities

Sources: Press release ↗

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