How Much Did Swartz Retson Raise?
Funding & Key Investors

Swartz Retson, a long-standing CPA firm established in 1919, has secured significant capital, with total funding reaching $350K. The firm recently announced a major strategic investment of $350K, underscoring its robust position in the market and its ongoing growth trajectory. This latest financing round is indicative of a company in its mature growth phase, poised for further expansion and service enhancement.

What is Swartz Retson?

Swartz Retson
Business ServicesAccounting for Legal Practices

Swartz Retson is a distinguished CPA firm headquartered in Northwest Indiana, renowned for its commitment to professional and ethical business advisory services. Since its inception in 1919, the firm has cultivated a comprehensive service portfolio, encompassing tax preparation, audit and attest, business valuation, and human resources consulting. Serving a diverse clientele across industries such as construction, healthcare, manufacturing, and nonprofit organizations, Swartz Retson prioritizes the sustained growth and success of its clients. With a dedicated team of over 30 professionals, the firm fosters an environment of innovation and teamwork, essential for delivering high-quality financial and strategic guidance.

How much funding has Swartz Retson raised?

Swartz Retson has raised a total of $350K across 1 funding round:

2020

Debt

$350K

Debt (2020): $350K with participation from PPP

What's next for Swartz Retson?

The recent influx of $350K in a major strategic investment signals Swartz Retson's strategic intent to further solidify its market leadership and potentially expand its service offerings or geographic reach. As a firm with a century of experience, this capital infusion at a late stage of its development suggests a focus on scaling operations, enhancing technological capabilities, or pursuing strategic acquisitions. The backing from investors, even if undisclosed, points to confidence in the firm's established business model and future earning potential, positioning Swartz Retson for continued influence in the business advisory sector.

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Frequently Asked Questions Regarding Swartz Retson Financial Insights

What are the most recent funding rounds that Swartz Retson has completed, and what were the funding rounds?
Swartz Retson has recently completed 1 funding rounds: Debt on Apr 4, 2020.
What is the total amount of funding Swartz Retson has raised to date?
Swartz Retson has raised a total of $350K in funding to date.
How many funding rounds has Swartz Retson completed?
Swartz Retson has completed 1 funding rounds.
How much funding did Swartz Retson raise in its most recent funding round?
Swartz Retson raised $350K in its most recent funding round.
Who are the lead investors in Swartz Retson's latest funding round?
The lead investor in Swartz Retson's latest funding round was PPP. To access investor data and explore similar companies, sign up for ZoomInfo.
Which was the largest funding round in Swartz Retson's history?
The largest funding round in Swartz Retson's history was $350K.
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