Republic Capital Group Advises Ta-Check Financial and Ta-Check Tax Service on Sale to Intrua Financial

Ta-Check Financial and Ta-Check Tax Service is a Strongsville, Ohio-based wealth management and tax services firm with approximately $576 million in assets under management. The firm is led by President Dave Ptacek and is recognized for its specialized expertise and client-focused approach.

Intrua Financial is a growing platform within the Larson Financial family of companies, focused on delivering integrated financial solutions. Larson Financial oversees approximately $8 billion in assets under advisement and is led by Sam Lawhon, President of Advisory Services and Chief Investment Officer.

Republic Capital Group served as exclusive investment banking advisor to Ta-Check Financial and Ta-Check Tax Service in this transaction.

Ta-Check Financial

has been acquired by

Intrua Financial

“We’re excited to announce the new partnership between Ta-Check Financial and Intrua Financial. We believe this collaboration enhances our ability to serve clients and supports our continued strategic growth initiatives. By bringing together complementary resources and shared goals, we expect to broaden our capabilities and strengthen our service offerings over time.”
Dave Ptacek — President, Ta-Check Financial

Read the Full Announcement

Official press release on Republic Capital Group's advisory role in this transaction.

PRESS RELEASE