208 results
8-K
EX-99.2
AVTA
Avantax, Inc.
6 Nov 23
Avantax Reports Third Quarter 2023 Results
7:33am
(2)
Quarterly Production Retention Rate: (3)
TTM Financial professional-driven revenue (4)
TTM Financial professional-driven revenue related … professionals who departed in the quarter (4)
Quarterly Production Retention Rate (3)
(1) In connection with our ongoing integration of acquisitions
DEFM14A
AVTA
Avantax, Inc.
16 Oct 23
Proxy related to merger
5:00pm
; (ii) effect the refinancing contemplated by the debt commitment letter; (iii) fund retention loans for certain personnel associated with Avantax … than repurchases or retention of shares of Avantax common stock in connection with the exercise, vesting or settlement of Avantax equity awards
PREM14A
AVTA
Avantax, Inc.
6 Oct 23
Preliminary proxy related to merger
5:23pm
payable for Company Equity Awards under the merger agreement; (ii) effect the refinancing contemplated by the debt commitment letter; (iii) fund retention … equity interests of Avantax or any of its subsidiaries (other than repurchases or retention of shares of Avantax common stock in connection
DEFA14A
AVTA
Avantax, Inc.
11 Sep 23
Additional proxy soliciting materials
5:16pm
, you will have access to Cetera’s tools, training and resources to help grow your business and support your clients.
Will I receive a retention offer
8-K
EX-2.1
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11 Sep 23
Avantax Enters into Definitive Agreement to be Acquired by Cetera Holdings
8:37am
8-K
EX-99.2
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9 Aug 23
Avantax Reports Second Quarter 2023 Results
4:11pm
8-K
EX-99.2
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8 May 23
Avantax Reports First Quarter 2023 Results
4:10pm
8-K
EX-10.1
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4 Apr 23
Entry into a Material Definitive Agreement
4:29pm
8-K
EX-99.2
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1 Nov 22
Blucora Reports Third Quarter 2022 Results
7:19am
8-K
EX-2.1
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1 Nov 22
Has Entered Into Definitive Agreement to Sell Tax Software Business for $720 Million in Cash
7:05am
8-K
EX-99.1
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1 Nov 22
Has Entered Into Definitive Agreement to Sell Tax Software Business for $720 Million in Cash
7:05am
8-K
EX-99.2
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8 Aug 22
Blucora Reports Second Quarter 2022 Results
4:09pm
8-K
EX-99.1
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22 Jun 22
Regulation FD Disclosure
6:10am
8-K
EX-99.2
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4 May 22
Blucora Reports First Quarter 2022 Results
6:58am