Back to all advisors
Buy-side and sell-side
Creative Planning
Based in Overland Park, KS
Profile last reviewed
July 2026
Public information can change. Corrections are reviewed before publication.
Overview
Overview of Creative Planning
Creative Planning is a business advisory firm based in Overland Park, KS providing Sell-Side Advisory, M&A Advisory, Business Valuation and Exit Planning. The firm has experience in Healthcare, Restaurants & Food, Manufacturing, Construction and Transportation & Logistics.
Named principal
Peter Mallouk
Profile details
Details for Creative Planning
- Representation
- Buy-side and sell-side
- Firm type
- Based in
- Overland Park, KS
- Engagement coverage
- Overland Park, KS
- Industry focus
- Healthcare and medical practices · Food, hospitality, and franchise · Manufacturing and industrial · Construction and home services · Distribution and logistics · Consumer, retail, and e-commerce
Office locations
Headquarters and public offices
Loading office map…
Headquarters
Overland Park, KS
Profile sources
This profile was compiled from publicly available firm information. Sources are grouped by website, while the underlying page-level evidence is retained for review.
- Open source
Firm website
creativeplanning.com · checked September 2026