Citrin Cooperman Expands Footprint to South Florida

The national accounting and professional services firm Citrin Cooperman (citrincooperman.com) has acquired two South Florida firms, Appelrouth, Farah & Co., P.A. and Bloom, Gettis & Habib, P.A. The non-attest assets of both firms will be joining Citrin Cooperman Advisors LLC. Concurrent with this transaction, the attest assets of both firms will be joining Citrin Cooperman & Company, LLP.

“We are thrilled to have these two firms come on board, and to officially open offices in South Florida,” said Citrin Cooperman Executive Chairman Joel Cooperman. “We have long wanted to be in the Florida marketplace, and we finally found firms with similar values and dedication to client service. The partners and staff will add tremendous talent and expertise to our firm, while extending our capabilities into a new region.”

Appelrouth, Farah and Co., P.A. is one of the premier full-service accounting and international business advisory firms in South Florida. Managing Partner Josh Rader will join Citrin Cooperman as managing partner of South Florida, along with seven partners and 46 staff members. They will retain their Miami location.

“Citrin Cooperman is experiencing such immense growth and I’m excited to be part of taking that growth to South Florida,” said Managing Partner Josh Rader. “We are well-positioned to service all of our clients’ needs and joining the firm will help us continue to provide the best resources and talent in the market to them.”

Over its 37-year history, Appelrouth, Farah & Co., P.A. has developed a strong team of partners and professionals that specialize in auditing and assurance services, domestic and international taxation, as well as litigation support, forensic accounting, fraud examination, business valuation, and family office services. They service the full spectrum of private and public sectors, business and market conditions, and geographical locations.

Appelrouth, Farah & Co., P.A.’s team is made up of professionals focused on understanding the individual situation, whether it be personal matters, business matters, or both. They have in-depth knowledge of a variety of industries, allowing them to personally commit to understanding each client’s unique business. Whether it’s giving tax and business advice, or helping navigate sensitive personal, financial, and family matters, they believe in building strong relationships, clear communication, ongoing education, and actively supporting the community.

Bloom, Gettis & Habib, P.A. is a general, full-service audit, tax, and consulting firm in Miami, FL. Founded in 1991, Bloom, Gettis & Habib, P.A. specializes in providing audit, tax, and consulting services to a variety of industries including professional services, law firms, real estate, high net worth individuals, and medical practices.

“I look forward to enhancing our capabilities to provide deeper, more robust services to our clients,” said Bloom, Gettis & Habib, P.A. Co-Founder and Managing Partner Lawrence Gettis. “This transition will help us provide additional expertise and expand our existing knowledge base.” Lawrence Gettis will join Citrin Cooperman as a partner, along with staff members.

“The collective talent and similar cultures of these two firms will translate to incredible benefits for our clients and professionals,” said Alan Badey, CEO of Citrin Cooperman. “South Florida is a strategically important market for us, and we are pleased to welcome both firms to assist with our growth and focus in this region. Our combined capabilities will enhance Citrin Cooperman’s full suite of services and put us in a strong position to pursue continued market acceleration and provide a superior experience for our clients.”

“It’s a big win to have our firm start to build our presence in South Florida,” said Citrin Cooperman Managing Partner of Operations and Integration Michael DeVito. “This is a very important market to our overall growth strategy, and we are looking forward to expanding our resources to companies in the region.”

Citrin Cooperman continues to expand their presence in the U.S. and is in discussions with a number of firms across the country that can become valuable additions to their team and clients.

Allan Koltin, CEO of Koltin Consulting Group, who advised Citrin Cooperman and Appelrouth, Farah & Co., P.A. on the combination commented, “Citrin Cooperman has always had a keen, selective eye for choosing firms to join with, which has contributed to sustained growth since its inception. South Florida has been a geography of interest for several years, but the firm waited until they found the cultural and strategic partner they sought in Appelrouth, Farah & Co., P.A. This preeminent firm in South Florida serves many of the area’s top privately held businesses and high net worth individuals and is overflowing with talent and strong leadership. They are a valuable addition, and I look forward to seeing the combined future success.”