May 30, 2016
Back to the Future – Looking Back over Three Decades Recently my clients, Tony Frabotta and Rick David of UHY Advisors, forwarded to me the Summer 1988 issue of The PDI Report. Tongue in cheek, they said to me they were surprised to see that there was another Allan Koltin who also did consulting to...…
February 3, 2016
Seventy-nine percent of Investment Management executives polled say they intend to initiate at least one acquisition in 2016, up from 63 percent in last year’s KPMG survey. Aside from expanding their customer base and geographic reach, other key M&A ...
January 28, 2016
The acquisition expands WeiserMazars’ Entrepreneurial Services and Health Care Consulting services with the addition of Marc H. Lion, founder of Lion & Company, and his team of five professionals.
January 16, 2016
Under the agreement, SmartVault will continue operating as a separate business unit with the same brand, employee base and Houston offices, and will retain its U.S. management team, led by founder Eric Pulaski. Financial details of the acquisition were...
January 15, 2016
The firm serves privately-held businesses in various industries, with a strong concentration of clients in the construction, healthcare, professional services, manufacturing and distribution industries. The combination of BDO and Feeley & Driscoll ...
January 13, 2016
The merger increases BeachFleischman's Phoenix employee count to 29 and its firm-wide employee count to 148 client service and administrative professionals, including 22 shareholders and 70 CPAs.
January 7, 2016
CDH, a growing national accounting and business consulting services firm with international expertise, has merged with Heath Corporation, effective December 1, 2015. The Milwaukee based Heath Corporation will continue to serve existing and new clients ...
January 6, 2016
Wipfli has announced that Steinberg Advisors, Ltd. (Steinberg Advisors) joined the firm effective January 1. The combined firm will have approximately 1,500 associates, including 181 partners, 32 U.S. office locations (three offices in the Chicago area).
January 4, 2016
The New York accounting and consulting firm of O’Connor Davies, LL has merged with Flackman, Goodman and Potter, LLP). The newly-combined firm will operate under the O’Connor Davies name.
January 4, 2016
The national accounting and business services firm WithumSmith+Brown, PC has acquired the central Florida firm of Averett Warmus Durkee, P.A. effective December 31, 2015. Averett's staff of more than 100 partners and associates will merge into Withum ...
December 17, 2015
Baldwin CPAs currently has an office in Louisville, KY. By merging with ABLW, the firm will expand their existing presence by adding 17 new employees including three new partners. The current Baldwin CPAs office will relocate to the existing ABLW ...
December 17, 2015
While you’ve been spending your time advocating the importance of planning for the future to those around you, take a moment to consider whether you have done the same for your firm.