Blucora to Acquire 1st Global

Two tax-focused independent broker-dealers (IBD) are coming together. Blucora, the parent company of the IBD HD Vest and the software maker TaxAct, have entered into an agreement to buy 1st Global for about $180 million in stock. Both are based in the Dallas-Fort Worth area. With 1st Global’s 850 advisors and $18 billion in client assets, the combined entity should have close to 4,500 advisors … [Read More...]

Blucora to Acquire 1st Global

Two tax-focused independent broker-dealers (IBD) are coming together. Blucora, the parent company of the IBD HD Vest and the software maker TaxAct, have entered into an agreement to buy 1st Global for about $180 million in stock. Both are based in the Dallas-Fort Worth area. With 1st Global’s 850 advisors and $18 billion in client assets, the combined entity should have close to 4,500 advisors … [Read More...]

Two Georgia Firms Unite to Become Heaven and Alvarez LLC

Heaven and Associates of Norcross, Ga., and Alvarez CPA and Associates of Berkeley Lake, Ga., have merged to become Heaven and Alvarez. Ranae Heaven and Carlos Alvarez are the firm’s only two partners. “The merger brings together two established accounting firms and creates a genuine alternative to the regional and mid-sized accounting firms in the metro-Atlanta marketplace,” Heaven said in … [Read More...]

Dayton Benway

Dayton Benway Takes Reigns as Managing Principal of Baker Newman Noyes

Portland, Maine-based Baker Newman Noyes (FY17 net revenue of $44.4 million) announces that Dayton Benway is now leading the firm as managing principal. In this role, Benway sets the strategy and direction of the firm. “We are almost 25 years old, and I am extremely proud of our strong history,” Benway says. “Our profession and the business world in general are changing rapidly, and to meet the … [Read More...]

Stephen Heathcote

PrimeGlobal Announces New CEO

PrimeGlobal, an association for independent accounting firms, announces the appointment of Stephen Heathcote as CEO, effective June 1, 2019. “At this crucial moment of growth, Stephen Heathcote’s appointment is a clear reflection of PrimeGlobal’s commitment to its members and renewed leadership at the global level,” the association announced. “After conducting a worldwide search, I am happy … [Read More...]

The 2019 IPA Accounting Firm National Benchmarking Surveys Are Open For Participation

The 2019 INSIDE Public Accounting (IPA) Annual Survey and Analysis of Firms is now open to all accounting firms in North America. The results of the annual survey are compiled in the IPA National Benchmarking Report. The data is also used to rank the IPA 100, 200, 300 and 400 firms, and the coveted IPA Best of the Best firms. If you would like to participate, please contact our … [Read More...]

Heidy Duarte

MBAF Welcomes Director to Help Lead Growth of Regulatory Risk Solutions Practice

Heidy Duarte has joined Miami-based MBAF (FY17 net revenue of $124.3 million) to increase the firm’s offering of Bank Secrecy Act/Anti-Money Laundering compliance for both domestic and international clients. Duarte, based in the Miami office, will help lead the firm’s growing regulatory risk solutions practice. Duarte brings more than 12 years of experience in the financial services industry … [Read More...]

IPA INSIDER

Dayton Benway Takes Reigns as Managing Principal of Baker Newman Noyes

Portland, Maine-based Baker Newman Noyes (FY17 net revenue of $44.4 million) announces that Dayton Benway is now leading the firm as managing principal. In this role, Benway sets the strategy and direction … [Read More...]

David Stonesifer To Become MP of Herbein

Reading, Pa.-based Herbein + Company has announced that David W. Stonesifer will succeed Michael J. Rowley as the firm’s MP effective Oct. 1, 2019. Rowley states, “Since 1973, Herbein + Company, Inc. has … [Read More...]

PrimeGlobal Announces New CEO

PrimeGlobal, an association for independent accounting firms, announces the appointment of Stephen Heathcote as CEO, effective June 1, 2019. “At this crucial moment of growth, Stephen Heathcote’s appointment … [Read More...]

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People In The News

David Stonesifer To Become MP of Herbein

Reading, Pa.-based Herbein + Company has announced that David W. Stonesifer will succeed Michael J. Rowley as the firm’s MP effective Oct. 1, 2019. Rowley states, “Since 1973, Herbein + Company, Inc. has … [Read More...]

PrimeGlobal Announces New CEO

PrimeGlobal, an association for independent accounting firms, announces the appointment of Stephen Heathcote as CEO, effective June 1, 2019. “At this crucial moment of growth, Stephen Heathcote’s appointment … [Read More...]

Davis & Company CPAs Admits Divis as Partner

Davis & Company CPAs of Mount Pleasant, S.C., announces that Christa Divis is joining the practice as a partner. Divis has extensive financial and accounting background in the area of nonprofits. She has … [Read More...]

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