Archives for November 2016

KPM Admits Walker as Partner

Travis Walker

Travis Walker

Springfield, Mo.-based KPM (FY16 net revenue of $15.2 million) has announced that Travis Walker has been admitted as a partner.

Walker has more than 17 years of experience and provides controllership and accounting outsourcing services to clients in a variety of industries. He specializes in business valuations for tax, litigation and mergers and acquisitions, with an emphasis on litigation support.

Popovitch Hired As Managing Director for Andersen Tax

Rob Popovitch

Rob Popovitch

San Francisco-based Andersen Tax (FY15 net revenue of $197 million) welcomes Rob Popovitch as managing director of the private client service group in the Dallas office.

Prior to joining Andersen Tax, Popovitch was a managing director at Deloitte, serving as the North Texas practice leader of private wealth tax. He has significant experience in providing wealth planning services to high-net-worth clients, acting as a lead tax advisor to large family offices and designing multi-generational wealth transfer plans.

He has more than 25 years of experience working with estate professionals including tax law, trusts, structuring and planning. He has extensive experience working with business clients in buy/sell agreements, business valuation, estate and gift tax and asset protection.

“Offering outstanding client service continues to be the top priority of the firm, and with the addition of Rob, the Dallas office will add yet another resource that our clients can rely on,” says CEO Mark Vorsatz. “Rob’s experience and dedication to his clients make him a natural fit for team.”

Janzen Admitted as Partner at Palius + O’Kelley

Jason Janzen

Jason Janzen

Palius + O’Kelley of Santa Barbara, Calif., announced that Jason Janzen has been admitted to partnership.

Janzen has been a CPA at the firm since 2014. His specialties include mergers and acquisitions, real estate consultation on joint ownership of property, owner/officer compensation including stock options, corporate and LLC reorganizations, accounting for foreign tax matters, and navigating tax audits.

Janzen has two decades of experience and has guided businesses at all stages of their development including structuring new entities, maximizing returns during the mid-life of a business, and helping owners prepare for the ultimate sale or restructuring of their business.

Daines Goodwin & Co. to Join Eide Bailly

Salt Lake City-based Daines Goodwin & Co. will be joining Fargo, N.D.-based Eide Bailly (FY16 gross revenue of $259.4 million) on Dec. 5.

The team at Daines Goodwin will move into Eide Bailly’s Salt Lake City office. Eide Bailly is the third largest CPA firm in Utah by number of staff, and has offices in Ogden and Lehi, in addition to Salt Lake City, the firm announced.

“We’ve been serving the Salt Lake City area for more than 40 years, and we’re excited to begin a new chapter with Eide Bailly,” said Chet Goodwin, Daines Goodwin tax partner. “Our clients will have access to more resources and solutions, and we will have more time to devote to serving them and being their trusted business advisors.”

“Adding Daines Goodwin continues our goal of growing strategically to better serve our clients,” says Dave Stende, MP/CEO of Eide Bailly. “Their team will help us grow our practice in Utah and give us valuable insights from a firm with strong ties and knowledge to the community.”

Joining Eide Bailly will also benefit existing staff, said Brent Daines, tax partner at Daines Goodwin.

“Our professionals will have better benefits and more opportunities for specialized training in the industries and service areas that they are passionate about,” Daines says. “Joining Eide Bailly is going to give them more control over how they want to develop their careers, which is exciting.”

“The culture fit was what got the deal done,” says Gary Adamson of Adamson Advisory, who advised both firms on the deal. “Eide Bailly has a very entrepreneurial approach to running their offices and the firm, which was important to Daines Goodwin. We talked with several firms and felt that Eide Bailly was the perfect fit for the Daines Goodwin clients and team.”

Baker Tilly Partner Martin Named a Top Woman in Finance

Rebekah Martin

Rebekah Martin

Chicago-based Baker Tilly Virchow Krause (FY16 net revenue of $522 million) announces that Rebekah Martin, partner in the firm’s Minneapolis office, has been named a “Top Woman in Finance” by Finance & Commerce, a business publication.

Martin is the 15th member of Baker Tilly to receive this recognition since 2007.

Martin joined the firm in 2005 and was admitted as a partner this June. An emerging leader in the firm’s national higher education practice, she specializes in working with colleges and universities, as well as with not-for-profit organizations. Martin is heavily involved with Baker Tilly’s GROW (Growth and Retention of Women) program and as a mentor to younger staff.

“We value Bekah’s leadership in our firm, both as a mentor and in our national higher education practice,” Minneapolis OMP Jeffrey DeYoung says. “This is a well-earned achievement for Bekah and we celebrate this accomplishment with her.”

CRI Partner Monk Appointed as a FASB Member

Harold Monk

Harold Monk

Enterprise, Ala.-based Carr Riggs & Ingram (FY15 net revenue of $195.1 million) announces that Harold Monk, a partner in CRI’s Gainesville office and a firm-wide governmental industry line leader, has just been named as a member of the Financial Accounting Standards Board (FASB).

The FASB is the authoritative body that establishes financial accounting and reporting standards for entities that follow generally accepted accounting principles (GAAP). He will also serve as the FASB liaison to the Private Company Council, which guides the FASB regarding private company matters.

Monk will be leaving the firm in early December to accept this position.

Elliot Davis Decosimo Names Liechty as OMP in Nashville

Craig Liechty

Craig Liechty

Greenville, S.C.-based Elliott Davis Decosimo (FY16 net revenue of $122.7 million) has named Craig Liechty as OMP of the Nashville office.

Liechty, who recently joined the firm, brings more than 20 years of public accounting experience in assurance and consulting services to the banking and financial services industry. Elliott Davis Decosimo is ranked No. 29 on the 2016 IPA 100 list of largest firms in the nation.

“Craig has a solid track record developing and expanding his client base into new markets. He brings extensive industry and leadership experience, which will be important to the growth of our practice in Tennessee,” says MP Rick Davis.

Liechty focuses on helping banks implement and assess control processes and procedures. He has experience assisting banks with SEC reporting, credit quality assurance, analysis of bad debt and loan loss reserves and performance benchmarking. He has assisted clients with public stock offerings, mergers and acquisitions and SEC filings.

Liechty has also served clients with a number of consulting engagements including risk assessments, outsourced internal audit and external loan reviews and has experience working with clients in other industries such as credit unions, mortgage banking, investment companies, not-for-profit, real estate development, construction and auto dealerships.

Sikich Hires Former FBI Agent to Lead Investigations Team

Frederick Bennett

Frederick Bennett

Naperville, Ill.-based Sikich (FY15 net revenue of $116.6 million) has hired former FBI Special Agent Frederick Bennett to lead the firm’s new Dallas office and the investigations team within the dispute advisory practice.

“Fred brings valuable corporate investigative experience to our firm,” says Sikich CEO Jim Sikich. “He will help expand the capabilities of our growing dispute advisory practice. Further, he will help drive our continued expansion in the booming Dallas market and across the state of Texas.”

Bennett spent more than 20 years as a special agent and assistant special agent in charge of the FBI’s Dallas field office. As head of Sikich’s investigations team, he will work primarily with corporate general counsel and outside counsel on internal corporate and financial fraud investigations across industries.

“I am excited to join a first-class dispute advisory practice,” Bennett says. “The talented team at Sikich is adept at working through large amounts of data and evidence to quickly determine legal implications for our clients.”

Sikich’s dispute advisory practice provides fraud management and prevention, forensic investigation, damage analysis and valuation to the government, legal and corporate communities. The Dallas office is the firm’s second in Texas. Sikich also has a growing presence in Houston.

CRI Expands Into North Texas With Vogel CPAs Merger

Enterprise, Ala.-based Carr, Riggs & Ingram (FY15 net revenue of $195.1 million), ranked No. 23 on the 2016 IPA 100 list of largest firms in the nation, has expanded into north Texas by merging in Vogel CPAs of Dallas. The location and team now operate under the CRI name.

“As we evolve our services to better suit our clients’ needs, we are also focused on geographical expansion to forge new client relationships,” says William H. Carr, chairman and MP of CRI. “We have executed on our geographical expansion goal especially well in Texas with office locations in three of the state’s five largest cities: Austin, Houston and now Dallas. We look forward to continuing our growth and, in turn, serving new clients with our in-depth expertise and personalized service.”

Since 1951, Vogel CPAs has specialized in providing audit, accounting, tax and management consulting services to retailers, wholesalers, service companies, manufacturers, real estate and other industries that align with CRI’s core practice areas.

By merging with CRI, Vogel CPAs can now offer specialty services – including forensic accounting and cybersecurity assessments – to clients in those same industries. Additionally, Vogel CPAs can now virtually conduct audit engagements through a CRI process that increases efficiency and reduces travel costs.

Dean Dorton’s Woodward Named to AICPA Committee

Elizabeth Woodward

Elizabeth Woodward

Elizabeth Woodward, director of forensic accounting and litigation support at Lexington, Ky.-based Dean Dorton Allen Ford (FY16 net revenue of $25.6 million), was appointed to serve as a member of the Forensic and Litigation Services Committee for the AICPA.

Woodward has more than 20 years of experience in public accounting, specializing in bankruptcy accounting matters, litigation support and forensic accounting services. She has served in several fiduciary roles, including as a chief restructuring officer, receiver and fee examiner.

Woodward is also an experienced expert witness and has testified in multiple courts. Her experience includes testifying for local and regional matters as well as national cases.

Dean Dorton’s litigation support team is the largest in Kentucky with nine full-time experienced professionals in expert witness testimony, bankruptcy accounting and litigation, marital dissolution, fraud investigation, forensic accounting and due diligence procedures.