Archives for 2017

Markarian & Meehan Joins DiSanto Priest & Co.

Markarian & Meehan Ltd., of Wakefield, R.I., will join DiSanto Priest & Co., of Warwick, R.I. DiSanto Priest is one of the largest regional accounting, tax and business advisory firms based in Southern New England. This merger will become official on Jan. 1.

Markarian and Meehan’s 25 firm members, including three partners, professionals and supporting staff, will be even better positioned to build a culture of personalized service coupled with specialized expertise.

“Markarian & Meehan has been a vital part of South County, Rhode Island for over 40 years, and we are proud of our success and fine record of client service,” says Steven Zaroogian, MP at Markarian & Meehan. “It was important to us to find a firm that has the depth and infrastructure to continue to service our clientele at the highest level, providing excellent client service to the individuals, small businesses, and larger companies that have been clients of our firm for many years. We found the ideal partner with DiSanto Priest & Co.”

For more than 40 years, Markarian & Meehan has been a trusted business partner of privately held businesses and high net worth individuals, offering a full range of audit, accounting, tax and business advisory services to a diverse client base located in and around the Rhode Island area. Markarian & Meehan’s longtime success is rooted in its tax expertise, its advisory services and in placing a priority on responsiveness and communication.

“We are excited to have a firm as highly respected as Markarian & Meehan join our team. Their addition to DiSanto Priest & Co. strengthens our attest, tax and business advisory expertise,” says Emilio Colapietro, MP at DiSanto Priest. “Both firms are committed to and share a common culture of providing a breadth of services, deep expertise and access to multiple experts.”

ABBB Partner Named Experienced Leader of the Year

Michelle Ryan

Michelle Ryan

Michelle Ryan, partner at Great Bend, Kan.-based Adams Brown Beran & Ball Chtd. (FY16 net revenue of $18.2 million) has been named the recipient of the Woman to Watch Experienced Leader award, given by the AICPA and the Kansas Society of Certified Public Accountants (KSCPA).

“Michelle’s dedication to the firm and her community exemplify her as a Woman to Watch Experienced Leader,” says Brian Staats, MP at ABBB. “Congratulations to Michelle on this prestigious accomplishment. We are honored to have her on our team!”

The Woman to Watch Experienced Leader award recognizes those who have established their roles as leaders in their organizations by advancing to the highest levels of management or ownership and by mentoring those following in their footsteps.

Ryan reviews business, individual and estate tax returns, and consults on a variety of tax planning issues, including business consulting, new entity setup, retirement and succession planning. In addition, she leads the firm’s CFO/Virtual Back Office Service Line and manages the firm’s Colby and Atwood office operations.

Rosen Named Worldwide CEO of BKR International

Howard Rosen

Howard Rosen

BKR International has appointed Howard Rosen in a new role as Worldwide CEO, effective Jan. 1. Rosen will assume the international responsibilities of BKR International Executive Director Maureen Schwartz, who will retire at the end of 2018.

As Worldwide CEO, Rosen will oversee administrative leadership and communication between the Americas Region, based in New York, and the executive directors in the EMEA Region (London) and Asia/Pacific Region (Sydney).

“We were fortunate to have Maureen Schwartz serving as both the Americas Region and Worldwide executive director for many years,” says Rosen. “As the size of our association has grown, the Worldwide Board has been working on a leadership transition over the last few years.”

Maureen Schwartz

Maureen Schwartz

A search for a new Americas Region executive director is underway, and Rosen will support that transition of leadership. He is a past Americas Region Chairman and Worldwide Chairman. He was also a managing partner in a BKR International member firm for many years.

“Howard brings a broad range of important skills and attributes to this position,” says Jacqueline Wolfovski, BKR’s Worldwide Chair. “In addition to his public accounting experience, he has traveled throughout the world to both developed and developing countries. He has a deep understanding of accounting firms worldwide and the challenges we face.”

Berdon Adds International Tax Partner

Lisa Goldman

Lisa Goldman

Lisa Goldman has joined New York-based Berdon LLP (FY16 net revenue of $111.8 million) as a partner. Goldman is a specialist in international taxation with more than 20 years of experience in the accounting profession and the private sector. She advises high net worth individuals as well as privately-owned companies in the real estate, manufacturing and distribution, and consumer products industries.

Her expertise encompasses a variety of areas, including identifying domestic and international tax savings opportunities, and structuring holdings and transactions of non-U.S. corporations, trusts, estates and other entities. She also has extensive experience evaluating the tax and economic outcomes of real estate and business transactions.

“Lisa is widely published, a dynamic speaker, and dedicated to providing the personalized and creative client service that is our hallmark,” says Mark Bosswick, Berdon MP. “She further strengthens the resources of our International practice and enhances our service offerings so we can continue to assist our high net worth and corporate clients in meeting their local and global objectives.”

Hungerford Nichols Acquires Michigan Firm

Grand Rapids, Mich.-based Hungerford Nichols CPAs + Advisors announced its merger with Gerbel & Company PC of St. Joseph, Mich. Gerbel founder Robert Gerbel, along with his staff, will join the team at Hungerford Nichols, effective Jan. 1.

“Hungerford Nichols identified the need to expand throughout West Michigan to better serve our clients,” says Tom Prince, shareholder at Hungerford Nichols. “When we met the team at Gerbel, their focus on excellent service, integrity and community involvement brought them to the top of our merger list.”

The merger expands the team at Hungerford Nichols to 90 people between its three Michigan locations in Grand Rapids, Greenville and St. Joseph.


Maxwell Locke & Ritter Admits Two to Partner

Lesley Hargraves

Lesley Hargraves

Austin, Texas-based Maxwell Locke & Ritter (FY16 net revenue of $24.2 million) has admitted Lesley Hargraves and Anna Stepan to partner.

Hargraves joined the firm in 2009 and has been a leader in the technology and middle-market audit practices, providing attestation and consulting services to privately-held companies primarily in the technology, professional service and life science industries. She has significant experience with complex revenue and equity transactions.

Anna Stepan

Anna Stepan

Stepan joined the firm in 2007 and provides federal and multi-state tax compliance and consulting services to a variety of businesses and their owners. Her primary industry focuses include real estate, technology, professional services and retail/wholesale, as well as the U.S. tax aspects of international operations. Leveraging the expertise and experience of the entire firm, she aims to serve as a trusted advisor to her clients and colleagues.

Moore Stephens Names Lurie as New Member

Moore Stephens North America (MSNA) has announced the addition of Lurie LLP (FY17 net revenue of $28 million) of Minneapolis to the association. Lurie was founded in 1940 and is one of the top 15 Accounting firms in the Twin Cities and one of the top 120 nationally.

“We are fortunate to have Lurie LLP as the newest member of Moore Stephens North America,” says Tony Szczepaniak, CEO of MSNA. “Lurie is a firm founded by entrepreneurs who have taken their experience in building and sustaining their firm and have translated it into a client service point of view that is truly unique. This foundation will be a great compliment to those of MSNA and our current member firms.”

“We are excited about adding the resources of Moore Stephens North America to our firm,” says Beth Kieffer Leonard, MP of Lurie. “Our membership in MSNA will allow us to collaborate with member firms to address the evolving opportunities around technology, client service and business solutions. MSNA member firms are focused on the future and will continue to focus on proactive advice and service in highly complex situations.”

Lurie is the newest firm to join the association’s 40 member firms in the United States, Canada, Mexico and the Caribbean. With over 150 collective offices, Lurie’s Minneapolis-based office is the first office headquartered in Minnesota.

CPA Firm Founder Thomas Bonadio Receives Rochester ICON Honor

Thomas Bonadio

Thomas Bonadio

Thomas Bonadio, CEO and founder of Pittsford, N.Y.-based The Bonadio Group (FY17 net revenue of $92.1 million) has been recognized by the Rochester Business Journal as a recipient of the first-ever ICON Honors awards. Honorees are trailblazing business leaders over the age of 60 who have had notable success and demonstrate strong leadership both within and outside of their chosen fields.

Bonadio—one of 20 recipients—was presented with his ICON Honors award during the award’s inaugural reception in Rochester.

“I’m humbled to be among this blue-ribbon group of Rochester leaders and innovators,” says Bonadio. “I always say there are two major reasons for our success at this firm—providing superior client service, and enabling our people to grow with us and achieve work-life balance. Those are the building blocks, and I’m grateful to everyone who has supported those efforts.”

“Strong leadership, a commitment to mentoring and being an active community member are qualities shared by the ICON Honors recipients,” says Suzanne Fischer-Huettner, publisher of the Rochester Business Journal. “They have moved business in Rochester forward, both their own businesses and the Rochester business community in general. ICON Honors recipients have committed many years to making our area a wonderful place to live and to work, and they truly deserve to be called icons. Rochester Business Journal is pleased to honor them.”

Bonadio started The Bonadio Group in 1978 at his kitchen table, and has since grown the firm to a nationally ranked top 40 CPA firm with 10 offices, 750 employees and a growing number of client relationships currently totaling more than 16,000. Bonadio has created a culture within the firm that maintains the personalized approach of its small firm roots with the specialized capabilities that deliver the same level of service of a Big 4 firm.

Pease & Associates Acquires Levin Swedler Kennedy

Cleveland-based Pease & Associates (FY16 net revenue of $10.6 million) acquired Levin Swedler Kennedy of Akron, Ohio, effective Dec. 1. This will grow their talent to 80 CPAs and professional staff who will continue to provide industry-specific accounting, auditing, consulting, CFO, acquisition advisory and tax services.

“Their firm has acquired expertise in a variety of industries while serving closely-held businesses, non-profit organizations and individuals over the course of over 30 years. They have built a very successful firm, one that shares our values and is focused on delivering highly personalized accounting services to their clients,” says Joe Pease, MP.

“We are proud of the exceptional practice that our team has built in Akron and are so grateful to our loyal clients who have been instrumental in our continued success. The offer to join Pease & Associates, was very appealing, as it affords our clients and our professionals a larger geographic footprint while expanding our talent, resources and industry offerings,” says Gary Levin.

Farkouh Furman & Faccio Acquires CPI Associates Inc.

New York-based Farkouh Furman & Faccio (FY16 net revenue of $9.3 million) acquired CPI Associates Inc., also of New York.

“It is a great fit because, like FF&F, delivering quality service our clients can trust is the foundation of our firm. Additionally, joining FF&F enables us to offer our clients a number of additional niche services we previously would not have been able to,” says Lee Robins, founder of CPI Associates. CPI has nearly five decades of experience serving high-net-worth individuals, trusts and estates.

“The expansion of our team will allow us to provide clients with a broader spectrum of services and expertise in a more expansive range of areas. Together, we are committed to exceeding the expectations of our current and future clients,” says Fred Farkouh, founding partner.