Pisenti & Brinker and Zainer Rinehart Clarke Announce Merger

Betsy Stewart

Pisenti & Brinker (P&B), with offices in Santa Rosa, Petaluma and Napa, Calif., and Zainer Rinehart Clarke (ZRC), located in Santa Rosa and St. Helena, Calif., announce their merger under the Pisenti & Brinker name.

ZRC partners Betsy Stewart, Linda Kachiu and Danielle Sandoval will maintain their titles and leadership positions in the new firm with P&B partners Jim Perez, Ray Pounds, Tim Moratto, Brett Bradford and Josh Moore. The merger was effective Jan. 1.

The new P&B has a combined 92-year history in the region and has 31 CPAs and nearly 80 employees.

“When we began to look at this opportunity we realized just how similar the two firms are in terms of core values, client composition and services,” says Perez, P&B’s co-MP. “This is no surprise given the history of leadership and community focus at both P&B and ZRC. We have long respected Betsy, Linda, Danielle and the work of their team at ZRC, and we welcome the diversity they will bring to the new P&B. This is an incredible opportunity for our current and future employees as we will be able to offer them more pathways in their careers. Our clients will benefit from the convergence of the best practices of each firm and the additional depth and technical resources that will be available to North Bay businesses and individuals.”

The newly formed P&B will provide businesses and individuals with tax planning, management advice, audit and assurance services, valuation and litigation support, and estate and succession planning. P&B works across various industries, including construction, real estate, wineries, vineyards and other agriculture, manufacturing, nonprofits, retail, food and beverage, hospitality, and governmental and municipal agencies.

ZRC MP Stewart says, “I am confident that our clients will not only be comfortable with still being able to work directly with the team they know, but they will also greatly benefit from the additional resources we will be able to provide. We have been looking for ways to support our employees and recruiting efforts in terms of additional training and opportunities, and blending with the larger, well-rounded team at P&B allows us to do just that.”

P&B is a member of the RSM U.S. Alliance, and ZRC has also long been a member of DFK International.