Search Results for: K·Coe Isom

Major Midwest Expansion Ahead for K·Coe Isom

Jeff Wald

Salina, Kan.-based K·Coe Isom (FY18 net revenue of $68.2 million) is expanding deeper into the Midwest with its announcement of a new office location in Indianapolis. The move makes room for further growth and answers the pressing resource needs of Indiana’s food and agriculture businesses.

A national leader in food and agriculture consulting and CPA services, K·Coe Isom devotes two-thirds of its business to providing solutions for the food-supply chain and the financial, sustainability, legislative and operational issues they face.

Jeff Wald, CEO at K·Coe Isom, stated that the reasons behind this expansion were quite simple, “Our reputation precedes us. Our presence in Indiana spans decades as we serve many farm and ranch operations there already, and this move will make it easier to provide our food & ag specialization, expertise, and national resources.”

With the opening of the new Indianapolis office on December 10, it brought 10 seasoned K·Coe Isom professionals to the greater Indianapolis area, with K·Coe Isom looking to expand their employee base considerably over the first five years.

“This move represents our depth of commitment to the communities and food and agriculture businesses of Indiana,” adds Wald.

Noell Agnew & Morse Joins K·Coe Isom

Jeff Wald

Salina, Kan.-based K·Coe Isom (FY18 net revenue of $68.2 million) announced it has added the business, specialization, partners and employees of Noell Agnew & Morse.

The combined firms will bolster the dedicated agricultural solutions and financial services for farming operations and producers in California. Noell Agnew & Morse has offices in Sacramento and Visalia.

K·Coe Isom devotes two-thirds of its business to providing solutions for the food-supply chain and the financial, legislative and operational issues they face. It also provides consultancy and CPA services to its community-based businesses and industries.

Commenting on the acquisition, K·Coe Isom CEO Jeff Wald says, “When we met with Noell Agnew & Morse, our missions aligned. Their partners and employees serve agribusinesses with the same drive and passion that our firm values – committed to providing specialization, expertise and resources to help agribusinesses nationwide, with the ultimate goal to improve and secure the future of America’s farming operations and production.”

Founded in 1983, Noell Agnew & Morse is an accounting, tax and consulting services firm with 75% of its business focused on agribusinesses, with a special emphasis on vertically integrated growers, processors and marketers of fresh fruits and nuts. The firm primarily serves clients throughout the Central San Joaquin Valley of California.

Partner and co-founder Kevin Noell states, “This opportunity exceeded our hopes in finding a partner firm that offers a complementary service and industry offering, as well as embodies the same values and tradition we have for providing an elevated level of expertise, and an environment our clients and employees will want to be a part of.”

The partners and employees from Noell Agnew & Morse’s two offices will either remain at the Sacramento office location, or join K·Coe Isom’s office in Fresno, Calif.

K·Coe Isom Promotes Four Principals

Jeanne Bernick

Jeanne Bernick

Salina, Kan.-based K·Coe Isom (FY17 net revenue of $63.8 million) promoted four to principals: Jeanne Bernick, Danielle McCormick, Justin Mentele and Chris Pfannenstiel.

Bernick leads the firm’s market and growth strategies in food and agriculture, managing the needs of large commercial producers. She specializes in the future of family businesses, helping them to optimize, grow and transition their legacy businesses.

Danielle McCormick

Danielle McCormick

McCormick serves as the functional leader for the HR external consultancy team. She provides the service and product development for K·Coe Isom customers needing organizational services. McCormick has experience in leading HR teams and providing culture and compliance solutions, as well as providing succession, executive coaching, performance, talent and recruitment guidance.

Justin Mentele

Justin Mentele

Mentele has experience with closely-held manufacturers and biofuels companies working in all facets of their business, from tax and audit to compliance and entity structuring. He has experience in finding solutions for clients’ unique scenarios and issues.

Pfannenstiel delivers specialized tax, financial and estate planning for agriculture producers in Kansas, Oklahoma, Ohio and Indiana. He has experience in sustaining and creating client relationships, contributing to business growth, and the mentorship and development of his team.

Chris Pfannenstiel

Chris Pfannenstiel

“As young, bright leaders, their promotions demonstrate K·Coe Isom’s continued commitment to recognizing and providing the best people with long-term career opportunities,” says Jeff Wald, CEO. “The future looks bright as we bolster the firm with this new level of advisory leadership.”

K·Coe Isom Acquires Farming Operations Consulting Firm

Salina, Kan.-based K·Coe Isom (FY17 net revenue of $63.8 million) acquired Praedium Ventures of Urbandale, Iowa, a training, planning and consulting firm dedicated to improving agricultural farming operations.

Founded in 2008, Praedium provides cutting-edge tools for improved sustainability, and a team of consultants with expertise in animal welfare, OSHA compliance, sustainable feed and food programs, and premier dairy solutions.

“The acquisition of Praedium will add valuable expertise and tools to K·Coe Isom’s agriculture services team and expand the capabilities of our sustainability practice,” says K·Coe Isom CEO Jeff Wald.

Praedium will strengthen K·Coe Isom’s national agriculture and sustainability services practice, which offers accounting, tax planning and advisory services to food and ag operations, as well as businesses in other industries.

“Joining K·Coe Isom will allow us to compliment the team’s reputable ag knowledge and the firm’s many practice areas to offer clients access to insights, resources, and services on a national level,” says Earl Dotson, CEO at Praedium.

Baer & Co. Joins K·Coe Isom

Salina, Kan.-based K·Coe Isom (FY16 net revenue of $61 million) has acquired Baer & Co., which offices in Jackson and Columbia, Mo.

Jeff Baer and Dana Steffens are principals of K·Coe Isom, and all 23 employees are now K·Coe Isom employees. Jackson and Columbia became K·Coe Isom’s first Missouri offices, bridging the nearest locations in Lenexa, Kan., (a Kansas City suburb) and Oxford, Miss.

“Baer & Co. people instantly felt like a natural fit within our team, and we saw and felt this even more when we were all together two weeks ago. We have a shared passion for helping people, especially ag producers, beverage distributors and contractors,” says Jeff Wald, K·Coe Isom’s CEO. “Jeff Baer is a dynamic leader proven to think out of the box and committed to growth.”

Baer & Co was originally founded in 1995 by Baer and three employees. Through mostly organic growth and eventually an acquisition of a Columbia, Mo., firm in 2009, Baer & Co has become the firm it is today.

“I’ve always been growth focused,” says Baer. “About a year ago, I started appreciating how integrating with like-minded K·Coe Isom permitted us to be so much better together. It’s a pleasure to now be able to bring rich specialty service offerings to our clients such as estate, succession, sustainability and farm program services. I’m also eager to meet and work with many more businesses in Missouri and surrounding states having our larger K·Coe team helping to fulfill business-owners’ financial needs and growth dreams.”

K·Coe Isom Admits Three to Partnership in the Firm

Shellee Callahan

Shellee Callahan

Shellee Callahan, Peter Martin and Shasta Weatherman have been admitted to the partnership at Salina, Kan.-based K·Coe Isom (FY16 net revenue of $61 million).

Callahan serves the firm as its tax functional champion, orchestrating the firm’s tax practice across all 19 K·Coe Isom offices. She also works closely with manufacturers to offer business management and tax strategies, and she oversees clients’ business financial statements and audit services. She is based in Salina, Kan.

“Shellee is a keystone in the success of our firm’s tax practice,” says K·Coe Isom CEO Jeff Wald. “In the time she’s led our firm’s complex and specialized tax function, she’s dramatically increased the sophistication of our processes and provided excellent leadership. In addition, many customers rely heavily on Shellee’s specific technical knowledge to make decisions that allow them to be more profitable, productive and successful.”

Peter Martin

Peter Martin

Martin acts as a strategic finance and growth consultant, leading the K·Coe Isom team and customers of the firm to their next stage of development, specializing in assessing financial health and developing strategic plans for business leaders across the country. He splits his time between Colorado and California.

“Peter is both a visionary and an encourager,” says Wald. “Whether working with principals and team members, or thoughtfully advising outside businesses, Peter has the unique ability to see future potential and chart the path to capitalize on it. In addition to his strong technical expertise, we rely on him as a leader and a skills builder, helping others inside and outside the firm pursue and achieve their goals.”

 

Shasta Weatherman

Shasta Weatherman

A highly regarded business advisor and leader of the firm’s construction, real estate, architects and engineers practice, Weatherman collaborates with business owners to develop creative strategies that help them achieve goals in the most tax-effective, cost-beneficial way. Weatherman dynamically manages internal staff across the country. She is based in Salina.

 

“Shasta is a true team builder,” says Wald. “Her energy and positive attitude develop huge trust, both on the part of her colleagues and the companies she serves. No matter what the business might need, Shasta has the ability to assemble a great team to tackle tough issues and exceed expectations. Her excellence as a business advisor and dedication to her customers’ success set her apart as a leader others want to learn from.”

K·Coe Isom Acquires Turlock, Calif., Firm

Salina, Kan.-based K·Coe Isom (FY16 net revenue of $61 million) has acquired Schmidt Bettencourt & Medeiros of Turlock, Calif.

Michael Schmidt and Carol Medeiros become principals of K·Coe Isom, and 18 SBM team members are now K·Coe Isom employees. Turlock becomes the sixth California location for K·Coe Isom, with five other offices spanning from Fresno to Redding.

“When we met SBM’s leaders, we instantly connected. We have a shared passion for our work with ag producers and food companies, and we have very similar practices,” said Jeff Wald, K·Coe Isom’s CEO. “Mike and Carol are excellent CPAs who are directly involved in agriculture personally, like many other K·Coe Isom people around the country. The best business advisors to agriculture often come from the field, literally. We’re happy to have them and their excellent team become part of our firm and culture. Together, we are even better positioned to positively impact America’s farming and food production from policy to plate.”

SBM was originally founded in 1945 by Michael Schmidt’s father, Daniel, who grew up on an Illinois farm before embarking on his career as a CPA. His firm flourished to become the 20-person firm of today, working primarily with farmers, nut handlers and processors, beef ranches, dairies, milk processing operations, transportation and construction companies, and the real estate industry. Carol Medeiros and Michael Schmidt met when they sat for their CPA exam, and joined up in 1989. The firm eventually became known as Schmidt, Bettencourt & Medeiros in 1997.

“As people who’ve put our hearts into growing our business, it’s refreshing to know that our people and the clients who trust and rely on us are assured a bright and solid future,” Medeiros says.

“Agriculture has changed,” adds Schmidt. “With farms becoming increasingly sophisticated, the bench strength K·Coe Isom adds to what we do is something that really appealed to us. When we sat down and talked about what we could do together, we knew we wanted to be part of this company with its rich resources and depth of knowledge in the ag and food industries.”

K·Coe Isom Admits Four to Partner

Salina, Kan.-based K·Coe Isom (FY15 net revenue of $46.7 million) admits four firm leaders into partnership: Blake Allen, Doug Claussen, Tommy Irvine and Kyle Rusten.

Blake Allen

Blake Allen

Allen leads the K·Coe Isom Wealth division, consulting with high-net-worth individuals and business owners. As an accountant skilled in income and estate tax planning, entity design and transactional planning, he excels at learning each business owners’ objectives and risk/reward philosophy, and recommending specific, tailored investment vehicles so clients can pursue a more financially sound future.

Doug Claussen

Doug Claussen

Blake has a real insight for growth. Not just for helping our clients grow their businesses, but also for helping our staff to grow in their positions. That’s just his mindset, helping things get bigger and better,” says K·Coe Isom CEO Jeff Wald. “He also has the advantage of both leading our wealth management effort and having experience as a financial consultant in the firm. He’s able to think broadly and bring a big picture down to actionable information. By bringing all these skills together, combined with his growth focus, he’s extremely valuable to the customers he works with and to all of us here within the firm.”

Claussen brings more than 20 years of experience working for cooperatives and agribusinesses involved in cattle feeding, grain production and marketing to his role in helping ag business owners with financial, operational and tax challenges. Working out of Goodland, Kan., he advises business owners based throughout the Midwest on how to apply effective strategies for tax planning, equity management and cash flow.

Tommy IrvineIrvine is well known for applying the firm’s “full immersion” vision in his day-to-day client activities. He blends innovative approaches with tax and accounting know-how, generating tangible results for closely held agriculture and manufacturing businesses, primarily permanent and specialty crop operations.

“Tommy has an amazing ability to help clients understand complicated issues and stay focused on what’s possible,” says Wald. “As an advisor, he provides a unique combination of vision and insight. He builds deep relationships, customers show high confidence in him and he provides excellent and directed advice. His approach allows us to have true impact on our customers’ futures.”

Kyle Rusten

Kyle Rusten

Rusten brings experience in all aspects of audits and reviews to a wide range of clients in a number of industries from his office in Chico, Calif. He is particularly known for his work with organizations in agriculture, manufacturing, health care and e-commerce. Valued by clients for his collaborative approach, Rusten delivers meaningful results in a down-to-earth manner and enjoys assisting businesses throughout all phases of their growth.

KCoe Isom Announces Program to Aid Food & Ag Entrepreneurs

Salina, Kan.-based K·Coe Isom (FY18 net revenue of $68.2 million) announced a new program intended to provide entrepreneurs with a more visible platform for their food and ag innovations. The unique Spark program utilizes the expertise of K·Coe Isom’s food and ag consultants to identify and promote clever innovations and young companies that have the proven potential to change and advance food and agriculture operations.

“The foundation for the Spark program was conceived from the amount of requests we were receiving from start-ups that were approaching us to partner with them to help bring their products or services to market,” says Kathleen Walton, partner and chairwoman of the board for K·Coe Isom.

“As a leading food and ag firm, our ability to positively shape the future and strengthen the position of food and ag companies is what matters most to us. By creating a program that can connect these innovative ideas and companies with our firm’s dynamic resources, clients, and industry leadership, our ultimate goal is to progressively transform America’s oldest and most important industry – a win-win for everyone,” says Walton.

Applications will be reviewed, and companies will go through a comprehensive due diligence process to be accepted. Spark program members will receive access to the expertise of food and ag advisors, brand promotion, and strategic opportunities to accelerate their company.

Find out more at: www.kcoe.com/spark

More news from K·Coe Isom

HBKS Wealth Advisors Acquires Portion of K·Coe Wealth

HBKS Wealth Advisors, affiliate of Canfield, Ohio-based HBK CPAs & Consultants (FY16 net revenue of $60.6 million) acquired a portion of K·Coe Wealth, subsidiary of Salina, Kan.-based K·Coe Isom (FY17 net revenue of $63.8 million).

“The access we will have to the resources, including the HBKS infrastructure, and depth of expertise is a clear, tangible benefit for our firm and our clients,” says K·Coe Isom CEO, Jeff Wald.

“HBKS’s success and growth in the past decade is remarkable. This partnership will amplify our wealth management capabilities and provide opportunities to collaborate with another CPA-centric wealth management firm to address client needs and develop solutions,” says Blake Allen, principal at K·Coe Wealth.