Search Results for: PKF Texas

PKF Texas Admits Martin Euson to Partnership

Martin Euson

Houston-based Pannell Kerr Forster of Texas (FY18 net review of $26.2 million) announces that tax director Martin Euson has was admitted to the shareholder group on Jan. 1.

Euson’s experience includes advising businesses and their owners on federal income tax matters, and he also provides strategic buyers and private equity investors with U.S. tax due diligence and tax structuring services in connection with acquisition and divestiture transactions. He joined the firm in 2016.

PKF Texas Strengthens Entrepreneurial Advisory Services Team

Houston-based Pannell Kerr Forster of Texas (FY16 net revenue of $24.2 million) acquired D. Supkis Cheek LLP. Owner, Danielle Supkis Cheek will join as a director in the entrepreneurial advisory services department. Additionally, her team members, Karina Israyelyan and Roland Robb will join the firm as senior associates.

“PKF Texas continually evaluates ways to further enhance our client service offerings,” says Byron Hebert, chief growth officer. “With the addition of Danielle and her team, we are strengthening the depth of services we provide to our entrepreneur-owned client base.”

Supkis Cheek has focused her practice primarily on small and medium sized privately held companies in the manufacturing, distribution, professional services and construction industries. She also provides consulting to non-profit entities.

PKF Texas Announces Changes to Management Structure

Gary Voth

Gary Voth

Effective Jan. 1, Houston-based Pannell Kerr Forster of Texas (FY16 net revenue of $24.2 million) announced changes to their management structure, which included creating three new positions: chief growth officer, chief culture officer and chief financial officer.

Gary Voth will serve as the chairman of the board. Voth has been with the firm since 2005 and a member of the management committee since 2012.

“As our industry continues to evolve at a rapid pace, we believe this new management structure will allow us to address these changes by utilizing our individual strengths and passions, while continuing to focus on providing excellent client service and an award-winning firm culture for the benefit of our clients and team members,” says Voth.

Byron Hebert

Byron Hebert

Byron Hebert will serve as the chief growth officer, responsible for ensuring the growth of the firm, developing recommendations for growth initiatives and executing the firm’s growth strategy. Hebert has been with the firm since 2004 and a member of the management committee since 2012.

Sonia Freeman will serve as the chief culture officer, responsible for maintaining the culture and operations of the firm, developing recommendations for cultural initiatives and executing the firm’s culture strategy. Freeman has been with the firm since 1985 and has served in various roles, most recently as audit practice leader and a member of the management committee since 2005.

Sonia Freeman

Sonia Freeman

Frank Landreneau will serve as the chief financial officer, responsible for ensuring the financial profitability and stability of the firm, as well as ensuring the capitalization strategy and utilization of the firm’s resources are consistent with the firm’s growth and culture initiatives. Landreneau has been with the firm since 2005.

Del Walker will continue to serve as the tax practice leader and Michael Veuleman will serve as audit practice leader.

Frank Landreneau

Frank Landreneau

A transition period for the new structure has begun and is expected to be complete by early 2019. Kenneth Guidry, as a founding shareholder of PKF Texas, will continue with the firm through the transition period and until his anticipated retirement in 2020.

“I am excited about the next generation of leadership and pleased that our shareholders are committed to continuing the vision of the firm’s founders – for PKF Texas to be the premier independent middle-market firm in Houston,” says Guidry. “We are also committed to continuing investment in our team members’ professional growth and development to deliver the exceptional service our clients have come to expect from us.”

PKF Texas Promotes New Director and Shareholders

Nikki Homratsamy

Nikki Homratsamy

Houston-based Pannell Kerr Forster of Texas (FY16 net revenue of $24.2 million) welcomed Nikki Homratsamy as tax director. Additionally, Ryan Istre and Chris Hatten have been added to the shareholder group.

“Nikki, Ryan and Chris have all contributed greatly to PKF Texas, and we are proud of their achievements,” says Kenneth Guidry, president. “These are important milestones in their respective careers and for the firm’s consistent success.”

Ryan Istre

Ryan Istre

Homratsamy has spent the majority of her career serving clients in the middle market, including a number of closely-held and publicly-traded companies in a variety of industries including manufacturing and distribution, oilfield services and technology. She joined the firm in 2010.

Chris Hatten

Chris Hatten

Istre has experience in providing external audit services to domestic and international businesses in the areas of real estate, manufacturing and energy services for both the public and private sector. He joined PKF Texas as an associate in 2000.

Hatten’s experience includes audit and financial consulting for publicly owned and privately held businesses. Areas of industry concentration include power generation, oilfield service, midstream energy, hospitality, manufacturing and software development companies. He joined the firm in 2006.

IPA Spotlight On … Karen Love, PKF Texas

Name: Karen Love

Karen Love

Karen Love

Title: Director/Ambassador

Firm: PKF Texas (FY16 net revenue of $24.2 million) of Houston

Accomplishments:

  • Blazing the trail for marketers in and out of the accounting industry.
  • Succession on the Association for Accounting Marketing Board with two of my team members, Raissa Evans and Jen Lemanski, serving terms after me.
  • Set a model example in the industry, winning over 180 marketing awards including most recently the Leading Edge Alliance On the Edge Innovation award and Houston Business Journal’s C-Suite Award: Outstanding Chief Marketing Officer.
  • Using an inside out approach to integrate accounting firm culture with community culture, creating programs like FastTech 50 and Houston Young Professionals Endeavor.

As one of the first marketers (and a non-CPA) to be admitted as a partner in the country, can you give us your perspective on how the role of accounting marketing has changed over the years and where you see it going?

As one of the first non-CPA owners in the accounting industry, I consistently take pulses of the marketplace and strive to fill gaps. The accounting industry is becoming more consultative, therefore as marketers we have to match traditional needs with futuristic and digital technology support. Setting a stage for consultative thinking in a sea of compliance is a magical thing that has to be mastered. One trend, which will continue, is engaging younger team members earlier and embracing reverse mentoring. Also, corporate social responsibility that builds on the culture of the firm becomes a magnet for future clients. The use of data to make decisions is a happier journey with a lot less guesswork.

You’ve said one of your greatest professional joys is mentoring young professionals. Why?

Positioning others for success makes me happy and is always mutually beneficial. Lessons yielded from being a team leader are some of the most valuable to be had when mentoring young professionals. Who wouldn’t want to see someone they’ve mentored achieve great success?

I’d love to hear about your work with MAKERS, a storytelling platform for women, and your award. Why is it so important for women to tell their stories?

One quote I live by is, “One woman’s success can only help another woman’s success.” And it rings true for me. MAKERS is a platform out of New York City from a filmmaker named Dylan McGee. This woman is building a well-known brand that demands attention for all of us. MAKERS allows us to share stories that not only engage, but help other women in navigating their own path.

PKF Texas operates in the extremely competitive Houston market – how can your firm continue to differentiate itself in the marketplace and attract the best talent?

Culture is really the only thing that differentiates a professional services firm. In the fourth-largest city in the country, our culture is displayed as a differentiator through our internal university, 30+ languages spoken and our corporate social responsibility in our community, which helps us showcase our brand. Prospects and clients want to work with a firm with such a culture. Our early talent pipeline process of working with key universities to attract the right accounting/consulting professionals to our firm is key to the culture and differentiation.

Do you know someone else who would make a good Spotlight? Contact Christina Camara.

New Shareholders Admitted at PKF Texas

Rafael Carsalade

Rafael Carsalade

Pannell Kerr Forster of Texas (PKF Texas) (FY13 net revenue of $21.3 million) of Houston announced tax directors Rafael Carsalade, Alison Muecke and Jim Streets have been named shareholders in the firm, practicing in the tax services group.

“Rafael, Alison and Jim have contributed greatly to the growth of our firm. My fellow shareholders and I at PKF Texas are extremely pleased to welcome them into our ownership group,” says Del Walker, tax director and practice leader. “This is an important milestone in their respective careers and for the firm.”

Alison Muecke

Alison Muecke

Carsalade specializes in international, corporate and partnership taxation. He also provides tax and business consultation for domestic medium to large privately owned and publicly held companies in the manufacturing, distribution, oil field services, energy and software/technology sectors.

Jim Streets

Jim Streets

Muecke’s experience includes tax consulting and compliance, working with closely held entities, including partnerships, corporations and trusts, with her primary focus on high-net-worth individuals and family-owned businesses. She also does significant representation of clients before the IRS related to tax controversy matters.

Streets has extensive experience with tax and business consultation for middle market, privately owned companies including manufacturing, professional services, retail and wholesale and distribution. He also has significant experience with federal and state tax compliance and client representation before the IRS and state taxing authorities.

PKF Texas Expands Audit Director Group

IstreR

Ryan Istre

PKF Texas of Houston (FY12 net revenue of $20.2 million) has announced the promotions of Ryan Istre, Samir Jabiyev and Chris Hatten to audit director.

HattenC

Chris Hatten

Istre specializes in audit services to domestic and international businesses in the areas of real estate, manufacturing and energy services for the public and private sectors.

Jabiyev’s experience includes audit, review and compilation services for publicly owned, private equity backed and privately held businesses.

Hatten works with public and private businesses, including internet based service companies, hospitality, manufacturing, technology, oilfield service and midstream energy companies.

“Ryan, Samir and Chris are all significant contributors to the success we have enjoyed at PKF Texas,” said President Kenneth Guidry. We are proud of their accomplishments with PKF Texas and congratulate them on their promotions.”

JabiyevS

Samir Jabiyev

Istre has been with the firm since 2000 and Jabiyev and Hatten joined in 2002 and 2006, respectively.

PKF Texas Sells Microsoft Business to Sikich

Panell Kerr Forster of Texas (PKF) of Houston (FY11 net revenue of $19.8 million) has reached an agreement, effective June 1, to sell its Microsoft Dynamics NAV practice to Naperville, Ill.-based Sikich (FY11 net revenue of $65.8 million)

“This transaction does not affect our firm’s other practice groups or the audit and tax services we provide to our clients,” said Kenneth Guidry, PKF Texas president. Gregory Price and the eight-member Microsoft Dynamics NAV team will remain in Houston as members of Sikich.

PKF North America Launches New Advisory Group

PKF North America is launching a new venture that combines the transaction advisory and valuation practices of six North American firms in the group’s network under the umbrella of PKF Advisory. The new venture draws on the experience of consultants from IPA 100 firms Berkowitz Pollack Brant and PKF O’Connor Davies, IPA 200 firm Pannell Kerr Forster of Texas, PC and IPA 400 firm JLK Rosenberger, as well as PKF Boston and PKF Mueller.

This collective will help guide clients through the strategic, operational, regulatory and financial aspects of M&A transactions, valuations and other business advisory challenges. The group’s valuation services will include valuations for financial reporting (fair value and purchase price allocations), tax purposes and financial forensics and litigation, while transaction advisory practice areas will include pre- and post-acquisition due diligence and integration, quality of earnings analysis, carve-out assistance, bankruptcy and restructuring and market value analysis.

PKF Advisory will be led by managing director Byron Hebert, along with Christopher Hatten, Noam Hirschberger and Jonathan Moore.

“Businesses today aren’t just pursuing growth, they’re pursuing transformation across geographies, partnerships and lines of business,” says Hebert. “PKF Advisory offers companies a new and better way to minimize costs, maximize efficiencies and realize new innovations through high-touch relationships and a consistent approach by a national team with transaction advisory and valuation experts.”

Houston Business Journal and the Leading Edge Alliance Honor Texas Female Partner

Karen Love

Karen Love

Karen Love, director of practice growth at Pannell Kerr Forster of Texas (FY16 net revenue of $24.2 million) of Houston, was honored in the Houston Business Journal’s C-Suite awards as Top Chief Marketing Officer. The next week, she was chosen for the Leading Edge Alliance’s On the Edge Innovation award, alongside two others.

Top Chief Marketing Officer is awarded to the individual who achieved exemplary growth in their company through their marketing initiatives. Love is also a finalist in the Houston Business Journal’s Women Who Mean Business awards.

Love was chosen for the Leading Edge Alliance On the Edge Innovation award for her impact on the marketing function of public accounting, helping to elevate it from an administrative-level task to a strategic and executive imperative.

“As she elevated the marketing function of public accounting, she elevated those around her as well, whether those people were CPAs or fellow marketers who she has taught and mentored,” says Karen Kehl-Rose, president, Leading Edge Alliance.