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REDW Merges in HR Consulting and Legal Practice

Albuquerque, N.M.-based REDW LLC (FY18 net revenue of $30.7 million) has merged in Human Resources Experience, an HR consulting and legal practice, also located in Albuquerque.

The firm was founded by attorney Cristin M. Heyns-Bousliman, who has joined REDW as practice leader in human resources consulting. She will transition to department leader by July 1. In both roles, she will apply her extensive legal understanding of federal and state employment law, HR management and strategy, employee relations, compensation and benefits, and employee engagement to help clients with HR issues.

According to Steve Cogan, REDW’s MP, “Our decision to add Cristin to the REDW team aligns with our strategic plan to meet the ever-evolving needs of clients, ensure effective succession planning, and expand an important piece of the firm’s consulting services.”

Heyns-Bousliman is a former litigation attorney specializing in employment law. She has represented employers in matters involving a wide range of state and federal laws. In 2018, she started Human Resources Experience.

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REDW Admits 3 to Leadership Team

Albuquerque, N.M.-based REDW LLC (FY18 net revenue of $30.7 million) announces that three team members have been admitted as principals: Brian Foltyn, based in Phoenix, and Stephen Montoya and James Ortiz in REDW’s Albuquerque office.

Foltyn leads valuation and advisory services in REDW’s Phoenix office. He offers services in business valuation, strategic planning, dispute advisory and mergers and acquisitions. Prior to joining REDW LLC in 2017, Foltyn served in Plante & Moran’s forensic and valuation services group.

Montoya has dedicated his career to performing audit and advisory services for governmental entities, including tribes and their tribally owned businesses, such as their gaming operations. He has also worked with several prominent state and local governmental entities in New Mexico, including the New Mexico Department of Transportation, New Mexico Finance Authority, Santa Fe County and the city of Albuquerque.

Ortiz heads the state and local tax (SALT) practice, and has helped clients with economic credits and incentives, multistate sales and use tax, and multistate income tax, among others. He has nearly 15 years of SALT experience in government, Fortune 500 companies and public accounting.

“This promotion recognizes both their achievements and their deep commitment to our clients, our profession and the high standards of excellence for which our firm is recognized,” says Steve Cogan, REDW’s managing principal.

Cogan added that their promotion to REDW’s leadership team also highlights the firm’s commitment to talent development and career opportunities, execution of the strategic succession plan, as well as aligning niche practice areas with the firm’s long-term growth strategy. “As our industry continues to experience consolidation and rapid change, our team is welcoming those challenges as new opportunities to innovate, lead and create greater value for our clients and team members.”

REDW Adds Tribal Gaming CPA Firm Smith Harrison

Albuquerque, N.M.-based REDW (FY17 net revenue of $29.7 million) is merging in merging in Smith Harrison of Las Vegas, which specializes in tribal gaming, effective May 1, 2019. The combined firm will operate under the REDW brand.

As part of the merger, partners Joe H. Smith and Adam H. Smith will join REDW as senior consultant and senior manager, respectively. They will both continue to work from their current Las Vegas location, where REDW is considering expanding its operations at a later time.

“REDW’s decision to add Joe and Adam to the REDW team is part of its overall strategic plan to continue to expand its offerings and geographic footprint in the Southwest and nationally,” says Steve Cogan, REDW’s managing principal. “The addition of Smith Harrison fits our vision perfectly, as it will augment our reach and capabilities and help tribal gaming organizations succeed in today’s highly competitive market.”

Smith Harrison was founded in 2011 by Joe Smith. Due to its unique industry expertise and attention to client service, the firm earned a national reputation for being a trusted advisor to tribal casino operations. He is the former director of audits and finance at the National Indian Gaming Commission (NIGC) in Washington D.C. with four decades of casino industry experience. Among his accomplishments are establishing and implementing the Class III NIGC Minimum Internal Control Standards (MICS).

Adam Smith is also an experienced professional providing accounting, auditing and financial management services to the casino industry and has played a key role in the success of the firm.

Joe Smith says, “The business needs of tribes have been expanding over the years, growing in complexity and sophistication. To meet this demand, we’ve been exploring opportunities with a number of firms over the last three years, seeking one that shares our same values and a total commitment to tribes and their enterprises. And we have found REDW to be the best fit.”

Adam Smith adds, “No firm can compete with the extensive capabilities and experience of REDW, now enhanced by the addition of Smith Harrison LLP.”

Corrine Wilson, REDW principal and national tribal practice leader, says, “An essential part of serving tribes and their enterprises in the marketplace and expanding our national tribal practice is gaming, which is one reason we are so thrilled to welcome Joe and Adam to the team.”

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REDW Joins With Mack & Rohwedder to Expand Tax Practice

Albuquerque, N.M.-based REDW (FY17 net revenue of $29.7 million) has announced that tax and accounting firm Mack & Rohwedder of Scottsdale, Ariz., has joined the firm effective Nov. 1. The combined firm will operate under the REDW brand.

Steve Cogan, REDW’s MP says, “REDW’s decision to join forces is part of its strategic plan to continue to expand its tax service offerings and geographic footprint in the Arizona market.”

REDW continues to carefully evaluate opportunities for expansion by joining with highly reputable, locally owned firms that share similar values and a strong commitment to helping clients succeed in today’s business environment – M&R is that firm. As part of this merger, Barbara Rohwedder, M&R’s MP, and Claire Oddo, senior accountant, have joined the firm as tax senior manager and tax senior accountant, respectively.

Rohwedder says, “My intent was to find a firm that offered just the right combination of expertise, talent, resources, client focus and culture. I found that in REDW, a firm that has long been respected in Arizona and all throughout the Southwest.” She adds, “Ultimately, though, it is all about my clients and my team. I wanted to merge into a firm I trust will meet their needs and service expectations now and in the future. Similarly, I was looking for a firm that can provide real career opportunities for team members.”

Sandy Abalos, PIC of REDW’s Phoenix office, says, “The acquisition of Barbara’s practice deepens our commitment to meeting the growing needs of our diverse client base, here in Arizona and all throughout the Southwest and beyond. Barbara’s specialty areas complement REDW’s tax offerings, including individual and business tax planning, closely held business taxation, small business accounting systems consulting and individual taxation.”

REDW’s Allen Elected Board Chair of Arizona Society of CPAs

Mike Allen

Mike Allen

Mike Allen, principal at Albuquerque, N.M.-based REDW LLC (FY16 net revenue of $27.5 million), has been elected board chair of the Arizona Society of CPAs for the 2018-2019 term, effective May 1.

Allen currently holds the title of chair-elect and previously served as the board’s secretary and treasurer, as well as on the association’s nominating committee, executive committee, investment committee and foundation board.

Allen’s stated vision for the coming year is “to build on the great work of previous ASCPA chairs in advancing the cause of all CPAs in Arizona, and to enhance the success of our members through education, advocacy and increasing the value of the CPA.”

Allen heads REDW’s audit and assurance department. He has experience with strategic planning, organizational development, and financial and operations management, working to promote his clients’ success through the direction expansion of their core business activities and products, as well as the proactive management of their operations and relationships.

Prior to joining REDW in 2011, Allen spent 15 years as the COO, CFO and member of RAM Holdings. In the 1980s and 1990s, Allen was a partner and director of Erickson Allen, a public accounting firm that he helped grow from a start-up operation to a multi-million-dollar business.

REDW Welcomes Foltyn to Business Valuation Team

Brian Foltyn

Brian Foltyn

Albuquerque, N.M.-based REDW LLC (FY16 net revenue of $27.5 million) welcomed Brian Foltyn as the new practice leader for business valuation services in its Phoenix office.

Foltyn has more than 20 years of professional experience in both industry and public accounting, which includes business valuation advisory services, as well as varied prior experience as a controller and vice president for a manufacturing and distribution textile business and as an entrepreneur.

Foltyn’s valuation experience includes gift and estate tax reporting, divorce, shareholder disputes and minority oppression claims, management planning and financial reporting. He has also provided valuation and transaction-related advice in sell-side and buy-side acquisitions, and has developed business plans and financial models for feasibility analysis, management buyouts, corporate restructuring, strategic acquisitions, and for raising capital. In addition, Brian has provided litigation support in the areas of business valuation, accounting and economic damages.

“The significant experience and expertise that Brian brings is critical for supporting REDW’s continuing growth, particularly in the Phoenix market, and especially for our valuation clients,” says Ed Street, REDW principal and head of the firm’s business valuation, forensic and litigation services. “They rely on the understanding and insight we bring to every multi-faceted engagement.”

“We take pride in attracting top talent from other regions that see REDW and the Southwest as an alternative to grow personally and professionally. We’re continually looking for opportunities to expand the ways we can help our clients become more successful; adding Brian to the team is very much aligned with that vision,” says Steve Cogan, REDW managing principal.

REDW Welcomes Jacobson as Principal

Michael Jacobson

Michael Jacobson

Albuquerque, N.M.-based REDW (FY15 net revenue of $26.9 million) has announced the addition of Michael Jacobson as a principal in the firm’s Phoenix office. Jacobson brings nearly two decades of experience serving commercial clients in the Phoenix market.

“The addition of Michael to our team is both timely and exciting,” says Managing Principal Steve Cogan. “Strategic hires and firm/practice acquisitions are key components of our firm’s overall strategy for achieving manageable, steady revenue growth and increasing profitability. Michael’s primary role will be to help expand our commercial audit, tax and advisory services practice, further develop our capabilities firm-wide, and demonstrate our commitment to serving the growing needs of our construction and real estate clients.”

Jacobson’s career includes 18 years working with national accounting firms such as Deloitte and Moss Adams. He joins REDW after serving as a senior vice president and chief accounting officer of a Scottsdale, Ariz.-based real estate investment trust, where he built their financial reporting department and was a key contributor to the company’s growth from $400 million to a $1.7 billion in real estate assets over a three-year period.

“As I evaluated my options to return to public accounting, REDW immediately stood out in the market as a forward-thinking organization with a clear focus on innovation and client service,” Jacobson says. “REDW has the right mix of values and people to allow me to grow, serve and make a meaningful impact.”

REDW Names Three New Partners

Jessica Bundy

Jessica Bundy

Albuquerque, N.M.-based REDW (FY15 net revenue of $26.9 million) announced that three professionals have been admitted as principals: Jessica Bundy and Halie Garcia in REDW’s Albuquerque office, and Tim Tribe in the firm’s Phoenix office.

“We are proud and excited to welcome these outstanding individuals to the principal group,” says Steve Cogan, REDW’s MP. “Each brings unique expertise, leadership skills, new ideas and enthusiasm to the helm – and together they bring greater diversity to the leadership team by representing a variety of growing practice areas, which is in line with REDW’s long-term strategic plans.”

Halie Garcia

Halie Garcia

Bundy has 10 years of experience in public accounting at REDW and specializes in audits of employee benefit plans, both defined contribution plans, including 403(b), 401(k), profit sharing, and health and welfare plans, and defined benefit plans. She is also a key member of the firm’s internal audit team, managing approximately 20 internal audits each year.

Since joining REDW in 2006, Garcia has played an important role in building the firm’s internal audit and consulting practice, including developing comprehensive policies and procedures. Working with many large and complex government, health care and tribal organizations throughout the Southwest, Garcia applies her expertise to help improve their operations and internal controls and deter fraudulent activity.

Tim Tribe

Tim Tribe

Tribe has been a practicing accountant for more than 18 years, spending the majority of that time in forensics, examining allegations of fraud, analyzing accounting records, and assessing economic damages for matters involving litigation. He has provided extensive litigation support in both criminal and civil proceedings, analyzing related financial information, developing expert testimony and supporting materials, and testifying in arbitration, deposition and trial. He has also taught financial and forensic accounting, fraud examination, and auditing principles at the college level, and is a frequent speaker at universities and professional seminars, with numerous publications in the field.

REDW Merges in Edelman Company

Albuquerque, N.M.-based REDW (FY15 net revenue of $26.9 million) has announced the merging of the Edelman Company of Phoenix.

The Edelman Company, led by managing director Rich Edelman, specializes in providing services to physicians and medical practices. REDW’s decision to join forces with the Edelman Company is part of its strategic plan to expand its financial service offerings to the broader health care industry, and to physician groups more specifically, the firm announced.

In recent years, REDW has been carefully evaluating opportunities for expansion by joining with other firms that share similar values and a strong commitment to their clients – and the Edelman Company fit the bill.

Edelman affirms, “My intent was to find a firm that offered just the right combination of expertise, talent, resources, client focus and culture. I found that in REDW, a firm that has long been respected throughout the Southwest.” He adds, “Ultimately, though, it is all about my clients. I wanted to merge into a firm I trust will meet their needs and service expectations now and in the future.”

Sandy Abalos, PIC of REDW’s Phoenix office, says, “The acquisition of Rich’s specialized business deepens our understanding of the physicians’ relationship with the various hospital systems operating in the market, knowledge of the factors that are driving consolidation in the physician arena, as well as knowledge of health insurance carriers operating in the area and their contracting policies.”

Edelman will serve as REDW’s director of health care services, with a primary goal of building a full-service health care practice that is well positioned to offer holistic and innovative solutions to the ever-evolving needs of the health care industry.

This acquisition will also enhance REDW’s financial services in the health care sector, including expertise related to the leasing of medical facilities, allocation of group income among physicians, pension design and administration, business valuation, physician compensation agreements, physician recruiting and hospital contracts, and wealth management.

In April 2013, REDW expanded its retirement plan administration business by merging in another Phoenix-based firm, RCG Plan Administration. More recently, REDW joined forces with Jim Sell and his Phoenix-based consulting business, James C. Sell PC, as part of a strategic expansion of its valuation, forensic and litigation services practice.

REDW Expands Valuation, Forensic and Litigation Practice

Albuquerque, N.M.-based REDW (FY15 net revenue of $26.9 million) has joined forces with Jim Sell and his Phoenix-based consulting business, James C. Sell PC, as part of a strategic expansion of its valuation, forensic and litigation services practice.

Sell will play a significant role in this newly expanded practice as a senior forensic consultant in REDW’s Phoenix office.

REDW’s decision to combine forces with James C. Sell PC stems from a set of shared values and a commitment to serve clients over the long term. For more than 60 years, REDW has served Southwestern markets as one of its leading firms, and has carefully been evaluating opportunities for expansion. In joining REDW, Sell brings an additional 35 years of expertise in forensic accounting to REDW, while continuing to serve his long-standing clients.

During his career, Sell developed a highly respected specialty practice as a “receiver” in court-appointed cases and is considered one of only a handful of professionals in Arizona qualified to do this work. Sell’s credentials in this area will enhance the existing forensic accounting services already provided by REDW.

Sell says, “REDW has long been respected as one of the premier certified public accounting and business consulting firms in the Southwest and it is a privilege to join a team that offers the right combination of expertise, talent, resources, client focus and culture.”

Ed Street, REDW principal and head of its valuation, forensic and litigation practice, says that Sell brings, “a wealth of experience and business relationships in Arizona that will help broaden REDW’s service lines, to include such specialty areas as receiverships and conservatorships, so that we can continue to meet the complex, ever-evolving needs of our clients.”