Search Results for: Segal

Segal LLP Admits Two Professionals to Partnership

Dora Mariani

Dora Mariani

Segal LLP (FY17 net revenue of $15.8 million) of Toronto, Ontario, announces that Dora Mariani and Howard Wasserman will join the firm’s partnership group, effective July 1.

Mariani joined Segal as a principal in the tax group in 2015. She consults on Canadian and international tax matters for private corporations, high-net-worth clients and advises U.S. and international clients on appropriate tax structures for their Canadian operations. Her advisory expertise includes corporate reorganizations, purchase and sale of a business, tax planning for individuals immigrating to and emigrating from Canada and personal tax and estate planning. She has presented at various tax seminars and conferences throughout North America.

Howard Wasserman

Howard Wasserman

Wasserman has worked in tax for more than 25 years, specializing in both Canadian and international tax matters. He advises on a diverse range of tax issues including estate planning, mergers and acquisitions and purchase/sale of a business. He is also a highly sought-after speaker.

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Appleby Admitted to Partnership at Segal

Harley Appleby

Harley Appleby

Segal LLP (FY17 net revenue of $15.8 million) of Toronto, Ontario, announces that Harley Appleby, a tax advisor to owner-managed businesses, has been admitted to the partner group.

Appleby joined Segal in January of 2009. Over the course of his career at Segal, he has served many industries, including real estate, professional services, manufacturing, high-net-worth individuals and retail.

“Harley has a strong focus on client service. His dedication to dealing with client tax needs and other business-related matters fits well with the Segal client service culture,” says MP Dan Natale.

Segal LLP Launches Transaction Advisory Services

Dan Natale

Segal LLP of Toronto, Ontario, has launched a new service area: Segal Valuation & Transaction Advisory (SVA).

“Expanding our service offering to include valuation and transaction advisory is a natural evolution for us. This service offering will provide important benefits to our clients seeking professional and practical advice to meet personal and corporate objectives through mergers, acquisitions and financing activity,” says MP Dan Natale.

SVA will be led by partner Nathan Treitel, a 20-year veteran in the financial advisory services sector. His extensive industry experience includes a wide variety of business valuation, mergers and acquisitions, and financing advisory engagements, primarily in the Canadian mid-market, for companies in a diverse range of industries including distribution, retail, manufacturing, mining and professional services.

“Having a valuation and transaction advisory practice, Segal is now in a position to provide additional value to clients by designing and managing competitive transaction processes, from beginning to end, to maximize the outcomes for our clients. Clients will have the comfort of knowing that the valuation and transaction advice they receive will continue to be at the level and quality they have come to expect from the Segal name,” Treitel says.

Inaugural Leadership Growth Academy Program Recognizes 19 Graduates

Moore Stephens North America’s (MSNA) Dynamic Growth Academy, formerly the Leadership Growth Academy, has completed its first program, graduating 19 participants from nine North American member firms.

Nine of the graduates are from Creve Coeur, Mo.-based Brown Smith Wallace (FY17 net revenue of $46.3 million): Kevin Boeving, Scott Brandt, Todd Goldenhersh, Amy Ribick, Anne Ritter, Dan Schoenleber, Greg Smith, Jen Vacha and Debbie Vandeven.

Two graduates are from Demers Beaulne of Quebec, Montreal: Francys Brown and Isabelle Lemieux. Two are from Itasca, Ill.-based CDH (FY18 net revenue of $12.7 million): Phil Lampugnano and Yoko Yamamoto.

Additional graduates are: Chris Leikert, Beene Garter of Grand Rapids, Mich., (FY18 net revenue of $14.5 million); Daniel Gaudet, Woburn, Mass.-based DiCicco Gulman & Company (FY17 net revenue of $26.4 million); Chris Tull, Troy, Mich.-based Doeren Mayhew (FY17 net revenue of $72.6 million); Pete Jones, Frazer LLP (FY17 net revenue of $15.4 million); Stephen Rollins, G.T. Reilly & Company of Milton, Mass., and Eli Gembom, Segal LLP of Toronto, Ontario (FY17 net revenue of $15.8 million).

The program features leadership and business development training from The Center for Character-based Leadership and LVG Advisors. The program includes four two-day sessions, alternating leadership and business development sessions, as well as individual coaching, peer coaching and mentor support.

“The question on my mind was are we able to connect?” says participant Francys Brown. “The end result was that we really connected…and the reason was that we were all on the same journey to partnership. We share the same amount of challenges, the same goals, and it was clear when we were talking together that we were in the same boat.”

The program included participants from nine member firms. The sessions were held at several different member firms in Minneapolis, St. Louis and Chicago, providing members with the opportunity to visit other firms and make new connections.

“I haven’t really had a voice,” said participant Anne Ritter. “And that was figurative voice. I wasn’t outspoken with my peers, and that was something I learned in my leadership group. We spent a lot of quality time together, made a lot of great connections…and I highly recommend every bit of this program.”

The Center for Character-based Leadership provides coaching focused on the complexity of leading in the top two to three levels of organizations and the talents needed. LVG Advisors provides business development training, business development coaching and SAM-Pro services for professional service firms. These services are aimed at building firm revenue, strengthening practice professional confidence and maintaining client loyalty.

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Moore Stephens North America Appoints Three New Board Members

Bruce Zicari

Bruce Zicari

Members of Moore Stephens North America (MSNA) have voted in three new members to join the MSNA Executive Board.

“The Bonadio Group has been proud to be part of the MSNA Team for over two decades, delivering great value to our firm, our people and our clients,” says Bruce Zicari, incoming MP at Pittsford, N.Y.-based The Bonadio Group (FY18 net revenue of $97.9 million). “I am honored to be appointed to the MSNA Board and look forward to working with my fellow board members, as well as the member firms, to collaborate, innovate and improve.”

In addition to Zicari, Patrick Fuelling, partner at Troy, Mich.-based Doeren Mayhew & Company (FY17 net revenue of $72.6 million), and Dan Natale, managing partner at Segal LLP of Toronto, Ontario, joined the board, effective Jan. 1.

Patrick Fuelling

Patrick Fuelling

“At Doeren Mayhew, we see the benefits of being a member firm with Moore Stephens on a daily basis. Leveraging a network of specialized resources across the globe has helped us gain opportunities we might not have otherwise been able to,” says Fuelling.

Natale says, “Since joining MSNA, Segal LLP has developed strong, mutually rewarding relationships with member firms across the association and I look forward to working with my colleagues on the board to help MSNA and its members meet our goals.”

The executive board is democratically elected by their peers to set the direction for North America, so clients are assured the same professional standards and quality services are provided everywhere.

Dan Natale

Dan Natale

“Each new board provides a unique set of insights and perspectives to propel our association forward, and the addition of Bruce, Pat and Dan will certainly keep that momentum going,” says Tony Szczepaniak, chief executive officer of MSNA.

The executive board consists of nine members. In addition to Zicari, Fuelling and Natale, Andy Armanino, MP of San Ramon, Calif.-based Armanino LLP (FY17 net revenue of $242.7 million), and Tony Caleca, MP of Creve Coeur, Mo.-based Brown Smith Wallace (FY17 net revenue of $46.3 million), will remain as chair and vice-chair, respectively. Also retaining their seats on the board are Lou Grassi, CEO and MP of New York-based Grassi & Co. (FY17 net revenue of $59.6 million), Rick Davis, CEO of Greenville, S.C.-based Elliott Davis (FY18 net revenue of $119 million), Cheryle Burke, COO of Woburn, Mass.-based DiCicco Gulman & Company (FY17 net revenue of $26.4 million) and Beth Leonard, MP of Lurie LLP of Minneapolis (FY17 net revenue of $28 million).

Leaving the board is Greg Hutchins, partner at Los Angeles-based Holtin Carlin & Van Trigt (FY17 net revenue of $135.9 million).

Canadian Firm Moving to ‘Dream Space’ in Toronto

Segal LLP of Toronto is moving Aug. 23 from its office of 17 years at 2005 Sheppard East to 4101 Yonge St.

“We wanted to be conveniently central for clients and staff and no more than 20 minutes from Bay Street. We wanted an open-concept space to suit the modern working world. And we wanted a brighter, more collaborative environment,” the firm says on its website.

The firm’s goal was to grow big enough to justify moving into a new office and then making the move. The new office is close to major highways, bus and subway access points, is surrounded by green space and offers underground guest parking.

“You’ll love being here and we’ll love having you, just like we always dreamed,” the firm says in a message to clients.

Moore Stephens Announces New Member Firm

Moore Stephens International Limited (MSIL) announced that Toronto-based Segal LLP has joined the Moore Stephens North America association, which is a member of the MSIL network.

The team at Segal has a diverse set of skills and expertise that includes accounting, personal and corporate tax preparation and estate planning, to name a few.

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IPA Announces the Best of the Best Pyramid Awards

Carmel, Ind.-based INSIDE Public Accounting (IPA) has announced that three Best of the Best firms are being recognized with Pyramid Awards this year at the third annual PRIME Symposium, Nov. 4-6, in Indianapolis:

Nigro, Karlin, Segal & Feldstein is the recipient of IPA’s “Pyramid of Excellence” award this year, for the firm’s stellar performance in the 23rd annual IPA Survey and Analysis of Firms. The firm scored No. 1 on the IPA Best of the Best Firms list this year. The firm debuted on the IPA 100 list in 2012, at No. 73. Nigro, Karlin, Segal & Feldstein was also named one of the Top 10 Fastest-Growing Firms among the IPA 100 in 2013.

 Novogradac & Company is receiving the third annual IPA Best of the Best “Fastest-Growing Pyramid Award.” With an impressive 16.6% organic growth rate, with no mergers to boost that number, the firm has seen continued success in a tentative economic environment. This is the third year that Novogradac & Co. has appeared on IPA’s Fastest-Growing Best of the Best list, and has been a Best of the Best firm since 2002. Novogradac is an IPA 100 firm and this year, the firm was also named an IPA All-Star Firm and one of the Top 10 Fastest-Growing Firms among all IPA survey participants.

Katz, Sapper & Miller is receiving the third annual IPA Best of the Best “Pyramid Award” this year. Katz Sapper & Miller debuted on the IPA Best of the Best list in 1996, and has been named a Best of the Best firm 12 times during that time span. Katz, Sapper Miller is an IPA 100 firm, ranking at No. 63 this year.

The IPA Best of the Best firms come in all sizes and are geographically dispersed across the U.S. They demonstrate long-term consistency and exceptional performance, regardless of outside factors. IPA’s independent ranking of the nation’s best-managed firms is one of the highest honors within the profession today. Selections were based on responses from more than 500 participating accounting firms on over 70 metrics. 2013 is the 18th year for the IPA Best of the Best ranking