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Carr Riggs & Ingram Merges In Barraclough & Associates

Enterprise, Ala.-based Carr Riggs & Ingram (FY18 net revenue of $306 million) has acquired Barraclough & Associates of Santa Fe, N.M.

Barraclough & Associates provides accounting, bookkeeping and tax services to individuals and businesses, including financial statements, budgets, cash flow management, audits, tax planning and new business consulting.

CRI has expertise ranging from basic accounting services, to tax review, compilation, preparation and general business consulting. They also offer tax services to corporate entities, individuals, and trusts with particular industry expertise delivered to health care, legal services, and the oil and gas industries. More than 1,800 CRI professionals serve clients across the South.

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Carr Riggs & Ingram Expands Operations in Alabama With Merger

Enterprise, Ala.-based Carr Riggs & Ingram (FY18 net revenue of $306 million) has merged in Crabtree Rowe & Berger of Huntsville, Ala.

“Expanding our footprint into northern Alabama is a vital part of our strategic plan,” says William Carr, chairman and MP of CRI. “The Crabtree Rowe & Berger offices in Huntsville, along with our other Alabama locations, help leverage the strength of our combined teams and resources to enhance our client service delivery and technical expertise.”

Crabtree Rowe & Berger was named to Inc. 5000’s list of America’s fastest-growing companies in 2019 and offers traditional services along with a consulting and financial modeling practice called Simple Numbers® for a variety of industries, including manufacturing and distribution.

Allan Koltin, CEO of Koltin Consulting Group, who advised both firms on the combination, says, “This merger is tremendous for CRI given the incredible growth that the Huntsville market is experiencing. Though Crabtree Rowe & Berger is based in Huntsville, they have gained a national reputation for their extraordinary consulting and advisory practice. These two firms will experience impressive success from their combined offerings.”

With the addition of the Crabtree Rowe & Berger, CRI operates in 30 markets across 10 states.

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Carr Riggs Ingram Names Three New Partners

Enterprise, Ala.-based Carr Riggs & Ingram (FY18 net revenue of $306 million) has admitted three Atlanta-based professionals to partner: Hillary Collier, Megan Makar and Bob Steinhardt.

“We understand the direction our industry is headed and are constantly engaging the younger generation of partners in decisions that will help propel the firm forward,” says MP and chair Bill Carr.

Collier delivers auditing, accounting and advisory services to a diverse group of clients in industries like manufacturing and distribution, technology and real estate. She focuses on planning, organizing and reviewing audits and is best known for her work with employee benefit plans.

Makar manages engagement teams in a variety of industries including manufacturing, distribution, construction, finance and not-for-profit. Her expertise includes auditing employee benefit plans, employee benefit planning and auditing, financial statement audits, and reviews and compilations.

Steinhardt specializes in pass-through taxation for closely held businesses and taxation of high-net-worth individuals. He is also known for his extensive experience working closely with both athletes and entertainers.

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Carr Riggs & Ingram Merges In Laurel, Miss. Firm

Enterprise, Ala.-based Carr Riggs & Ingram (FY18 net revenue of $306 million) has expanded its presence in Mississippi with a merger of Laurel, Miss.-based Wm. F. Horne & Company, which also operates an office in Hattiesburg.

“Increasing our footprint in Mississippi is an important part of our growth strategy,” says William H. Carr, chairman and MP of CRI. “The Wm. F. Horne & Company office in Laurel coupled with our current Jackson office leverages the alliance of our combined teams and resources to enhance our client service delivery and technical expertise, while further establishing our strength in the state.”

Allan D. Koltin, CEO of Koltin Consulting Group, who advised both firms on the merger says, “CRI continues their magical journey of becoming one of the Southeast region’s powerhouse firms, as well as one of the fastest-growing, first-generation firms in the country. Their innovation, culture and great leadership continue to be a major draw for firms looking for additional depth and resources.”

Koltin also says that Wm. F. Horne is one of the most respected and successful CPA firms in the state.

CRI now operates in 10 states, offering accounting, auditing, tax, advisory and client accounting services. CRI also operates seven portfolio companies: Auditwerx (SOC reporting and IT audits), CRI Advanced Analytics (data analytics), CRI Capital Advisors (investment banking), CRI Solutions Group (management consulting), CRI TPA Services (retirement plan administration), Paywerx (payroll management) and Level Four Advisory Services (wealth management).

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Carr Riggs & Ingram Launches CRI TPA Services

Enterprise, Ala.-based Carr Riggs & Ingram (FY18 net revenue of $306 million) has created a new portfolio company to offer tailored retirement plans for clients.

CRI TPA Services will offer third-party administrative services for employer-sponsored retirement plans, with a primary focus on 401(k) Plans, 403(b) Plans and Defined Benefit Plans. They will also provide consulting services on retirement plan best practices, plan design and implementation, and plan corrections.

“By adding this new portfolio to the CRI family of companies, we are able to position ourselves as the comprehensive solution to all of our clients’ business needs by strategically assisting them on a broad range of activities,” says MP Bill Carr. “The goal of CRI TPA Services is to offer the most customizable retirement plan options that best suit our clients’ unique needs. We recognize that every business is different and we want to ensure that we are providing the highest level of all-inclusive support to our clients.”

Daniel Rodriguez, CEO of CRI TPA Services, says, “I believe we are able to offer a different level of service and experience than what people typically expect from most TPA firms. We are committed to making sure our clients receive comprehensive, consistent service built on transparency.”

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Carr Riggs & Ingram Unveils CRI Advanced Analytics

Enterprise, Ala.-based Carr Riggs & Ingram (FY17 net revenue of $286.1 million) recently launched CRI Advanced Analytics, a new software company focused on providing clients with actionable data to help them prepare for future trends in their industry.

CRI Advanced Analytics provides innovative solutions that allow companies to forecast critical aspects of their business. The software platform utilizes interactive, user-friendly visualizations and dashboards to produce reliable analytics that identify essential metrics around areas like reimbursement, staffing, and revenue management. Currently, the software offers metrics for the long-term care industry. However, a new product is being developed to help diversify offerings to include hospitality organizations. The goal is to continue expansion and provide functional data to businesses in a range of different industries.

“The addition of this new portfolio allows CRI to strategically grow our practice and develop new capabilities in the realm of data analytics,” says Bill Carr, MP of CRI. “Our goal is to revolutionize functional data and understand how the marketplace translates these crucial insights into industry trends. We look forward to the endless opportunities that we have to expand our software offerings and making this application available to a range of diverse industries.”

For more information on CRI Advanced Analytics, visit CRIanalytics.com.

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Carr Riggs & Ingram Expands Operations in Florida

Enterprise, Ala.-based Carr Riggs & Ingram (FY16 net revenue of $235.8 million) acquired Bradenton, Fla.-based Shinn & Company.

Shinn & Company provides accounting and auditing, tax compliance and planning, business consulting, and small business accounting services with particular industry expertise delivered to agricultural, education, governmental, nonprofit, construction, and real estate clients.

“Increasing our footprint in Florida has been a part of our growth strategy for some time,” says William Carr, chairman and MP of CRI. “The Shinn & Company offices in Bradenton and Sarasota coupled with our current Florida offices strategically position our expertise throughout the Gulf Coast making CRI one of the best accounting resources in the state.”

“CRI is one of the fastest growing first-generation firms in the entire country,” says Allan Koltin, CEO of Koltin Consulting Group, who advised both firms on the merger. “Their ability to provide all of the resources that a smaller firm wants and needs, but to do it in a very entrepreneurial and culturally compatible environment is what sets them apart. In that same respect, Shinn & Company is one of Florida’s most prestigious and respected CPA firms, and they felt that CRI’s leadership, technology platform, depth of resources, and innovation were a perfect match for their clients.”

Carr Riggs & Ingram Admits 22 New Partners

Enterprise, Ala.-based Carr Riggs & Ingram (FY16 met revenue of $235.8 million) has named 22 new partners.

“We know that the future of a professional services firm is determined by its young people and the firm’s investment in them – which is exactly why CRI is intently focusing on the development and mentorship of these future firm leaders,” says Bill Carr, MP and chairman of CRI. “It’s fulfilling to welcome these individuals to partnership, as I’ve watched many of their careers unfold for years while they’ve contributed to CRI’s success.”

View the full list of partners here.

RPC CPAs + Consultants Joins Carr Riggs and Ingram

Enterprise, Ala.-based Carr Riggs & Ingram (FY16 net revenue of $235.8 million) has acquired Albuquerque, N.M.-based RPC CPAs + Consultants (FY16 net revenue of $15.3 million). The RPC team joins more than 1,800 CRI professionals currently serving clients across the southern U.S.

RPC provides accounting and auditing, tax compliance and planning, business consulting, and small business accounting services with particular industry expertise delivered to agricultural, energy, governmental, nonprofit, construction and real estate clients.

“Joining CRI positions us to grow our practice and strengthen our competitiveness in this increasingly global marketplace,” says Ray Roberts, RPC MP. “By sharing back office support and functions, our team can focus on maximizing the success and growth potential of our clients.”

“I’ve had the opportunity to get to know Ray and his team this year, and our firms’ values and business philosophies fundamentally align,” says Bill Carr, CRI’s chairman and MP. “Leveraging the synergies of our combined teams and resources serves only to enhance our client service delivery and technical expertise.”

Carr Riggs & Ingram Expands in Atlanta

Enterprise, Ala.-based Carr Riggs & Ingram LLC (CRI) (FY16 net revenue of $235.8 million) has acquired AGH LLC of Atlanta, a $14 million firm.

“There’s no doubt that Atlanta has been booming non-stop for several decades,” says Bill Carr, chairman and MP of CRI. “Add to that a consistently growing economy, a healthy real estate and job market and easy global access via the world’s busiest airport, and it is a winning combination full of opportunities for a rapidly growing, innovative firm like CRI. We intend to continue building upon our position as a top player in this market and are pleased that AGH has joined us.”

“AGH has an exceptional client base and great depth of talent but felt CRI could provide additional resources to its clients and accelerated growth opportunities for their associates,” says Allan Koltin, CEO of Koltin Consulting Group, who advised both firms on the merger. “They also felt CRI’s commitment to strategic investments in technology, innovation, and training provided the perfect platform to grow their clients and people.”