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Whitley Penn Professionals Receive Honors

Amanda Beabout

Fort Worth, Texas-based Whitley Penn (FY18 net revenue of $114.1 million) announces that Amanda Beabout, senior audit manager in the Houston office, has been named president-elect of the Bauer College Alumni Association’s board of directors. Bauer College is the College of Business located within the University of Houston.

Beabout serves clients in the energy, construction, professional services, manufacturing and distribution and ERISA industries. For the Bauer College Alumni Association position, Beabout will serve one year as president-elect learning from the current president and assisting with the planning and leading of meetings and serving as a liaison between the college and the alumni board.

Celina Cereceres

Additionally, Celina Cereceres, PIC of the firm’s public sector group, has been named a 2019 Women Who Mean Business honoree by the Houston Business Journal. The list includes 30 women who represent a myriad of industries in the Houston area, including energy, finance, health care, real estate, professional services, law, hospitality, government and non-profit.

Cereceres has more than 18 years of audit experience overseeing audits and other attestation engagements for school districts, universities and colleges, other large governments, and non-profit organizations. She remains active with the Communities in Schools Bay Area, the Texas Education Agency Advisory Committee, the Texas Association of School Business Officials (TASBO), and is a member of the Bay Area Houston Economic Partnership Education and Workforce Committee.

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Whitley Penn Announces Podcast Channel: Whitley Penn Talks

Fort Worth, Texas-based Whitley Penn (FY18 net revenue of $114.1 million) has launched a podcast channel, WP Talks.

“We want this channel to be a place that combines information, entertainment and knowledge, where we can connect with our friends and clients alike to discuss issues including market trends, technological advances that could affect accounting, and the tax law changes that have swept the nation in the last 18 months,” the firm says. Whitley Penn employees, clients and contacts, will be featured.

The podcast channel can be found under the name “Whitley Penn Talks” on BuzzSprout, Spotify, Apple podcasts and Google podcasts.

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Burress Joins Whitley Penn as Managing Director

Jamie Burress

Jamie Burress

Fort Worth, Texas-based Whitley Penn (FY17 net revenue of $97.6 million), an IPA 100 firm, announces that Jamie Burress has joined the firm’s Houston office as a managing director in the forensic litigation valuation services group.

Over the past 20 years, Burress led and performed valuations on business entities and intangible assets for acquisition, divestiture, financing, financial reporting and tax. Her valuation experience primarily includes purchase price allocations for financial reporting and tax purposes, goodwill impairment testing, gift and estate valuations, share-based compensation valuations and tax restructuring.

Burress has focused for the last 10 years on the energy sector, including oilfield services, midstream operations, upstream and mining, with a specialty in metals and coal. Additionally, she has advised many clients in the technology, biotechnology, industrial, specialty retail, real estate, health care and financial services industries.

Burress is now part of Whitley Penn’s traded markets practice, which provides both business consulting and litigation support services to participants in traded markets.

“We are eager to welcome Jamie to our team and believe that her diverse experience will be a true asset to the firm and to our clients,” says Jim Penn, PIC of the forensic litigation valuation services group.

Whitley Penn Admits Six New Partners

Mark Duffy

Fort Worth, Texas-based Whitley Penn (FY17 net revenue of $97.6 million), an IPA 100 firm, has announced that Mark Duffy, Jeff Edwards, Brandi Fletcher, Ashley Kimery, Nick Wells and Kyle Willey have been admitted into the partnership, effective Jan. 1.

Duffy joined the Fort Worth office in 2006 as an intern and transitioned to a full-time position in the tax department in 2007. He has spent the past 12 years assisting clients in the energy, manufacturing and distribution, real estate, professional services, retail and health care industries.

Jeff Edwards

Edwards joined the firm in 2013 as an audit senior manager in the Houston office. He primarily works with public and private clients in the oil and gas, manufacturing and distribution, service, not for profit and benefit plan industries. Also, he serves as a consultant for various technical accounting matters for the firm and conducts tax reviews for the employee benefit plan audit practice.

Fletcher joined the Whitley Penn tax department in 2006 and works with clients ranging from small to mid-size businesses, including entities held by private equity funds, large corporations and family offices. Her client base spans across multiple industries including manufacturing and distribution, transportation and health care.

Brandi Fletcher

Kimery joined Whitley Penn’s Austin, Texas, office in January 2017 when Wagner Eubank & Nichols and Midwikis & Granger merged into the firm. She primarily works with clients in professional services firms, lobbyists/political consultants, real estate partnerships, venture capital/private equity, and high-net-worth individuals.

Wells joined the Dallas audit department in 2011 after working for MetroPCS and KPMG. For the past seven years, he has focused on public and private clients primarily in the health care, financial services and industrial manufacturing industries.

Willey joined the firm in 2014 when JonesBaggett LLP merged into Whitley Penn. Since 2007, he has provided audit and consulting services to both public and non-public companies in a variety of industries with an emphasis on financial institutions and employee benefit plans. He has also worked with clients in the manufacturing, retail, professional services and broadcasting industries.

Robert Allen Returns to Whitley Penn as Managing Director

Robert Allen

Fort Worth, Texas-based Whitley Penn (FY17 net revenue of $97.6 million), an IPA 100 firm, announces that Robert Allen has rejoined the firm’s Fort Worth office as a managing director in the forensic, litigation and valuation group.

Allen previously worked at Whitley Penn from 2002 to 2008 in the same department. His areas of expertise include business valuation, intangible asset valuation and value enhancement consulting. He works with a number of industries for a variety of purposes, including tax reporting, financial reporting, regulatory compliance, litigation support, management consulting, succession planning and transactional advisory support.

Allen has extensive experience with purchase price allocations (ASC 805), goodwill impairment testing (ASC 350), stock-based compensation/options (ASC 718/IRC 409a), intangible asset valuation, estate and gift tax valuation, litigation and collaborative law matters, buy/sell agreement valuations, fairness opinions, solvency opinions, health care compensation studies and transfer pricing studies.

In addition, he has experience consulting with business owners on valuation and strategic planning issues, including the identification of value drivers and business risks to evaluate the impact on business value, identification of critical success factors and key performance indicators, the development of budgets and forecasts, and strategic benchmarking.

FLVS Director Starr Joins Whitley Penn

Fort Worth, Texas-based Whitley Penn (FY17 net revenue of $97.6 million), an IPA 100 firm, announces that Michelle Starr will be joining the firm as director of forensic litigation and valuation services (FLVS) in the Houston office.

Starr has more than 15 years of experience as a valuation analyst, expert witness, and business consultant. She is focused primarily on navigating mergers and acquisitions; loan covenants requirements; divorce; buy-ins and buy-outs; selling a business or professional practice; estate planning; navigating taxable events and settling legal disputes.

Starr assists clients with division of assets, asset tracing, assessing economic damages, settling disputes, resolving tax audits and levying monetary implications of breach of contract. She has also served as a financial expert in mediation.

“We are eager to welcome Michelle to our team and believe her extensive experience will be a catalyst to continued growth in the future,” states Jim Penn, PIC of FLVS.

Whitley Penn Plans New Office in Plano

Fort Worth, Texas-based Whitley Penn (FY17 net revenue of $97.6 million) will lease a new 13,451-square-foot office in Plano’s Legacy West.

“Our firm continues to grow at a steady pace, not only in human capital but in the number of clients we support,” says MP Larry Autrey. “We are committed to meeting that demand by placing our professionals in a location that supports the needs of our clients.”

Far North Dallas continues to be one of the most active office markets in the U.S. According to JLL Research, through the second quarter of this year, over 1.49 million square feet of new office space has been completed.

“When the opportunity was presented for us to move into the growing Legacy West area, we knew this was the perfect fit,” says Felix Lozano III, PIC of Whitley Penn’s Dallas office. “The increasing number of clients and employees we have in the North Dallas, Plano and Frisco area made it an easy decision to expand our Dallas presence up north.”

JLL Executive Vice President Calvin Hull represented Whitley Penn in the lease negotiation. CBRE’s David Reed and Ben Davis represented the landlord, Legacy West Investors. DLR Group | Staffelbach is overseeing the interior design.

Whitley Penn will move in to its new office, 5908 Headquarters Drive, in October.

Dossani Turnage & Van Hoose PC & Impact Financial Solutions Join Whitley Penn

Fort Worth, Texas-based Whitley Penn (FY17 net revenue of $97.6 million) announced that Dossani Turnage & Van Hoose PC of Dallas, and Impact Financial Solutions LLC of Dallas, have joined the firm, effective July 1. The group has joined the Dallas office increasing the firm’s DFW presence to approximately 350 employees and nearly 500 employees firmwide.

“Joining Whitley Penn is a great opportunity to provide our current clients with an expanded line of services and resources both locally and in other regions,” says Irfan Dossani, MP of Dossani Turnage & Van Hoose PC. “We are excited to join such a well-respected leader in our industry.”

Dossani Turnage & Van Hoose PC and Impact Financial Solutions LLC’s professionals are known for their depth of experience across numerous specialty areas such as management consulting, financial accounting, financial planning, and income tax compliance and consulting. The team primarily serves clients in many industries including real estate, professional services, IT services, oil and gas, manufacturing and health care.  This group brings to Whitley Penn a focus on accounting software and systems implementation that will be a new service offering to our clients and potential clients.

“Irfan and his team are a valuable addition to our firm. Their depth of experience in tax and accounting services, as well as their specialty in accounting software and systems implementation, will be beneficial to our clients,” says Larry Autrey, Whitley Penn MP. “This addition is also an example of the firm’s continued focus on growth and commitment to hiring the best of the best.”

De Laval and Yeager Join Whitley Penn as Forensic Litigation Valuation Services Managing Directors

Mike De Laval

Mike De Laval

Fort Worth, Texas-based Whitley Penn (FY17 net revenue of $97.6 million) announced that Mike De Laval and Jack Yeager have joined the firm’s Houston office as managing directors in the forensic, litigation and valuation group.

De Laval has provided expert testimony and litigation consulting for the past 15 years across numerous commodity markets including oil and gas, NGL’s / LPG’s, petrochemicals, electricity, agricultural and metals. He has relevant industry experience to provide a thoughtful, real world opinion with regards to matters involving trading, transportation, contractual, asset operation and optimization, and overall portfolio issues. He has been certified as an expert in Hedge Funds, Funds of Funds, and Natural Gas in U.S. District Court, and has broad based experience providing subject matter expertise in litigation consulting and testimony involving white collar crime, government regulatory actions, private litigation and Uncitral Arbitrations.

Jack Yeager

Jack Yeager

Yeager has expertise related to commodity and derivative markets (e.g. energy, agriculture, metals, futures and options). He has more than 20 years of practical experience working in and consulting to businesses that regularly engage in commodity or derivative transactions, primarily in the oil, gas and power sectors. He also has nearly 15 years of experience assisting in litigation matters as both a testifying and consulting expert.

Together De Laval and Yeager co-lead Whitley Penn’s Traded Markets practice which provides both business consulting and litigation support services to participants in traded markets.

“We are eager to welcome Mike and Jack to our team and believe their diverse experience will be a true asset to the firm and our clients,” says Jim Penn, PIC of the Forensic Litigation Valuation Services group.

Whitley Penn Admits New Partners

Clint Crane

Clint Crane

Effective Jan. 1, Fort Worth, Texas-based Whitley Penn (FY16 net revenue of $83.6 million) admitted six to partners: Clint Crane, Camron Harris, Robert Metz, Brett Murphy, Elizabeth Pettijohn and Justin Roberts.

Crane joined the firm in 2016 as a tax senior manager in the Dallas office after holding several leadership roles at other firms. He provides tax consulting services to middle-market clients and is part of the Whitley Penn tax policy committee.

Camron Harris

Camron Harris

Harris joined the Dallas audit department of Whitley Penn in 2004. Since then his career experience has included serving public and private clients in real estate, professional services, manufacturing and distribution, oil and gas, private equity, and employee benefit plans.

Robert Metz

Robert Metz

Metz joined the firm in 2011 as a senior associate in the forensic, litigation and valuation services group. He specializes in valuations of businesses, forensic and fraud investigations, damages and lost profits calculations, and tracing and characterization of assets. Metz has provided expert witness testimony at depositions, hearings, and trials and assisted with numerous settlement negotiations.

Brett Murphy

Brett Murphy

Murphy joined the firm in 2014 as an audit manager in the Dallas office and was promoted to senior manager in 2015. Prior to joining Whitley Penn, he was with another local firm serving financial industry clients such as commercial banks, mortgage companies, bank holding companies, and savings and loan associations. Additionally, Murphy has worked with both publicly-traded and privately-held companies, in a variety of industries, including manufacturing, retail, infrastructure companies and employee benefit plans.

Elizabeth Pettijohn

Elizabeth Pettijohn

Pettijohn joined the firm in 2013 as a tax senior manager in the Dallas office after serving in several tax leadership roles at other organizations. She has experience in complex tiered structures that include partnerships, C corporations, Sub S corporations, REITs and LLCs. Pettijohn has expanded the firm’s capabilities as it relates to private-equity owned clients, clients with complex flow-through structures, REITs and MLPs.

Justin Roberts

Justin Roberts

Roberts joined Whitley Penn in 2006 and has experienced his entire professional career at the firm. Over the last twelve years, he has served in the Dallas audit department and has had extensive experience advising clients on generally-accepted accounting principles, SEC and Sarbanes-Oxley issues. Roberts works with the oil and gas industry as well as serving a variety of public and private companies.