Frazier & Deeter Adds Transaction Advisory Partner

Tim Koch

Tim Koch

Atlanta-based Frazier & Deeter (FY17 net revenue of $83.6 million) announced that Tim Koch has joined the firm as a partner who will be leading the firm’s transaction advisory practice.

“Over the past few years we’ve seen a surge in demand for our transaction advisory services,” says Seth McDaniel, MP. “We’re delighted to add a Lead Partner to the practice who brings a strong track record supporting complex transactions.”

Koch was most recently a partner at a top 25 CPA firm, where he was a lead transaction advisory partner focused on middle market buy-side and sell-side transactions for private equity and corporate clients. He has participated in transactions that have had enterprise values ranging from a few million to over one billion dollars.

Koch has significant senior executive experience, including being the CFO and executive committee member for a large privately held business. He also previously was recruited to serve as a senior financial officer to assist a large public company reorganizing under U.S. bankruptcy laws. Koch began his career with Arthur Andersen.

Bennett Thrasher Names Williams as Managing Director

Davin Williams

Davin Williams

Bennett Thrasher LLP (FY18 net revenue of $55.6 million) of Atlanta, announced the addition of Davin Williams as managing director of Bennett Thrasher’s advisory and interim advisory services practice group. 

In his role, Williams will oversee the advisory and interim management for outsourced accounting services. The newly formed group offers a full range of customized business solutions for growth, expansion and increased financial transparency. The group also provides interim and fractional executive services designed to help growing companies in need of additional accounting resources, while complementing existing financial functions.

Williams acts as a strategic advisor, helping clients make management and financial decisions that support growth and enhance business objectives. He consults with clients on growth strategies, business combination accounting, out-of-state expansion and financial reporting.

Williams has more than 16 years of experience in public accounting and is a licensed CPA in Florida, Georgia and Mississippi. He also brings experience in finance for start-ups and international companies seeking expansion in the U.S.

SingerLewak Names New Managing Director

Vanita Spaulding

Vanita Spaulding

Los Angeles-based SingerLewak (FY17 net revenue of $53.4 million) announced that Vanita Spaulding has been named as managing director in the firm’s valuation practice. Spaulding is based in the firm’s Woodland Hills, Calif., office.

Spaulding has provided professional business valuation and related financial advisory services full-time since 1982, and also provided and/or managed over 1,500 valuation engagements involving companies ranging in size from small closely held companies with under $1 million in revenue to multinational, publicly traded companies with revenues in the tens of billions.

Spaulding has extensive experience in fair value determinations for corporate transactions and derivative securities. She has also dealt with clients auditors in resolving fair value reporting issues as well as the IRS on valuation matters for income, gift and estate tax purposes.

PKF International Welcomes Member Firm in Florida

PKF International announced that Miami-based Berkowitz Pollack Brant Advisors and Accountants (FY17 net revenue of $57.9 million) has renewed its membership with the PKF network of independent accounting firms.

Berkowitz Pollack Brant is a past member of the PKF network and saw great value from the ability to develop relationships with members firms around the globe.  Berkowitz Pollack Brant will serve as a resource to international firms with clients in the U.S. and its multi-national client base will benefit from on-the-ground resources in important countries around the world.

Joseph Saka, CEO of Berkowitz Pollack Brant, says, “We appreciate the opportunity to rejoin our friends at PKF. There are many business synergies between firms in the network and what we can offer from South Florida and New York.”

PKF O’Connor Davies Hires Mazza as Partner

New York-based PKF O’Connor Davies (FY17 net revenue of $160 million) announced that it has hired Cheri Mazza. Mazza will serve as a business valuation and financial forensics partner specializing in forensics, valuation and litigation support.

“Cheri brings diverse experience from the business, consulting and education arenas that will provide a unique perspective to our team and clients,” says Kevin Keane, MP. “Her accomplishments are impressive and we are thrilled to have her as part of the growing PKF O’Connor Davies team.”

Mazza has more than 30 years of public accounting, financial forensics and forensic accounting, business valuation and standard setting (FASB) experience. She also has significant university teaching and research experience and has served on the board of a publicly-traded bank.

Moss Adams Admits New Partner in Silicon Valley

Sarah Ratra

Seattle-based Moss Adams (FY17 net revenue of $577 million) announced the admission of Sarah Ratra as a new partner in the technology and life sciences practice at its Silicon Valley office in Campbell, Calif.

Ratra has practiced public accounting since 1999. She consults clients in the application and implementation of new accounting policies and technical guidance in compliance with the SEC, Sarbanes-Oxley Act and U.S. generally accepted accounting principles (GAAP) requirements.

Ratra’s expertise includes working with venture funds and management companies, focusing on investment valuation and other complex accounting issues. She has led numerous initial public offerings and merger and acquisition activities. Ratra works with venture capital firms and technology companies, ranging from emerging start-ups to multinational public entities in various sectors.

“Companies are facing many new regulatory changes and reporting requirements, and I look forward to helping clients navigate these challenges, implement new accounting policies and succeed in a rapidly evolving market,” Ratra says.

RKL Wealth Management Announces Change in Leadership

Laurie M. Peer

RKL Wealth Management (RKL WM), a subsidiary of Lancaster, Pa.-based RKL LLP (FY17 net revenue of $67.9 million) today announced Laurie M. Peer has been named president. Peer succeeds Sarah Young Fisher, who led the firm since 2005. Fisher has assumed the role of president emeritus.

“We are grateful to Sarah for her leadership in evolving RKL Wealth Management into the respected investment advisory and financial planning firm it is today,” saus RKL CEO Edward W. Monborne. “Laurie has been an integral member of the RKL WM executive team and will continue to deliver the collaborative and highly personalized client experience that is a hallmark of RKL WM.”

In her new role, Peer will oversee firm operations, drive its growth strategy, lead the team of more than 20 professionals and continue to enhance the integration of client experience between RKL WM and RKL’s CPA and business advisory services. Peer previously served as the firm’s executive vice president and is also a partner of RKL LLP.

During Fisher’s 13-year tenure as president, RKL WM experienced tremendous growth, surpassing $1 billion in assets under management/advisement at the end of 2017. In her new role as president emeritus, Fisher will continue to serve the wealth management needs of her clients full time and also serve in an advisory capacity to the RKL WM team.

HBK CPAs Admits New Partner

Clinton Smith

Canfield, Ohio-based HBK (FY17 net revenue of $80 million) has admitted Clinton Smith into the partnership group.

Smith joined the HBK office in Naples, Fla., in October 2007 and moved to Sarasota, Fla., two years later.

“Clint has been an integral part of the growth of this office since his arrival here,” says Craig Steinhoff, PIC of the Sarasota office. “He has shown determination and skill in directing internal education and training, improving our collective technical skills by leading our audit specialists and accounting and auditing team training.”

Smith is a member of the firm’s quality control team and its assurance practice committee. He works predominantly with assurance services, auditing construction and manufacturing companies and non-profit organizations. He also provides audit services to businesses on their employee benefit plans.

Elliott Davis Admits 8 Professionals as Partners

Rick Davis

Greenville, S.C.-based Elliott Davis (FY18 net revenue of $119 million) announces that eight members of its professional services team have been admitted into the partnership group.

“These individuals have demonstrated a deep commitment to the development and growth of their respective practices and the firm as a whole,” says Rick Davis, CEO of Elliott Davis. “They’re all innovative thinkers who embody our future-ready approach to business and embrace their roles as change agents striving to transform what it means to be providers of tax, accounting and financial consulting services.”

The eight new shareholders are:

Denise Bailey leads Elliott Davis’s accounting systems consulting group, providing businesses of various sizes

with accounting, tax planning and compliance, and startup consulting. Bailey, who is based in the Greenville, S.C., office, has specialized knowledge in accounting systems applications, accounting workflow processes and analysis, sales and use tax reporting and compliance, and payroll tax reporting and compliance.

Shelton Chambers is based in the Chattanooga, Tenn., office and works primarily in the areas of tax and estate planning for trusts, tax-exempt organizations and not-for-profit entities. Chambers advises clients on sophisticated estate plans, business transition plans and gifting mechanisms available to transition wealth to younger generations.

Michael Koupal, who is based in the Nashville office, provides accounting and assurance services to clients in the financial institution sector. With approximately 13 years of experience in public accounting, Koupal works with financial institutions ranging in size from $100 million to more than $3 billion in assets.

Jeremy Migliara is based in the Greenville, S.C., office and serves as director of the state and local tax technical specialty group. Migliara, who has more than 25 years of experience in accounting, works with clients in a variety of industries and consults with multi-state taxpayers in addressing technical state tax issues in the areas of income and franchise tax, sales and use tax, property tax, employment tax and state credits.

Eric Myers is based in the Chattanooga, Tenn., office. With more than 13 years of experience in public accounting, Myers provides tax planning and compliance services to manufacturing and distribution companies with multi-state and international operations, private equity-owned portfolio companies and closely held businesses.

Ben Romeiser, who has more than 15 years of corporate tax experience in both industry and public accounting, is based in the Raleigh, N.C., office. Romeiser specializes in tax consulting and structuring, and mergers and acquisitions for the manufacturing and distribution and tax transaction services teams.

Thomas Self is based in the firm’s Greenville, S.C., office. Self has extensive experience providing holistic tax planning and compliance services to partnerships, corporations, trusts, estates and individuals.

Marshall Stein has more than 10 years of experience and is based in the firm’s Raleigh, N.C., office. Stein provides accounting, assurance and consulting services to clients primarily in the commercial, construction, manufacturing and real estate industry sectors.

EisnerAmper Joins Accounting Blockchain Coalition

EisnerAmper Risk Solutions, a subsidiary of New York-based EisnerAmper (FY18 net revenue of $360 million), announces that it has joined the Accounting Blockchain Coalition (ABC).

The ABC is dedicated to educating businesses and organizations on accounting matters relevant to digital assets and distributed ledger technology, including blockchain. As an ABC member, EisnerAmper will collaborate with other industry leaders to work on issues impacting the accounting industry, publish a set of best practices, help develop guidelines and more. The ABC is working to evolve into the primary industry resource and community for organizations involved with blockchains in accounting.

“We’re excited to join the ABC,” says EisnerAmper Partner Alan Frank. “It further establishes our firm in the blockchain space, and it offers our specialists a variety of valuable resources for us to stay on the leading edge of blockchain in the accounting and tax areas, which will benefit our clients tremendously.”