Richey May Acquires Amata Solutions

Ken Richey

Englewood, Colo.-based Richey May & Co. (FY17 net revenue of $21.5 million) announced it has acquired Amata Solutions, a provider of customized planning and business intelligence tools for mortgage lenders.

The acquisition comes three months after Richey May made an investment in the firm. Terms of the acquisition were not disclosed.

Amata Solutions is now part of Richey May Technology Solutions, the tech consulting division launched last year. Benjamin Duke, Amata Solutions’ founder, has taken on the role of executive director, data analytics, with Richey May Technology Solutions, where he will be responsible for developing and delivering business analytics solutions for mortgage lending clients.

Amata Solutions provided planning, forecasting and business intelligence tools that allow lenders to make more confident, strategic business decisions based on real-time data. The tools can be applied to all areas of the mortgage business and can be integrated with customer relationship management (CRM) software, loan origination systems (LOS) and general ledger software (GL).

“We were confident that our clients would love Amata Solutions when we partnered with the firm three months ago, but we may have underestimated how much,” says Ken Richey, co-founder and partner of Richey May. “This acquisition puts Richey May in a perfect position to help mortgage lenders address tighter margins and lower volume so they can stay several steps ahead of their competition.”

“Since partnering with Richey May, we have been busier than ever,” says Duke. “There was so much synergy between Richey May’s consulting services and our products and services that it simply made sense to go ‘all in’ and join forces.”

Richey May Technology Solutions offers a full spectrum of technology solutions, from cloud services and cybersecurity to marketing technology, and from governance, risk, controls and privacy to technology management consulting.

Barnes Dennig Joins With Two Firms

Dino Lucarelli

Cincinnati-based Barnes Dennig (FY17 net revenue of $20 million) has joined with Lucarelli Tactical Group and Ducks in a Row to offer broader resources and services to clients.

Lucarelli Tactical Group of Covington, Ky., founded in 2003 by Dino Lucarelli, offers succession planning, capital raising, mergers and acquisitions, business valuation and financial management services to middle-market businesses. Barnes Dennig provides similar and complementary services including business valuations, financial and tax due diligence, quality of earnings reports and transaction accounting. The combined organization will be called Barnes Dennig Transaction Advisory Group.

Ducks in a Row of Milford, Ohio, offers bookkeeping, accounting, QuickBooks® training and consulting and outsourced controller services for entrepreneurs, sole proprietors and non-profits. The firm was founded in 1994 by Tricia Reynolds. These services complement and broaden Barnes Dennig’s focus on middle-market assurance, tax and advisory services. Ducks in a Row will retain its name and will operate as a subsidiary of Barnes Dennig.

Cotton & Company Admits Four New Partners

Matt Johnson

Cotton & Company of Alexandria, Va., (FY18 net revenue of $27 million) has admitted four new partners.

“They are valuable additions to the growing partnership, each with diverse experiences, three of whom joined Cotton after college as staff auditors,” says executive MP Matt Johnson.

Jesse Carpenter joined Cotton & Company in September 2016 as a supervisory senior, and was admitted as a partner in the financial management practice area.

Kellie Fedkenheuer joined Cotton & Company in 2010 as a staff auditor, and was named as a partner in the litigation support practice area.

Megan Mesko joined Cotton & Company in 2011 as a staff auditor, was admitted as a partner in the contracts and grants practice area.

Melissa Sizemore joined Cotton & Company in June 2007 as a staff auditor, and was admitted as a partner in the financial management practice area.

First Latina Partner Admitted at Gumbiner Savett

Karla Chavez Luna

Gumbiner Savett of Santa Monica, Calif., (FY17 net revenue of $20 million) announced the admission of Karla Chavez Luna to the shareholder group.

“Karla is an excellent practitioner who has proven her skill and commitment to her clients over her tenure at the firm. She is a valuable addition to our shareholder group, especially in the Tax Department,” says Rick Parent, managing director.

Luna began her career with Gumbiner Savett immediately after graduating from UCLA, joining as a staff accountant and earning promotions and leadership roles. Luna is the first Latina to become a shareholder at the firm. She specializes in tax planning and compliance for high-net-worth individuals and their multi-generational families, with a special emphasis in estate and trust planning. She also serves business clients in the manufacturing, real estate, gaming and retail industries.

She most recently held the distinction as a CalCPA Women to Watch and was a 2018 LABJ Influential Women in Accounting.

“She is a recognized leader in the department and an excellent mentor and role model to younger staff,” says David Thaw, tax department leader. “I look forward to working with Karla within the tax department as it continues to grow.”

Dean Dorton Expands Its Kentucky Presence

David Bundy

Lexington, Ky.-based Dean Dorton Allen Ford (FY17 net revenue of $30.8 million) announces that it is growing in Kentucky with the addition of Tom Buetow and David Dick, formerly of BLD, a long-standing CPA and advisory firm in Louisville, Ky.

Buetow and Dick, along with other former BLD employees, joined Dean Dorton Jan. 1.

Over the last several months, Dean Dorton has announced several areas of expansion, including the December addition of Massey Consulting in Raleigh, NC, which specializes in accounting software products and services; the creation of Dean Dorton Wealth Management, Dean Dorton technology group’s full-service cybersecurity practice, and last year, Dean Dorton Healthcare Solutions, which offers medical billing and credentialing for physicians and physician practices.

This new merger aims to increase Dean Dorton’s client base in Louisville and southern Indiana.

“The addition of Tom, David and their team helps us to better serve our growing practice. We are enthusiastic about continuing the high level of service and expertise these new team members have provided to its notable client base,” says David Bundy, president and CEO of Dean Dorton.

“Our clients’ needs always come first,” notes David Dick. “With the combination of developing client needs and continuous growth, it was critical for us to find a way to continue providing high-quality service efficiently and effectively while providing clients with additional value through a broader range of specialty capabilities, advice and solutions. In addition, we want to offer more opportunities for our employees and referral partners who are the backbone of our business.”

Dimmick Named Chair of Briggs & Veselka’s Houston Audit Department

Adam Dimmick

Houston-based Briggs & Veselka Co. (FY17 net revenue of $36.2 million) announced that Adam J. Dimmick, audit shareholder in the Houston office, has been named chair of the firm’s audit department.

Meresa Morgan, who had served as department chair since 2010, will continue to lead the firm’s employee benefit plan practice, in addition to serving her longtime clients.

Dimmick started with the firm 13 years ago as a staff associate after moving from Southern California, and was promoted to shareholder in 2015. “From the time I started with the firm, I’ve always felt supported, encouraged and challenged. Assuming the responsibility of department chair is a great honor. Throughout the years, the culture at Briggs & Veselka has remained unmatched, and the opportunities for our future leaders is tremendous,” he says.

In addition to leading the construction and industrial services niche, Dimmick has led the department’s recruiting, retention and mentoring committees for several years.

“We are excited and fortunate to have Adam in a leadership position to help guide the firm over the next several years and continue to scale up and expand our core services and consulting practice,” says managing shareholder Sheila Enriquez.

Seattle Firm Welcomes First Non-Compliance Partners

Nicholas Norton

Peterson Sullivan of Seattle (FY17 net revenue of $31.9 million) has admitted two new partners: Nicholas Norton and Chris Walker.

The firm says the promotions highlight a growing trend of non-CPA partners joining what was previously considered a traditional group of compliance partners.

“This is a positive step for the firm,” says MP Chris Russell. “Achieving the level of partner is a huge achievement in one’s career and signifies that they are dedicated to the future of the company. As leaders both internally and in the community, Chris and Nick each bring their own unique talents to the partner group and I am positive they will succeed in continuing to grow Peterson Sullivan in an exciting new direction.”

Chris Walker

Prior to joining Peterson Sullivan in April 2018, Norton worked as a partner at South Portland, Maine-based Macpage, which has recently been acquired by Wipfli. Norton oversees growth of the firm’s advisory practice, which includes IT risk services, managed accounting services, and strategic business consulting services.

“The future success of accounting firms lies in our ability to provide value beyond compliance,” Norton says. “Through a purposeful focus on building a culture of business advisors and developing a service delivery model that supports this culture, I am committed to fulfilling the firm’s mission, and I am dedicated to continuing the legacy that the partners of PS have built over the past 65 years.”

In her three years since joining the firm as the chief marketing officer, Walker has implemented a strategic, integrated marketing and business development program, which has significantly increased growth and visibility.

“The significance of a non-CPA, non-service leader partner is a powerful statement about the firm’s commitment to growth and transformation; and I am humbled by the trust and confidence placed in me,” Walker said.

Moore Colson Welcomes Four New Partners

Adam Bateman

Marietta, Ga.-based Moore Colson (FY17 net revenue of $22.1 million) has admitted four directors to the partnership: Adam Bateman, Billy Boyd, Christopher D. Fagan and Jon Powell.

Bateman started his career with Moore Colson nearly 13 years ago. He has held several roles within the firm, advancing from associate to tax director in 2018.

Boyd joined the firm in 2005, as a business assurance associate. After continuous promotions, he began a director role in risk advisory and compliance services in 2018.

Fagan joined the firm in 2013, as a senior manager. He was promoted to a director role in 2018.

Powell started his career with the firm 13 years ago. He has held several roles within the firm, advancing with successive promotions from associate to a risk advisory and compliance services director role in 2018.

Johnson Lambert Welcomes New Partners in 2019

Allan Autry

Vienna, Va.-based Johnson Lambert (FY17 net revenue of $29.5 million) announces that three professionals have been admitted to partner: Allan Autry, Lane Miller and Lauren Williams.

All three are based in the Raleigh, N.C., office.

Lane Miller

Autry joined Johnson Lambert in 2009. He has extensive experience in engagement management and review of federal and state tax returns for commercial insurance companies, captive insurance companies, alternative risk entities and affiliated entities. He provides the North Carolina tax practice leadership in marketing, recruiting and employee mentorship.

Lauren Williams

Miller also joined the firm in 2009. His comprehensive insurance experience includes property and casualty, medical professional liability, captive and life insurance entities. He plays an active role in recruiting, marketing and mentoring program activities, and both internal and external speaking opportunities.

Williams joined Johnson Lambert in 2008. She has more than a decade of experience providing audit and consulting services to a variety of clients in the insurance industry. Her oversight of the North Carolina audit practice includes client relationship management, marketing and recruiting, teaching and mentoring staff. She is on the firm’s technical committee and frequently contributes to technical newsletters on insurance industry and accounting profession topics.

KPM CPAs and Advisors Names New Shareholders

Rebecca D. Harmon

Rebecca D. Harmon

Springfield, Mo.-based KPM CPAs & Advisors (FY17 net revenue of $15.7 million) has announced that two professionals have been admitted as shareholders.

Rebecca D. Harmon has nearly 20 years of accounting experience and provides tax preparation and planning services to businesses and individuals.

Kristi L. Wilkins has nearly 20 years of accounting experience and helps lead the firm’s accounting outsourcing team. She specializes in accounting system design and implementation and assists clients with monthly accounting, financial reporting, payroll processing, tax services, and software set‐up and support.