People: Jade Palermo has joined New York-based Empire Valuation Consultants in the firm’s Boston office; she specializes in ESOP-related valuations, including new formation transactions, subsequent stage transactions, and annual updates … Daniel J. Sailer, CPA/ABV, CFA, has been named a director in the valuation services group at Indianapolis, Ind.-based Katz, Sapper & Miller; he provides business valuations for estates and gifts, succession planning, transaction advisory, employee stock ownership plans, dispute resolution, and litigation support.
Firms: CliftonLarsonAllen LLP (CLA) has added West Hartford, Conn.-based blumshapiro, bringing in more than 500 blumshapiro team members from the firm’s offices in Connecticut, Massachusetts, Rhode Island, and Virginia, thus increasing CLA’s presence in the region to more than 1,150 people; CLA now has more than 7,000 people in more than 130 locations across 31 states … Columbia Financial Advisors Inc. of Portland, Ore., has moved its office within the city from 720 SW Washington to 520 SW 6th Avenue, Suite 820; the firm is known for its ESOP valuations, tax-related valuations, litigation support, and other advisory services … Cleveland-based CBIZ has acquired BeyondPay Inc. (Clinton, N.J), a HR and payroll provider with 40 employees … Camp Hill, Pa.-based Brown Schultz Sheridan & Fritz is partnering with James Adams of BSSF Wealth, a fee-only firm providing asset management, financial planning, and estate planning services to clients in Pennsylvania and Maryland.
Please send your professional and firm news to us at editor@bvresources.com.