BV movers . . .

BVWireIssue #256-3
January 24, 2024

People: Jon Klerowski, CPA, ABV, CFE, has been admitted as a partner at New York City-based PKF O’Connor Davies; he is in the firm’s Forensic, Litigation, and Valuation Services group and has over two decades of experience in financial reporting, forensic accounting, valuation, and complex business litigation; he works out of the organization’s Boston office … Mark P. Wheeler, CPA, ABV, CFF, has been admitted to the partnership at Charlottesville, Va.-based Hantzmon Wiebel LLP; he has expertise in business valuation for gifts, estate, sales, management planning, and employee stock ownership plans (ESOPs) … Sasha M. Moore, CPA/ABV, CFE, ASA, has been promoted to director at CBIZ Forensic Consulting Group; her experience includes dissolution of marriage engagements, collaborative law engagements, business damages, healthcare litigation, and fraud investigation … Two promotions at Mercer Capital: Benjamin L. Lomo, CPA, and J. Davis Rolfe Jr., CPA, have been promoted to senior financial analyst. Lomo is a member of the firm’s litigation team, and Rolfe is a member of the Transaction Advisory and Restructuring service group; they both provide valuation analyses for a variety of purposes.

Firms: New York City-based PKF O’Connor Davies has acquired Robert Philipson & Co., an accounting, tax, and management advisory firm that specializes in sophisticated tax services … Madison, Wisc.-based Vanden Heuvel & Associates CPAs LLC is now offering business valuation services because of its acquisition of accounting and advisory firm Vesta, also in Madison, which offers valuation and other advisory services; the two firms provide accounting services and a range of advisory services; Vanden Heuvel & Associates’ advisory services include tax planning, succession planning, and financial analysis … New York City-based Marcum has added Federman Lally & Remis of Farmington, Conn., a tax and accounting firm that provides services to a diverse array of industries, including automotive, real estate, food and beverage, retail, manufacturing, and nonprofits … New York City-based Citrin Cooperman expands its digital services practice by acquiring MIBAR, a business software consulting firm in New York City.

Please send your professional and firm news to us at

Please let us know if you have any comments about this article or enhancements you would like to see.