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 editor@bvresources.com.

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