BV movers . . .

BVWireIssue #244-3
January 25, 2023

People: Chris Ham has joined Chartwell Financial Advisory as a director in Atlanta, where he will provide business valuation services for a variety of purposes including ESOP and ERISA administration, corporate planning, financial reporting, fairness opinions, and solvency opinions … Steven P. Napier, associate partner in EY’s Valuation, Modeling & Economics (VME) practice in the region of the Bahamas, Bermuda, British Virgin Islands, and Cayman Islands, has relocated from the Bermuda office to the Grand Cayman office; the VME practice is dedicated to the offshore financial services industry (hedge funds, private equity, and asset management) as well as the offshore legal community … T. Eric Blocher, CPA, ASA, CVA, has been promoted to partner at McKonly & Asbury, based in Camp Hill, Pa; he is the firm’s director of business valuation services with over 25 years of business valuation consulting experience … Gregg Hamilton-Piercy, CFA, ASA, has been appointed to lead the newly formed valuation practice at Chicago-based Baker Tilly; he joined the firm in 2021 through the acquisition of accounting and advisory firm The MFA Companies, where he spent 10 years and helped build a valuation practice … Andrew Stafford has been promoted to equity principal at Knoxville, Tenn.-based PYA; his work for the firm’s Transaction Advisory Services team for healthcare entities includes merger and acquisition facilitation, quality of earnings analyses, and other due diligence services, business valuation, feasibility studies, strategic planning, and physician compensation analysis.

Firms: Fairfield, N.J.-based Smolin Lupin & Co. is adding Roche Miseo Barchetto LLC of Parsippany, N.J., which specializes in accounting for contractors, as well as wholesale distributors, professional service entities, and real estate professionals … Parsippany, N.J.-based Sax LLP is adding Schall & Ashenfarb CPAs of New York City, which provides accounting services to nonprofit organizations … Woodland Hills, Calif.-based Duffy Kruspodin is adding Lazarus Goldbarg & Associates of San Diego, which provides accounting and tax services to clients across an array of industries, including real estate, manufacturing, and trusts and estates … Glastonbury, Conn.-based Fiondella Milone & LaSaracina LLP is adding Stamford, Conn.-based Bregman & Co. PC, which provides tax and advisory services to closely held businesses, as well as high-income and high-net-worth individuals … Irvine, Calif.-based JLK Rosenberger LLP has acquired Mark F. Wille CPA of Newport Beach, Calif., which serves developers, bankers, and clients in the real estate, mortgage, construction, and service industries … San Francisco-based BPM LLP has acquired O&S CPAs and Business Advisors of Long Beach, Calif., a firm that provides tax, accounting, advisory, and forensic accounting services to clients in Los Angeles, Orange, Riverside, and San Bernardino counties.

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