BV movers . . .

BVWireIssue #220-4
January 27, 2021

People: Jason Buhlinger, CPA, CFE, CVA, formerly a principal in the transaction advisory and litigation support services practice, has been promoted to partner at Brown Smith Wallace (St. Louis); he will continue leading the firm’s business valuation, litigation support, and fraud investigation engagements … The National Association of Certified Valuators and Analysts (NACVA) has named its outstanding members for the fourth quarter 2020: Sarah Spelts Loebl, CVA, who is the founder and president of Valuation Analytics, a business valuation, forensic accounting, and litigation services firm serving clients nationwide and, particularly, in the Denver and Chicago metro areas; and Alan Zipp, CPA, JD, ABV, CVA, CBA, CFE, who has provided specialized tax and financial planning advice to individuals and small businesses since 1970, with a specialty in the area of divorce tax and financial planning and related litigation support services … Douglas A. Terry, CPA, ABV, has been promoted to senior manager at Bodine Perry, a public accounting firm with offices in Ohio and Florida; he oversees tax, accounting, and valuation engagements for a wide range of clients.

Firms: Baton Rouge, La.-based Postlethwaite & Netterville is adding The Koerber Co. of Hattiesburg, Miss., which focuses on valuation and litigation support … Cleveland-based CBIZ has acquired Borden Perlman Insurance Agency of Ewing, N.J., a property and casualty insurance agency providing liability and risk management to midmarket clients throughout the U.S. … Albuquerque, N.M.-based REDW LLC is adding CPA Global Tax & Accounting of Scottsdale, Ariz., a firm that focuses on tax planning, structuring, consulting, compliance, and transfer pricing issues, with a specialization in international tax and business issues … New York-based Prager Metis International expands into North Carolina by adding Blair Bohlé & Whitsitt PLLC of Charlotte, a firm that provides assurance, tax, and advisory services to individuals, businesses, and nonprofit and government organizations headquartered primarily in the greater Charlotte area and throughout the Carolinas … Houston-based Calvetti Ferguson has launched CF Financial to provide wealth management services to individuals and small businesses.

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