BV movers . . .

BVWireIssue 245-2
February 8, 2023

People: Ned Gerhold has joined Atlanta-based Censeo Advisors LLC as a vice president and will manage valuation and financial advisory projects for employee stock ownership plan, tax planning and compliance, financial reporting, litigation support, and other matters … Keith Guillemain, CPA, CVA, MST, was promoted to partner at New York City-based Grassi Advisors & Accountants; he is in the firm’s Park Ridge, N.J., office, and he advises family-owned and closely held businesses in the professional services, retail, and real estate industries … Ashley Englund, CPA, CVA, has been promoted to manager at Omaha, Neb.-based Lutz & Co. PC; she splits her time between taxation, audit, and consulting services and is also involved in the business valuation group where she assists businesses in a variety of sectors … Jon Paul Davis, MBA, CPA, ABV, CVA, MAFF, CGMA, has been named managing partner of the Memphis location of Chattanooga, Tenn.-based Henderson Hutcherson & McCullough CPAs (HHM CPAs); he assists clients with all stages of mergers and acquisitions, provides business valuation services to businesses and attorneys, and prepares valuations for financial reporting and intangible asset impairment.

Firms: Houston-based Weaver grows its valuation practice by acquiring Columbia Financial Advisors Inc. of Portland, Ore., a firm with seven professionals and one managing director that has a significant focus on employee stock ownership plan (ESOP) formation and exit transactions, as well as annual valuation updates … CliftonLarsonAllen LLP is adding Livingston, N.J.-based SobelCo, a firm with more than 200 team members that provides accounting, tax, and advisory services to clients in a wide variety of industries, including manufacturing and distribution, food and beverage, financial services, nonprofit, real estate, construction, and technology … Targeting the growing Indianapolis market, Cleveland-based CBIZ has acquired the nonattest assets of Indianapolis-based Somerset CPAs PC, the fifth-largest accounting firm in Indianapolis that has been providing accounting, tax ,and financial advisory services for more than 60 years … Enterprise, Ala.-based Carr Riggs & Ingram LLC has acquired Stanfield + O’Dell PC of Tulsa, Okla., which is the firm’s first presence in the state … New York City-based Citrin Cooperman & Co. has acquired the nonattest assets of New York City-based Berdon LLP, and the combined firm has a team of more than 2,400 professionals; Berdon provides tax, accounting, and advisory services to clients in such industries as manufacturing and distribution, real estate, construction, and family offices … Cleveland-based Cohen & Co. expands its investment industry services by acquiring the Investment Management Group of BBD LLP (BBD-IMG) of Philadelphia; the combined firm will be the second-largest exchange-traded fund (ETF) auditor and fourth-largest registered funds auditor in the U.S. by number of funds … Centri Business Consulting expands its national footprint by opening an office in Tampa, Fla., at Sparkman Wharf; the office will be led by managing director Thomas Arseneau.

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