BV movers . . .

BVWireIssue #233-4
February 23, 2022

People: Carli Lehr, CPA, CVA, CSEP, will be the director of BSSF Valuation & Litigation Consulting, a new entity Camp Hill, Pa.-based Brown Schultz Sheridan & Fritz (BSSF) formed to focus on business valuation and litigation support services … Samantha Albert, ASA, ABV, has been promoted to vice president at Memphis-based Mercer Capital; she is experienced in the valuation of companies across a variety of industries and has specific experience working with trucking companies and related enterprises as well as asset holding entities. Also, Mary Jane McCaghren has been elevated to senior financial analyst at the firm; she is on the firm’s FinTech Industry team and has valuation experience in engagements related to corporate planning and reorganizations, financial reporting, fairness opinions, litigation support, employee stock ownership plans, and estate and gift tax planning and compliance matters … Himanshu Chaudhry, CFA, has joined Prairie Capital Advisors Inc. as vice president; he will be part of the firm’s Atlanta office and will focus on employee stock ownership plan and general business valuations, fairness opinions, and other financial advisory services … Scott Bouchner, CMA, CVA, CFE, CIRA, has been named director-in-charge of the forensic and advisory services practice at Miami-based Berkowitz Pollack Brant; he has more than 25 years of experience providing clients with business valuation, litigation support, and management consulting services, including damage analysis, securities litigation, and business and family dispute resolutions.

Firms: Springfield, Mo.-based BKD LLP will merge with Charlotte, N.C.-based Dixon Hughes Goodman LLP (DHG) to create a new top-10 firm with $1.4 billion in revenue and setting the stage for a “robust national growth strategy,” the firms say; a new name for the combined firm has yet to be announced … Methodical Valuation and Advisory, a valuation and financial advisory firm specializing in the structured products market, has joined Stout, effective February 7 … New York City-based PKF O’Connor Davies is adding Simon Tapper Edelman & Wilner PA (STE&W) of Hackensack, N.J., a firm that provides a wide range of accounting, tax, and consulting support; this is the second recent foray into New Jersey for PKF as it recently acquired LB Goodman & Co., of Fair Lawn … Milwaukee-based Wipfli LLP has acquired two data analytics firms: Chicago-based Solve100, which offers business intelligence, data analytics, machine learning, and predictive analytics services, and Waypoint of West Chester, Pa., which offers enterprise data management, analytics, and enterprise performance management solutions … Naperville, Ill.-based Sikich LLP is adding IPA 200 firm Cotton & Co. of Alexandria, Va., which provides financial services to local, state, and federal governments.

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