BV movers . . .

BVWireIssue #246-2
March 8, 2023

People: Ryan Grau, CVA/CBA, has joined Succession Resource Group (SRG) as director of valuations; he has over 12 years of experience with business valuations, deal structuring, equity management, death/disability planning, mergers and acquisitions, and goodwill valuations. SRG is a consulting firm focused on helping professionals in the financial services, insurance, and tax planning industries value, improve, protect, grow, and plan for the eventual transition of their business.

Firms: New York-based Ankura Consulting Group, LLC has acquired Chartwell Compliance, a global regulatory compliance and risk management firm and wholly-owned subsidiary of MVB Bank … San Francisco-based SD Mayer & Associates is acquiring the tax practice of San Francisco-based Seifer Murken Despina James & Teichman (SMDJT) … Los Angeles-based Macias Gini & O’Connell LLP, a business advisory and accounting firm, recently acquired the Silicon Valley-based Young, Craig & Co. a firm with over 20 member who provide tax and advisory services … New York-based CohnReznick LLP is merging in Boca Raton, Fla.-based Daszkal Bolton LLP, which provides accounting, tax and advisory services to growth-oriented companies and high-net-worth families … Griffiths, Dreher & Evans PS CPAs (Spokane Valley, WA), an investment advising, accounting and business valuation firm with 20 staff members has acquired a small local firm, Janice Penar CPA/PFS CFP PS.

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