BV movers . . .

BVWireIssue #259-3
April 17, 2024

People: Tony Alfonso has joined the business valuation team at Atlanta-based Aprio as a partner to lead the firm’s expansion into Phoenix; he has over 25 years of experience serving private equity, corporate clients, and attorneys with strategic business valuation solutions … Sharyl David, CFA, ASA, has joined Houston-based Weaver as a managing director in its growing Valuation Services practice; she is based in the firm’s Sacramento, Calif., location and focuses on valuations for ESOPs, mergers and acquisitions, corporate planning, and trust and estate planning … Ian Johnson, CPA, has joined Madison, Wisc.-based Capital Valuation Group as a business valuation analyst; he formerly was with a large accounting firm doing audit work; he says he’s excited about digging into the “story behind the numbers and identify what is driving the trends for each unique business we are working with based on where the business has been, as well as what it means going forward” … Several promotions to managing director in the Financial and Valuation Advisory practice at Houlihan Lokey: Eric Jourdan, CPA (Chicago office); Hugh Nelson, CFA (New York City); Susanna O’Brien, CFA (Boston); and Dan O’Donnell, CFA (Dallas).

Firms: Tampa, Fla.-based Crete Professionals Alliance (Crete PA), a group of accounting and professional services firms, announced a partnership with Reid Tax & Advisory Services, which provides business valuation services under its M&A and transaction advisory practice, and has offices in Long Island (N.Y.), Boca Raton (Fla.) and New York City … Dark Horse CPAs (“a better way to CPA”) will soon be adding business valuation services to its offerings … Chicago-based Crowe has expanded its presence in California through an agreement with Irvine, Calif.-based KMJ Corbin & Co. (KMJ), which provides accounting, auditing, tax, and consulting services to public and private companies in the small to middle markets.

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