People: Geoffrey Curran, CPA/ABV, CFA, CFP, has been promoted to principal at Merriman Wealth Management LLC; the firm has offices in Washington (Seattle and Spokane) and Oregon (Eugene) … Lindsay Shipman, CPA, CFA, has joined Fort Worth, Texas-based Whitley Penn as a forensic, litigation, and valuation services director in the firm’s Austin office … Andrew Carey has joined Grand Rapids, Mich.-based Adamy Valuation as a business valuation analyst; he is a recent graduate of Grand Valley State University (GVSU) who interned with the firm.
Firms: CPAmerica, an association of independent CPA firms and a member of Crowe Global, has named Transition Advisors LLC as a preferred consultant for the association; the firm advises managing partners who are actively pursuing growth and succession strategies, including expert advice on mergers and acquisitions … Under a five-year agreement, Atlanta-based Aprio LLP will provide technical guidance, support, and access to a range of specialty services to the members of CPAsNET, an accounting and business consulting association; services will include R&D tax credits, state and local tax, cybersecurity, and international tax … San Ramon, Calif.-based Armanino LLP has launched a new COVID-19 Return-to-Work App designed to help organizations safely navigate the reopening of their workplaces … CST Group (Reston, Va.) has created a new outsourced accounting company, District Advisory, to help clients with day-to-day accounting, CFO oversight, financial modeling, forecasting, and strategy … Chicago-based BDO USA is adding Denver-based IPA 200 firm ACM LLP in a deal expected to close on August 1; ACM has been a member of the BDO Alliance since 2002 and was a part of BDO prior to that; BDO will add 167 professionals from ACM and will maintain the firm’s four existing offices (three in Colorado—Denver, Northern Colorado, and Boulder—and one in Laramie, Wyo.).
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