BV movers . . .

BVWireIssue #239-1
August 3, 2022

People: Joe Lee, CFA, CPA, a former Duff & Phelps associate, and Ilya Vorobyev, CFA, who was previously an assistant vice president at PwC, have joined Valuation Research Corp. (VRC) as vice presidents; Lee specializes in business enterprise valuations, purchase price allocations, and impairment analyses for financial reporting and tax purposes, and Vorobyev specializes in valuations of privately held illiquid securities along the entire capital structure including senior and subordinated debt securities as well as various equity structures … Mercer Capital welcomes several new members to its team: Koby Allen; Ben Lomo; Kate Mabry; Davis Rolfe, CPA; and Luke Tanner have joined as financial analysts, and Jeff Capwell has joined as a senior financial analyst.

Firms: Enterprise, Ala.-based Carr Riggs & Ingram LLC (CRI) is adding Alonso & Garcia PA of Miami, a firm that provides audit, attestation, bookkeeping, payroll, tax compliance, consulting, and business valuation services to clients in a variety of industries, including hospitality/restaurant, real estate, professional services, retail, transportation, construction, and manufacturing … Parsippany, N.J.-based Sax LLP is adding David Weiss CPA PLLC of New York City, which provides traditional tax management and accounting as well as more in-depth services such as audits, financial statements, and financial planning to businesses and high-net-worth individuals … Atlanta-based Aprio LLP has acquired CPAsNET of Boulder, Colo., an association of independently owned public accounting and advisory firms; Aprio has been partnering with CPAsNET since 2019 to provide services to its member firms.

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