BV movers . . .

BVWireIssue #241-2
October 12, 2022

People: Nick Newsad and Cody Taylor have joined LBMC’s healthcare valuation team as senior managers; Newsad performs valuation and litigation support services for private and publicly held companies and is focused on healthcare compensation valuation and LBMC’s Pulse FMV Calculator, while Taylor specializes in providing valuation, transaction advisory, and consulting services to the healthcare industry … Matt Stelzman, MAFF, CVA, ASA, has been promoted to principal at Windham Brannon (Atlanta); he specializes in forensic and litigation services, providing and testifying on valuations for marital dissolution purposes, lost earnings and lost profit calculations for businesses, wrongful termination or death cases, commingled funds, personal injury analysis, and economic damages … Shlomo Lang, CEIV, ABV, ASA, has joined CohnReznick LLP as managing director in its Valuation Advisory Services practice; based in New York City, Lang has more than 22 years of experience with valuations of businesses and business interests, intangible assets, and liabilities for various purposes, including financial reporting, tax planning and compliance, transactions, restructuring, dispute resolution, and other corporate and litigation-related matters.

Firms: Savant Wealth Management has acquired World Trend Financial and Terry Lockridge & Dunn, both located in Cedar Rapids, Iowa; World Trend Financial is an RIA with $730 million (as of July 15, 2022) in assets under management (AUM) and Terry Lockridge & Dunn provides tax, accounting, payroll, business valuation, and other consulting services … Aprio LLP will relocate its Atlanta-based corporate office to a new and innovative 55,000-square-foot office located within Perimeter Summit in the North Brookhaven community; the new space features an open layout that supports a hybrid work model, allowing team members to have the autonomy to work in office, remote, and on the go … Larson Gross, a leading CPA & Consulting firm based in the Pacific Northwest, has completed its merger with Homchick Smith & Associates (HSA), an accounting firm located in Wenatchee, Wash.; the combined firm will operate as Larson Gross PLLC … Mandeville, La.-based Griffin & Furman LLC is expanding its footprint in Louisiana with the addition of a Baton Rouge office by adding Michael R. Choate and Co. CPAs.

Please send your professional and firm news to us at editor@bvresources.com.

Please let us know if you have any comments about this article or enhancements you would like to see.