BV movers . . .

BVWireIssue #194-2
November 14, 2018

People: Dan Peters will be the managing partner of Valentiam, a new firm formed by valuation and transfer pricing experts; Carl Hoemke will helm valuation services, and the transfer pricing partners are Dan Peters, Clark Chandler, Sean Faulkner, David Talakoub, and Jared Walls; locations are Greater New York City, Philadelphia, Dallas, Los Angeles, Seattle, and South Florida … Bethany Hearn (CliftonLarsonAllen) has been named the Business Valuation Volunteer of the Year by the AICPA, which also named David Duffus (Baker Tilly) as the Forensic and Litigation Services Volunteer of the Year … Eli Neal, CPA, CFF, ABV, of Cogence Group in Portland, Ore., was one of 26 high-achieving young CPAs recognized with the FVS Standing Ovation by the AICPA.

Firms: MWA CPA + Business Advisors, with offices in Plano, Texas, and Fort Worth, Texas, joined Minneapolis-based CliftonLarsonAllen on November 1 … Canfield, Ohio-based HBK CPAs & Consultants expands its presence in the Sarasota, Fla., region with the acquisition of the Michael W. Monahan CPA firm … Councilor Buchanan & Mitchell (CBM), with offices in Bethesda, Md., and Washington, D.C., acquired May Barnhard Investments (MBI) on November 1 … UHY Advisors and UHY LLP expanded in the Northeast by acquiring Flynn, Walker, Diggin CPA PC, a firm in Saratoga Springs, N.Y., effective November 8 … Smith Elliott Kearns & Co. will be moving its Hagerstown (Md.) office to larger space in the town to accommodate continued growth … E. Cohen and Co., CPAs (Rockville, Md.) has launched a wealth management firm, Impact Capital LLC … Akron, Ohio-based Apple Growth Partners will consolidate approximately 35 employees from its Ohio offices in Independence and Beachwood into a new office, also located in Beachwood; the new space is larger and is designed to foster collaboration … Newport Beach, Calif.-based Squar Milner is expanding with two partners—Tom Goddard and Phil Wright—and some associates of Oliva Goddard & Wright (OGW); Squar Milner has seven offices throughout California with over 500 professionals and staff … Seattle-based Moss Adams has agreed to combine with Baker Peterson Franklin of Fresno, Calif., effective Jan. 1, 2019; 42 professionals, including seven partners and one director, will join Moss Adams, expanding the firm’s Fresno office to 71.

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