BV movers . . .

BVWireIssue #242-4
November 30, 2022

People: Ray Rath, FASA, CFA, CEIV, has joined Chicago-based Baker Tilly US LLP as a managing director in the firm’s Business Advisory Services Practice; he is a recognized thought leader in the business valuation profession, most notably in financial reporting requirements for business and intangible asset valuations as well as appraisal review … Michael Andrews, CPA, ABV, has joined Bloomington, Minn.-based Boeckermann Grafstrom & Mayer as principal and leader of the firm’s Estate and Trust Services Group.

Firms: Richmond, Va.-based Cherry Bekaert will sell its wealth management entity, Cherry Bekaert Wealth Management (CBWM), to Chicago-based investment adviser Choreo LLC, with which it will form a strategic partnership going forward … Lansing, Mich.-based Maner Costerisan adds business valuation services by acquiring Hall & Romkema PLC of East Lansing, Mich., a firm that provides accounting, financial, and wealth management services to individuals and businesses in a variety of industries … Chicago-based Baker Tilly US LLP has acquired tax consultancy firm ACG LLP (ACG) of Pleasanton, Calif.; ACG has 50 professionals who provide high-end tax services to a wide variety of clients, with a particular focus on the technology and global transportation sectors … Troy, Mich.-based Rehmann LLC is adding Rivertown Finance of Grand Rapids, Mich., which primarily works with high-net-worth individuals and nonprofit and for-profit entities, providing an array of services, including daily financial management and financial reporting … Farmington Hills, Mich.-based UHY LLP is adding PHB CPAs of Franklin, Tenn., a firm in the Nashville region with 38 team members who provide business, individual, and nonprofit accounting services and specializes in tax preparation and planning, as well as bookkeeping and audits … Naperville, Ill.-based Sikich LLP has made two acquisitions: Chicago-based consulting firm Accelerated Growth, which has about 50 employees in the U.S. and 70 in India and helps optimize and execute accounting, finance, and technology infrastructure for clients in various stages of growth, and O’Malley & Kwit LLC, a specialized tax firm based in Chicago … Albany, N.Y.-based BST & Co. is adding fellow Albany firm O’Connor & O’Connor CPAs, which has clients that include small businesses, professional service firms, professional athletes, medical practices, real estate agencies, and individuals … Calgary-based MNP is adding Québec City-based Malenfant Dallaire S.E.N.C.R.L., which has approximately 30 team members and nine partners.

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