BV movers . . .

BVWireIssue #219-3
December 16, 2020

People: Katy Whitehead, CVA, CEPA, has joined Atlantic Management Co. Inc. (Portsmouth, N.H.); she provides business valuation services to closely held businesses and her experience includes employee stock ownership plans (ESOP), gift and estate valuations, merger and acquisition analysis, litigation support, and transaction support … Several staff announcements at Columbia Financial Advisors Inc. (Portland, Ore.): Robert Regis, ASA, was named principal (he does appraisals for financial reporting, mergers and acquisitions, and tax reorganizations, as well as valuations for gift and estate tax purposes and ESOPs); Arlene Ashcraft, CFA, ASA, was named managing principal (she specializes in ESOP valuation and financial advisory services, estate and gift tax valuations, and appraisal for litigation support with extensive experience in the engineering/consulting and forest product industries); and Donny Springer, ASA, was named managing principal (he specializes in engagements for ESOP-related valuation and financial advisory services and estate and gift tax valuations).

Firms: Naperville, Ill.-based Sikich LLP is expanding its presence in the St. Louis area by adding Chesterfield, Mo.-based Hochschild Bloom & Co., a firm that offers accounting, tax, and audit services to companies across a range of industries, with deep experience in the government sector; the deal brings about 40 Hochschild Bloom employees, including four partners, to Sikich … Prompted by the firm’s continued growth, New York City-based EisnerAmper LLP opened its headquarters at 733 Third Avenue; the 125,000-square-foot space is designed to offer leading-edge technology and training/event facilities to create engaging client and colleague experiences, with special considerations for safety … Atlanta-based Aprio LLP is expanding its foothold in the New York City market by adding Tarlow & Co.Stambaugh Ness (York, Pa.) strengthens its position in the architecture, engineering, and construction (AEC) space with the acquisition of Aecumen LLC, a marketing and business development consulting firm exclusively serving the AEC industries … Houston-based Calvetti Ferguson will add Mark M. Jones & Associates (MMJ) of Fort Worth, Texas, a firm that provides tax planning and compliance, assurance and accounting services to a diverse clientele, including private businesses and high-net-worth individuals; after the deal, Calvetti Ferguson will have more than 140 team members in Texas with over 35 in Fort Worth alone … Thomson Reuters has selected Lafayette Hill, Pa.-based McCarthy & Co. PC as the Luca Pacioli Award winner in the “COVID-19 Response” category.

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