BV movers . . .

BVWireIssue #243-3
December 21, 2022

People: Two individuals have been promoted to managing director at San Francisco-based Andersen: Kelly Ackel Crug, ASA, who is a member of the firm’s valuation practice in San Francisco and specializes in the valuation of closely held business, business interests, intangible assets, derivatives, intellectual property, and debt instruments, and Christy Peterson, also a member of the firm’s valuation practice in San Francisco who specializes in the valuation of closely held businesses, business interests, intangible assets, intellectual property, debt instruments, and derivatives … Gary Moll, CPA, ASA, has joined Fiske & Co., of Boca Raton, Fla., as forensic and valuation services director; he is known for his expertise in valuing closely held companies and professional practices, with a focus on business valuation and forensic accounting services.

Firms: Kroll (formerly Duff & Phelps) has acquired Appraisal & Valuation Consultants Ltd., an independent firm that specializes in the valuation of oil, gas, petrochemical, chemical, power, mining, metals processing and offshore facilities for insurance and other purposes … Charlotte, N.C.-based GreerWalker LLP is selling its wealth management entity to Chicago-based investment adviser Choreo LLC and entering into a strategic partnership with the buyer… FORVIS (the new firm name for the merger of BKD and DHG) expands its Oklahoma presence by acquiring Clinton, Okla.-based James R. Minnix CPA PC, which provides tax and outsourced accounting services … Moving into South Carolina for the first time, Enterprise, Ala.-based Carr Riggs & Ingram LLC (CRI) has acquired The Lanning Group LLC of Mount Pleasant, S.C., a boutique tax practice that focuses on high-wealth individuals, estate and trust planning, and small businesses … Badger CPA of Texas (San Antonio and Austin) has acquired a recruiting firm, Powers Professional Partners, specializing in accounting and finance professionals … Richmond, Va.-based Cherry Bekaert has acquired Boston-based boutique growth and innovation consulting firm Treacy & Co., which works with a wide range of organizations to design and deploy a variety of growth, innovation, and digital strategies … Calgary-based MNP is adding Josée Turpin CPA of Ste-Thérèse, Québec, a firm that provides a wide range of assurance and tax services … HMA CPA PS (Spokane, Wash.) has acquired Eva M. Weisenburger CPA PC, also of Spokane, along with its clients. It was the firm’s fifth practice acquisition over the past six years; the firm has also moved to larger quarters in Spokane … High Point, N.C.-based Smith Leonard PLLC is acquiring Whisnant & Co. LLP of Hickory, N.C., a firm that provides tax, audit, accounting and management advisory services.

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