November 2024

ValueKnowledge LLC Joins KSM, Expanding Valuation Services in the Chicago Area

November 12, 2024 – Indianapolis-based Katz, Sapper & Miller (KSM) has announced the acquisition of ValueKnowledge LLC, a Chicago-area valuation and advisory firm specializing in high-level business valuations. This move, effective October 21, strengthens KSM’s growing business valuation practice, bringing in a seasoned team led by Jim Krillenberger and Andy Stebbins, who will take on […]

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Industry News & Announcements

Want to Grow Your Valuation Firm? Consider These 7 Key Strategic Moves to Drive Success

As the valuation industry grows and evolves, firms are increasingly exploring ways to position themselves for success in a competitive market. Valuation firms, like accounting practices, are experiencing shifts in staffing expectations, technology adoption, and client demands. Here are key strategies and conversations that valuation firm leaders should consider to drive sustainable growth, optimize client

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Marketing and Growth

Upcoming Advanced Business Valuation Training: Practical Insights for Practitioners

The Consultants’ Training Institute, in partnership with the National Association of Certified Valuators and Analysts® (NACVA®) and Valuation Products and Services, is offering an intensive three-day virtual course, “Business Valuation: A Practical Approach to Advanced Issues and Applications,” scheduled for December 4–6, 2024. This program is designed for valuation professionals at all experience levels looking

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Industry News & Announcements

Is Private Equity Right for Your Valuation Firm? Key Considerations for Owners

As private equity (PE) continues to reshape industries, valuation firms are increasingly exploring whether partnering with PE is the right exit strategy or growth accelerator for their practice. For owners of valuation firms, selling to a PE firm offers an attractive opportunity to unlock capital, drive strategic expansion, and access resources that might otherwise be

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Firm Management

Aldrich Expands to Spokane with Acquisition of HMA CPA

In a recent acquisition, Aldrich, a Salem, Oregon-based provider of financial, wealth, tax, and business transaction advisory services, has acquired HMA CPA, a Spokane, Washington-based accounting firm. This move allows Aldrich to extend its reach into the Spokane and Coeur d’Alene, Idaho, areas, strengthening its presence in the Western U.S. The financial terms of the

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Industry News & Announcements

CEO Lana Vukovljak Departs the American Society of Appraisers

The American Society of Appraisers (ASA) recently announced a change in its leadership team, parting ways with CEO Lana Vukovljak. No specific reasons for Vukovljak’s departure were provided. Although her tenure was brief (she joined ASA July 1, 2024), ASA leadership acknowledged her contributions to the association and extended their best wishes for her future

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Industry News & Announcements

Blue & Co. Expands into Detroit Market through Merger with Mellen, Smith, and Pivoz

Top 60 accounting firm Blue & Co. has announced its expansion into the Detroit market through a merger with Mellen, Smith, and Pivoz (MS&P), effective November 1. The Carmel, Indiana-based firm, known for its expertise in tax, assurance, and consulting services, gains a strong foothold in Michigan with this move, adding three new partners—Jason Pivoz,

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Industry News & Announcements

Leadership Transition at Whitley Penn: New CEO and COO Announced

Whitley Penn, a prominent Fort Worth, Texas-based firm, has announced a leadership transition effective January 1. Larry Autrey, who has served as CEO for over 20 years, will step down from the role and take on the position of Executive Chairman. Nathen McEown, currently the Partner-in-Charge (PIC) of consulting and Chief Growth Officer, has been

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Industry News & Announcements

Opportunities Open for Valuation Leaders to Join IVSC Technical Standards Boards

The International Valuation Standards Council (IVSC) is inviting applications for positions on its Technical Standards Boards. These positions offer valuation professionals an opportunity to contribute to the development and oversight of international valuation standards, a critical aspect of the global valuation community. Applications are open until December 16, 2024. IVSC’s Standards Boards include the Standards

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Industry News & Announcements

Three Ways AI is Transforming Valuation Firms

Artificial intelligence (AI) is increasingly essential for valuation and accounting firms looking to streamline operations and improve service offerings. Firm partners and owners can leverage AI across multiple areas to boost efficiency, accuracy, and client engagement. Here’s a closer look at six AI-driven strategies that are transforming how firms operate and serve clients. 1. Enhanced

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Technical Resources