CPAs and Advisors with Your Growth in Mind

Cherry Bekaert Urges Early Succession Planning

A study of family owned businesses conducted by Cherry Bekaert, LLP (“Cherry Bekaert”) and Baker Tilly International indicates that the majority of family-owned businesses in the United States are not ready for succession. According to the study, Succession Reset: Family Business Succession in the 21st Century, key challenges faced by family business owners include being ready for transition or market sale, and ensuring that the business has the financial capacity to support both retirement and the next generation. “We are in a new era of succession. It can no longer be assumed the children will take over the business from. Read More.

Cherry Bekaert Named One of the 2015 Best Places to Work in South Carolina

Cherry Bekaert LLP was recently named as one of the Best Places to Work in South Carolina. This tenth annual program was created by SC Biz News in partnership with the South Carolina Chamber of Commerce and Best Companies Group. This survey and awards program was designed to identify, recognize, and honor the best employers in the state of South Carolina, benefiting the state’s economy, workforce, and businesses. The list is made up of 50 companies. Cherry Bekaert has been named one of this year’s Best Places to Work in South Carolina. To be considered for participation, companies had to fulfill the. Read More.

Cherry Bekaert Adds Strategic Intelligence Director to THInc Practice

Supporting the strategic growth and innovative industries initiative of its new specialty practice, THInc , Cherry Bekaert LLP (“the Firm”) is proud to announce the addition of Kelly L. Neumeier as the Firm’s Strategic Intelligence Director. In this newly created role based out of Cherry Bekaert’s Atlanta practice, Neumeier will oversee THInc’s strategic intelligence and sales enablement center by monitoring and analyzing industry innovation trends, client research data and other market information for sales, marketing, strategy and product planning purposes. Collaborating with Firm intelligence team members and internal functional groups, she will take the lead on developing thought leadership through market. Read More.

Cathie Stanton and Stephen Farmer Elected to Cherry Bekaert’s Executive Board

Cherry Bekaert LLP (“the Firm”) is proud to announce the addition of Cathie Stanton (Tysons Corner, VA) and re-election of Stephen D. Farmer (Augusta, GA) to its Executive Board (“the Board”). Voted in at Cherry Bekaert’s annual Partners Meeting held June 17-19, 2015, Stanton becomes the second female member in the history of the Firm’s Executive Board. In addition to Farmer, who was first elected to the Board in 2013, she will be part of a seven-person panel that oversees the management, operation and policies of the Firm. Stanton and Farmer will join Firm Managing Partner and CEO Howard J. Kies (Richmond, VA), and Partners David W. Appel (Coral Gables, FL),. Read More.

Cherry Bekaert’s David Appel Named South Florida Power Leader

Cherry Bekaert LLP (“the Firm”) would like to congratulate David W. Appel , Managing Partner of the Firm’s South Florida practice, for being named one of South Florida Business Journal’s 2015 Power Leaders in Law & Accounting for the second consecutive year. Recognizing the top 100 law and accounting professionals in the region, the South Florida Business Journal honors executives who have significantly contributed to South Florida’s thriving business community. Executives were selected based on their track record, and ability to provide leadership and innovative ideas within their specialty areas. As the Managing Partner of Cherry Bekaert’s South Florida practice, David is responsible. Read More.

Winners of 36|86 Southern Series Event in Arlington Announced

Cherry Bekaert LLP (“the Firm”), one of the nation’s top public accounting and consulting firms, is proud to be a sponsor of Launch Tennessee’s 36|86 Southern Series (“The Southern Series”), and congratulates the winners of its recent mini-series event in Arlington, Virginia. Held on Monday, April 7th at Disruption Corporation, The Southern Series event featured pitches from ten of the Arlington, Virginia, region’s top startup companies. Representatives from some of the country’s leading investment firms were on hand to hear the pitches, including Logan Bartlett of Battery Ventures and Jason Caplain of Bull City Venture Partners. Companies selected from the. Read More.

Winners of 36|86 Southern Series Event in Atlanta Announced

Cherry Bekaert LLP (“the Firm”), one of the nation’s top public accounting and consulting firms, is proud to be a sponsor of Launch Tennessee’s 36|86 Southern Series (“The Southern Series”), and congratulates the winners of its recent mini-series event in Atlanta, Georgia. Held on Thursday, April 16th at the Atlanta Tech Village, The Southern Series event featured pitches from ten of the Atlanta, Georgia, region’s top startup companies. Representatives from some of the country’s leading investment firms were on hand to hear the pitches, followed by a networking reception. Companies selected from the Atlanta, Georgia, Southern Series event are: Florence Healthcare ,. Read More.

Mark Giallonardo Joins as Tax Principal in Cherry Bekaert’s South Florida Practice

Cherry Bekaert LLP (“the Firm”) is pleased to welcome  Mark Giallonardo  as a Tax Principal in the Firm’s Coral Gables office. In this capacity within the Firm’s South Florida practice, Giallonardo will provide expertise in the areas of entity structuring; accounting method changes; and planning for partnerships, S corporations and their owners. Knowledgeable on tax strategies for pass-thru entities, various accounting methods, Internal Revenue Service (“IRS”) controversies and net investment income tax for real estate owners, he will focus on clients within the manufacturing, distribution, real estate and construction industries. As a complement to being a Tax Principal, Giallonardo will also serve. Read More.

TAG Honors Top 40 Innovative Technology Companies in Georgia

On Wednesday, March 25th, the Top 40 Innovative Technology Companies in Georgia were honored at the 11th Annual Technology Association of Georgia (“TAG”) Summit. The TAG Top 40 Awards recognize Georgia-based technology companies for their innovation, financial impact, and efforts in spreading awareness of the state’s technology initiatives throughout the U.S. and globally. Cherry Bekaert (“the Firm”) is a Titanium Partner of TAG and a leading supporter of the Top 40 Awards. Dawn Patrick , a Partner and leader of the Firm’s Technology and Health & Life Sciences practice , was part of the selection committee for this year’s awards. According to Patrick, over 120 applications were submitted by. Read More.

Cherry Bekaert Launches New Specialty Practice Focused on Middle Market Innovation

Cherry Bekaert LLP (“the Firm”), one of the largest CPA and consulting firms in the country, announces the formation of  THInc , a new specialty practice focused on middle market innovation and its impact on clients in the Technology, Health and Industrial sectors. “In the last few years, we have seen an enhanced focus on innovation as a growth catalyst within our middle market client base,” notes  Dawn Patrick , chair of the THInc practice and leader of Cherry Bekaert’s Technology and Health & Life Sciences industry groups. “Increasingly, the growth goals of our Technology, Health and Industrial clients center on the challenges,. Read More.