Dallas Firm Nicholas Montgomery Merges with TravisWolff
by Terri Eyden on
By Jason Bramwell, Staff Writer
Dallas-based accounting firms Nicholas Montgomery, LLP and TravisWolff, LLP completed their merger on December 2, according to officials from both companies.
The firms will operate under the TravisWolff name, and Nicholas Montgomery's team of six partners, twelve managers, staff accountants, and administrative assistants will work out of TravisWolff's Dallas office, raising the number of TravisWolff employees to more than 100.
Ken Travis, founding partner of TravisWolff and chairman of the board, said in a written statement the two firms knew from their first meeting that their cultures and commitment to client service would be a perfect fit.
"With over 60 percent of our professional staff CPAs, TravisWolff has the talented staff to serve clients with complex and, at times, multinational needs," Travis said. "Our merger with the outstanding people of Nicholas Montgomery positions our combined firm to provide unique opportunities to our staff, our clients, and our community."
Founded in 1987 by Kenneth Nicholas and Samuel Montgomery, Nicholas Montgomery provides audit, tax, and consulting services to entrepreneur-owned businesses, high-net-worth individuals, and not-for-profit organizations.
"It is difficult to describe in words the excitement and energy level of the Nicholas Montgomery personnel resulting from the merger with TravisWolff," Nicholas Montgomery Partner Steve Flanagan said in a written statement. "The complementary nature of our firms was compelling, and we strongly believe that the merger with TravisWolff has strengthened each of our abilities to serve our clients well into the future."
Ken Travis and Ed Wolff founded the independent accounting and advisory firm in 1991, which offers a full range of assurance, tax, and consulting services to "emerging companies, established companies, and successful individuals and families," the TravisWolff website states. In addition, the firm provides specialized services in the following areas:
- Collaborative divorce consulting
- Compensation and benefits planning
- Employee benefit plan audits
- Estate planning
- Exit planning
- Forensic accounting
- IT auditing
- Litigation and transactional advisory services
TravisWolff serves mid-market clients throughout Texas and, as a member of Moore Stephens International Ltd., extends its services to businesses operating in the global marketplace, the firm noted.
You may like these other stories...
Here's a CPA who truly walks the walk. On March 15, Frank Ryan, CPA, departed San Diego, California, with plans to be in Ocean City, Maryland, by July 2 to teach a course at the Maryland Association of CPAs’ (MACPA...
When Theodore J. Flynn first joined the Massachusetts Society of CPAs (MSCPA) in 1970, it was a different world and a different profession. The "Big Eight" were still headquartered in Boston. Vietnam War...
Accountant Rickey Charles Goodrich had it a little too good. Many bean counters would kill to serve as financial guru to the likes of Pearl Jam. Goodrich was hired in 2005, and the following year, he became the CFO of Curtis...
Upcoming CPE Webinars
Hand off work to others with finesse and success. Kristen Rampe, CPA will share how to ensure delegated work is properly handled from start to finish in this content-rich one hour webinar.
FRF for SMEs Series--Statement of Cash Flows, Subsequent Events, Related Party Issues, Accounting for Investments including Consolidations, Part 4A
This webcast will cover the preparation of the statement of cash flows and focus on accounting and disclosure policies for other important issues described below.
We can’t deny a great divide exists between the expectations and workplace needs of Baby Boomers and Millennials. To create thriving organizational performance, we need to shift the way in which we groom future leaders.
In this presentation Excel expert David Ringstrom, CPA revisits the Excel feature you should be using, but probably aren't. The Table feature offers the ability to both boost the integrity of your spreadsheets, but reduce maintenance as well.