Aldrich Kilbride & Tatone Announces Merger

The financial services firm of Oregon-based Aldrich Kilbride & Tatone (AKT) and San Diego’s Grice Lund & Tarkington (GLT) are merging, effective immediately, to become one company under the AKT name.

The merger escalates AKT’s already noteworthy growth with its CPA, wealth advisors and benefits advisors firms and enables the clients of the combined firm to enjoy an enriched service platform. The combined company will retain the existing partnership groups and will employ more than 200 professionals and staff in six offices worldwide with locations in Oregon, California, and India.

“Maintaining our current growth rate required us to aggressively bolster our staff and resources,” Stephen Tatone, CEO of AKT, explains. “The quality of our merger partner immediately enables us to expand our talent pool and will help our clients achieve their goals.”

The symmetry of AKT’s and GLT’s work cultures and financial service offerings should enable a seamless transition. For example, AKT’s rapidly growing healthcare practice will combine with GLT’s substantial healthcare niche and make it possible to serve existing and new clients with additional depth and expertise.

“By combining our talent pools, we improve our ability to address client needs in the changing environment of accounting and financial services,” GLT Managing Partner Ron Mitchell says.

The new company retains AKT’s 15 partners and GLT’s eight to form a team of 23, with Stephen Tatone remaining as CEO and Managing Partner of the combined firms. The headquarters will remain in Salem, Oregon. Both companies serve clients throughout the western United States, and AKT has clients in Hawaii and American Samoa.

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

Jul 16
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.
Jul 17
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.
Jul 23
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.
Jul 24
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.