M&A review: BDO, McCarthy, Baratz and KNAV grow


Details: Baratz & Associates PA, a company based in Marlton, New Jersey, added Metter & Co. of Conshohocken, Pa., Expanding Baratz’s presence in southeastern Pennsylvania.

Financial terms were not disclosed, but the combined company’s expected revenue is around $ 9 million. Baratz has 65 employees, including 10 partners, while Metter has 5 employees, including one partner. Ira Rosenblum of Optimum Strategies helped organize the merger.

“With a successful merger last November, we are delighted to continue our growth plan and add Stan and his team to our base in Pennsylvania,” Baratz managing partner Raymond Giunta said in a statement Monday. “We share similar cultures and commitment to our customers. Our synergies in business consulting and tax planning will allow us to further improve our customer experience.

Baratz & Associates is a regional accounting and consulting firm founded in 1982. The firm provides accounting, auditing, business acquisition, healthcare consulting, litigation support, tax planning services. and evaluation.

Stan Metter established his firm in 1983. “I am delighted with the opportunity to join Baratz & Associates,” he said in a statement. “We look forward to working with a larger team to maximize the benefits for our customers. “

Metter’s practice focuses on tax planning and business advice. After the merger, the company’s accountants and staff will be located at Fort Washington in Baratz, doubling the staff in that office.

Baratz is headquartered in Marlton and has two other offices in Bridgewater, New Jersey, and Fort Washington, Pennsylvania. Metter is based in Conshohocken, but the team will be relocating to Baratz’s office in Fort Washington.

In addition, Michael Lehner also joined Baratz & Associates as Director of Forensic, Litigation and Assessment Services. It will work primarily at the Bridgewater site while also extending its reach into the Delaware Valley.


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