#USA #Acquisition #Citrin Cooperman #Woodland Hills #BPSD

Citrin Cooperman's Strategic Expansion

Citrin Cooperman Advisors LLC, renowned for offering exceptional professional services to private, middle-market businesses, and high-net-worth individuals, is making headlines with its latest acquisition. On August 12, 2025, the firm announced the acquisition of substantial assets of Barkin, Perren, Schwager Dolan, LLP (BPSD), a respected accounting and advisory firm based in Woodland Hills, California.

This strategic move marks a significant enhancement of Citrin Cooperman's presence in Southern California, allowing the firm to broaden its reach and effectiveness across vital sectors, including entertainment and professional services. BPSD contributes a strong team of three partners and over 20 professionals who are expected to integrate seamlessly into Citrin Cooperman’s existing framework.

A Perfect Match

According to regional managing partners Gary Kendall and Aaron Levy at Citrin Cooperman, the acquisition of BPSD is a natural alignment. Their values, culture, and client-centric approach align perfectly with our mission, they noted with enthusiasm. With BPSD being a well-respected name in the industry, Citrin Cooperman is excited about the synergies that will arise as the two entities collaborate to deliver enhanced service offerings to their combined client base.

BPSD boasts a commendable legacy that spans over 50 years, anchored in values of integrity, responsiveness, and profound client commitment. The firm has earned its stellar reputation through its unwavering dedication to client relationships, which makes its addition to Citrin Cooperman not only logical but advantageous. BPSD’s established presence in the competitive Los Angeles market adds significant value to Citrin Cooperman’s growth trajectory.

New Horizons for BPSD

Scott Perren, a partner at BPSD, expressed excitement about the merger, stating, Joining Citrin Cooperman signifies a new chapter in our journey. We take pride in our achievements and look forward to extending our reach and resources while continuing our tradition of personalized service that our clients expect and deserve.

The transaction is indicative of Citrin Cooperman's continuous strategy to grow through selective acquisitions that are in line with the firm’s culture and objectives. Since 2019 alone, the company has successfully completed over 30 acquisitions, reinforcing its position as one of the most prominent and respected acquirers in the accounting profession.

About Citrin Cooperman and BPSD

Citrin Cooperman is recognized as one of the leading accounting and advisory service providers for private, middle-market businesses and affluent individuals across the United States. Employing more than 3,300 professionals, Citrin Cooperman is celebrated as an exceptional workplace and ranks among the fastest-growing firms in the U.S.

BPSD, on the other hand, is a comprehensive tax, accounting, business management, and consulting firm that prides itself on its dedication to uncompromised ethical standards. Their commitment to hard work and integrity has established deep-rooted relationships with clients for over five decades.

Conclusion

In summarizing the acquisition, both firms are keenly aware that the collaboration will pave the way for remarkable opportunities ahead. As Citrin Cooperman evolves and grows, the inclusion of BPSD stands to benefit both their professionals and clients greatly, promising a bright future for all involved. With strategic goals set to further enhance the market position, the journey is only beginning for Citrin Cooperman and BPSD together.