#United States #Providence #Citrin Cooperman #Andsager Bartlett

Citrin Cooperman Expands Services with Strategic Acquisition

In an exciting move to enhance its offerings in the tax and advisory sector, Citrin Cooperman Advisors LLC recently announced its acquisition of Andsager, Bartlett & Pieroni, LLP (ABP). This strategic step allows Citrin Cooperman to consolidate its position as a leader in financial services, particularly within the New England area.

About the Acquisition

The acquisition entails substantially all the assets of ABP, a reputable boutique tax firm situated in Providence, Rhode Island. With a team that includes three partners and twelve professionals, ABP is well-known for delivering customized, high-end tax services that cater to both individuals and businesses. This inclusivity fits seamlessly into Citrin Cooperman's operational philosophy, which aims to provide innovative solutions that align with clients' financial objectives.

Peter Brown, the Managing Partner of Citrin Cooperman’s Providence office, expressed his enthusiasm regarding the new partnership, stating, “We are thrilled to welcome the talented team at Andsager Bartlett Pieroni to the Citrin Cooperman family. Their deep expertise in high-end tax services and their client-centric approach sync perfectly with our values and vision.” Such sentiments highlight the importance of expertise and a shared commitment to client relationships as a driving force behind this acquisition.

ABP has built a strong standing in the community by offering specialized services, particularly aimed at high-net-worth individuals, family offices, and owner-managed businesses. The firm's dedication to high personal service promises to significantly bolster Citrin Cooperman’s existing capabilities in the region.

Ken Andsager, Managing Partner at Andsager, Bartlett & Pieroni, echoed this excitement about the merger, stating, “We are excited to join Citrin Cooperman, a firm that shares our passion for excellence and personalized service. This transaction provides numerous opportunities for our clients and team members.” This alignment of values speaks volumes about the future direction both firms are poised to take.

The Broader Implications

This acquisition is not merely an addition of staff and resources; it represents a broader strategy for Citrin Cooperman aiming to solidify its footprint across New England. As Citrin Cooperman continues to strive for growth, this partnership is seen as a critical component of its mission to offer unparalleled advisory services across diverse financial considerations.

Citrin Cooperman has been recognized nationally, appearing at number 18 on the “Top 100 Firms” list by Accounting Today. The firm operates on principles that prioritize strong, personal relationships with a focus on integrity, enabling them to successfully deliver tailored services in an ever-evolving market landscape.

Client Benefits

For clients of both Citrin Cooperman and ABP, this acquisition signifies increased resources, enhanced expertise, and broader service avenues. From intricate tax planning to compliance and advisory services, the merger aims to empower clients in navigating their financial landscapes with confidence and support.

As Citrin Cooperman integrates ABP’s offerings into its comprehensive portfolio, clients can anticipate improved access to resources essential for achieving their financial goals with a forward-thinking approach. This development will not only foster growth for Citrin Cooperman but also create immense value for its clientele.

Conclusion

The acquisition of Andsager, Bartlett & Pieroni marks a pivotal chapter in Citrin Cooperman’s strategic expansion efforts. By merging talents and resources, both firms are set to deliver exceptional service quality to existing and future clients, fostering a robust network aimed at achieving sustained financial success in a complex business environment. With the continued commitment to personalization and excellence, this acquisition stands as a testament to Citrin Cooperman’s enduring dedication to service in the financial sector.

For ongoing updates and insights into their evolving suite of services, clients and interested parties are encouraged to visit Citrin Cooperman’s website.