Bonadio Group Unifies Corporate Finance Services

The Bonadio Group, a top CPA firm, is consolidating its investment banking, transaction advisory, and business valuation services into a new Corporate Finance unit. Spearheaded by partner Jeff Lewis, this strategic restructuring aims to cater to increasing market demands, streamline financial expertise for clients, and foster professional growth for employees.

The Bonadio Group, a leading CPA firm with fiscal year 2023 net revenue of $155.1 million, has announced the consolidation of its investment banking, transaction advisory, and business valuation services into a newly formed Corporate Finance business unit. This strategic move aims to enhance each service area and provide clients with seamless access to a comprehensive suite of financial expertise.

Jeff Lewis, partner and leader of the Corporate Finance unit, emphasized the benefits of this integration: "Our investment banking, transaction advisory, and business valuation teams have been collaborating closely for years. We anticipate that the new structure will offer a more streamlined experience for our clients."

The unification is designed to address the growing demand for fair market value opinions, financial reporting, and purchase price allocations. By bringing these services under one umbrella, The Bonadio Group aims to provide a cohesive approach to corporate finance, enabling clients to navigate complex financial landscapes with greater efficiency and clarity.

This consolidation also presents unique opportunities for current and prospective employees to explore diverse areas within business and financial advisory services. The firm is committed to fostering professional growth and development, ensuring that its team is well-equipped to meet the evolving needs of clients.

The establishment of the Corporate Finance unit marks a significant milestone in The Bonadio Group's ongoing transformation. It underscores the firm's dedication to delivering enhanced value to clients through integrated services and a client-centric approach.

As the financial landscape continues to evolve, The Bonadio Group remains poised to offer innovative solutions tailored to the unique challenges faced by businesses today. The Corporate Finance unit stands as a testament to the firm's proactive strategy in addressing the dynamic needs of its clientele.

Until next time…

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The Bonadio Group Unifies Corporate Finance Services

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