Join 250,000+
professionals today
Add Insights to your inbox - get the latest
professional news for free.
- Just 1 email every week
- 3-min easy reads
- Uninterrupted updates
Join 250,000+
professionals today
Add Insights to your inbox - get the latest
professional news for free.
Saltmarsh Cleaveland & Gund Merges with Ruggiero Martinez & Norton
Join our 250K+ subscribers
Join our 250K+ subscribers
Subscribe08 JAN 2024 / PEOPLE UPDATES
Accounting firms Saltmarsh Cleveland & Gund and Ruggiero Martinez & Norton (RM&N) have announced their merger, effective 1 January. The merger will combine their expertise in tax, accounting, and estate planning services and expand the merged firm's reach in Florida, allowing expanded capabilities including wealth advisory and specialised consulting.
Merger Announcement
Saltmarsh Cleveland & Gund (FY22 net revenue of $23.8 million) has announced its merger with Ruggiero Martinez & Norton (RM&N) of Winter Park, Fla., effective January 1.
Team Integration and Continued Service
As part of the merger, Lou Martinez and the entire team of 13 RM&N professionals will join Saltmarsh’s Orlando, Fla. office, while continuing to serve clients from their Winter Park location. Established in 1989, the RM&N team brings decades of experience providing tax, accounting, and estate planning services to both businesses and individuals throughout the central Florida region.
Leadership Remarks
Lee Bell, president of Saltmarsh, expressed excitement about the merger:
“Lou, Kane, and the team at RM&N are exactly the kind of professionals we aim to grow with at Saltmarsh,” said Bell. “They are trustworthy, dependable, and genuinely care about their clients. We are eager to expand our footprint in central Florida and even more enthusiastic to welcome them to their new home at our firm.”
Alfred Ruggiero, co-founder of RM&N, shared his confidence in the merger:
“I am comforted to know that the traditions of service, integrity, and family values we established over the past 35 years will continue. Our team members and clients are in good hands.”
A Positive Future Ahead
“This is an exciting time for our firm, no doubt,” said Lou Martinez. “We considered alternatives throughout this process, but our focus remained on doing what was best for our team and clients. Saltmarsh exemplifies the qualities we were seeking and shares our values and passion for service.”
Expanded Firm Capabilities
With the merger, the combined firm will now have approximately 175 employees, offering a comprehensive range of services including accounting, audit/assurance, tax, wealth advisory, and specialized consulting to clients both across the U.S. and internationally.
Until next time…
Don’t forget to share this story on LinkedIn, X and Facebook
📢MYCPE ONE Insights has a newsletter on LinkedIn as well! If you want the sharpest analysis of all accounting and finance news without the jargon, Insights is the place to be! Click Here to Join
Earn CPE Credits by Simply Reading Articles – Starting at Just $199/Year!
50 of the Top 200 Accounting Firms trust MYCPE ONE for their team’s learning—why not you? With 15,000+ approved content hours, 500+ emerging subject areas, and automated compliance tracking, staying ahead has never been easier.
We don’t just create boring tax, accounting, and audit content—our platform offers engaging, insightful, and trending material that your team will actually enjoy while earning CPE credits.
Sign up today, go through the comprehensive list of features and unlock unlimited learning!
-1748526338.webp)
-1748525774.webp)
