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Advisory

Accounting Firm Gallina to Join CliftonLarsonAllen

The accounting firm Gallina LLC, a top 10 firm in the Western United States, will join national professional services firm CliftonLarsonAllen LLP (CLA), effective January 1, 2017.

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The accounting firm Gallina LLC, a top 10 firm in the Western United States, will join national professional services firm CliftonLarsonAllen LLP (CLA), effective January 1, 2017.

For nearly 45 years, GALLINA has served organizations both large and small. Under the terms of the agreement, GALLINA will assume the CLA name, and Larry Taylor, managing partner of GALLINA, will actively serve on the CLA leadership team as chief practice officer. GALLINA plans to continue its Sacramento region office move of its Rancho Cordova office, located at 2870 Gold Tailings Court, to GALLINA’s Roseville office at 925 Highland Pointe Drive.

“I am confident the clients we serve will value the expanded seamless integrated capabilities our combined firms offer,” says GALLINA Regional Managing Partner Teresa Arrighi, who will join CLA’s construction and real estate executive team.

As one of the nation’s leading professional services firms, CLA has retained the agility to serve clients of all sizes and locations, while at the same time bringing an unparalleled depth of capabilities, all in one place. We believe that industry specialization goes beyond having a concentration of clients in a given area. It means we build teams who understand the strategic, operational, and regulatory issues that affect the people in the industries we serve.

“I met with Gallina in late April to discuss the future strategy of the firm and we decided to explore the benefits of being the California office of a national firm,” said Allan D. Koltin, CEO of Koltin Consulting Group who advised both firms on the merger. “In addition to California, Gallina also has offices in Seattle, Nevada, and Salt Lake City and we wanted to make sure it was also a fit for those offices. The obvious benefits were the additional industry niches and the ability to offer other services in its construction practice. What we learned was that the CLA culture, strategy, and client service philosophy were identical to Gallina’s. As part of the process, we met with 5-6 national firms and selected CLA as we also felt it presented the best growth opportunities for the staff and future leaders of the firm. I wouldn’t be surprised to see 1-2 additional mergers by CLA in (southern) California over the next year.”

“Now as one professional services firm, our clients — contractors in particular — will experience a comprehensive and robust platform able to meet all of their needs,” says CLA incoming Managing Principal of Construction and Real Estate Jill Bosco.

GALLINA and CLA will double their expertise in the construction and real estate arena, and strengthen capabilities in agribusiness, manufacturing and distribution, and the many other industries that make up the private sector.

“CLA completely aligns with the long history of high valued service that GALLINA has brought to its clients over its long history. Bringing the firms together will provide the additional services we did not previously offer internally,” says GALLINA Executive Team Partner Reed Matthews.

Clients want to be confident that when they need help — personally or professionally, today or in the future — CLA will bring relevant capabilities. To answer that need, CLA builds its diverse team to deliver an ever-broadening spectrum of wealth advisory, outsourcing, and public accounting capabilities.

“There is tremendous synergy between the GALLINA and CLA teams,” says CLA CEO Denny Schleper. “Together, we remain committed to serving privately held businesses and their owners with deep industry knowledge, striving to offer integrated capabilities that exceed our clients’ expectations. When we do this, we deliver on our CLA Promise — and, as as our clients’ needs move and change, our team is right beside them, helping at every step.”

GALLINA’s team of 300+ will continue to serve clients locally and nationally from their locations in California, Nevada, Utah, and Washington.