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Advisory

CRI Acquires N. Carolina Accounting Firm Sharrard McGee

Top 25 nationally ranked CPA and advisory firm Carr, Riggs & Ingram, LLC (CRI) has increased its investment in the state of North Carolina, expanding its locations to serve clients there through the merger of Sharrard, McGee & Co., P.A.

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Top 25 nationally ranked CPA and advisory firm Carr, Riggs & Ingram, LLC (CRI) has increased its investment in the state of North Carolina, expanding its locations to serve clients there through the merger of Sharrard, McGee & Co., P.A.

“Sharrard, McGee & Co. and CRI are like-minded in our commitment to our clients, our teams, and furthering our profession,” stated William H. Carr, chairman and managing partner of CRI. “Together we are forward-thinking, and the combination of their High Point and Greensboro offices with our other North Carolina locations helps leverage the vitality of our teams and resources to further enhance our client experience and technical expertise. We are excited to join this new and dynamic market, to get involved with the High Point and Greensboro communities, and eager to hit the ground running assisting clients.”

“CRI’s story of success is unparalleled in the accounting profession—in about 25 years they have grown from a small local firm in Enterprise, Alabama, to a Top 25 powerhouse in the accounting and consulting profession. It started with the simple premise of, “grow your people and grow your clients,” and everything else followed,” commented Allan D. Koltin, CEO of Koltin Consulting Group, and a well-respected advisor of the Top 500 CPA firms. “Sharrard, McGee & Co., lives these same principles and they’ve been a big driver in their own firm’s success. From the first time they met with CRI it was apparent that they were a cultural and strategic fit and that together they would make great things happen.”

CRI is one of the fastest growing and forward-thinking CPA and advisory firms in the nation, operating in more than 30 markets across 10 states. In addition to providing full-service accounting services such as accounting and auditing, tax, advisory, and client accounting services, the firm operates eight portfolio companies—Auditwerx (SOC reporting and IT audits), CRI Advanced Analytics (data analytics), CRI Capital Advisors (investment banking), CRI Solutions Group (management consulting), CRI TPA Services (retirement plan administration), Level Four Advisory Services (wealth management), Paywerx (payroll management), and The Preferred Legacy Trust Company (trust and estate services).

CRI has financial tools and accounting resources available on its website at CRIcpa.com.