Platform Accounting Group announced two more firms have joined the group. Based in Indiana and Illinois, the additions expand Platform’s presence to the Midwest. Twelve firms have joined Platform this year, with a few more anticipated to join in January.
Midwest Advisors, formerly known as Philip+Rae & Associates, is headquartered in Naperville, Ill. and has provided fractional CFO roles, controllership and back-office accounting operations for more than 30 years. The firm offers tax preparation, accounting and auditing, financial planning, estate planning, payroll services, small business consulting, bookkeeping, back-office accounting, small business consulting and more.
Crossroads Advisors, formerly Peachin Schwartz + Weingardt, is based out of Indianapolis, Ind. and has operated in the community for nearly 30 years. The firm supports high-net-worth individuals, closely-held businesses and not-for-profit organizations. They work alongside clients throughout their lifecycle, from emerging entities in the start-up phase to mature businesses seeking an exit or succession strategy.
“Because of my experience and time there, I deeply value the tight-knit community and small-town feel of the Midwest,” said Reyes Florez, CEO of Platform Accounting Group. “We are thrilled these firms, who like us, prioritize relationships and roots, are joining our group and will be able to invest even further in their clients and communities.”
Platform Accounting Group has more than doubled in size every year over the last seven years, has nearly 1,000 employees across 12 states and has a market-leading low turnover rate. While employees still enjoy the benefits of being part of a local firm embedded in a community, they gain access to a much broader range of growth opportunities and resources. Platform is continually building out an ecosystem to provide collaborative, best-in-class professional services from tax to wealth management, ERP consulting, business accounting services and more.
Thanks for reading CPA Practice Advisor!
Subscribe Already registered? Log In
Need more information? Read the FAQs
Tags: Mergers and Acquisitions
