Minneapolis-based CliftonLarsonAllen (FY14 net revenue of $598.7 million) is merging in Fort Worth, Texas-based Sanford, Baumeister & Frazier (FY14 net revenue of $6.1 million) effective Sept. 1, the firms announced.
SB&F’s team of 50 will join CLA’s more than 60 professionals in Dallas. SB&F MP Rick Baumeister and partner Allyson Baumeister will assume leadership roles in CLA’s Dallas and Fort Worth, Texas, offices, respectively.
“Our goal has always been to help keep businesses successful and families prosperous,” says Rick Baumeister in a statement. “We do that by offering excellence, skill, and breadth of experience—wrapped in a highly approachable style.”
Baumeister said her firm had been approached in the past to join other firms, but the answer was always no because there wasn’t a cultural fit. “CLA is different.” She says each office is empowered to decide how to best serve clients, and is supported with resources from across the country.