Looking to expand both its service offerings and its reach in the state of Tennessee, Charlotte, N.C.-based IPA 100 firm Dixon Hughes Goodman LLP (DHG) (FY21 net revenue of $504 million) is merging in Burkhart & Company PC of Knoxville, Tenn.
Founded in 1982, Burkhart & Company provides tax compliance, strategy formation, back-office services and family finance services to affluent families encompassing multiple generations. The firm’s virtual family office offering is a platform for high-net-worth families designed to facilitate the benefits of a single-family office without the high cost of creating and managing one.
“In addition to building valuable careers with all of our people, our mission is to help our clients achieve their goals,” says DHG CEO Matt Snow. “The integration with Burkhart & Company and the addition of the family office service offering enables us to further fulfill our mission and support our current and prospective clients’ strategic goals,”