Looking to grow from sea to shining sea, Princeton, N.J.-based IPA 100 firm Withum (FY21 net revenue of $313.7 million) is merging in Providence, R.I.-based Restivo Monacelli LLP and Glick & Associates of San Francisco.
Established nearly three decades ago, Restivo Monacelli provides accounting and auditing, state, federal and international tax services, estate and wealth preservation, strategic planning/consulting, cannabis consulting, business valuation and business outsourcing solutions to clients across the country.
“Not only does this strategic union enhance our presence in the Northeast and Florida, but it complements our culture,” says Withum CEO and MP Bill Hagaman. “Clients choose us because we put our people first, act with the highest levels of values and ethics and live our core values. Restivo Monacelli shares that same philosophy, which our clients will appreciate alongside our industry expertise and innovative solutions.”
Glick & Associates was founded in 2006 and provides a boutique level of tax preparation and consulting services to high-net-worth clients and companies in the professional services, executive compensation and technology sectors.
“This strategic partnership with Glick & Associates heightens our presence in the San Francisco Bay Area, which is home to a robust high-tech community, and just as important, this union is a terrific culture fit,” says Withum’s technology and emerging growth services practice leader Chris DeMayo. “We have similar core values that put our people first, which in turn produces natural synergies that will benefit our clients through our industry expertise and innovative solutions.”