Enterprise, Ala.-based IPA 100 firm Carr Riggs & Ingram LLC (CRI) (FY20 net revenue of $331.8 million) is merging in Jupiter, Fla.-based Travani & Richter PA.
Travani & Richter has been performing tax compliance and consulting for high-net-worth individuals throughout the southern Florida area for nearly 20 years.
“The addition of Travani & Richter’s rich tax compliance and consulting capabilities for high-net-worth individuals, small businesses and family foundations to our existing skilled teams in the southern part of the state only enhances the client service delivery and technical expertise for our client base in Martin, Palm Beach and St. Lucie counties,” says CRI chairman and MP William Carr.
“In addition to being one of the largest women-owned CPA firms in the greater Palm Beach area, Travani & Richter is one of the most sought-after firms when it comes to sophisticated tax planning advice,” adds Allan Koltin, CEO of Koltin Consulting Group, who advised both firms on the deal. “Carr Riggs & Ingram continues on their incredible journey of being the fastest-growing first-generation firm in the Southeast, as well as their mission of attracting and growing top talent along the way.”