Whitley Penn Expands Client Accounting and Advisory Services Practice With Acquisition

Looking to expand its client accounting and advisory services practice (CAAS), Fort Worth, Texas-based IPA 100 firm Whitley Penn LLP (FY21 net revenue of $165.6 million) is acquiring Cogenics Consulting of San Francisco.

Cogenics Consulting provides technology consulting for a variety of clients, utilizing data analytics to offer new perspectives on financial forecasting, analysis and strategic planning.

“The value this powerful partnership will bring to our clients is significant and will enable our CAAS team to provide a holistic and elevated level of service,” says Nathen McEown, Whitley Penn’s PIC of consulting.


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