Meridian, Idaho-based IPA 100 firm Sorren (FY24 net revenue of $114.98 million) has announced the appointment of Josh Tyree as CEO, effective January 20. Tyree previously served as president of the firm and assumes the CEO role following a planned leadership transition.
The appointment is part of a long-established succession plan supporting Sorren’s growth and integration as a national firm. Michael O’Donnell, who served as CEO during Sorren’s initial formation and integration period, has transitioned to executive chairman and will continue to provide strategic guidance and leadership counsel.
“This transition was planned from the beginning,” O’Donnell said. “Josh has demonstrated exceptional leadership, operational discipline, and a clear vision for the firm. The progress Sorren has made over the past two years exceeded expectations, and Josh is well prepared to lead the firm into its next phase.”
As president, Tyree focused on partner alignment and firm integration, bringing together multiple legacy firms into a cohesive national organization. In his role as CEO, Tyree will continue supporting partner success while emphasizing strategic direction, innovation and the development of new service offerings.
“This role is about building on what we’ve already established,” Tyree said. “We’ve made tremendous progress as a firm: aligning our partners, strengthening our culture, and creating a strong foundation for growth. As CEO, my focus is on ensuring we continue to move forward with clarity, purpose, and care for our people and our clients.”
Sorren said the leadership transition underscores its commitment to stable governance, thoughtful succession planning and long-term value creation as the firm continues to expand its national presence.
