Kerilyn Boergert, J.D.

Keri Boergert has more than 20 years of experience providing business and personal tax compliance, tax research, and tax planning services for a wide range of closely held businesses. Keri’s experience extends to all aspects of corporate income and franchise tax, pass-through entity tax, sales/use tax, employment tax and personal property tax. Her practice includes […]

Nick A. Scharfeld

Nick Scharfeld works in the firm’s assurance practice, specializing in Financial Services. He has accumulated substantial experience conducting the audits of investment companies. He also serves clients in evaluating their quality of earnings and cash flow, as well as reviewing a company’s operational effectiveness. Nick has a background in valuating investment assets, and his clients […]

Scott McRill, CPA

Scott McRill is a trusted advisor to clients planning to buy or sell a business. He is skilled in guiding private equity and corporate clients on acquisition and divestiture activity, including due diligence, integration planning and implementation, transaction structuring, valuation, and divestiture planning and preparation. His financial skills, combined with his effective personal style, have […]

John J. Venturella, CPA, JD

John Venturella serves as a tax advisor to businesses from $100 million, multi-national corporations to closely held and family-owned companies. He assists clients with federal, state and local tax issues including mergers and acquisitions and complex transactional tax matters. John is a specialist in the tax advisory needs of high-net-worth individuals, providing counsel on income, […]

David M. Coomer, CPA

David helps clients address their financial reporting and operational challenges, providing assurance and business advisory services to organizations in a variety of industries. He specializes in serving clients operating outside the U.S., helping them to navigate the complex tax and financial reporting issues associated with international operations. In addition, David is part of the firm’s […]

Kevin T. Davis, CPA

Kevin Davis is past chair of the Firm’s Assurance Services Committee, which is responsible for guiding the quality of our firm-wide accounting and auditing practice. He has provided services to many types and sizes of NFPs for over 25 years, including charitable and educational organizations, business leagues, social and recreational clubs, and voluntary employees’ beneficiary […]

R. Daniel Fales, CPA, JD

Dan Fales applies his knowledgeable insight to every stage of a portfolio company’s private equity life cycle, from acquisition through the company’s ultimate disposition. A veteran of working with private equity funds and transaction services, Dan is practiced in a variety of transactions including initial acquisitions by funds; expansion acquisitions of the initial portfolio company; […]

Matthew L. Gutzwiller, CPA, CFF, CFE

Matthew Gutzwiller is a certified fraud examiner who leads the Firm’s forensic accounting and litigation support practice area. He specializes in performing calculations of economic damages and lost profits, analyzing contractual compliance with respect to accounting matters, investigating employee embezzlement and fraud. He has a great deal of experience providing all levels of assurance services […]

Sean V. McGrory, CPA

Sean McGrory leads client engagements by providing accounting, audit and business advisory services to commercial organizations, including those with family or closely-held ownership, international operations or ownership, and private equity investors.  His areas of emphasis include budgeting and forecasting, strategic planning, international transactions and reporting, and financing. Sean gained the unique perspective of a business […]