Boulay Welcomes New Transaction Advisory Manager

Boulay recently hired Corey O’Connell as the new Transaction Advisory Manager. He joins Boulay with more than 12 years of professional accounting experience.

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PrimeGlobal Hits Record Size and Coverage - Increasing its Global Footprint

In fiscal year 2019/20 all PrimeGlobal service lines saw continued growth, while PrimeGlobal firm staff grew by 7% to more than 24,000. PrimeGlobal reports a combined annual firm revenue of approximately US$3 billion with a 10% revenue increase. Boulay PLLP is an independent member firm of PrimeGlobal, a worldwide association of independent accounting firms and business advisors.

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Boulay Welcomes New Accounting Advisory Manager

Boulay recently hired Ashley Nuckolls as the new Accounting Advisory Manager. She joins Boulay with over 12 years of experience in public accounting.

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Nathan Faith Named Partner at Boulay

Nathan D. Faith, CFP® was recently named a partner at Boulay. Nathan has been providing investment advice for clients as an Investment Advisor Representative of Boulay Financial Advisors, LLC since 2010. He specializes in accumulation, distribution and tax planning, and he assists clients within the realm of financial planning to include investment and money management, estate planning, and risk and debt management. Nathan utilizes tools such as WealthNAVTM to illustrate strategies and simplify concepts for clients to make better short-and long-term decisions, and he prepares and reviews tax returns for many of the firm’s clients.

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Boulay Welcomes New Senior Wealth Manager

Boulay recently hired Michael Shidell as a Senior Wealth Manager. He joins the Boulay Financial Advisors, LLC team and brings with him more than 38 years of taxation and management consulting experience and has provided wealth management services to clients for over 21 years.

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Boulay Welcomes New Risk Advisory Manager

Boulay recently hired Jeffrey Filler as the new Risk Advisory Manager. He joins Boulay with over nine years of combined Big 4 consulting and Fortune 500 internal audit experience.

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Boulay Announces Acquisition of Robert Steffen & Associates

(Eden Prairie, MN, September 30, 2019) – Boulay is pleased to announce the acquisition of the 

Registered Investment Advisor firm Robert Steffen & Associates, effective October 1, 2019.

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Scott Johnson Named Partner at Boulay

Scott Johnson, CPA, was recently named a partner with Boulay. Scott rejoined Boulay in 2017 and has more than 15 years of public accounting experience. He began his career and spent more than ten years at Boulay before moving on to become co-chair of the tax department of a Minneapolis CPA firm. He then went on to spend several years with a national firm. Scott assists businesses with strategic planning and entity structuring, including acquisitions and dispositions of real estate. He has experience with commercial and residential real estate, REITS, real estate funds, developers, and property management companies, and he provides tax research on complex issues and transactions. Scott also provides representation before IRS and state taxing authorities, and he identifies business and tax planning opportunities for clients to minimize tax liability.

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Nathan Miller Named Partner at Boulay

Nathan Miller, CPA, was recently named a partner with Boulay. Nate joined Boulay in 2015 and specializes in providing accounting and audit services to clients in a variety of industries, including manufacturing and professional service companies. He performs audit quality review, and he is well-versed in technical accounting and reporting matters and SEC rules and regulations. He has more than six years prior experience in public accounting focusing on audit and mergers and acquisitions due diligence, and he has more than two years prior experience in private accounting, including experience as the corporate controller of a $600 million revenue private equity owned food manufacturing company.

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Daniel Korsman Named Partner at Boulay

Daniel Korsman, CPA/ABV, J.D., was recently named a partner with Boulay. Dan joined Boulay in 2017, providing valuation and financial advisory services. He assists business owners in transitioning their interests in a strategic manner, identifying both legal issues and tax opportunities, and providing key information to business owners and their trusted advisors. Dan develops valuation and financial models for a variety of purposes, including the purchase or sale of a business, recapitalizing a business, structuring a buy-sell agreement, making gifts, issuing equity compensation, or testing the fairness of a proposed action. Dan has performed and reviewed hundreds of valuations in a wide range of industries. Prior to joining Boulay, he worked in the valuation and financial advisory groups of national and regional CPA firms.

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