From category archives: News

Press Release

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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Ryan Turbes Named Partner at Boulay

Ryan Turbes, CPA, was recently named a partner with Boulay. Ryan joined Boulay in 2011 and has 10 years of experience in public accounting. He focuses on providing transaction services to search fund, private equity, family investment offices, corporate and individuals. He also specializes in providing tax, attest, and accounting services to private and ESOP-owned clients in a variety of industries. Ryan works with his clients to provide critical transaction insights to make informed investment decisions and analyzes business operations to make recommendations for enhancing overall business performance.

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Boulay Welcomes New Senior Wealth Manager

Boulay recently hired Brian Obermeier as a Senior Wealth Manager. He joins the Boulay Financial Advisors, LLC team and brings with him 43 years of experience as a Certified Public Accountant (CPA) and 20 years of experience in the financial services business.

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Boulay Welcomes New Director of Employee Benefits & Retirement Plan Services

Boulay recently hired Charles “Chuck” White as the new Director of Employee Benefits & Retirement Plan Services. He joins Boulay’s Employee Benefits Department and brings with him 13 years of experience in Employee Stock Ownership Plan (ESOP) administration and consulting.

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Boulay PLLP Announces Merger of Anspach & Associates PLLC

Boulay is pleased to announce the merger of Anspach & Associates PLLC (Anspach) with the firm, effective November 30, 2018. The merged entity will be known as Boulay and will continue to operate at 9105 Strada Place, Suite 3201 in Naples, FL.

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Boulay Opens Downtown Minneapolis Office

Boulay—a leading accounting and consulting firm headquartered in Eden Prairie, Minn.—recently opened an office in downtown Minneapolis. The new office is located in the AT&T Tower at 901 Marquette Avenue, Suite 601, Minneapolis, MN 55402.

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Boulay Named a 2018 “Best of the Best” Firm by INSIDE Public Accounting

Boulay was recently named a “Best of the Best” Firm by INSIDE Public Accounting (IPA) for 2018. Boulay, the only firm from Minnesota to be selected for this year’s list, is among a group that includes the highest performers within the public accounting profession and was ranked on more than 50 metrics.

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