Marvin and Company Announces Merger with Mengel Metzger Barr & Co. LLP, Effective January 1, 2023

Posted on: 9/20/22

Marvin and Company is tremendously excited to announce that we will be merging with Mengel Metzger Barr & Co. LLP (MMB) headquartered in Rochester, NY, with additional offices in Elmira and Canandaigua effective January 1, 2023. This merger combines the best attributes of two longstanding firms here in New York to provide even more quality services to our client base as well as more opportunities to our current and future team members.

As a combined firm we will have more than 200 employees and approximately 30 partners. Within these numbers you will find people with vastly different backgrounds and experiences. Some have worked at Big Four firms and some at very small firms, while others have been with Marvin or MMB for their entire careers. You will also find individuals who have spent time in the private sector. Having the ability to draw on these different experiences will allow us to provide very timely services in many different industries and in transactional events.

Marvin and MMB have been members of the BDO Alliance USA for approximately 20 years and have participated together in many regional and national meetings throughout this time. With this history comes a level of comfort and confidence we have in our Firm synergies. The shared belief we have in maintaining an unwavering commitment to client services and positive work environment will allow the combined firm to move forward seamlessly together. On the technical side, MMB has areas of expertise such as valuation and international tax that we see as growing areas of need in the immediate future and will also allow us to increase our already strong bench of technical expertise in the areas of assurance and tax.

From a recruiting perspective we will now have multiple locations, which allows us to expand our reach for quality candidates that we believe can help us assist our client needs. As a larger firm it allows us to make even more of an investment to our team members’ development, whether through coaching, mentoring, continuing professional education or just having the ability to have people solely in charge of recruiting and retention. A main driver for this partnership is our focus on the growth and development of our team members.

For most of our clients this merge will be very seamless. You will continue to have the same relationship with the firm that you have now with the same team you are accustomed to working with. Our fees will remain consistent. Our goal is to simply plan for the future. As you grow, creating a change in your accounting, tax or assurance needs, we will have a better opportunity to assist you all under one roof.

If you have any questions related to this, please do not hesitate to reach out to me or your Marvin representative. We are extremely grateful for your continued loyalty and friendship, and we look forward to introducing you to our new team members. Check out MMB’s website to get a little better idea of who they are and what they are able to do—www.mengelmetzgerbarr.com.

Sincerely,

Kevin P. O’Leary, CPA
Managing Director

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