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Deals Of The Day: The Latest In Wealth Management M&A - Exencial, Oak Hill, Others

Editorial Staff

3 June 2020

Exencial, Willingdon Wealth Management
The US wealth manager, , a 14-person CPA firm based in Waltham, Massachusetts.

The acquisition bumps up the total number of partners to 34 at AAFCPAs, and a total staff of 240. The business will maintain the Goffstein office, creating four locations: Boston, Westborough, Wellesley and Waltham. 

Founded in 1987, Scott A Goffstein & Associates developed specializations in international tax, tax treaty issues, transfer pricing methodologies, intercompany transactions, although its work included the full spectrum of domestic tax, audit, and outsourced accounting disciplines.

With the increased focus on international tax, AAFCPAs' Dave McManus will step in to provide strategic leadership to the firm's growing tax practice across all industries. Carla McCall will assume the sole responsibility for managing partner.