Indy’s Donovan CPAs acquires local assurance practice
Subscriber Benefit
As a subscriber you can listen to articles at work, in the car, or while you work out. Subscribe Now
Indianapolis-based financial and advisory services provider Donovan CPAs Inc. has acquired the audit and assurance practice of Delta Wealth Advisors, also based in the capital city.
Donovan CPAs said in a news release the acquisition brings assurance expertise into its practice and can expand the firm’s footprint and services in the city.
“The expertise acquired bolsters our existing industry groups and allows us to deepen our service lines in key areas,” Managing Partner Jeff Donovan said in the release. “This strategic acquisition expands our capabilities and ensures we continue delivering exceptional value to our clients.”
Mary Pat Young, Dan Holt and Barbara Bushman will join Donovan CPAs’ operations from Delta Wealth.
“This strategic move focuses our existing service offerings and strengthens our commitment to providing comprehensive financial solutions to our clients,” Delta Wealth co-founder Dino Efthimiou said in the release. “Our audit and assurance clients will benefit from this service acquisition by Donovan CPAs, allowing us to deliver even greater value to our clients through specialized wealth, tax, and now, Donovan’s expanded audit and assurance services.”
Financial terms of the acquisition were not disclosed.