I’m excited to announce that Hein has signed a letter of intent to combine with Moss Adams LLP, one of the largest accounting, consulting and wealth management firms in the nation.
This is a unique opportunity to bring together two successful, like-minded firms to become the clear middle-market leader in the western United States. Following the completion of standard due diligence, the agreement is expected to be effective November 1, 2017.
We’re embarking on this combination to enhance our ability to serve our clients into the future. As the profession evolves, it will be more important to have deeper resources—more technology, systems, and practice tools—and the scale to be able to serve our clients well. Our dedication to our clients will remain the same. However, Moss Adams offers the resources of a larger firm along with a diverse industry portfolio and broad selection of specialty services.
Moss Adams also has a strong focus on client experience, collegiality, and their people, which aligns well with our values. We have known Moss Adams for many years, spent time with their leadership, and taken time to understand their culture. They are a top-tier Western firm, both in geography and mindset. Their approach to client service—bringing more West to business—is optimistic, inventive, collaborative, and forward-thinking.
I’m excited about this combination and what it means for our clients and our people. I encourage you to visit mossadams.com to learn more about the firm.
Jim Brendel, Managing Partner, Hein & Associates
See Press Release here.
August 24, 2017