Effective Oct. 1 2018, EKS&H and Plante Moran combined to create the 11th largest accounting, tax, consulting and wealth management firm in the nation.
The combination allows EKS&H, one of the largest CPA firms in the Rocky Mountain region, to join the thriving 94-year-old firm and strengthen its expertise in private equity, wealth management, health care, financial services and manufacturing.
“We’ve spent the last three months preparing for this combination, and we’re already seeing early signs of success,” said Plante Moran Managing Partner Jim Proppe. “In addition to better service to our clients and more opportunities for our staff, our combined expertise is creating new business opportunities –– not only in Colorado, but across the country.”
Through the combination, Plante Moran adds offices in Downton Denver, the Denver Tech Center, Boulder, and Ft. Collins and clients throughout the Western United States, expanding its domestic presence beyond the Great Lakes region and strengthening its expertise in energy and other key market segments. The offices will be led by the following partners:
- Joe Bertsch, CPA,the EKS&H lead tax partner will become the managing partner of Plante Moran’s Rocky Mountain region.
- Jim Cowgill, CPA,the EKS&H Boulder office lead, becomes managing partner of Plante Moran’s Boulder office.
- Chris Otto, CPA,the EKS&H Fort Collins office lead, becomes managing partner of Plante Moran’s Fort Collins office.
- Jeff Watkins, CPA, JD,formerly EKS&H’s Wealth Advisory Services lead, becomes Plante Moran’s Rocky Mountain regional tax director.
“EKS&H leaders and their teams have a proven track record providing their clients exceptional service and expertise, and we’re excited to see our two teams coming together to share their combined experience and insights,” Proppe added.
With the combination complete, Plante Moran now has a staff of more than 3,100 professionals throughout Colorado, Illinois, Michigan and Ohio with international offices in Shanghai, China; Monterrey, Mexico; Mumbai, India; and Tokyo, Japan. Both Plante Moran and EKS&H have been recognized by a number of organizations, including FORTUNE magazine, as one of the country's best places to work. For more information, visit plantemoran.com.