Company Research Report: Weaver
Company Overview
- Name: Weaver
- Mission of the Company: Working collaboratively with each other and clients to solve the most challenging accounting, regulatory, and business issues. They aim to bring a human element to the world of numbers and complex regulations, promoting a supportive workplace culture with a strive for excellence together.
- Vision of the Company: Weaver strives to be the best accounting and consulting firm in the country for its people and clients, while celebrating and extending a collaborative, innovative culture.
- When Founded and By Whom: No information is available.
- Key People in the Company:
- John Mackel, Chief Executive Officer and Managing Partner
- Rob Nowak, National Practice Leader, Tax Services
- Laura Roman, Partner-in-Charge, National Tax Office
- Sean Muller, Partner, Specialty Tax Services Leader
- Jon Roberts, Partner-in-Charge, Energy Tax Services
- Headquarters: No specific headquarters mentioned.
- Number of Employees: No information is available.
- Revenue: No information is available.
- What the Company is Known For: Weaver is known for being a national accounting and consulting firm that emphasizes forming genuine relationships and a more human approach in solving accounting, regulatory, and business challenges.
Products & Services
What Products Do They Offer
1. Accounting and Consulting Services
- High-level description: Weaver offers comprehensive accounting and consulting services tailored to various industries including energy, financial services, manufacturing, public sector, real estate, and technology.
2. Tax Planning and Advisory Services
- High-level description: The company provides tax planning and advisory services including actionable insights, compliance guidance, and year-end updates for businesses and individuals.
- Key Features: They focus on maximizing tax opportunities, strategic financial decision-making, and offer webinars on topics like estate planning and international taxation.
3. Energy Tax Services
- High-level description: Specialized tax services for partners and shareholders in the oil and gas industry.
- Key Features: Guidance on IDC and depletion deductions, Section 199A income, and asset sales reporting.
4. Valuation Services
- High-level description: Valuation services focusing on real estate and business assets.
- Key Features: Expertise in valuation for estate planning, asset management, and potential merger activities.
Recent Developments
Recent Developments in the Company
- Expansion in the Northeast: Weaver has expanded its accounting and advisory practice by merging with Buchbinder, aiming to become one of the largest firms in the region.
- Key Appointments and Team Growth:
- Joe Spallone joins State and Local Tax Practice as Director.
- Mark Hayden appointed as Managing Director in the Valuation Practice.
- Youmna Assad joins the Alternative Investment Practice in California.
- Selina McUmber is the new Managing Director, Real Estate Valuation Services.
- Regular promotions are seen, with 17 professionals promoted to Partner.
- Regional Executive Leaders: The company announced new regional executive leaders to enhance its reach and client service quality.
- Enhancement in Private Client Services: Addition of Prerna Jagada to the team aligned with the firm's expansion objectives.
New Products Launched
- No information is available.
New Features Added to Existing Products
- Webinars have been introduced covering strategic planning, insights into commercial and international taxation, as well as SALT considerations to enhance tax department synergies.
New Partnerships
- Partnership with Buchbinder to strengthen Weaver’s presence in the Northeast and expand service offerings.
Overall, Weaver is committed to maintaining its culture of collaboration and innovation while expanding its services and geographical reach, particularly in the Northeastern United States.