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Morrison Valuation and Forensic Services, LLC merges with Rosenfield and Company, PLLC.

Integration will expand Rosenfield’s Consulting Services and bring almost 30 years of experience in Business Valuation, Forensic Accounting and Litigation Services.

Orlando, FL, March 3, 2020 – Morrison Valuation and Forensic Services, LLC, has integrated into accounting firm, Rosenfield and Company, PLLC. This merger continues Rosenfield’s expansion of their Consulting practice, specifically within their Business Advisory Services Team. This team will primarily focus on the services of Forensic Accounting, Business Valuations and Litigation Support. Robert B. Morrison, ASA BV/IA and his team of experts, Paul M. Dumm, CPA/ABV/CFF, CFE, Shivam N. Jadeja, CPA/CGMA, ASA, CFE, and Alexander Dokuchaev, MSA, CFE joined the Rosenfield team in their Orlando office as of January 1, 2020.

“It is with much thought and careful consideration that Morrison Valuation & Forensic Services made the decision to join forces with Rosenfield and Company, PLLC. Our priority in this process is and always will be our clients, as we strive to enhance how we can serve them. The election to join Rosenfield will provide us broader resources, ample technology and the ability to leverage and provide services to our clients more efficiently. We chose to align ourselves with Rosenfield because their values match our own: to provide services with the best resources available and include the personal touch and care we pride ourselves on.”

Robert B. Morrison, ASA BV/IA, Partner, Firm Leader Business Advisory Team, Rosenfield and Company, PLLC.

Robert (Bob) founded Morrison Valuation and Forensic Services in 2011, establishing the firm as a strong leader in the local industry. He has over 10 years of experience in private industry corporate accounting and finance, as well as almost 30 years providing valuation, forensic, and litigation consulting services. Bob earned the Accredited Senior Appraiser designation in Business Valuation and the Intangible Asset appraisal specialty (BV/IA) from the American Society of Appraisers (ASA) and is the former International President of the ASA. He holds a master’s degree with a concentration in Finance from the University of Central Florida.

Paul became Director of Morrison Valuation and Forensic Services in 2012, after spending nine years as a Valuation and Forensic Services Manager for RSM McGladrey LLP. In addition to being a CPA, he holds accreditations as a Certified Fraud Examiner (CFE), Certified in Financial Forensics (CFF), and is Accredited in Business Valuation (ABV) to further support his work in business valuation and forensic accounting. Paul earned his master’s in taxation from the University of Central Florida.

Shivam is also an Accredited Senior Appraiser and holds CPA and CFE certifications, as well as a designation as a Chartered Global Management Accountant (CGMA). Prior to joining Morrison Valuation & Forensic Services in 2012, he served as an accountant for Holiday Inns Worldwide and performed Financial Planning and Analysis for Lightning Science Group Corporation. Shivam earned his master’s in Accounting from the University of Central Florida.

Alexander (Alex) interned at Lockheed Martin, the Federal Bureau of Investigation, and Morrison Valuation & Forensic Services before joining the Morrison team full-time as an analyst. He earned his master’s in Accounting from the University of Central Florida. He is also a credentialed CFE.

"We are extremely excited to integrate the highly regarded valuation and forensic accounting practice of Morrison Valuation and Forensic Services into our Consulting practice. Bob and I have known each other for close to 30 years and have always had the highest respect for each other. His practice and our new staff add a new dimension to our Business Advisory Services Team, and we look forward to further developing on the stellar reputation that Bob has developed during his career. His great staff complements our existing practice, and now, with the largest valuation practice in Central Florida, we believe that we are well poised to have the strongest resources available in the area and beyond."

Ken Rosenfield, CPA, Founder and Managing Partner, Rosenfield and Company, PLLC.

Since 1996, Rosenfield & Company, PLLC (one of the first accounting firms to specialize in the automotive industry), has continually strengthened its skill set in several niche accounting industries. Their unique expertise and deep bench strength set them apart from other CPA firms, making them one of the leading CPA firms serving Automobile Dealerships, Manufacturers and Distributors, Publishing Companies, Broker/Dealers, Cruise Lines and other businesses and high net worth individuals. In addition, they have staff certified in Business Valuations and in assisting in Complex Litigation and Bank Workout matters. They take pride in providing precise and efficient work to clients while still offering access to the same resources provided by large international firms. Their dedication and expert abilities keep them agile and attuned to meeting your company’s business needs. As a CPA firm, their services are offered globally to clients, with offices located in Orlando, Florida, New York City, New York and Iselin, New Jersey.

If you would like more information, please contact Tara Carapellucci at 407-985-2597 or email at tara@rosenfieldandco.com.

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