For Immediate Release
Donovan CPAs Acquires the Audit and Assurance Practice From Delta Wealth Advisors
(Indianapolis, IND.) – January 31, 2024 – Donovan CPAs, a leading provider of financial and advisory services in central Indiana, announced today that it has acquired the audit and assurance practice of Indiana-based Delta Wealth Advisors, effective January 1, 2024.
Donovan CPAs strengthens its assurance expertise through this acquisition of Delta Wealth Advisors’ established practice, which will solidify the commitment to providing clients with best-in-class services.
Donovan CPAs is a firm that has been dedicated to making an impact in the Indianapolis community for more than 50 years, and with this acquisition, they’ll be able to do even more.
“We’re excited to welcome the Delta Wealth Advisors’ audit and assurance practice to Donovan CPAs. The expertise acquired bolsters our existing industry groups and allows us to deepen our service lines in key areas. This strategic acquisition expands our capabilities and ensures we continue delivering exceptional value to our clients,” Jeff Donovan states.
Donovan CPAs would like to welcome Mary Pat Young, Dan Holt, and Barbara Buschman as a part of the acquisition of the Delta Wealth Advisors audit and assurance practice.
Delta Wealth Advisors has been providing accounting, tax, and financial advisory services to clients in a wide array of industries including education, real estate, and other industries in Indianapolis, Chicago, and across the United States.
Dino Efthimiou, Co-Founder of Delta Wealth Advisors, states, “This strategic move focuses our existing service offerings and strengthens our commitment to providing comprehensive financial solutions to our clients. The shared values and business ethos between Delta Wealth Advisors and Donovan CPAs make this move a natural fit. 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.”
Donovan CPAs has been a complete financial-needs resource for more than 50 years, providing a solid track record of success. We make it easy to achieve financial health by helping you manage all aspects of your finances. We not only help individuals and companies work toward reaching their present and future financial goals, but we also provide an array of specialty support services designed to make your life easier. It’s that simple.
About Delta Wealth Advisors
Delta Wealth Advisors combines integrated services of in-house financial planning and CPAs to address every angle of your financial picture. Serving clients in Indianapolis, Chicago, and across the United States, we offer financial planning and private real estate investments via remote and in-person meetings. We’ve built our firm by collaborating with hardworking business owners and executives who understand the importance of proper financial planning. Our advisors build partnerships with our clients and fight for every edge in their finances to help them achieve their short- and long-term goals.