CLEVELAND & AKRON, OHIO– (June 29, 2016) – Healthy Growth is Apple Growth Partners’ (AGP) tagline and guiding vision, for our clients, and for our firm.
Since our founding in 1943, AGP has helped countless clients throughout their business life cycles. From entity formation to succession planning, we work with you to achieve Healthy Growth at every stage. Our internal focus is no different.
“As chairman for the past 20 years, it gives me great pleasure to announce Apple Growth Partners next chairman, my friend, Charles F. “Chuck” Mullen!” Dave Gaino, chairman emeritus said. “I’ve been blessed to have Stan Apple as my mentor over the years and look forward to providing guidance and sharing my experience with Chuck and the future leaders of AGP as we continue to grow.”
“In addition, this change will afford me more time to serve clients and promote AGP externally in the community. It’s not often that 3 generations of leaders can remain active in a firm. AGP is extremely fortunate to be in that situation. It’s a tribute to the forward thinking and investment in succession planning that Stan and others who came before me have made. In my new role of chairman emeritus, I look forward to working with Chuck and the entire AGP team on our 2020 Growth Plan,” Gaino said.
Within the past few months, AGP has launched an aggressive strategy to double in size by the year 2020. The foundation of our growth lies in recruiting and retaining top talent in Northeast Ohio. This has been and will continue to be the key to delivering our valuable Healthy Growth approach to our business clients. If we are to continue to help our business clients grow via Healthy Growth Checkups (our system of analyzing all of the client’s business disciplines and introducing strategic alliance partners to help in areas outside of accounting), we must have a steady continuity of talented staff. As we grow, both organically and through acquisition, our clients will benefit as we onboard even more talent under the Apple Growth Partners umbrella.
“As I begin my term as Chairman of Apple Growth Partners, I am extremely proud of our staff of professionals who are “wise beyond their years” and have matured in their careers at an accelerated pace due to the strong internal development programs we have here at the firm.” said Chuck Mullen, Apple Growth Partners’ chairman, “Specifically, five individuals will be promoted on July 1st, and I couldn’t be more proud of them.”
In the tax department, Jeff Brooks, CPA, CGMA, has been promoted to principal, Paul Martin, CPA, MBA, to senior manager, Steve Mazza, CPA to manager and Kristy Angerstien to senior associate. Jimmy Fisher has been promoted to senior associate in the audit & assurance department. All are members of the American Institute of Certified Public Accountants (AICPA) and the Ohio Society of Certified Public Accountants (OSCPA).
Brooks joined Brott Mardis & Co., which later merged with AGP, as an intern in 2005 while obtaining his bachelor of business administration in accounting from Ohio University. As leader of AGP’s manufacturing and distribution niche, his areas of concentration include tax planning, assistance with mergers and acquisitions, and analyzing tax credits and incentives. Jeff lives in Hudson with his wife, Nicole and their children Evelynn and Andrew.
Martin joined AGP as a full-time associate in 2009 after obtaining his bachelor of science in accountancy from John Carroll University in 2008. In 2010 Martin earned his MBA from John Carroll. A member of the manufacturing and distribution niche, his areas of concentration include tax planning and compliance, consulting, succession planning, and assistance with mergers and acquisitions. Paul lives in Hudson with his wife Jane and their daughter Elizabeth.
Mazza rejoined AGP as a full-time senior associate in 2015, and was previously with the firm for four years. Steve obtained his bachelor of science in accounting from the University of Akron. Mazza is a member of AGP’s manufacturing and distribution niche, and has an expertise in working with these clients on multi-state tax, advising small businesses and complex individual tax returns. Steve and his wife Megan reside in Akron with their six-month-old son, Owen.
Fisher joined AGP as a full-time associate in 2014 after obtaining his bachelor of science in accounting from the University of Akron. His areas of concentration include working with manufacturing and nonprofit clients and employee benefit plan audits. Jimmy resides in Cuyahoga Falls.
Angerstien joined AGP as a full-time tax associate in 2015. Kristy obtained her bachelor of science in accounting from the University of Akron. Angerstien has been in the accounting industry for almost 20 years. Angerstien has an expertise in working with clients on small businesses, payroll, bookkeeping and individual tax returns. Kristy is also a Quickbooks Pro Advisor. Kristy and her boyfriend reside in Uniontown with Kristy’s 11-year-old daughter, Kali.
Apple Growth Partners has offices in Akron and Cleveland and serves the Northeast Ohio market and beyond. AGP focuses on assisting privately held businesses and their families achieve healthy growth. AGP offers a full range of attest, tax planning and compliance, business valuation, litigation consulting and transactional advisory services. Through its strategic partnerships, Apple also provides financial planning, asset management solutions, ACA reporting compliance and third party administration of retirement and health plans.
We are an independent member of the BDO Alliance USA, a nationwide association of independently owned local and regional accounting, consulting and service firms with similar client service goals. The BDO Alliance USA presents an opportunity for firms to expand services to clients without jeopardizing our existing relationships or our autonomy by accessing the resources of BDO USA, LLP and other Alliance members. The BDO Alliance USA was developed to provide Member firms with an alternative strategy for gaining competitive advantage in the face of a changing business landscape. The Alliance represents an opportunity for BDO to enhance relationships with reputable firms that share a mutual business understanding. The BDO Alliance USA is a subsidiary of BDO USA, LLP, a Delaware limited liability partnership.