Robert Bertucelli, a CPA in Ronkonkoma, N.Y., is merging his CPA practice into Satty Levine & Ciacco, a firm based in nearby Jericho, N.Y.
The merger will create a combined firm with over 20 professionals. Bertucelli (pictured) is moving his practice to the larger firm’s offices, which will continue to operate as Satty Levine & Ciacco. Bertucelli will become a shareholder in the firm. M&A consultancy Accounting Transition Advisors assisted in the transaction. Financial details were not disclosed.
“Adding the talent of Bob Bertucelli and his staff helps us to better serve our growing practice,” said SL&C managing shareholder Roger Ciacco in a statement. Bertucelli is an accounting professor at Long Island University, C.W. Post Center, in addition to managing a client base within his practice. In addition to his CPA designation, he is also a Certified Financial Planner and a Chartered Life Underwriter. In 2001, he received the Emanuel Saxe Award for Outstanding CPA in Education from the New York State Society of CPAs.
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“While I am proud of my more than 15-year history as a partner in my previous CPA firm, I recognize that the next step for my team and clients is to merge with a firm of comparable quality that would enable us to expand services to our local, regional and national clients,” said Bertucelli.
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