Nicholas Montgomery Merges With TravisWolff

DALLAS, TX--(Marketwired - Dec 13, 2013) - Effective Dec. 2, 2013, the local public accounting firm, Nicholas Montgomery LLP merged with Travis Wolff, LLP. The firms will operate under the TravisWolff name and will office from TravisWolff's location in Tollway Plaza at Keller Springs and the Dallas North Tollway. 

Nicholas Montgomery was founded in 1987 by Kenneth Nicholas and Samuel Montgomery on the central core value of serving their clients and operating the Firm with integrity. The firm serves entrepreneur-owned businesses, successful individuals and not-for-profit organizations through quality audit, tax and consulting services.

Founded in 1991, by Ken Travis and Ed Wolff, TravisWolff is a growing, independent accounting and advisory firm that offers a full range of assurance, tax and consulting services to emerging companies, established companies, and successful individuals and families. Additionally, TravisWolff provides specialized services in the areas of compensation and benefits planning, IT auditing, collaborative divorce consulting, employee benefit plan audits, estate planning, exit planning, litigation and transactional advisory services and forensic accounting. 

TravisWolff serves mid-market clients throughout Texas and, as a member of Moore Stephens International, extends its services to businesses operating in the global marketplace. "With over 60 percent of our professional staff Certified Public Accountants (CPAs), one of the highest percentage in North Texas, according to the Dallas Business Journal's largest accounting firms list, published on February 28, 2013, TravisWolff has the talented staff to serve clients with complex, and at times, multi-national needs," said Ken Travis, Founding Partner of TravisWolff and Chairman of the Board. 

Joining the TravisWolff team will be six partners and 12 managers, staff accountants, and administrative associates, raising the total TravisWolff employees to over 100.

"Our merger with the outstanding people of Nicholas Montgomery positions our combined firm to provide unique opportunities to our staff, our clients and our community. We knew from the first meeting that our cultures and commitment to client service would be a perfect fit," said Travis.

In addition to representing growth of over 20 percent for TravisWolff, the merger will uphold the shared principle that the integrity of the firm's people and the services it provides can be the only measurement of its success. As a combined firm, TravisWolff will provide expanded scope of services and expertise to closely-held and family-owned businesses, as well as successful individuals and their families, focusing on high quality client service and long-term relationships. The merger will also sustain cultures that promote a family atmosphere and a disciplined and strategic approach to expansion.

"It is difficult to describe in words the excitement and energy level of the Nicholas Montgomery personnel resulting from the merger with TravisWolff. The complementary nature of our firms was compelling -- and we strongly believe that the merger with TravisWolff has strengthened each of our abilities to serve our clients well into the future," said Steve Flanagan, Partner at Nicholas Montgomery. 

For more information, please visit traviswolff.com.

About TravisWolff
Founded in 1991, TravisWolff is a growing, independent accounting and advisory firm that offers a full range of assurance, tax and consulting services to emerging companies, established companies, and successful individuals and families. Additionally, TravisWolff provides specialized services in the areas of business valuation, compensation and benefits planning, IT auditing, collaborative divorce consulting, employee benefit plan audits, estate planning, exit planning, litigation services and forensic accounting.

TravisWolff serves clients in Texas, throughout the country and offshore. As a member of Moore Stephens International, TravisWolff extends its services to the global market. TravisWolff participates in the American Institute of Certified Public Accountants (AICPA) Peer Review Program and is registered with the Public Company Accounting Oversight Board (PCAOB).