Robert B. Morrison to Retire as Firm Leader of Business Advisory Services

Robert “Bob” Morrison, FASA, BV/IA, former Firm Leader of Rosenfield and Company, PLLC’s Business Advisory Services Team will effectively be retiring as of December 30th, 2021 and serving As Counsel to the Firm. Replacing Bob as Firm Leader is newly appointed Paul Dumm, CPA, ABV, CFF, CFE, ASA.

“It has been an honor leading the Rosenfield BAS Team. I retire knowing the Team is in good hands as Paul and I have worked together for 20 years. I have the utmost confidence in his ability to lead and grow the Team.”

Robert Morrison, FASA, BV/IA, Partner, As Counsel, Rosenfield and Company, PLLC

Bob’s career began in the 1980’s through the private industry and was followed in the early 1990’s by what became his niche; valuation, forensic accounting, and insolvency. In 2011, Bob founded the firm, Morrison Valuation and Forensic Services, LLC (MorrisonVFS), which merged with Rosenfield and Company, PLLC in January 2020. Prior to establishing MorrisonVFS, Bob served as a senior member and practice leader of three international public accounting consulting practices in the areas of Business Valuation, Financial Analysis, Forensic Accounting, Litigation Support, Insolvency Advisory Services, and Economic Damages. Throughout his career, Bob has been actively involved with a number of organizations, including the Appraisal Foundation, the Florida Institute of CPA’s (FICPA), the International Institute of Business Valuers (iiBV), and the American Society of Appraisers (ASA). Earlier this year, Bob was honored with a lifetime appointment to the College of Fellows, the highest designation the ASA bestows.

“While Bob will be retiring from active practice, his legacy will live on, not only through us at Rosenfield, but in the valuation community as a whole. It has been my privilege to work alongside Bob for the past 20 years. He has been a tremendous mentor, and a true friend. I personally will miss him but look forward to the challenge of leading the BAS Team at Rosenfield into the future.”

Paul Dumm, CPA, ABV, CFF, CFE, ASA, Firm Leader: Business Advisory Services, Rosenfield and Company, PLLC

Paul joined the firm in early 2020 during the merger of his former firm, MorrisonVFS, with Rosenfield. He became Director of MorrisonVFS in 2012, after spending nine years as a Consulting Services Manager for RSM McGladrey LLP (now RSM US). Paul holds a Bachelor’s in Accounting from St. Francis University and a Master’s in Taxation from the University of Central Florida. He has extensive experience in the areas of Business Valuation, Forensic Accounting, Litigation Support, Economic Damages, Insolvency Advisory Services, and Financial Analysis. In addition to being a CPA, he holds accreditations as a CFE, ABV, CFF, and ASA to further support his work in business valuation and forensic accounting.

“Integrating Morrison Valuation and Forensic Services into our firm almost two years ago has allowed for our firm to provide first and world class Consulting/Valuation and Litigation Support services. In that time and under Bob’s leadership, we have more than doubled the size of this important part of our practice. We are extremely grateful and fortunate that Paul has worked with Bob for over 20 years, all while keeping the strong credentials we have enjoyed and bringing fresh and new ideas to the Team. We greatly look forward to Paul’s leadership!”

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 Florida, New York, New Jersey, California, and Texas.

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

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