Aldrich, a leading provider of financial, wealth, tax, and business transaction strategies, has acquired HMA CPA, an accounting firm based in Spokane, WA. This combination allows Aldrich to expand to the Spokane and Coeur d’Alene, ID area, as well as increase the depth and breadth of services to its current geographies through the addition of HMA’s four partners and their employees.
“We share with HMA a commitment to serving our people, our clients, and our communities and are honored to build on HMA’s 40-year legacy,” said John Lauseng, CEO + Partner, Aldrich. “We are excited to work together to help Spokane and Coeur d’Alene-area companies, owners, and employees meet their financial goals.”
“Joining Aldrich will allow our team to deliver even more value to our clients, as well as create growth opportunities for our professionals,” said Kevin Sell, CEO, HMA. “Aldrich shares our entrepreneurial spirit, and we look forward to providing more services to our Spokane area clients through Aldrich CPA + Advisors, Aldrich Wealth, and Aldrich Capital Advisors.”
Aldrich is composed of Aldrich CPAs + Advisors LLP, one of the top 70 accounting firms in the US; Aldrich Wealth LP, a Registered Investment Advisory firm with over $6B in assets under management; and Aldrich Capital Advisors LP, which provides advisory services for business transactions.
HMA was founded in Spokane in 1983 and is known for its long-standing relationships in the area and its commitment to the highest level of client service. The firm has grown by expanding its services and through acquisition. In addition to Kevin Sell, HMA’s other owners, Kristi Bushnell, Laura Hays, and Mike Whitmore, will be joining Aldrich, along with their colleagues.
With this transaction, Aldrich now has eight offices in the Western US across Oregon, California, Colorado, Utah, and Washington. In 2024, Aldrich has been recognized for its growth and culture with numerous awards including Top 100 Firms by INSIDE Public Accounting, Top 100 Accounting Firms by Accounting Today, #1 in Best Places to Work in Oregon and Southwest Washington by the Portland Business Journal, 100 Fastest Growing Private Companies by Portland Business Journal, and Best Places to Work by San Diego Business Journal.
To learn more about Aldrich, click here.
About Aldrich
The Aldrich Group of Companies includes a Top 100 Accounting Firm nationally, providing tax, advisory, and consulting services to businesses and individuals. Working closely with businesses, business owners, and individuals, The Aldrich Group of Companies manages financial, wealth, tax, benefits, and business transition strategies. We serve clients with deep industry expertise in construction, manufacturing, healthcare, nonprofit, telecommunications, utilities, professional services, food processing, agribusiness, real estate, and a variety of privately held companies and individual clients. The Aldrich Group includes the following professional services firms: Aldrich CPAs + Advisors LLP, Aldrich Wealth LP, and Aldrich Advisors Capital LP.
