A Focus on the

Transaction Advisory Expertise And Services Bolstered

Sax added Kevin D. Moyer, CFE, MBA as Partner and Practice Leader of the firm’s established Transaction Advisory Services Group – recently renamed Transaction Strategy & Transformation. Kevin brings over a decade of robust transaction knowledge and is tasked with advising clients on financial and operational diligence, value creation initiatives and corporate restructuring mandates. His diverse experience is of tremendous benefit during the delicate deal making process and allows Sax to continue to create value for our clients and business partners.

Read more about Kevin Moyer and his role at Sax.

Nonprofit Practice Strengthened

Sax added Scott J. Goldberg, CPA to the firm’s established Nonprofit Practice as Partner. Scott brings nearly 30 years of valued expertise to Sax and is responsible for the overall audit strategy and the delivery of client related services. His solutions-based focus and broad nonprofit industry knowledge allow him to advise clients on best business approaches to diversified accounting and management issues. Scott’s in-depth background includes audits of federal awards in accordance with Uniform Grant Guidance and other third-party reimbursements.

Read more about Scott Goldberg and his role at Sax.

Private Client Practice Expanded

Sax added James Toto, CPA to the firm’s established Private Client Practice as Partner. James brings more than 30 years of experience specializing in tax planning and compliance for high-net-worth individuals and families, including estate and retirement planning. In addition, he provides services related to equity-based compensation, after-tax cash flow analysis, and tax analysis of complex investment strategies. James adds to the expertise of Sax’s Private Client team, and his involvement adds significant value to our private clients and their family operations.

Read more about James Toto and his role at Sax.

Business Development And The Sax Brand Elevated

Sax enlisted Leon Grassi, an esteemed marketer with a reputation for innovative solutions and know-how to drive growth, as our new Chief Marketing Officer and Head of Business Development. Leon brings nearly 20 years of experience within the Media, Publishing, Consumer Products, Information Technology and Accounting industries. He is charged with implementing new, sophisticated marketing strategies and business development efforts that will increase the exposure of Sax’s tremendous breadth of services and elevate the overall brand.

Read more about Leon Grassi and his role at Sax.

Mergers And Acquisitions Escalated

Sax added Peyton Bowman, MBA to lead merger and acquisition activities at Sax. This includes leading the development of integration strategy, planning, and execution from business case development to post-close value capture, working closely with functional team members in both Sax and acquired firms. He creates internal roadmaps for a solid foundation to support Sax’s explosive growth across people, processes, and technology, to enable Sax’s seamless expansion to the next level. Read more about Peyton Bowman and his role at Sax.

New Big C Consulting Services

Lauren Frary, MA, LRC joined Sax as Director of Strategic Business Transformation. She lends her 35 years of experience to provide consultative services that develop the goals of businesses and ultimately improve their overall functionality and productivity. Lauren kick-started her new role at Sax by serving nonprofits due to her vast experience in the industry and will begin assisting for-profit companies it the latter half of 2023.

Learn more about Lauren Frary and her Vision for assisting nonprofits.

The Sax Charitable Foundation Enhanced

Fostering a culture of giving has always been important to Sax’s Founders from the time our firm was established 66 years ago. In 2022, Sax contributed $200,000 to the Sax Charitable Foundation in honor of our retiring partners to be used for philanthropic purposes. The firm’s Foundation Board has also been enhanced and charged with identifying new ways to make a difference in the communities where we live and work.

Sax successfully completed 4 consecutive NYbased mergers to further expand our New York presence (Sax added Schall & Ashenfarb, CPA, David Weiss CPA LLC, Steven Press, and KMR LLP). As a result of these recent partnerships, we greatly bolstered our capabilities in several industries, including Consumer Products and Nonprofit, and added 8 Partners, 2 Senior Advisors, 1 Director and 40 employees to our growing NY team.

To account for the recent and planned growth, Sax relocated our New York City office to 1040 Avenue of the Americas in June. The new office is double the size of Sax’s previous NYC office, and the design resembles the look and feel of our state-of-the-art headquarters in New Jersey, in addition to a beautiful view of Bryant Park.